Who it is for
Teams of two to fifty people who sell to other businesses and work with a lot of documents.
Accountants, lawyers and consultants
Each client's files and history in one place.
- A folder for every client, linked to their company
- Engagement letters signed with Smart-ID
- Deadlines as tasks, reminded on the day
Construction and property
Projects, drawings and contracts together.
- Each project as a deal, from offer to signed contract
- Drawings and photos in the project's folder
- Site visits on the team's calendar
Agencies and B2B sales
A pipeline you can see at a glance.
- A deal board by stage, with totals per currency
- Proposals signed online
- Follow-ups that turn up in My day
Distributors and wholesale
Customers with branches and subsidiaries.
- Company groups: a parent with its subsidiaries
- VAT numbers checked in the EU register
- People who work for several companies
Does it fit your team?
Tell us how you work today, and we show you how it would look in Teamfolio.
Book a demo