Manage from project to profit

Strengthen every area of your office furniture dealer business with software that is built for your workflows. TeamDesign features include extended project management, reporting capabilities, catalog inventory import, manufacture integrations, full integrated accounting, marketing tools, and more.

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Simplify your project management tasks

Track time, materials, and service work orders with project management features for planning, pricing, scheduling, and installation
Track installation by ship date, install date, or project
Maintain open-ended work orders to simplify warranty work and reconfigurations

Accounting efficiency

Handles accounts receivable, payable, and general ledger, and deposit tracking all accounts by job
Full history enables real-time review of invoices and ledgers. reporting can identify and reconcile late costs and balances due for work-in-progress

TD Easily Integrate With Vendors 400x400

Integrate seamlessly with key vendors

Built-in integrations with major furniture partners give you a seamless process from product and cost validation to purchasing and shipping management.

Ensure accurate ordering
Improve workflow to increase profitability
Gain predictable margins
Get detailed vendor acknowledgement

Single source of business data

Real-time, in-depth analytics in visual dashboards

One place to see all your business for confident decision making

Easy-to-use, easy to export, easy to drill down

Built-in CRM

Combines CRM, alerts. advanced analytics, and reporting. Anticipate and respond to customer needs and trends. Clearly see customer trends and sales team performance to uncover new opportunities for ROI.

Inventory management

TeamDesign’s furniture inventory management features allow you to compare proposals and automatically report on in-stock, out-of-stock, and aging products.

Rentals

Delivery and pick-up charges included on first invoice and automatically excluded on future invoices. Invoice rentals in a timely manner with user-defined billing periods. Track product rentals, mockups, and warehouse space by salesperson or customer.

Service work orders

Maintain open-ended work orders. Simplify handling of warranty repairs and reconfigurations. Reduce the loss of revenue for service work: track time and materials by job.

Inventory imports

Import various third-party catalogs into the TeamDesign inventory system. Access items from third-party catalogs for proposals, purchase orders, and other documents.

Collections

Online tracking of collection call information, such as name of person contacted, date, invoice in question, general comments, and call back date. Print collection notes by invoice on your "Accounts Receivable Aging Report".

Stock purchase orders

Eliminate overstocked inventory by identifying slow moving and fastmoving inventory. Re-order stocked material on an as needed basis.

Marketing

Assign customized marketing profiles within each customer master file. (e.g., territory, SIC code, business type, etc.). Sort and print marketing or customer reports based on your customized fields.

Quick Quotes

Quickly and easily generate quotes from your showroom to handle "off the-street" traffic. Import quick quotes into TeamDesign project management and accounting.

Testimonials

Jay Schuermann

EOE Furniture

“(TeamDesign) is a key element of our new normal because of the way it integrates the various aspects of our business and makes everything so easy to access for me, our sales support, and our designers.”

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