ProTeamo offers a comprehensive suite of applications tailored for service providers, enhancing operational efficiency, client relations, and financial management.
The suite includes the Core App for overall management, Sales App for client engagement, Reports App for data-driven insights, and Accounts App for financial tracking, all integrated to streamline operations and boost productivity.
By integrating job management, sales, reporting, and accounting functionalities, ProTeamo enables service professionals to focus on what they do best - providing outstanding service to their clients.
Core App
Seamless Job Management
From simple tasks to intricate projects, manage it all in one place. Collaborate seamlessly, assign tasks effortlessly, and never miss a deadline again.
Add and maintain client information, manage ongoing communications, and handle multiple client companies.
Efficiently assign tasks to team members, track progress, and manage job-specific details.
Seamlessly convert quotations into full jobs, integrating client requests and feedback into the workflow.
Build a network of trusted external teams for seamless collaboration on complex projects.
Public Directory
Showcase your services in our public directory. Let clients find you and request your expertise with just a few clicks.
Sales App
Create professional, detailed quotations in minutes reusing your template.
Job Conversion
Reusable Templates
Create task groups and document lists that you can reuse across multiple jobs and quotations to save time and ensure consistency.
Inquiry Management
Never miss an opportunity. Receive and respond to client inquiries directly in the app. Convert promising leads into quotes or jobs instantly.
Stay ahead of renewals and recurring jobs. Set up smart reminders to reach out to clients at just the right time, ensuring a steady stream of repeat business.
Report App
Track and analyze data from both simple and full jobs, including all related tasks.
Review the effectiveness of sales efforts with detailed reports on quotations and conversions.
Assess team and individual performance metrics to optimize productivity and job allocation.
Keep a clear record of every financial interaction. Track income, expenses, bills, and receipts.
Manage billing documents and receipts efficiently, maintaining accurate financial records.
Monitor and analyze expenses at both team and individual levels to control costs.
Get the big picture or dive into the details. View financial data at the job level, team level, or across your entire business.
Inter-team Financial
Coordination
Handle transactions between different service provider teams engaged in joint projects.