Templates

Ready-made records apps for sales, bookings, stock, hiring, invoices and more, with pages, sample records, forms, automations and a portal. Add one free.

Sales and customers

Sales pipeline

Every deal from first call to signed, with the people, companies and follow-ups behind it.

Online shop

Products, stock, customers and orders for a small shop that sells online and by phone.

Services and bookings

Appointments

Bookings for a clinic, salon, studio or consultant, with clients, services, staff and reminders.

Help desk

Customer questions and problems as numbered tickets, with a help centre your customers can read.

Projects and operations

Projects and tasks

Client projects and their tasks on a board, with your team, the time logged and a page where clients follow along.

Stock and suppliers

What you hold, what to reorder, and the purchase orders and deliveries behind it.

People and teams

Hiring

Your open jobs, every candidate on a board by stage, interview scorecards and a careers page to share.

Team and time off

Your staff directory, leave requests with approvals and balances, and onboarding for new starters.

Money and property

Invoices and expenses

Bill your clients, see who still owes you, and keep every expense with its receipt.

Rental properties

Your buildings, units, tenants and leases in one place, with rent and repairs tracked as they happen.

Education and events

Training centre

Courses, sessions, students, enrolments and attendance for a tutoring centre, language school or academy.

Events

Workshops, conferences and community events, with the guest list, vendors, budget and agenda of each.