All templates
24 templates
Sales CRMTrack companies, contacts, and deals through your pipeline — with a live revenue dashboard.Sales
Project TrackerRun projects and tasks with clear status, owners, priorities, and a progress dashboard.Project Management
Product RoadmapConnect user feedback to features and releases — and see your roadmap by status and theme.Product
Content CalendarPlan campaigns, channels, and every piece of content in one editorial workspace.Marketing
Agency Client DeliveryEvery client's brief, work and approval in one placeAgency
Agency Client OnboardingEvery new client live in two weeks, without chasing the same asset twiceAgency
Agency Content CalendarEvery client's content, planned around the day it must reach the clientAgency
Agency CRMDeals, retainers and client projects for agencies and consultanciesCRM
Agency Resource PlanningSee who is overbooked before the week starts, not afterAgency
Agile Sprint ManagementRun sprints on your team's goals — backlog, board, story points, and a sprint dashboard.Project Management
Bug & Issue TrackerReport, triage and fix — with a public intake form and an auto-notify on every new bug.Engineering
Campaign ManagementPlan campaigns, track deliverables, and watch budget vs. spend in one place.Marketing
Client Reporting HubOne report a month, built from the work you already trackedAgency
Creative Production & ReviewEvery round, every reviewer, and what "approved" actually meantAgency
Feature Requests & FeedbackCollect ideas from customers and the team, count votes, and decide with impact vs. effort.Product
Freelancer & Subcontractor ManagementWho is booked, what they cost, and whether the paperwork existsAgency
Help DeskTrack support tickets linked to your CRM contacts, from intake to resolution.Customer Support
Insurance CRMPolicies, claims and quotes for your whole book of businessCRM
Real Estate CRMTrack properties, viewings and offers from listing to closingCRM
Recruiting CRMA hiring pipeline where candidates are real contactsCRM
Retainer Management & UtilisationSee which retainers make money before the renewal, not afterAgency
SaaS Sales CRMA B2B SaaS pipeline from demo to closed-won, with trials and renewalsCRM
Web Design Project TrackerEvery page, and every asset the client still owes youAgency
Work Requests & ApprovalsOne intake form for every internal request, with a clear approval trail and an SLA per service.Operations