Run Your Business templates
Run Your Business
Manage customers, bookings, projects, and your team in one place
Invoice Chaser
Send invoices and let the app remind clients by email until they pay. You stop chasing, you still get paid.
Sales CRM
Keep track of every customer, deal, and follow-up in one place - contacts, companies, a drag-and-drop pipeline, tasks, and notes.
Client Portal
A private website where your clients sign in to see project progress, share documents, view invoices, and message you.
Customer Support Portal
A help center for your customers - they submit support requests, track their status, and find answers in your FAQ.
Internal Team Tool
A private tool for running your team - staff directory, task assignments, and key numbers, with different views for managers and staff.
Customer Dashboard
An account area for your customers - they manage their subscription, see past bills and usage, and update settings without emailing you.
Task & Project Manager
Organize work into projects and tasks with due dates, priorities, and a board you can drag tasks across.
Appointment Scheduler
Let customers book appointments with you - set your availability, see your calendar, and send reminders.
Inventory Manager
Know what's in stock at a glance - track products, quantities, and orders, with alerts when stock runs low.
Business Dashboard
See your most important numbers in one place - charts, tables, and stat cards you can tailor to your business.
Event Manager
Plan events and know who's coming - collect RSVPs, track attendees, and share event details.
Feedback & Surveys
Create surveys and feedback forms with your own questions, then watch responses roll in with simple charts.
Time Tracker
Track the hours you spend on each project or client with a start/stop timer and weekly reports.
Design Studio Client Portal
Clients sign in to follow their projects, approve designs and pay invoices, all in one place.
Quotes and Jobs for Trades
Send quotes customers accept online, then schedule and track every job until it is done and paid.
Studio Classes and Memberships
A class schedule students book online, with class packs and monthly memberships they pay for on the spot.
Recruiting Agency CRM
Track candidates, client roles and placements in one pipeline built for recruiters.
Shop Back Office
Run the back of your shop in one place: orders, suppliers, customer notes and a simple money ledger.