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Approval Workflow
Multi-level approval workflow for purchases, expenses, discounts, contracts, hiring and budget changes: rules by type and amount, steps with SLA and escalation,
Assessments & Quizzes
Assessments and quizzes for training: question banks, tests assigned to participants, automatic scoring, pass/fail, ranking and pending work.
Business Travel Operations
An app for coordinating business trips, itineraries, preparation, and follow-up tasks.
Calibration & Measuring Instruments
An app for tracking measuring instruments, calibration orders, and certificate records.
Cash Flow Forecast
A treasury app for comparing forecast inflows and outflows with actual amounts and reviewing projected balances by week and month.
Clinic Scheduling
A template for physical therapy and rehab clinics with several providers and locations to book, confirm and check in patients, fill cancellations from the waitl
Construction Procurement
A purchasing system for contractors to organize requisitions by jobsite, compare quotes side by side, issue POs, and record receipts with cost allocated by jobs
Continuous Improvement
An app for organizing operational improvement ideas, tracking pilots, and recording validated financial benefits.
Contract Lifecycle & eSignature
A DocuSign-like CLM for legal teams: contracts with counterparty, type, value and term move through the pipeline to e-signature, with clauses, approvals, envelo
Customer 360
A customer portfolio app that gathers commercial information, contacts, orders, receivables, and next actions in one record per customer.
Deliveries & Freight
Delivery and freight management for logistics and retail: shipments with invoice and CT-e, multi-carrier quotes, manifests with driver and stops, proof of deliv
Equipment Rental & Cost Centers
Equipment rental and cost-center management for construction, events and industry: tagged fleet, reservations and contracts, check-out and check-in with photos
Event Management
An event production app to run the full cycle: events with vendors, budget versus actual per cost line, a production checklist with owners and due dates, and a
Expense & Reimbursement
A template for companies with field teams and frequent travel to manage receipts, expense reports, travel advances and reimbursements in one place.
Front Desk & Housekeeping
Front desk and housekeeping for inns and short-stay homes: reservations with check-in and check-out, cleaning tasks on departure, maintenance per room, and a da
Gym & Studio Memberships
An app for running gyms and fitness studios, with a weekly class schedule, bookings with check-in, members by plan, and dues tracking.
HOA & Condo Requests
HOA and condo operations for community managers: resident requests with visible status, conflict-free amenity bookings, announcements, and a gate visitor/delive
Insurance Brokerage
An insurance brokerage system to organize quotes, policies, renewals, endorsements and commissions in one place.
IT Assets & Licenses
An app for managing a company’s IT inventory, with assets by assignee, per-seat software licenses, and a support ticket board.
Key Custody
An app for organizing internal key custody, reservations, checkouts, and returns.
Law Firm & Case Management
A template for small and mid-size law firms to manage matters, court deadlines, hearings, billable hours and invoices in one place.
Lease Renewal Tracker
Lease renewal tracking for property managers: properties and units, tenants and owners, 30/60/90-day pipeline, CPI rent proposals, documents, guarantees and tas
Mailroom & Package Handover
An app for tracking packages received by a mailroom or office team, with recipient, storage location, and carrier.
Operational Risk & Mitigation
An app for organizing operational risks by process, owner, controls, and mitigation actions.
Patient Care Journey
An app for tracking the patient journey from intake to follow-ups, with a stage board, schedule, and individual patient detail.
Point of Sale
A point of sale (POS) system for neighborhood markets and shops to ring up sales at the counter, open and close cash sessions per register and track stock in re
Preventive Maintenance
A maintenance app for planning preventive work by asset, tracking preventive and corrective work orders, and measuring compliance, MTBF, MTTR, and monthly cost.
Production Planning
A production planning app for scheduling orders by line, tracking capacity load and produced versus planned output.
Property Inspections & Maintenance
A system for property managers and HOA management companies to run move-in, move-out, and routine inspections on a phone, room by room, with condition ratings a
Quality & Corrective Actions
An app for organizing quality inspections, nonconformities, and corrective action plans.
Quote-to-Install
Quote-to-install management for solar, HVAC, air conditioning, security and glazing: lead, technical visit, quote with materials and labor, customer approval, c
Recruitment & Hiring
A recruitment and hiring system for companies to organize job openings, track candidates through a stage-by-stage pipeline and schedule interviews.
Returns & Refunds
An app for tracking product returns from the initial request through the decision and internal refund record.
Room & Resource Booking
An app for organizing internal meeting room bookings and equipment assigned to each space.
Sales Reps & Territories
A sales app for tracking targets by territory and rep, comparing actual, estimated, and target revenue, and estimating commissions.
Shift Scheduling & Timesheets
Shift scheduling and timesheets for retail, healthcare and services: build schedules by team and shift, approve swaps, track absences, clock in and out, and man
SOP & Team Acknowledgment
An app for organizing operating procedures, managing versions, and tracking team acknowledgment records.
Student Enrollment CRM
A commercial student-recruitment CRM for schools, language centers and courses: leads arrive with a source and campaign, move through the funnel to enrollment o
Tax Routine & Document Tracker
Tax routines and documents for bookkeeping and BPO firms: client document intake, routing across Tax, Payroll and Bookkeeping, monthly obligations (sales tax, 9
Uniform Management
An app for organizing internal uniform distribution by size, employee, and site.
Vendor Onboarding & Compliance
Vendor onboarding and compliance for manufacturing and retail: registration, required documents with expiry (W-9, COI, SOC 2, NDA), Procurement and Legal review
Visitor Management
An app for organizing corporate visits, hosts, and internal badge records.
Waste Management
An app for organizing internal non-hazardous waste pickups, recording weights, and tracking declared destinations.
Accounting Firm Management
Clients, compliance deadlines, period tasks, timesheets and billing for accounting firms.
Accounts Payable
Bills routed by approval rules, scheduled payments and nothing paid late.
Agency Management
Clients, jobs, deliverables, review rounds, timesheets and invoices for agencies.
Claims Management
Every claim from first notice to close in one claim file, with SLA per stage.
Construction Project Management
Schedule, daily logs, quality inspections, punch list and purchasing per job.
Contract & Recurring Client Management
Contracts, renewals, price adjustments, recurring invoices and MRR in one place.
Deliveries, Freight & Fleet
Dispatch board, proof of delivery, freight quotes, fleet and maintenance.
Helpdesk & Customer Support Tickets
Support tickets with SLA timers, macros, surveys and a knowledge base.
HR Onboarding & Employee Records
Every new hire ready on day one, from offer accepted to the 90-day check-in.
Inventory & Warehouse Management
Stock by warehouse, bin and lot, with receiving, picking, transfers and counts.
Orders & Invoicing
Orders validated, invoiced and collected, with one exceptions queue.
Purchase Requests & Procurement
Requests, quotes, approvals, purchase orders and receiving in one flow.
Receivables & Collections
AR aging, dunning cadence, collections desk, payment plans and reconciliation.
Sales CRM
Visual deal pipeline with companies, contacts, activities and a live forecast.
School Accreditation & Compliance
Accreditation standards, compliance renewals, staff credentials and inspections per campus.
School & Course Management
Classes, students, attendance, grades and tuition for schools and course centers.
Work Orders & Service Tickets
Tickets with SLA, technician dispatch, checklists, photos and signatures.
Sales CRM & Pipeline
Manage deals, track your pipeline value and never miss a follow-up.
Sales Pipeline
Move opportunities through every stage and watch your forecast update in real time.
Task Management (Dark Mode)
A sleek dark-mode board to plan tasks, set priorities and track progress.
Task & Subtask Manager
Organize tasks and subtasks with statuses, assignees and a clean Kanban.
Finance App
See your balance, categorize payments and receivables and track cash flow.
Mobile Inventory
Track stock value, log movements and run inventory right from your phone.
Purchase Requests & Sourcing
Centralize purchase requests, sourcing and approvals in one pipeline.
Requests & Approvals
Collect internal requests and approve or reject them in a few clicks.
Construction Projects
Plan construction projects with stages, budgets, expenses and a site map.
Sales
Sales Reps & Territories
A sales app for tracking targets by territory and rep, comparing actual, estimated, and target revenue, and estimating commissions.
Student Enrollment CRM
A commercial student-recruitment CRM for schools, language centers and courses: leads arrive with a source and campaign, move through the funnel to enrollment o
Sales CRM
Visual deal pipeline with companies, contacts, activities and a live forecast.
Sales CRM & Pipeline
Manage deals, track your pipeline value and never miss a follow-up.
Sales Pipeline
Move opportunities through every stage and watch your forecast update in real time.
Operations
Approval Workflow
Multi-level approval workflow for purchases, expenses, discounts, contracts, hiring and budget changes: rules by type and amount, steps with SLA and escalation,
Assessments & Quizzes
Assessments and quizzes for training: question banks, tests assigned to participants, automatic scoring, pass/fail, ranking and pending work.
Business Travel Operations
An app for coordinating business trips, itineraries, preparation, and follow-up tasks.
Calibration & Measuring Instruments
An app for tracking measuring instruments, calibration orders, and certificate records.
Cash Flow Forecast
A treasury app for comparing forecast inflows and outflows with actual amounts and reviewing projected balances by week and month.
Clinic Scheduling
A template for physical therapy and rehab clinics with several providers and locations to book, confirm and check in patients, fill cancellations from the waitl
Continuous Improvement
An app for organizing operational improvement ideas, tracking pilots, and recording validated financial benefits.
Contract Lifecycle & eSignature
A DocuSign-like CLM for legal teams: contracts with counterparty, type, value and term move through the pipeline to e-signature, with clauses, approvals, envelo
Customer 360
A customer portfolio app that gathers commercial information, contacts, orders, receivables, and next actions in one record per customer.
Deliveries & Freight
Delivery and freight management for logistics and retail: shipments with invoice and CT-e, multi-carrier quotes, manifests with driver and stops, proof of deliv
Equipment Rental & Cost Centers
Equipment rental and cost-center management for construction, events and industry: tagged fleet, reservations and contracts, check-out and check-in with photos
Event Management
An event production app to run the full cycle: events with vendors, budget versus actual per cost line, a production checklist with owners and due dates, and a
Front Desk & Housekeeping
Front desk and housekeeping for inns and short-stay homes: reservations with check-in and check-out, cleaning tasks on departure, maintenance per room, and a da
Gym & Studio Memberships
An app for running gyms and fitness studios, with a weekly class schedule, bookings with check-in, members by plan, and dues tracking.
HOA & Condo Requests
HOA and condo operations for community managers: resident requests with visible status, conflict-free amenity bookings, announcements, and a gate visitor/delive
Insurance Brokerage
An insurance brokerage system to organize quotes, policies, renewals, endorsements and commissions in one place.
IT Assets & Licenses
An app for managing a company’s IT inventory, with assets by assignee, per-seat software licenses, and a support ticket board.
Key Custody
An app for organizing internal key custody, reservations, checkouts, and returns.
Law Firm & Case Management
A template for small and mid-size law firms to manage matters, court deadlines, hearings, billable hours and invoices in one place.
Lease Renewal Tracker
Lease renewal tracking for property managers: properties and units, tenants and owners, 30/60/90-day pipeline, CPI rent proposals, documents, guarantees and tas
Mailroom & Package Handover
An app for tracking packages received by a mailroom or office team, with recipient, storage location, and carrier.
Operational Risk & Mitigation
An app for organizing operational risks by process, owner, controls, and mitigation actions.
Patient Care Journey
An app for tracking the patient journey from intake to follow-ups, with a stage board, schedule, and individual patient detail.
Preventive Maintenance
A maintenance app for planning preventive work by asset, tracking preventive and corrective work orders, and measuring compliance, MTBF, MTTR, and monthly cost.
Production Planning
A production planning app for scheduling orders by line, tracking capacity load and produced versus planned output.
Property Inspections & Maintenance
A system for property managers and HOA management companies to run move-in, move-out, and routine inspections on a phone, room by room, with condition ratings a
Quality & Corrective Actions
An app for organizing quality inspections, nonconformities, and corrective action plans.
Quote-to-Install
Quote-to-install management for solar, HVAC, air conditioning, security and glazing: lead, technical visit, quote with materials and labor, customer approval, c
Returns & Refunds
An app for tracking product returns from the initial request through the decision and internal refund record.
Room & Resource Booking
An app for organizing internal meeting room bookings and equipment assigned to each space.
Shift Scheduling & Timesheets
Shift scheduling and timesheets for retail, healthcare and services: build schedules by team and shift, approve swaps, track absences, clock in and out, and man
SOP & Team Acknowledgment
An app for organizing operating procedures, managing versions, and tracking team acknowledgment records.
Tax Routine & Document Tracker
Tax routines and documents for bookkeeping and BPO firms: client document intake, routing across Tax, Payroll and Bookkeeping, monthly obligations (sales tax, 9
Uniform Management
An app for organizing internal uniform distribution by size, employee, and site.
Vendor Onboarding & Compliance
Vendor onboarding and compliance for manufacturing and retail: registration, required documents with expiry (W-9, COI, SOC 2, NDA), Procurement and Legal review
Visitor Management
An app for organizing corporate visits, hosts, and internal badge records.
Waste Management
An app for organizing internal non-hazardous waste pickups, recording weights, and tracking declared destinations.
Agency Management
Clients, jobs, deliverables, review rounds, timesheets and invoices for agencies.
Claims Management
Every claim from first notice to close in one claim file, with SLA per stage.
Construction Project Management
Schedule, daily logs, quality inspections, punch list and purchasing per job.
Deliveries, Freight & Fleet
Dispatch board, proof of delivery, freight quotes, fleet and maintenance.
Inventory & Warehouse Management
Stock by warehouse, bin and lot, with receiving, picking, transfers and counts.
School Accreditation & Compliance
Accreditation standards, compliance renewals, staff credentials and inspections per campus.
School & Course Management
Classes, students, attendance, grades and tuition for schools and course centers.
Work Orders & Service Tickets
Tickets with SLA, technician dispatch, checklists, photos and signatures.
Mobile Inventory
Track stock value, log movements and run inventory right from your phone.
Purchase Requests & Sourcing
Centralize purchase requests, sourcing and approvals in one pipeline.
Requests & Approvals
Collect internal requests and approve or reject them in a few clicks.
Finance
Construction Procurement
A purchasing system for contractors to organize requisitions by jobsite, compare quotes side by side, issue POs, and record receipts with cost allocated by jobs
Expense & Reimbursement
A template for companies with field teams and frequent travel to manage receipts, expense reports, travel advances and reimbursements in one place.
Point of Sale
A point of sale (POS) system for neighborhood markets and shops to ring up sales at the counter, open and close cash sessions per register and track stock in re
Accounting Firm Management
Clients, compliance deadlines, period tasks, timesheets and billing for accounting firms.
Accounts Payable
Bills routed by approval rules, scheduled payments and nothing paid late.
Contract & Recurring Client Management
Contracts, renewals, price adjustments, recurring invoices and MRR in one place.
Orders & Invoicing
Orders validated, invoiced and collected, with one exceptions queue.
Purchase Requests & Procurement
Requests, quotes, approvals, purchase orders and receiving in one flow.
Receivables & Collections
AR aging, dunning cadence, collections desk, payment plans and reconciliation.
Finance App
See your balance, categorize payments and receivables and track cash flow.
Project Management
Task Management (Dark Mode)
A sleek dark-mode board to plan tasks, set priorities and track progress.
Task & Subtask Manager
Organize tasks and subtasks with statuses, assignees and a clean Kanban.
Construction Projects
Plan construction projects with stages, budgets, expenses and a site map.