Start from your industry

A template is a ready-made set of lists, fields and workflows for a kind of business. Each one comes with invented sample records, with amounts in EUR, that you can load, look at and change. You can also save your own changes as your own template.

Field service

Customers, sites, jobs and visits. Its example workflows use the Twilio connector preset (beta).

Sales CRM

Companies, contacts, deals and activities. Its example workflows use the Slack connector preset (beta).

Help desk

Categories, customers, tickets and replies. Its example workflows use the Slack connector preset (beta).

Property management

Properties, units, tenants, leases and maintenance requests. Its example workflows use the Microsoft 365 mail connector preset (beta).

Tailored to your business

You can fill in an optional business profile. It ranks the templates for you and lets the AI propose a tailored template. It is a proposal only: the AI never changes your system on its own, and a person with the promotion right applies it in a separate step.

Connector presets are built but not yet tested against the real services.