Pre-built templates give you enterprise-grade workflows, data models, and dashboards from day one - then flex to fit as you grow.
No database modelling from scratch.
Efficiently capture clean data the first time.
Effective operations straight out of the box.
Instant access to reporst and visibility on progress.
Explore the process templates that you can access below:
Take control of spending — track invoices, approvals, and payments effortlessly with our Accounts Payable template.
Get paid faster — manage billing, track outstanding invoices, and automate follow-ups with ease.
Plan with confidence — build, adjust, and visualize budgets to stay on top of your financial goals.
Streamline procurement — submit, approve, and track purchase requests with full visibility and control.
Create and send professional quotes in minutes — track approvals and win more business with less hassle.
Simplify property transactions — manage documents, deadlines, and stakeholders all in one streamlined template.
Simplify selection processes with our Applicant Tracking template—manage candidates, stages, and decisions in one clear view.
Stay compliant with ease — track Blue Cards, renewals, and forecast expiries all in one secure location.
Promote transparency — log, monitor, and manage conflicts of interest with smart, searchable registers.
Easily manage time off with our Leave template — track requests, approvals, and leave balances all in one place.
Stay aligned and on target — our OKR template helps you set, track, and visualize goals with clarity.
Streamline feedback and growth with our Performance Review template — automated, organized, and insight-driven.
Keep your team info at your fingertips — organize, update, and access staff details in one central place
Make every transition smooth — automate onboarding and offboarding tasks for a seamless staff experience.
Know what you own — track asset location, status, and value with total clarity.
Stay stocked and in control — manage inventory levels, movements, and receive alerts in real time.
Keep your tech in check — monitor hardware, software, and lifecycle data all in one place.
Never miss a renewal — track software licences, usage, and compliance effortlessly.
Manage your fleet smarter — log fuel cards, maintenance, and availability with ease.
Stay safe and compliant — track safety gear, inspections, and WHS equipment in one reliable system.
Plan, prioritize, and deliver work efficiently — manage backlogs, sprints, and team collaboration with ease.
Keep records, not clutter — archive data securely for easy retrieval and peace of mind.
Squash bugs fast — log, assign, and resolve issues with a clear, collaborative workflow.
Optimize workflows end-to-end — design, automate, and monitor processes for maximum efficiency.
Create custom forms in minutes — capture data seamlessly with no coding needed.
Turn data into decisions — generate clear, insightful reports that drive smarter business moves.
Chart your product's path — align priorities, timelines, and teams with a clear, strategic roadmap.
Drive projects forward — manage tasks, resources, and deadlines seamlessly from start to finish.
Ensure smooth launches — track releases, approvals, and deployment steps with full control.
Prepare, respond, and recover — help your business stay running smoothly, whatever comes your way.
Manage policies and renewals — keep your coverage up-to-date and easily accessible.
Track licences and certifications — stay compliant with automated reminders and records.
Manage confidentiality — create, track, and store NDAs with ease and security.
Keep everyone aligned — organize and share company policies clearly and accessibly.
Standardize success — document and streamline your business procedures for consistent results.
Accelerate decision-making — quickly capture and act on key insights and opportunities.
Simplify submissions — track and manage all types of requests in one efficient system.
Report and resolve workplace incidents swiftly to maintain a safer environment.
Organize Safety Data Sheets for easy access and compliance at your fingertips.
Identify, assess, and mitigate risks to protect your business proactively.
Streamline information requests — manage, track, and respond efficiently and transparently.
Build better relationships — track interactions, manage pipelines, and grow customer value in one place.
Welcome clients with ease — automate tasks and ensure a smooth, professional start every time.
Plan, launch, and track campaigns — Automatically send bulk emails, texts, or media to your audience lists — fast, targeted, and hassle-free.
Capture and respond to enquiries fast — stay organized and never miss a follow-up.
Organize and execute events seamlessly — manage schedules, attendees, and logistics in one central hub.
Collect meaningful input — automate feedback gathering to drive smarter decisions.
Track and nurture leads — turn interest into action with a clear view of every opportunity.
Design and distribute surveys easily — gather data and insights to fuel better outcomes.
Keep every client relationship on track — centralize contacts, communications, and key account details.
Stay on top of upkeep — schedule, track, and manage maintenance tasks with ease.
Visualize your structure — organize teams, roles, and resources for operational clarity.
Record and review movements — track vehicle and equipment usage with detailed digital logbooks.
Our team are always exploring new industries and building towards the future. Talk to your Customer Sucess Manager about what's next on our roadmap, or reach out with your new template idea so we can add it to the list.
Start small. Scale fast. Solve what matters most. Whether you need one workflow or an end-to-end transformation, we've got you covered.
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