Start from a real app.

Invoicing

Clients, estimates, invoices with line items, tax, and discount, plus payments and a print-ready view.

Finance

Quotes

Sales quotes with clients, line items, tax, draft through declined statuses, totals, and a printable quote.

Finance

Expenses

Team expense claims with merchant, category, and amount, plus draft through rejected statuses, monthly totals, and CSV export.

Finance

Contracts

A contract register: counterparty, type, value, dates, draft/active/expired, and renewal reminders.

Finance

Budget

Department budget vs actual: categories, planned vs entered spend, remaining, and a 2026 month view.

Finance

CRM

Contacts, companies, a deal pipeline, an activity log, and follow-up tasks for a small services firm.

CRM

Referrals

A referral tracker with referrer, prospect, new through lost statuses, and a reward and notes.

CRM

Kanban

Project boards with columns, drag-and-drop cards, checklists, comments, filters, and free-text assignees.

Projects

Client portal

Clients see their projects, status, notes, and messages. Staff see everything.

Client portal

Booking

Service appointments: a catalog, staff hours, public booking, then confirm, cancel, or reschedule.

Booking

Room booking

Internal meeting-room reservations with conflict detection and day and week agendas.

Booking

Class booking

A class schedule with capacity, a waitlist, and a public enrol page.

Booking

Event portal

Event details, a session schedule, a guest list, plus public register and schedule pages.

Events

Listings

A property board with address, price, available, under offer, or sold, plus a public listings page, an enquiry form, and a private inbox.

Real estate

Inventory

Products, SKUs, stock levels, reorder thresholds, movements, and a low-stock dashboard.

Stocktake

Assets

An IT asset register: serial, assignee, location, purchase date, and in-use, stored, or retired.

Stocktake

Store

A back-office catalog and orders: products, line items, pending, paid, or fulfilled.

Stocktake

Maintenance

Assets plus work orders with priority, status, due date, and assignee, and a service history.

Operations

Vendors

A supplier roster: company, category, contact, active/review/paused, notes, last review, and a 90-day review queue.

Operations

Inspections

Checklist inspections for sites and assets, with pass or fail items, notes, and an overall status.

Operations

Visitor log

Reception sign-in with visitor, host, company, purpose, and arrival and departure.

Operations

Licenses

Software seats purchased vs assigned, assignees, cost, and 60-day renewal alerts.

IT

Helpdesk

Tickets with a queue, status, priority, SLA, replies, and tags, plus a public submit form.

Support

Feedback

A public CSAT form (1 to 5 plus a comment) and a private averages dashboard.

Support

Surveys

Multi-question surveys (text or choice) with a public respond link and private results. Separate from the CSAT feedback app.

Support

Knowledge base

An internal wiki: articles, categories, tags, published or draft, and search.

Knowledge

SOPs

A numbered procedure library with team, version, draft or published, and search. Separate from the knowledge-base wiki.

Knowledge

Content calendar

Posts by channel and status, with month and list views and filters.

Marketing

Campaign planner

Launch campaigns with a goal, an owner, planning/live/done, channels, and tasks.

Marketing

Waitlist

A product waitlist with a public join form (name, email, company) and a private list with new, invited, converted, and counts.

Marketing

Time tracker

Time against projects, a start/stop timer, a weekly timesheet, and billable vs non-billable.

Roster

Leave

PTO requests with type and dates, pending/approved/denied, a team calendar, and remaining balances.

Roster

Capacity

A team capacity dashboard: weekly hours vs allocated, utilisation bars, and overload flags.

Roster

Directory

An employee directory: role, team, email, location, start date, with search and filter.

People

Applicant tracker

Jobs and candidates on a hiring pipeline, with notes and a public apply form.

People

Onboarding

Checklists assigned to new hires with owners, due dates, and per-person progress.

People

Training

Internal courses with modules, enrolments, and completion tracking.

People

Team chat

Internal chat with channels, DMs, threads, reactions, pins, file uploads, tasks, and search.

Comms

Meeting notes

Meetings with attendees, notes, and action items that have an owner, a due date, and a done flag.

Productivity

OKRs

Objectives and key results with targets, current values, and progress bars.

Strategy

Roadmap

A product roadmap with now, next, later, and shipped, plus themes, quarters, and team votes.

Strategy