Templates
Invoice Management

Track invoices based on the received transactions across multiple Projects and Customers. Don't miss deadlines, track overdue statuses. Use Reports for the bird view. Set and customize a variety of custom fields, statuses, views 💰

Check out other Sales & Marketing templates:

Content Calendar

Use this template to structure the content you or your team are working on. Never miss them on calendar, and have a quick overview on Board

Content Marketing

Generate ideas, collaboratively write articles, balance workload, and schedule publications — finally, in the same tool.

Currency Exchange

Convert payments and salaries from one currency to another using historical exchange rates.

Digital video production

Track video stages and grouped tasks. Write your scripts, brainstorm ideas, and add notes. Calculate budget and never miss deadlines.

Event Planning

Stay on the top of your event process, track budget, and see which category is the most expensive!

Influence Plan

This template has to help to organize and establish the right relationships. Based on SuccessCoaching course.

Influencer CRM

Keep track of cooperation with Influencers. Track Revenue and engagements from your ambassadors

Product Competitor Analysis

Review your competitor's features, check which competitor is the strongest in the particular area.

Product LaunchCal

Improve coordination of several teams (development, support, marketing, etc) and set up a launch process.

Product Marketing

Plan and invent marketing campaigns. Decompose campaigns into tasks and organize them in a way, that makes sense for your team.

Sales CRM

Visualize sales pipeline, gather contacts of decision-makers and track customer-related activities with a lightweight CRM.

World

Connect to other Spaces to get an up-to-date countries dropdown, slice sales by region, and add calling codes to local phone numbers.

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