Finance

Build secure and reliable financial apps with these customizable templates. Use them to manage your personal budget with clarity or as a professional starting point for a new fintech tool for your clients.

Business Management Suite template preview

Business Management Suite

$29

Streamline your business with the all-in-one solution for managing clients, cases, workload, and office operations. Stay organized, compliant, and productive. This app is a comprehensive Business Management Suite designed for professional service firms. It helps manage clients, projects, tasks, time tracking, billing, documents, and appointments, alongside broader business operations like assets, expenses, and compliance. Key Features: Client & Project Management: Organize client information, track project progress, assign tasks, and manage case details. Financial Tracking: Log billable hours, generate invoices, record payments, and monitor business income and expenses. Document & Calendar Management: Securely store documents related to clients and projects, and schedule appointments. Operational Oversight: Manage business information, physical premises, assets, and ensure compliance with regulations. Customizable Settings: Personalize display preferences (including themes), workflow rules, and other system configurations. How it can be used: The app streamlines daily operations, improves organization, and provides a centralized platform for managing all aspects of a service-based business. It helps users maintain client relationships, track profitability, and ensure smooth project execution. Target Users: Ideal for small to medium-sized professional service firms such as law firms, consulting agencies, accounting practices, and other businesses that manage multiple clients, projects, and detailed operational processes.

Web Dev4 clones

Operations · HR & Legal +1

LeadFlow – Simple CRM & Call Tracker template preview

LeadFlow – Simple CRM & Call Tracker

$19.99

LeadFlow is a lightweight, modern CRM template built for solo service businesses and small teams. Instead of a bloated enterprise tool, it focuses on one simple workflow: capture leads → qualify → send proposal → win the client . The template includes a public lead capture page, a kanban-style pipeline, client profiles, and a discovery call tracker – all wrapped in a clean, modern SaaS UI that’s easy to customize with your own branding. Whether you’re building a SaaS for coaches, designers, agencies, or consultants, LeadFlow gives you a ready-to-ship base that feels polished from day one. Who it’s for Solo founders building vertical SaaS for: Coaches & consultants Designers, developers & freelancers Marketing and creative agencies Agencies wanting a simple internal lead tracker Makers who want a CRM starter kit they can reskin for multiple niches What you get A public “Work with me” lead capture page that feeds directly into your CRM A kanban sales pipeline (New → Qualified → Proposal Sent → Won/Lost) Client profiles with contact info, notes, and related leads A discovery call tracker with call type, status, and notes A clean, modern UI with: KPI cards on the dashboard Tables and detail views Chips/badges for status & priority Built on Base44, LeadFlow is easy to duplicate, customize, and rebrand for any service niche. Key Features Public lead capture form “Work with me” page where prospects submit their details. Automatically creates a client + lead. Kanban sales pipeline Visualize leads by stage: New, Qualified, Proposal Sent, Won, Lost. Update status in one click. Client CRM profiles Store contact info, source, website, and internal notes, with all related leads and calls in one place. Discovery call tracker Schedule and track discovery calls with clients, including call type, status, and notes. Dashboard KPIs See total open leads, pipeline value, and basic conversion performance at a glance. Modern SaaS UI Clean layout, white cards, soft shadows, accent color, and responsive design for a broad audience. Easy to customize Change field names, add stages, adjust the pipeline, or reskin the UI for any niche. Included Pages / Screens Public Lead Capture Page Hero (“Work with me”) Lead form (name, email, project type, budget, message) Thank-you state Dashboard KPI cards (open leads, pipeline value, basic conversion) Kanban pipeline by lead status Leads List Table of all leads with filters (status, priority, tags) Lead Detail Lead information (title, status, value, priority, notes) Linked client summary Linked calls and “Schedule discovery call” action Clients List Table of clients with source + activity Client Detail Contact info & notes Related leads Related calls Calls List Upcoming and past calls (client, date/time, status, type) Settings (basic skeleton) Placeholder for profile/branding so buyers know where to extend Data Model Summary Entities included: Client Name, email, phone, company, website, source, notes Lead (Opportunity) Title, related client, status (New/Qualified/Proposal Sent/Won/Lost), potential value, priority, tags, notes Call Related client & lead, datetime, duration, call type, status, notes This structure is intentionally simple so buyers can extend it in any direction (invoices, proposals, tasks, etc.).

Cody Holden4 clones

Marketing & Sales · Operations +3

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