Financial

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.

Modern SME ERP – HR, Payroll & Project Management System template preview

Modern SME ERP – HR, Payroll & Project Management System

$29.99

Modern SME ERP is a complete business management system designed for small and medium-sized companies. This powerful and beautifully designed dashboard includes HR management, employee attendance with location-based punch-in/out, leave tracking, payroll management, project and client management, expense tracking, invoice management, asset control, document storage, and advanced reporting. Built with a clean and professional UI, this template helps businesses automate operations, improve team productivity, and make data-driven decisions — all from one centralized platform. Perfect for startups, agencies, service companies, and growing businesses looking for a ready-to-use ERP solution. 🔹 Key Features 📊 Dashboard Centralized overview of business data and key statistics Quick insights into employees, projects, expenses, and reports 👥 Employee Management Create and manage employee profiles Mark employees as former (resigned/terminated) Rehire separated employees anytime Maintain structured employee records ⏱ Attendance Management Punch-in / Punch-out system Track late arrivals and early departures Location-based attendance tracking 🏖 Leave Management Leave application and approval system Track leave balances and history Maintain leave records efficiently 📁 Project Management Create and manage projects Assign team members Track project budgets and payments Monitor project progress 🤝 Client Management Store and manage client details Track maintenance plans Monitor client payments 💻 Asset Management Track company assets (laptops, phones, etc.) Assign assets to employees Maintain asset records 💰 Expense Management Add and categorize expenses Approval workflow system Track business spending 🧾 Invoice Management Create and manage invoices Track payments and pending amounts 📂 Document Management Store contracts, policies, and company documents Organized document control system 💼 Payroll Management Manage salaries, allowances, deductions Structured payroll tracking 📈 Reports & Analytics Generate business performance reports Financial and operational insights Data-driven decision support 📧 Email Broadcast Send bulk emails to employees Improve internal communication 🔐 Access Control Role-based permissions (Admin/User) Secure system access management 🔹 Benefits ✅ All-in-One Business Solution ✅ Saves Time with Process Automation ✅ Organized HR & Operational Management ✅ Data-Driven Decision Making ✅ Secure Role-Based Access ✅ Modern & Clean User Interface 🔹 Ideal For Small & Medium Businesses (SMBs) Startups and Growing Companies Agencies & Service-Based Businesses Companies digitalizing HR & operations

Anubhav Mishra5 clones

Data & Analytics · Finance +2

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

TradeArk365 template preview

TradeArk365

$49.99

TradeArk365 - The Complete AI-Powered Job Management Platform for Trade Businesses Transform your trade business with TradeArk365, the all-in-one management solution designed specifically for plumbers, electricians, carpenters, HVAC technicians, and other skilled trades professionals. Streamline Your Operations Job Management: Create, schedule, and track jobs from enquiry to completion with automated workflows and recurring job support Smart Scheduling: AI-powered scheduler optimizes your team's calendar, factoring in location, skills, and availability Customer Portal: Give clients real-time access to their job status, invoices, and quotes through secure, branded portals Mobile-First Design: Your team can access everything they need in the field - create jobs, log time, track inventory, and update statuses on the go Financial Control Made Easy Professional Invoicing: Generate quotes, convert to invoices, and get paid faster with integrated payment processing Automated Purchasing: Smart bill inbox matches invoices to jobs, tracks purchase orders, and manages supplier relationships Expense Tracking: Capture receipts, categorize expenses, and generate reports for complete financial visibility Real-Time Analytics: Understand your profitability by job, customer, employee, and time period with comprehensive reporting AI-Powered Productivity AI Assistant: Get instant help with business operations, from scheduling to customer communications Smart Approvals: AI learns your approval patterns and automates routine decisions while flagging exceptions Content Generation: Create professional emails, social media posts, and job descriptions in seconds Business Insights: Get actionable recommendations based on your revenue, operations, and customer data Team Collaboration Task Management: Break jobs into tasks, set dependencies, create checklists, and track completion Toolbox Talk: Broadcast safety notices, job updates, and important messages to your entire team Team Messaging: Start conversations around specific jobs, tasks, or topics with your crew Time Tracking: Log hours directly to jobs and tasks for accurate payroll and job costing Marketing & Growth Email Campaigns: Send targeted campaigns to past, active, or all customers with professional templates Social Media Tools: AI-generated ad templates for LinkedIn, Facebook, and Instagram Lead Management: Convert enquiries to quotes to jobs with automated workflows Customer Insights: Track customer lifecycle, lifetime value, and identify opportunities for follow-up Why Trade Businesses Choose TradeArk365 ✅ Unlimited Users - No per-seat fees, invite your entire team ✅ Mobile-Optimized - Works perfectly on phones and tablets ✅ Scalable - Grows from solo operator to multi-crew operations ✅ Customizable - Adapt workflows, templates, and fields to match your business ✅ Secure & Reliable - Bank-level security with automatic backups ✅ Integrations - Connect with Stripe, Google services, email, and accounting software Built for Your Trade Whether you're running a one-person operation or managing multiple crews, TradeArk365 adapts to your workflow. Stop juggling spreadsheets, paper forms, and multiple apps. Get everything you need in one powerful, easy-to-use platform.

Trade App Solutions4 clones

Operations · Finance +1

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