Marketing & Sales Automation

Build efficient sales and marketing tools with our customizable templates. They are ideal for automating your own business's growth or for developing custom CRM and pipeline solutions for clients.

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

Client Onboarding System template preview

Client Onboarding System

Free

Every agency has the same problem: onboarding new clients is chaotic. Emails get missed, tasks fall through the cracks, and there's no single place to see who's stuck and what needs to happen next. Client Onboarding System fixes that. It's a complete operational workspace built for agencies, consultants, and freelancers who manage multiple client relationships and need a repeatable process from day one. What's included: 7-stage Kanban pipeline — New Lead → Contract Sent → Contract Signed → Onboarding → Active → Paused → Completed Auto-generated task checklists — every new client gets a full checklist automatically populated from your master template 12 pre-built checklist items across Admin, Discovery, Setup, Communication, and Delivery categories Welcome sequence templates — 4 pre-built email templates triggered by onboarding stage (Contract Signed, Day 2, Day 7, Milestone Delivered) Stuck-client alerts — automatic flags when a client has been in the same stage for 7+ days Pipeline value dashboard — total contract value, active onboardings, and clients needing attention at a glance Demo data included so you see it working on first install Everything is editable. Rename stages, add checklist items, customize welcome messages — the system adapts to your agency's workflow, not the other way around. Perfect for: freelancers, boutique agencies, and consultants managing 2–20 active client relationships who need a professional onboarding process without building one from scratch.

Toki Platform4 clones

Operations · Marketing & Sales

Content Engine template preview

Content Engine

Free

Most content creators know what they should be posting. The problem is actually building the system that makes it consistent. Content Engine gives you the full stack: a visual content calendar, a strategy layer built around content pillars, an idea bank so nothing gets lost, and a built-in AI assistant that writes platform-native posts for Instagram, LinkedIn, Twitter/X, TikTok, and more — directly in the app. What's included: Visual content calendar with monthly and pipeline views Content pillar framework — define your strategy across Brand Story, Education, Products & Services, and Behind the Scenes (fully customizable) Multi-channel support: Instagram, TikTok, LinkedIn, Twitter/X, Facebook, YouTube, Newsletter, Blog 10 content formats: Carousel, Short Video, Article, Thread, Story, and more Full post pipeline — Draft → In Review → Approved → Scheduled → Published Idea Bank to capture and prioritize content concepts before they disappear Series management for recurring content themes AI Content Assistant — write posts, generate images, preview as post cards, brainstorm ideas — powered by Base44's native AI, no API key required Demo data included so the calendar opens with a real working example One purchase. Everything included. No subscription, no tiers, no API costs. Perfect for: solopreneurs, small marketing teams, agencies managing client content, and creators who are done winging it and ready for a real system.

Toki Platform4 clones

Marketing & Sales · Operations

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