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.

Purchasing & Inventory Management template preview

Purchasing & Inventory Management

$19

Complete Order Management & Purchasing (PO/GR) A fully-featured, production-ready purchase order management and receiving system designed for restaurants, businesses, and organizations that need to streamline and track their purchasing operations. Key Features: Order Request Management Create, edit, and track purchase orders with full approval workflow Draft mode to prevent data loss while building orders Multi-level status tracking (Draft, Pending, Approved, Rejected, Completed) Edit approved orders with automatic revision history and -REV identifier Search orders by name, ID, or product Rejection notes and approval tracking with timestamps Goods Receiving Module Process approved orders efficiently Mark items as received with actual quantities and invoice prices Generate professional Goods Receipt (GR) notes Multi-receipt file uploads per order Receipt archive with bulk sequential download capability Track variances between ordered and received quantities Product Catalog & Inventory Comprehensive product management with categories and sub-categories Stock level tracking with low-stock alerts Dual unit of measure support (e.g., bottles vs cases) with automatic conversion Price history tracking with automatic updates on order receipt Price change indicators showing increases/decreases Supplier linkage with preferred vendor designation Pagination (20 items per page) for large catalogs Executive Dashboard Real-time key metrics (pending approvals, items to receive, total spending, low stock) Top 10 products by spend (horizontal bar chart) Category spending breakdown (interactive pie chart) Flexible date range filtering for time-based analysis Average order value calculations Supplier performance overview Stock Adjustments Record inventory adjustments with unique IDs Track spoilage, waste, and manual corrections Item-level adjustment history Before/after stock level tracking Supplier Management Maintain supplier database with contact information Link products to multiple suppliers with different pricing Track supplier product catalogs Mark preferred suppliers for each product Automated Notifications Email notifications for order approvals/rejections PDF attachments with order details Configurable notification settings Uses actual browser time for accurate timestamps PDF Generation Professional order request PDFs Goods receipt notes with itemized details Accurate financial calculations Clean, printable layouts Settings & Administration User management with role-based access (Admin/User) User invitation system Category management (main and sub-categories) Email notification toggles Audit trail for all major actions Data import/export capabilities User Experience Clean, modern interface with responsive design Mobile-friendly for on-the-go management Intuitive navigation with role-based menu items Real-time data updates Search and filter capabilities throughout Pagination for large data sets Security & Permissions Role-based access control (Admin/User) Admin-only features (Settings, User Management, Category Management) Secure user invitations Audit logging for accountability Perfect For: Restaurants and food service businesses Retail operations Small to medium businesses Procurement departments Organizations managing multiple suppliers Teams needing approval workflows First use: Change the user to admin to view the admin panels. Change to your currency under settings.

Jonathan Defensor1 clones

Marketing & Sales · Operations +1

Pipeline Pro template preview

Pipeline Pro

$9

Pipeline pro is a powerful, fully responsive client portal and lead management system designed for service businesses, agencies, and SaaS teams that want more visibility, better organization, and faster growth. Instead of juggling spreadsheets, scattered messages, and missed follow-ups, Pipeline Pro gives you one clean command center to manage leads, clients, appointments, and communications in one place. Built with flexibility in mind, this template can be quickly customized for any industry, making it perfect for agencies, local service providers, consultants, and growing online businesses. ✅ Perfect For Marketing agencies Local service businesses (HVAC, plumbing, electrical, etc.) Consultants and freelancers SaaS startups Lead generation businesses Multi-location service companies ⚡ Key Features Clean, modern dashboard UI Lead and client management views Integrated messaging center (API-ready) Appointment and calendar support Notification system with color coding Fully responsive (mobile + desktop) Fast, lightweight Base44 build Easy customization for any niche Professional, conversion-focused layout 🧩 Built to Scale Pipeline Pro is not just a template. It is a flexible foundation you can adapt for: Client portals Mini CRMs Agency dashboards Service business back offices SaaS admin panels Whether you are building for yourself or for clients, this template helps you launch faster and look premium from day one. 🔧 Tech & Customization Built on Base44 Clean component structure Easily editable colors and modules API-ready architecture for messaging integrations Developer-friendly layout 🎯 What You Get Full responsive dashboard template All core pages and components Ready-to-customize structure

Site Repair Pros1 clones

Operations · Marketing & Sales +2

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