Templates

Start in 30 seconds, not 30 minutes.

Battle-tested table designs from real teams. Open one, rename a few columns, and you're running. Every template is just a starting point — restructure it any way you like.

Sales

Sales pipeline

Track deals from first contact to closed-won. Built around stage, owner, and forecast value.

Deal · Stage · Owner · Value · Close date

Sales

Customers / CRM

Every customer in one place — contacts, segments, lifetime value, last-touch date.

Name · Email · Phone · Segment · LTV · Last touch

Operations

Inventory tracker

SKUs, suppliers, on-hand counts, par levels, reorder dates. The end of the spreadsheet.

SKU · Supplier · On-hand · Par · Reorder

People

Hiring tracker

Candidates moving through your pipeline — application, screen, onsite, offer.

Candidate · Role · Stage · Recruiter · Notes

Marketing

Content calendar

Posts, drafts, channels, owners, publish dates — one source of truth across your stack.

Title · Channel · Owner · Publish · Status

Operations

Project tasks

Tasks with owners, statuses, due dates, and sub-tasks. Kanban or list, your call.

Task · Owner · Status · Due · Priority

Restaurants

Restaurant suppliers

Vendors, lead times, contact people, and what each one delivers — never miss an order.

Supplier · Category · Lead time · Contact · Notes

Real estate

Real estate listings

Listings, owners, viewings, paperwork stage. Track every door from sign-up to close.

Listing · Owner · Stage · Last viewing · Asking price

Construction

Construction punch list

Items, locations, trade, status, photos. Walk the job, mark it done, share with the GC.

Item · Location · Trade · Status · Photo

Healthcare

Patient intake

New patients, intake forms, insurance, first appointment slot. Mobile-friendly for the front desk.

Patient · DOB · Insurance · Provider · First visit

Events

Event RSVPs

Guests, RSVP status, dietary needs, plus-ones. Filter to a clipboard at the door.

Guest · RSVP · +1 · Dietary · Notes

Engineering

Bug tracker

Issues, severity, assignee, repro steps. Lightweight enough for a 4-person team.

Title · Severity · Assignee · Status · Repro

Pick a template. Make it yours.

Free to start. No credit card. Cancel any time.