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Business
CRM dashboards, invoice generators, expense trackers, and client portals built with Craft Collections.
Action Plan
Create strategic action plans with owners and priorities.
Approval Dashboard
Track approval rates and pending items.
Asset Tracker
Track company assets with serial numbers and assignments.
Attendance Tracker
Track employee attendance and work-from-home days.
Booking Calendar
Manage bookings and reservations on a shared calendar.
Brand Guidelines
Document brand guidelines with rich formatting.
Business Task Board
Manage business tasks with a drag-and-drop board.
Campaign Board
Plan and track marketing campaigns across channels.
Client File Portal
Upload project files for client review and approval.
Client Directory
Organize clients by tier with contact information.
Client Manager
View client details and revenue with color-coded status.
Client Portal
Give your clients a polished, self-service portal that pulls content directly.
Client History
Track client interactions on a visual timeline.
Company Timeline
Document company milestones on a visual timeline.
Company Wiki
Build a company wiki synced to your Craft workspace.
Competitor Tracker
Track competitors with strengths and threat levels.
Content Pipeline
Move content from idea through review to completion.
CRM Dashboard
Manage customer relationships with a sortable CRM table.
Customer Feedback Log
Log and categorize customer feedback by topic.
Customer Journey
Map customer interactions across touchpoints over time.
Customer Satisfaction
Track customer satisfaction scores and feedback.
Deadline Calendar
Never miss a deadline with a visual calendar view.
Deal Board
Track active deals through negotiation stages.
Digital Asset Library
Upload and organize brand assets like logos and graphics.
Document Hub
Access all business documents from a central hub.
Document Manager
Upload and manage documents with type and status metadata.
Editorial Calendar
Plan editorial deadlines across channels.
Employee Cards
Browse employee profiles as visual cards by department.
Employee Directory
Manage an employee directory with department grouping.
Employee Search
Find employees quickly with workspace search.
Equipment Log
Log equipment maintenance schedules and conditions.
Event Calendar
Schedule and view business events on a calendar.
Expense Entry
Quickly log business expenses by category.
Expense Report
Submit and track expense reports synced to Craft.
Feedback Form
Collect structured feedback from customers or team.
Hiring Pipeline
Track candidates through your hiring funnel by stage.
Hiring Progress
Track hiring goals by department with progress bars.
HR Dashboard
Monitor headcount, departments, and employee status.
Invoice Generator
Generate and manage invoices in a sortable table view.
Invoice Tracker
Track invoices with payment status and due dates.
Knowledge Search
Search your company knowledge base visually.
KPI Dashboard
Track key performance indicators with targets and trends.
Lead Capture Form
Capture leads with a quick submission form by source.
Lead Tracker
Manage sales leads from first contact to close.
License Manager
Manage software licenses, seat counts, and renewals.
Marketing Dashboard
Measure marketing performance across channels.
Meeting Agenda
Create structured meeting agendas with objectives.
Meeting Scheduler
Schedule and track meetings with room assignments.
Operations Dashboard
Monitor operations KPIs against targets.
Order Tracker
Track orders from placement through delivery.
Partner Directory
Browse partner companies by type and region.
Price List
Maintain a structured price list by tier and category.
Product Catalog
Manage a product catalog with pricing and stock levels.
Product Detail View
Browse products with detailed specs in a split view.
Product Showcase
Display products in a visual showcase with categories.
Project Board
Manage projects across planning and execution stages.
Project Brief
Write project briefs with scope and objectives.
Completion Tracker
Monitor project phase completion with progress bars.
Activity History
View the full history of a project on a timeline.
Proposal Tracker
Track proposals from draft to decision with filtering.
Reference List
Maintain a categorized list of business references.
Revenue Timeline
Map revenue milestones and business events on a timeline.
Review Queue
Process items awaiting your review, sorted by priority.
RFP Manager
Evaluate and manage RFPs with color-coded status.
Sales Dashboard
Track sales revenue and win rates on a live dashboard.
Sales Goals
Track sales team progress toward revenue targets.
Sales Pipeline
Manage your sales pipeline from prospect to close.
Service Catalog
Showcase available services with tiers and pricing.
Shift Calendar
Plan employee shifts with a color-coded calendar.
Shipping Tracker
Track shipments across carriers with delivery status.
Standup Board
Run daily standups with a visual drag-and-drop board.
Supplier Tracker
Track suppliers with lead times and quality ratings.
Support Ticket Board
Triage and resolve support tickets on a visual board.
Task Assignments
Assign and track tasks by team member.
Team Performance
Monitor team performance metrics and productivity.
Testimonial Wall
Display customer testimonials in a visual wall.
Timesheet Entry
Enter timesheet hours for projects quickly.
Vendor Directory
Track vendors and suppliers with contract details.
Vendor List
Keep a categorized list of approved vendors by service.
Warranty Tracker
Monitor warranty expiration dates and claims.
Common Questions
No. Craft Collections can act as the data layer for these apps, so your content stays in your Craft workspace and syncs across your devices without setting up a separate database.