Prewired templates. Production-ready.
Pipelines, onboarding flows, staffing structures, and automations — preloaded across every division and ready to activate.
CRM Templates
Tax Office Pipeline
Intake → EIN → Documents → Filing → Delivery.
Included in ecosystemBookkeeping Engagement
Discovery → Setup → Monthly Close → Reporting.
Included in ecosystemLaw Firm Matter Pipeline
Consultation → Conflict Check → Engagement → Matter.
Included in ecosystemFormation Filing Pipeline
Order → Filing → EIN → Compliance Calendar.
Included in ecosystemNotary / Signing Pipeline
Order → Verification → Signing → Delivery.
Included in ecosystemWeb Development Pipeline
Proposal → Design → Build → Launch → Support.
Included in ecosystemOnboarding Templates
Client Onboarding
Branded intake, document collection, e-sign, payment.
Included in ecosystemService Onboarding
Per-service intake flows with conditional logic.
Included in ecosystemSubscription Onboarding
Plan selection, billing capture, welcome sequence.
Included in ecosystemWhite-Label Tenant Setup
Branding, domain, plan, and feature provisioning.
Included in ecosystemReseller Account Onboarding
Agency setup, margin, and subaccount provisioning.
Included in ecosystemStaffing Templates
W-2 Employee Onboarding
I-9, W-4, department, role, training assignments.
Included in ecosystem1099 Contractor Onboarding
W-9, agreement, insurance, credential tracking.
Included in ecosystemDepartment & Role Map
Hierarchy, permissions, and reporting structure.
Included in ecosystemTraining & Certification
Modules, assessments, and credentialing.
Included in ecosystemEngagement-Scoped Access
Project-bound permissions for contractors.
Included in ecosystemAutomation Templates
Lead Capture → CRM
Web form → enrichment → routing → notification.
Included in ecosystemAppointment Reminders
SMS + email sequences with reschedule links.
Included in ecosystemInvoice Lifecycle
Send → reminders → past due → escalation.
Included in ecosystemOnboarding Drip
Document chase, status, and welcome cadence.
Included in ecosystemRenewal & Cancellation
Pre-renewal nudges and save flows.
Included in ecosystemSupport SLA Routing
Category → priority → assignment → escalation.
Included in ecosystemNeed a template tuned to your business?
Every template is fully customizable inside the platform — or we'll build it for you as part of onboarding.
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