Templates

folk templates are built for all types of relationships. Get inspired and set up in a few clicks.

Recruiting

Scout, recruit, and keep the best talent for your organization and projects with these templates that are specially designed to help you maximize your recruitment process.

Talent pool management

Stay in touch with the best talents to maximize your hires

Recruitment pipeline

Streamline your hiring process by creating a centralized location to store and manage candidate information.

Team management

Ensure a memorable employee experience.

Personal CRM

Templates for all your personal CRM needs.

Networking

Make the most out of your relationships.

Influencers management

Manage your influencers’ campaign to accelerate your growth.

Experts list

Find and leverage the best minds to help you get to your goals.

Community management

Engage with your community members.

Newsletter management

Keep your subscriber list up to date to send them targeted content.

Real Estate

Not your typical sales CRM! These templates are ideal for those managing deals and clients in real estate.

Properties management

Build, develop and manage your real estate portfolio.

Real estate investor tracking

Spot and follow investment opportunities in real estate.

Sales

Make more sales and foster warmer client relationships with this easy-to-use, quick-to-implement templates for sales.

Partners management

Manage your partnerships like a pro.

Competitors tracking

Keep track of your competitors, to make sure to remain ahead of the competition.

Deal pipeline

Keep track of your sales process, to enhance your overall business performance.

Sales pipeline

Keep track of your sales process, to enhance your overall business performance.

Leads tracking

Track leads and their potential value to better convert them into customers.

PR & Media

This selection of templates is ideal for those in PR and Media who needs to manage lists of experts and contacts in the field.

Influencers management

Manage your influencers’ campaign to accelerate your growth.

Backlink outreach

Boost your SEO efforts.

Freelancer management

Source & hire the best freelancers to get your projects done.

Most popular

Deal flow management

Secure deals with a flow that adapts to you.

Sales pipeline

Keep track of your sales process, to enhance your overall business performance.

Funds Fundraising pipeline

Keep all your investors in one place to secure your next fundraising.

Recruitment pipeline

Streamline your hiring process by creating a centralized location to store and manage candidate information.

Events & Community

Build thriving communities and packed out events with ease using these templates that are specially designed to make it easy.

Partners management

Manage your partnerships like a pro.

Influencers management

Manage your influencers’ campaign to accelerate your growth.

Community management

Engage with your community members.

Event management

Manage and invites guests in one place, for best-in-class event organization.

Podcast invitees management

Source & manage your list of invited guests, for successful podcasts.

Partnerships

Create strong and fruitful partnerships with these templates that will help you organize and activate all your contacts.

Partners management

Manage your partnerships like a pro.

Backlink outreach

Boost your SEO efforts.

Podcast invitees management

Source & manage your list of invited guests, for successful podcasts.

Suppliers management

Centralize all your suppliers in one place to maximise your visibility on them.

Investing

Whether you’re looking to keep track of investors, do some startup fundraising or keep your VC list up to date, you’ll find a template for you.

Company portfolio management

Managing portfolio companies made easy! Keep an eye on the progress you make on your investments.

Fundraising pipeline

Keep all your funds in one place to secure your next fundraising.

Founders tracking

Build your custom founders tracker to secure investment opportunities.

Co-investors list

Keep track of investments with your co-investors.

Experts list

Find and leverage the best minds to help you get to your goals.

Consulting & Freelancing

Keep track of clients on your roster with these templates that make it simple to cultivate a wide network of contacts for your consulting or freelance projects.

Experts list

Find and leverage the best minds to help you get to your goals.

Sales pipeline

Keep track of your sales process, to enhance your overall business performance.

Leads tracking

Track leads and their potential value to better convert them into customers.

Freelancer management

Source & hire the best freelancers to get your projects done.

Fundraising

Templates for your fundraising scenario, whether you’re looking to court angel investors, raise funds for your startup, or connect with a list of private equity firms.

Fundraising pipeline

Keep all your funds in one place to secure your next fundraising.

Funds Fundraising pipeline

Keep all your investors in one place to secure your next fundraising.