Template packs
Everything on, sensible defaults
Sales, purchases, stock, finance, people and projects for any trading or service company, on a Kenyan chart of accounts.
Arrives set up: 6 pipeline stages · 6 ledger accounts · 3 roles · 1 board · 10 automation rules
Estimate → proof → job ticket → delivery
Printers, signage and branding companies: estimates with deposits, job tickets with proof approval and a pre-press checklist, sheet and roll stock, a production board and job costing.
Arrives set up: 6 pipeline stages · 9 ledger accounts · 4 roles · 1 board · 14 record fields · 12 automation rules
BOMs, production orders, actual costing
Furniture, upholstery, metal and fabrication workshops: bills of materials with routings and a cost roll-up, production orders that issue materials and receive finished goods at actual cost, make-to-order from a sales order, work orders with an inspection checklist, and raw-material, WIP and finished-goods stores.
Arrives set up: 6 pipeline stages · 14 ledger accounts · 5 roles · 1 board · 13 record fields · 13 automation rules
Till sessions, M-Pesa, stock
Supermarkets, hardware, boutiques and agrovets: a fast till with split cash and M-Pesa payments, register sessions and Z-reports, pack sizes, reorder points, customers on account and cashier-only logins.
Arrives set up: 5 pipeline stages · 8 ledger accounts · 4 roles · 1 board · 4 record fields · 9 automation rules
Price tiers, credit hold, van sales, settlement
Distributors and wholesalers: price lists per customer class, a credit hold that can warn or block an over-limit or overdue order, batches and expiry, van loads, a route call sheet, night settlement of stock and cash, a route report, a dispatch board and signed delivery notes.
Arrives set up: 6 pipeline stages · 10 ledger accounts · 5 roles · 1 board · 6 record fields · 15 automation rules
Proposals, retainers, time, profitability
Agencies, IT consultancies and professional services: a deal pipeline, service rate items, projects with budgets and timesheets, recurring retainer invoices, withholding tax and profit per project.
Arrives set up: 6 pipeline stages · 8 fee items & charge codes · 8 ledger accounts · 4 roles · 1 board · 5 record fields · 11 automation rules
Admissions, classes, registers, report cards, term fees
Schools, colleges and training institutes: an admissions funnel, classes and streams, phone registers with absence alerts, assessments on CBC scales, report cards, one-click term billing by fee structure, M-Pesa receipts, statements, arrears follow-up and staff payroll.
Arrives set up: 7 pipeline stages · 10 fee items & charge codes · 16 ledger accounts · 4 roles · 1 board · 12 record fields · 15 automation rules
Intake, matters, time, fee notes, client accounts
Advocates and law firms: an intake pipeline with a conflict-check stage, matter files with court and case details, a court diary, time and disbursements, fee notes with VAT and withholding tax, and client accounts with a ledger per client, overdraw protection, transfers to office against a fee note and three-way reconciliation.
Arrives set up: 7 pipeline stages · 9 fee items & charge codes · 13 ledger accounts · 4 roles · 1 board · 12 record fields · 12 automation rules
Prescriptions, batches, expiry, controlled drugs, till
Pharmacies, chemists and clinic dispensaries: a prescription book with a pharmacist's check, dispensing from the earliest in-date batch, owing balances, labels, a controlled-drugs register with a running balance, refills, batch and expiry on every product, a till with cash and M-Pesa, wholesaler orders, insurer accounts and a licence calendar.
Arrives set up: 6 pipeline stages · 11 ledger accounts · 4 roles · 1 board · 8 record fields · 14 automation rules
Trips, fleet, fuel, PODs, cost per km
Transporters, couriers and clearing agents: trip sheets with truck, driver and route, stages to signed POD, trip expenses and driver advances, charge codes, a dispatch board — and a fleet app with vehicle and driver registers, licence and insurance renewals, service schedules by odometer, a fuel log with anomaly flags and cost per kilometre.
Arrives set up: 6 pipeline stages · 10 fee items & charge codes · 15 ledger accounts · 5 roles · 1 board · 24 record fields · 14 automation rules
Grants, budgets, procurement, donor reports
NGOs and CBOs: a funding pipeline, budget lines per grant with actual, committed and available, a budget check that can block overspending, budget revisions, indirect cost recovery, a donor financial report with a transaction annex, requisition-to-payment procurement, staff advances and a fund-aware chart of accounts.
Arrives set up: 6 pipeline stages · 5 fee items & charge codes · 20 ledger accounts · 5 roles · 1 board · 12 record fields · 15 automation rules
Members, contributions, loans, arrears
Savings groups and cooperatives: a member register, deposits and shares posted as liabilities and capital, monthly contribution runs, M-Pesa receipts, and a loan engine — products on flat or reducing balance, guarantors, committee approval, disbursement, repayments split across penalty, interest and principal, arrears classes and provisioning.
Arrives set up: 6 pipeline stages · 6 fee items & charge codes · 18 ledger accounts · 4 roles · 1 board · 10 record fields · 11 automation rules