Sales & Customers
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Sales Order Tracking
The lists of your clients, products and sales orders
CRM
Sales pipeline to track leads, deals, meetings..
Marketing
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Objectives and key results (OKR)
OKR framework with objectives, key results and related tasks.
Marketing Asset Management
Archive, categories and easily reach to all your marketing assets
Social Media Planning
Use this Workiom template to ideate, schedule and track all your social media posts. Add inspirations constantly, create weekly topics to share consistently and store all your visual assets according to their topics. Request new visuals from your designers and track the status for each post.
Product
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Meeting Agenda
Never have an unproductive meeting again. Organise you meeting agenda, attendees, action items in this Workiom template to save time with more efficient meetings.
Objectives and key results (OKR)
OKR framework with objectives, key results and related tasks.
Product Planning
Plan and track you issues, sprints, releases..
Human Resources
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Objectives and key results (OKR)
OKR framework with objectives, key results and related tasks.
Human Resources (HR)
Manage employees, Applicants, job openings, interview appointments...
Startup
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Expenses Tracking
A simple template to start organising your expense tracking. Create accounts, add the spendings and revenues of each account to see overall cash flow for it.
Investor Deal Flow
Managing a Venture Capital or Angel Investment firm has many different aspects that can be efficiently streamlined to save tons of time
Task Management
Keep a clear overview or all of your tasks.
Agency
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Meeting Agenda
Never have an unproductive meeting again. Organise you meeting agenda, attendees, action items in this Workiom template to save time with more efficient meetings.
Project Management
A starting point for managing multiple project with tasks linked to them. This template is a simple, easy-to-use way to get started with project management in Workiom.
Task Management
Keep a clear overview or all of your tasks.
Manufacturing
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Vendor Management
Selecting vendors, negotiating contracts, controlling costs and ensuring service delivery
Product Inventory
Whether you are selling 10 products or 1000 products, you can keep an organized database of the product information with this template
Purchase Order Tracking
Tracking your Supply Inventory, creating purchase orders, tracking them, restocking the products
Architecture
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CRM for Architects
A simple CRM template for architects to manage their prospects. Both architectural firms and freelance architects can use this templates to easily track new leads, deals, invoices and meetings with the prospects.
Architectural Project Management
Plan and manage the architectural projects' timeline and deliverables with this easy-to-use template. Customize it according to your specific workflows, project stages or deliverable types.

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