TEMPLATES
Ready-made tools for every team
23 tools your team can start using today, from a CRM and a stock tracker to hiring and contracts. Pick one, connect where its data lives, and Cadr fills it in.
4 TEMPLATES
Sales
CRM
Every deal from first enquiry to signed, the companies behind them and the follow-ups that keep them moving.
See the templateProspecting
Companies that fit your ideal customer, found on the web and researched, with the people to talk to at each.
See the templateQuotes and proposals
Every quote you send with its file, what it is waiting on, and the chases that turn it into a yes.
See the templateCustomer onboarding
Every new customer from kickoff to live, with the checklist that gets them there and the dates that matter.
See the template4 TEMPLATES
Operations
Stock tracker
What is on the shelves, what is running low, and every item received, issued or sold.
See the templateOrders and purchasing
Customer orders to get out of the door, purchase orders to chase, and the suppliers behind them.
See the templateRequests desk
One place for the team to ask for things, and for the desk to work through them oldest first.
See the templateEquipment and maintenance
Every machine and vehicle, when each is due a service or inspection, and the log of work done and hours lost.
See the template2 TEMPLATES
Finance
3 TEMPLATES
Marketing
Content planner
Your social posts on a calendar you can read at a glance: each graphic, its words and where it stands, from idea to posted.
See the templateCampaign tracker
Every campaign on one timeline, with what it was given, what it has spent and the leads it brought.
See the templateEvent planner
Every event you run or attend, with its to-do list, its guest list and what it is costing.
See the template3 TEMPLATES
People
Recruiting
Every open role and candidate from application to offer, with the week's interviews and the feedback still owed.
See the templateTeam directory and onboarding
Who is on the team and how to reach them, with a checklist for everyone joining or leaving.
See the templateTime off
Who is away and when, the requests waiting for an answer, and how much leave each person has used.
See the template3 TEMPLATES
Projects
Task board
The team's tasks on one board, with who has each, when it is due, and what is overdue or blocked.
See the templateProject tracker
Projects on a timeline with their milestones, tasks and budgets, and the ones at risk.
See the templateGoals
The quarter's objectives and key results, how far along each is, and the weekly check-ins behind them.
See the templateNeed a tool that isn't here?
Describe it in a sentence and Cadr builds it for your team, with the pages, figures and forms you asked for.