SOFTSYNC TEMPLATES
Pick your industry. Start working today.
Add a ready-made CRM for your kind of business in one click. Lists, boards, forms, and automations arrive already built, so there is nothing to set up first.
No blank page. No building.
- Made for your work.Vet clinic, salon, recruitment, real estate, and many more.
- One click.Everything arrives built and connected, for your whole team.
- Change anything.It only adds. Nothing you already have is touched.
Start with the work you already do
From empty to working in one click.
No building from scratch. No long setup. Pick your industry and start.
Pick
Choose your kind of business.
Recruitment, clinics, salons, real estate, property, events, and more. Look inside any template first. Nothing changes until you add it.
See the Templates tutorialBuilt
It arrives already built.
Boards, forms, booking pages, and automations come together and work together. No fields to design and no rules to write.
Try it
See it working, then make it yours.
Add example records to try it straight away. When you are ready, clear them all at once. Your own records stay.
Make it fit your business. Only admins add or remove templates. Removing one hides what it added and keeps every record. Removed example data waits in the Deleted Bin for 30 days.
A simple way to use it
Your CRM in four steps.
From an empty workspace to a working one, with nothing to build.
- 01Open Templates in Settings
- 02Pick your kind of business
- 03Choose whether to include example records
- 04Click Add to workspace and start working
Questions, answered
A few things people ask before they start.
What a template adds, what it leaves alone, and who can use it.
Do I have to set anything up first?
No. Every workspace starts with the standard CRM setup that templates build on. After that, adding a template is one click.
What is a template?
A ready-made setup for one way of working. It brings lists, fields, boards, forms, and automations so you do not build them yourself.
Does it change what I already have?
No. Adding a template only adds. Nothing you have is changed, renamed, or deleted, and if an add stops halfway you can safely try again.
Can I see it before I add it?
Yes. Everyone can open any template and look at it. Admins also see a list of what will be added.
Can I remove a template?
Yes. Removing hides its groups for your whole team and keeps every record. Adding it again brings everything back.
Who can add a template?
Only admins can add, update, or remove templates and example data. Everyone else can look.
Which templates are there?
Examples are Service desk, Wiki, Recruitment, HR, Vet clinic, Clinics, Salon and spa, Real estate, Property management, and Projects & Time.
Are templates translated?
Danish, Finnish, Norwegian, and Swedish translations are included. Example records and names follow the language set for your workspace.
Ready when you are
Your industry's CRM is one click away.
See a ready-made setup working for your kind of business.