Database Templates

Ready-made and easy-to-customize
database solutions

Create a customer contacts list with the CRM template
Create a customer contacts list with the CRM template

Pre-made Templates Get You Started Faster

Save time and get your databases up and running in minutes with our quick start solution templates. Each template is a "ready-to-customize" business tool that you can tailor to your specific needs. Create solutions that are as simple or as complex as your project demands.

Use Our Templates, or Easily Create Your Own

Whether you're an advanced database user or have no experience at all, building robust, feature-rich databases is quick and easy. You can create a custom databases from scratch, or choose one of our pre-made templates to get started even faster. Sales teams can create sales pipeline management reports. IT managers can monitor asset inventory and service tickets. Customer service teams can track customer contact issues. Whatever your information need, the Database Manager is the right solution for you.

Asset Manager

Maintain a detailed inventory of anything -- from computer hardware and merchandise to recipes and baseball cards. You can upload a picture of each item and customize the fields and views. Perfect for IT departments to organize and track equipment.

Customer Relationship Manager (CRM)
Store and track contact information and interactions with your clients and customers, maintain a class roster or a donor list for your non-profit event and more. Powerful and highly customizable, it’s easy to create a custom contact list to suit your specific needs. Use the Activity Log to track communications with each of your contacts.

Event Registration
Track registration information for meetings, seminars, conferences, trade shows, classes, sporting events, club functions, and any corporate or community event. This template includes two related databases: one for recording event details such as time, location and description, and one for tracking the attendees of each event. Easily monitor event capacity and registration fees.

Issue Tracker and Help Desk
Log, track and monitor customer problems and inquiries, and assign trouble tickets for follow up. It’s ideal for IT departments and Customer Service teams. Use Issue Tracker and Help Desk as a starting point and customize it based on the practices your company uses to prioritize and follow up on inquiries.

Knowledge Base
Easily create, maintain and share company knowledge, either internally or externally. Use it for your IT Help Desk, Customer FAQ, Self-Service Training Center, and 24x7 online Technical Support. Users can search the knowledge base for immediate answers to product or support questions.

Sales Forecasting
Manage your sales prospect activity and planning. This highly-customizable template lets you view instant snapshots of your sales pipeline, and review the status of each sales opportunity. You can also track historical data of sales activity in the Activity Log, print forecast information and export sales data to a spreadsheet for additional analysis.

Time Sheets
Create a custom database where your employees can track billable and non-billable time for customers, projects and activities.

In/Out Board
Instantly view co-workers' status to see if they are in or out of the office, at lunch, in a meeting, on vacation or out sick. Click on an employee name to view contact information for that employee.

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