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Discover Process Apps

Try something like "loan application process" or "customer journey".

Essential Starter Pack


Top Templates Made by the Accounting Community


Customer Journey Templates

Popular Finance Processes

Streamline Loan Application Process

Analyse and Process Loan Applications Faster

Procure to Pay Process

Procure-to-pay is the process of integrating purchasing and accounts payable sys . . .

Order to Cash

The order-to-cash process encompasses all steps from when a customer order is pl . . .

Accounts Payable Process

The accounts payable process includes invoice data capture, coding invoices with . . .

Made from Your Favorite DataSources

Customer Journey Analysis
Campaign Process Analysis
Lead Generation Template
GL Process Analysis
IT Service request
Bookkeeping Template
Clickstream Behaviour Process
Pipeline Analytics
Fintech Template

Popular Sales Processes

Lead to Oppty Process

Expectations of prospects and increase your chances of turning them into buyers. . . .

Client Experience Journey Mapping

All customer actions and interactions in their relationship with a brand, produc . . .

Pipeline Process Analysis

A representation of where all of your prospects are in the sales process and cyc . . .

Opportunity Qualification Process

Tracking Progress of MQL to SQL to Close deals highlights sales effectiveness, r . . .

Popular Template Collections


Internal Audit Process Template


Intuit QuickBooks & ProConnect Tax Template


Template for Your Favorite Accounting Apps

Popular Marketing Workflows

Clickstream Process Analysis

Process of tracking, analysing and reporting data on the pages a user visits and . . .

Client Onboarding

Client Onboarding process has significant on the initial experience and LTV

Campaign Process Analysis

Campaign process analytics can assist to measure the ROI of marketing efforts

New Client Acquisition

Streamlining Customer Acquisition process is critical to sales efficiency

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