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Launch proven business systems in hours, not months

Free templates for Zoho, HubSpot, Salesforce, Odoo, Notion and n8n. Each one comes with the setup files and a step-by-step guide with screenshots.

Browse by platform: Zoho HubSpot Salesforce Odoo Notion n8n

Operations team reviewing their CRM pipeline together
✓
Imported & configuredModules, fields, workflows

Templates and implementations for the platforms your business already runs on

Implementation specialists mapping a client's sales process
Process first. Every template starts as a real implementation, mapped with the people who use it.

Why TemplateIt

Built and tested by people who set up these systems for a living

Each template captures how experienced consultants configure the platform for a specific industry, then documents every decision so your team can own it.

Tested end to end
Built and verified in a clean account before release.
Honest requirements
Required edition and realistic setup time stated up front.
Sample data included
Validate the workflow on day one, before real data goes in.
Maintained
Versioned and updated when the platform changes.

6

Business platforms supported

100%

Of templates free to download

3-in-1

Files, written guide and video

1 day

Typical response to quote requests

Platforms

One standard of quality across your entire stack

Every template is delivered in its platform’s native format, from setup sheets and scripts to one-click imports.

Zoho

Modules, fields, workflows, Deluge functions and email templates, with a complete setup sheet.

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HubSpot

Custom properties, pipelines, workflows and reporting, documented step by step.

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Salesforce

Objects, fields, flows and page layouts with an admin-ready configuration guide.

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Odoo

Installable modules and structured data imports for operations and finance.

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Notion

Duplicate-ready workspaces, databases and dashboards for growing teams.

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n8n

Automation workflows you can import in one click and adapt to your stack.

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Template library

Recently published templates

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How it works

Download it today, use it this afternoon

Browse the templates →

  1. Pick a template

    Filter by platform, industry or job. Every page says which edition you need, how long setup takes and what is in the download.

    Free download

  2. Set it up with the guide

    Follow the steps and screenshots, paste in the scripts and import the sample data. Test it all before your team starts using it.

    About 90 minutes

  3. Change it or get help

    Use it as it is, adjust it yourself, or have us set it up and change it to fit how you work, for a fixed price.

    Optional

Implementation services

From template to tailored system, delivered at a fixed price

When your process needs more than the template provides, our specialists configure, extend and integrate it in your account, then train your team.

  1. 01Discovery call and scope
  2. 02Fixed-price proposal
  3. 03Build, test and hand over
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Consultant and client celebrating a successful system launch

Resources

Insights and implementation guides

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