Templates
Start with Premier configured for the way you work.
Templates configure the same Premier platform. They do not create separate applications.
CRMProjectsFiles
Solo professionals
Professional
- Forms: New engagement, Discovery
- Workflows: Client onboarding
- Dashboards: Practice overview
SalesProjectsReporting
Small businesses
General Business
- Forms: New enquiry
- Workflows: Lead routing
- Dashboards: Business overview
ProjectsRequestsPortals
Studios and agencies
Agency and Creative
- Forms: Brief intake
- Workflows: Client review
- Dashboards: Delivery overview
CRMProjectsApprovals
Consultancies
Consulting and Professional Firms
- Forms: Engagement request
- Workflows: Proposal to delivery
- Dashboards: Engagement pipeline
RequestsWorkflowsReporting
Software & IT teams
Software and IT
- Forms: Access request, Incident
- Workflows: Change control
- Dashboards: Ops health
InventoryApprovalsReporting
Operational businesses
Commercial Operations
- Forms: Site visit
- Workflows: Purchase order
- Dashboards: Operations
RequestsInventoryApprovals
Property & facilities
Property and Facilities
- Forms: Maintenance request
- Workflows: Scheduled maintenance
- Dashboards: Facilities
SalesInventoryApprovals
Distributors
Distribution and Wholesale
- Forms: Order request
- Workflows: Restock alert
- Dashboards: Distribution
RequestsTasksFiles
Field services
Installation and Repair
- Forms: Job intake
- Workflows: Job dispatch
- Dashboards: Jobs today
CRMProjectsPortals
Training providers
Training and Education
- Forms: Enrolment
- Workflows: Programme delivery
- Dashboards: Enrolment
InventoryWorkflowsReporting
Manufacturing
Light Manufacturing
- Forms: Production order
- Workflows: Batch approval
- Dashboards: Production
How templates work
A starting point, not a separate product.
Every template configures forms, workflows and dashboards on the same Premier platform. Change or extend anything at any time.
Bring your customers, work and operations into Premier.
Create a professional or team account and manage daily operations through one connected platform.