Jestor's ready-made templates by area: finance, sales, operations, and HR

Jestor's ready-made templates cover the main management areas — finance, sales, operations, and HR — with solutions that come pre-built and editable. Instead of choosing in the dark, you find the right template by the area you need to organize and install it in minutes.

Why organize by area

Each area has its own pains: finance needs due dates and flow; sales needs pipeline and conversion; operations needs inventory and orders; HR needs recruiting and onboarding. Having a template designed for each one speeds up rollout.

Here are some examples by area.

Templates by area

Sales: CRM, sales force with quotes, CRM with service orders integrated to Omie
Finance and purchasing: financial management, overdue control, CAPEX, orders with approvers
Operations: inventory with Omie, PCP, order management, rentals, events
HR and legal: HR and recruiting, contract control and document management

How to start in each area

Choose the area that most needs organizing
Install the corresponding ready-made template
Adjust the fields and phases to your process
Connect other areas when it makes sense

The Jestor solution

The Jestor ready-made templates catalog brings 31 solutions organized by area, from sales and finance to operations, construction, fleet, maintenance, and HR. Each template comes pre-built, is editable without code, and installs in about two minutes, on desktop and mobile. So you start from the right area and expand at your own pace.

Frequently asked questions

Are there templates for finance? Yes. Jestor has templates for financial management, overdue control, CAPEX, and orders with approvers.

And for sales and HR? Yes. There are CRM and sales force templates, plus HR and recruiting with onboarding.

Can I adjust each template? Yes. They all come ready and are editable without code, to fit your process.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control. With Jestor's ready-made templates by area, each department finds the right starting point.

How to test a ready-made Jestor template and adjust it your way in minutes

To test a ready-made Jestor template, just install it, invite the team, and start using it — and adjust it your way in minutes, without code. Instead of building processes from scratch, you start from something ready, see it working, and adapt it to your flow on the spot. Why

Event-planning template with a venue map and schedule by stage

An event-planning template brings a venue map and a schedule by stage, with expenses and program in one place. Instead of a schedule in slide decks and venues noted separately, you track each event by phase and see where it happens on the map. Platforms like Jestor already offer

Customer-order-management template: from ready order to error-free shipping

A customer-order-management template tracks each order from the moment it's ready until shipping, in a Kanban by phase. Instead of controlling shipments in a spreadsheet and status on WhatsApp, you see each order in the right phase and reduce picking and shipping errors. Tools like Jestor

Equipment-maintenance template: history per equipment, paperless

An equipment-maintenance template keeps each equipment's history paperless, gathering maintenance, checklists, and parts in one dashboard. Instead of paper cards and loose spreadsheets, you check everything that's been done on each machine, anywhere. Tools like Jestor help with this through ready-made templates. Why paper