Complete visibility
Manage contacts, tasks, notes, workflows and client portals in one unified system. No more jumping between spreadsheets and inboxes.
A better system for
your business
Lattney goes beyond contact management with built-in workflows that guide every project from start to finish.
SIMPLE WORKFLOWS
Handle internal or external processes in one place
Give every project a structured, professional experience your clients and team can trust.
Work that actually flows
Standardize how work is done, reduce mistakes, and keep every process consistent across your business with Lattney CRM + Workflows.
Deliver a professional experience
Whether it's internal teams or external users, give people a clean, predictable process that feels organized and reliable.
OUR FEATURES
Everything your team needs to run structured processes
Lattney combines CRM, workflows, and secure collaboration tools so your business can move work forward with clarity and consistency.
WORKFLOWS
Workflows that match how your business runs
Design multi-step processes with clear ownership, fields, and approvals. Collect information at each step and track progress from start to finish.
View Workflows
CLIENT PORTAL
A simple portal for internal or external users
Share workflows through secure links so clients, or teammates can complete steps, submit information, and see what comes next, no account required.
View Client Portal
CRM
CRM built for business and personal needs
Store and organize contacts and companies in one place. See activity, notes, tasks, and workflow history without switching tools or losing context.
View CRMDefined steps,
human decisions.
Lattney is built around a simple idea: important work needs clear steps and real accountability.
Instead of chasing approvals in email or tracking status in spreadsheets, Lattney moves clients and information through defined steps.
Information is collected, files are reviewed, and approvals happen exactly where they should. And your team stays in control of every decision that matters.
Private & Secure
Lattney is engineered with industry best practices. Security and privacy are a core feature.
- Your data is always encrypted
- Your data is always available just to you
THE PROBLEM → THE SOLUTION
From Scattered Tools to Structured Work
Many teams often rely on disconnected tools that make it hard to track progress and decisions. While these tools work at small scale, they weren't designed to support structured processes or decision-driven work.
Lattney replaces them with approval-based workflows that keep information, files, and ownership in one clear system.
The result is less friction, fewer errors, and a system that scales as work becomes more complex.
From Spreadsheets → to Workflows
Manual tracking in spreadsheets is replaced by defined workflows that reflect progress in every step.
From Email Threads → to Approval Steps
Scattered emails are replaced by built-in approval steps where decisions are made and recorded.
From Documents → to Historical Records
Loose files are replaced by a complete historical record that connects documents to the people and steps.
From Status Chasing → to Visible Ownership
Endless follow-ups are replaced by visible ownership, showing exactly who and what's needed next.
WORKFLOWS + CRM
One platform. All your workflows.
- No credit card required
- Fast and easy onboarding