# Lattney — A better system for your business

> Lattney goes beyond contact management with built-in workflows that guide every project from start to finish.

Source: https://lattney.com/

## A better system for your business

Lattney goes beyond contact management with built-in workflows that guide every project from start to finish.

[Get Started](https://app.lattney.com/registration/new)

## Handle internal or external processes in one place

Give every project a structured, professional experience your clients and team can trust.

### Complete visibility

Manage contacts, tasks, notes, workflows and client portals in one unified system. No more jumping between spreadsheets and inboxes.

### 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.

## 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 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](https://lattney.com/workflows)

### 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](https://lattney.com/client-portal)

### 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 CRM](https://lattney.com/crm)

## Defined 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

## 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.

[View Workflows](https://lattney.com/workflows)

### 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.

## One platform. All your workflows.

- No credit card required
- Fast and easy onboarding

[Start Free Today](https://app.lattney.com/registration/new)