SPEED-UP THE PROCESS

Workflows built for small and growing teams

Powerful enough to run your business, simple enough to use every day.

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A workflow open in Lattney, showing its steps alongside the visual builder

Create workflows visually
Create your entire process with an intuitive visual builder that shows every step and transition at a glance, no coding required.
Create once, use again
Turn your best processes into reusable templates with connected steps and built-in logic for consistent clear execution.
Clear ownership at every step
Give your team complete clarity on who does what and when, with real-time updates across every workflow.

SIMPLE WORKFLOWS

Handle internal or external processes in one place

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

A unified view of contacts, tasks and notes

Complete visibility

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

A workflow moving through its defined steps

Work that actually flows

Standardize how work is done, reduce mistakes, and keep every process consistent across your business with Lattney CRM + Workflows.

A client-facing step ready to be completed

Deliver a professional experience

Whether it’s internal teams or external users, give people a clean, predictable process that feels organized and reliable.

TEMPLATES

Ready-made workflows for your industry

You shouldn't have to build your business processes from scratch. Lattney includes workflow templates built for teams that rely on reviews and approvals.

Whether you are onboarding a new client, reviewing a professional proposal, or signing off on a completed job, each workflow gives you a clear, repeatable process to follow.

Creating a workflow from a ready-made template

APPROVALS

Defined responsibility, built into the workflow

Professional teams depend on clear reviews and sign-offs to protect quality and reduce risk. With Lattney, each workflow has a clear owner, so responsibility is always visible and reviews can happen at the right moment, without slowing work down.

Learn How-To-Get-Started with Workflows

STATUS

Clear visibility, without the meetings

As teams grow, too much time is lost to status updates. Lattney gives you a single view of every active client workflow, showing the current step, who owns it, and what happens next, without meetings or follow-up emails.

A workflow step with its status open for selection

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

FEATURES

Build the exact structure your team needs

Our workflows are ready to use on day one. Add steps, change fields, or build something completely different. Lattney adapts to how your team works.

Use a template or start fresh
Use a template as-is, add your own steps, or design a workflow from scratch to fit your needs.
Add fields and owners
Collect the information you need at each step. Define who's responsible for reviews and decisions.
Run processes with full visibility
Each process moves through with full visibility. See status, history, and next actions at a glance.