Industry templates

Your industry, preconfigured

Every template installs a complete working setup - custom fields, pipelines, dashboards, reports, saved views, and vocabulary - so day one looks like month six.

Install, upgrade, roll back - safely

Install in minutes

Pick a template from Settings and confirm what it adds. It installs configuration only - fields, pipelines, dashboards, reports, views, vocabulary - nothing else changes.

Everything appears everywhere

Installed fields show up in tables, filters, search, the Report Builder, dashboards, and exports automatically. No setup steps, no rebuilds.

Stay in control

Templates are versioned. Upgrades show a preview and preserve fields you've edited, and you can roll a template back at any time.

It speaks your language

A clinic doesn't have “contacts” - it has patients. Templates rename the core concepts across the entire product, from lists to reports to the AI assistant, while your data stays fully portable.

Real Estate & Property

Real Estate

A complete real-estate agency workspace: clients, property inquiries, listings, a transaction-file workflow, agent/commission reporting and dashboards.

In your workspace

Clientsinstead of ContactsProperty Inquiriesinstead of LeadsProperty Dealsinstead of DealsPropertiesinstead of Products

Explore Real Estate CRM

What it installs

53 custom fields
19 reports
3 dashboard
7 saved views

Pipeline · Real Estate Pipeline

New inquiryQualifiedProperty matchedVisit scheduledOffer / negotiationContract preparationDeposit / paperworkClosed WonLost

Health & Wellness

Medical Clinic

A complete multi-provider clinic workspace: patient records, appointment requests, treatment plans, a patient-care case workflow, provider/billing reporting and dashboards.

In your workspace

Patientsinstead of ContactsAppointment Requestsinstead of LeadsTreatment Plansinstead of DealsMedical Servicesinstead of Products

Explore Medical Clinic CRM

What it installs

44 custom fields
18 reports
3 dashboard
7 saved views

Pipeline · Patient Journey

New appointment requestContactedScheduledChecked inIn treatmentFollow-up requiredCompletedCancelled / no-show

Professional Services

Law Office

A complete legal-practice workspace: clients, legal inquiries, engagements, a legal-case workflow with hearings and deadlines, lawyer/fee reporting and dashboards.

In your workspace

Clientsinstead of ContactsLegal Inquiriesinstead of LeadsLegal Engagementsinstead of DealsLegal Servicesinstead of Products

Explore Law Office CRM

What it installs

37 custom fields
17 reports
3 dashboard
7 saved views

Pipeline · Client Intake

New inquiryConflict checkConsultation scheduledProposal sentRetainer pendingEngagedDeclined

Education

Education / Training Center

A complete training-center workspace: students, applicants, courses, an enrollment case workflow, tuition/counselor reporting and dashboards.

In your workspace

Studentsinstead of ContactsApplicantsinstead of LeadsEnrollmentsinstead of DealsCoursesinstead of Products

Explore Education / Training Center CRM

What it installs

47 custom fields
19 reports
3 dashboard
7 saved views

Pipeline · Enrollment Pipeline

New inquiryContactedCounseling scheduledPlacement testCourse proposedAwaiting paymentEnrolledNot enrolled

Retail & Commerce

A complete retail workspace: customers with loyalty tiers, sales inquiries, a sales pipeline, product inventory and margin, and customer/loyalty dashboards.

In your workspace

Customersinstead of ContactsSales Inquiriesinstead of LeadsSale Opportunitiesinstead of DealsProductsinstead of Products

Explore Retail & Commerce CRM

What it installs

29 custom fields
15 reports
3 dashboard
7 saved views

Pipeline · Sales Pipeline

New inquiryProduct suggestedCart / quoteNegotiationPayment pendingWonLost

Health & Wellness

Beauty Salon

A complete salon workspace: clients with memberships, appointment requests, a booking pipeline, a service menu, staff and revenue/retention dashboards.

In your workspace

Clientsinstead of ContactsAppointment Requestsinstead of LeadsBookingsinstead of DealsBeauty Servicesinstead of Products

Explore Beauty Salon CRM

What it installs

26 custom fields
14 reports
3 dashboard
7 saved views

Pipeline · Booking Pipeline

New requestConsultationConfirmedReminder sentCompletedNo-show

Industrial & Manufacturing

A complete B2B manufacturing workspace: industrial accounts by sector, leads, an opportunity pipeline, product lines, a service/production request workflow and dashboards.

In your workspace

Industrial Accountsinstead of ContactsIndustrial Leadsinstead of LeadsSales Opportunitiesinstead of DealsIndustrial Productsinstead of Products

Explore Industrial & Manufacturing CRM

What it installs

39 custom fields
17 reports
3 dashboard
7 saved views

Pipeline · Opportunities

New leadTechnical qualificationSample / spec reviewQuote sentNegotiationPurchase orderLost

Health & Wellness

Doctors / Private Practice

A complete single-physician practice workspace: patient charts, visit requests, a visit pipeline, treatment follow-ups, visit types and billing/retention dashboards.

In your workspace

Patientsinstead of ContactsVisit Requestsinstead of LeadsTreatment Follow-upsinstead of DealsVisit Typesinstead of Products

Explore Doctors / Private Practice CRM

What it installs

28 custom fields
14 reports
3 dashboard
7 saved views

Pipeline · Visit Pipeline

Visit requestedScheduledVisitedPrescription / testsFollow-up neededCompletedNo-show

Health & Wellness

Dental Clinic

A complete dental clinic workspace: patient charts, dental inquiries, treatment plans, a treatment-case workflow with X-rays and consent, recall tracking, dentist/billing reporting and dashboards.

In your workspace

Patientsinstead of ContactsDental Inquiriesinstead of LeadsTreatment Plansinstead of DealsDental Proceduresinstead of Products

Explore Dental Clinic CRM

What it installs

47 custom fields
20 reports
3 dashboard
7 saved views

Pipeline · Dental Treatment

New inquiryConsultation bookedExaminedPlan proposedIn treatmentCompletedCancelled

Automotive

Automotive Dealership

A complete vehicle dealership workspace: buyers, vehicle inquiries, inventory, a vehicle-deal workflow with financing and delivery, salesperson/financing reporting and dashboards.

In your workspace

Buyersinstead of ContactsVehicle Inquiriesinstead of LeadsVehicle Dealsinstead of DealsVehiclesinstead of Products

Explore Automotive Dealership CRM

What it installs

48 custom fields
20 reports
3 dashboard
7 saved views

Pipeline · Vehicle Sale

InquiryTest driveQuoteNegotiationFinancingSoldLost

Services

Repair & Service Center

A complete repair & service workspace: customers, service requests, estimates, a repair-job workflow with diagnosis and quality checks, a service catalog, technician/billing reporting and dashboards.

In your workspace

Customersinstead of ContactsService Requestsinstead of LeadsEstimatesinstead of DealsService Itemsinstead of Products

Explore Repair & Service Center CRM

What it installs

41 custom fields
20 reports
3 dashboard
7 saved views

Pipeline · Service Job

New requestEstimateApprovedIn progressDeliveredCancelled

Financial Services

Insurance Agency

A complete insurance agency workspace: policyholders, insurance inquiries, policy products, a claims-handling case workflow, premium/renewal reporting and dashboards.

In your workspace

Policyholdersinstead of ContactsInsurance Inquiriesinstead of LeadsPolicy Sales / Renewalsinstead of DealsInsurance Policiesinstead of Products

Explore Insurance Agency CRM

What it installs

40 custom fields
21 reports
3 dashboard
7 saved views

Pipeline · Policy Sale

LeadQuoteApplicationUnderwritingBoundDeclined

Professional Services

Consulting Company

A complete consultancy workspace: clients by industry, consulting leads, a project-delivery case workflow with proposals and deliverables, contract-value reporting and dashboards.

In your workspace

Clientsinstead of ContactsConsulting Leadsinstead of LeadsConsulting Projectsinstead of DealsConsulting Servicesinstead of Products

Explore Consulting Company CRM

What it installs

38 custom fields
21 reports
3 dashboard
7 saved views

Pipeline · Consulting Project

LeadQualifiedScopingProposalNegotiationWonLost

Retail & Commerce

Wholesale & Distribution

A complete wholesale / distribution workspace: trade customers, wholesale leads, a SKU catalog with stock, an order-fulfilment case workflow, sales/aging reporting and dashboards.

In your workspace

Wholesale Customersinstead of ContactsWholesale Leadsinstead of LeadsWholesale Opportunitiesinstead of DealsSKUsinstead of Products

Explore Wholesale & Distribution CRM

What it installs

39 custom fields
22 reports
3 dashboard
7 saved views

Pipeline · Wholesale Opportunity

QuoteOrder placedCredit approvedFulfilmentInvoicedPaidCancelled

Technology

Software / SaaS Company

A complete SaaS workspace: customer accounts with plan/MRR/health, SaaS leads, subscription deals, a customer-onboarding case workflow, churn/MRR reporting and dashboards.

In your workspace

Accountsinstead of ContactsSaaS Leadsinstead of LeadsSubscription Dealsinstead of DealsPlansinstead of Products

Explore Software / SaaS Company CRM

What it installs

42 custom fields
22 reports
3 dashboard
7 saved views

Pipeline · SaaS Sales

LeadDemoTrialProposalNegotiationClosed WonClosed Lost

Transport & Logistics

Freight transport operations - factory purchases, trucks and drivers, loading, customs clearance and freight payment - as an installable case workflow.

In your workspace

Customersinstead of ContactsFreight Enquiriesinstead of LeadsFreight Quotesinstead of DealsFreight Servicesinstead of Products

Explore Transport & Logistics CRM

What it installs

55 custom fields
20 reports
3 dashboard
7 saved views

Pipeline · Freight Sales Pipeline

Rate enquiryLane qualifiedCapacity checkedQuotation sentRate negotiationContract / agreementTrial loadWon - contractedLost

Events & Hospitality

Wedding Venue Management

Ceremony enquiries and bookings for wedding halls and gardens - the couple, venue visits, contracts, ceremony dates, payment follow-up and team performance - as an installable case workflow.

In your workspace

Customersinstead of ContactsCeremony Enquiriesinstead of LeadsBookingsinstead of DealsVenue Packagesinstead of Products

Explore Wedding Venue Management CRM

What it installs

55 custom fields
29 reports
3 dashboard
7 saved views

Pipeline · Booking Pipeline

Enquiry receivedDate & space checkedVenue visit scheduledVisit completedQuote sentNegotiationDeposit receivedBooked - contract signedLost

Don't see your industry?

Every template is built from the same no-code customization engine that ships with every workspace. Start from the generic workspace, add your fields and pipelines, rename the entities - and you've built your own vertical.

Explore customization

Do I need a developer to use an industry template?

No. Templates are pure configuration. You pick one, review what it adds, and confirm - the workspace is reshaped in minutes without code or downtime.

Can I customize the workspace after installing a template?

Yes. Everything a template installs - fields, layouts, pipelines, reports, vocabulary - remains fully editable with the built-in customization tools.

What happens when a template gets an update?

Templates are versioned. Before upgrading you see a preview of what changes, your own edits are preserved, and you can roll back if needed.

What if my industry isn't listed?

Start with the generic workspace and use the same no-code customization engine the templates are built on: custom fields, your own vocabulary, per-business-line pipelines, and self-service reports.

Ready to grow with every customer?

Build your workspace and start the same day. Setup takes less than ten minutes.

Get started Talk to sales

One subscription · Every module included · No feature gates