Industry templates
Start with a CRM that already fits
Each template installs a pipeline, intake questions and AI rules into your workspace. Everything stays editable afterwards.
Real Estate
Track every buyer, seller and renter from first inquiry through closing. Schedule showings, keep follow-ups on time and hand conversations to the right agent.
Mortgage & Lending
Guide purchase and refinance borrowers through prequalification, document collection and underwriting while keeping sensitive files private.
Accounting & Financial Consulting
Manage bookkeeping, tax, valuation and forensic engagements with clear scoping, proposals and document requests.
Legal & Divorce Services
Capture consultation requests, record parties for a manual conflict review, and move matters from consult to engagement and completion.
Insurance
Organize coverage inquiries, needs reviews, quotes, applications and renewals.
Home Services & Contractors
Capture ZIP code, job type and urgency, schedule site visits, send estimates and hand off to dispatch.
Fitness & Studios
Track class interest and goals, book trials, follow up after attendance and keep members renewing.
Wellness & Personal Care
Scheduling and follow-up for spas, salons and nonclinical wellness services.
Professional Services
For agencies, consultants and B2B providers moving from discovery to delivery and renewal.
General Small Business
A simple, editable pipeline for any small business.