Industries · pre-configured

Pick your industry.
Start in 5 minutes.

Eight templates, each tuned for the way that industry actually sells. Configured pipeline stages, fields, automation rules, and reports — plus an AI sales manager that fills the records, nudges your reps, and coaches the team. Ready on first login.

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Pipeline · 7 stages
M
Manufacturing
Quote-to-cash · 14 fields
Dispatch board · 9 routes
F
Field Services
Dispatch · 18 fields
Listings · 6 stages
R
Real Estate
Listings · 12 fields
Encrypted · audited
H
Healthcare
PHI-safe · 22 fields
Cohort intake · 7 stages
E
Education
Cohorts · 16 fields
Routes · multi-leg
L
Logistics
Multi-warehouse · 20 fields
Engagement · billable
P
Pro Services
Time-bill · 14 fields
Dealer tier · credit
W
Wholesale
Trade-credit · 18 fields
Manufacturing

Quote-to-cash for plants and shops.

Pipeline tuned for capital-equipment cycles. RFQ, drawing review, sample approval, production hand-off, dispatch, payment. Multi-warehouse stock. GST-compliant invoicing.

14 fields · 7 stages · 4 reports
Field Services

Dispatch and route, with proof.

Job order, work order, technician assignment, GPS-verified completion, parts consumed, invoice from the field. Built for HVAC, elevators, packaging machines, and industrial servicing.

18 fields · 9 stages · 6 reports
Real Estate

Listings, leads, and site visits.

Property listings, broker network, GPS-verified site visits, EOI, token, agreement, registration. Multi-currency for NRI buyers. Hindi/Marathi voice notes.

12 fields · 6 stages · 3 reports
Healthcare

PHI-safe by default.

HIPAA-aligned data handling, audit logs, role-based access, optional patient portal. Used by clinic groups, diagnostics chains, and B2B medical devices teams.

22 fields · 5 stages · 8 reports
Education

Cohort-aware admissions.

Lead → enquiry → counsellor visit → application → admission, with cohort/intake fields so reports always show the right batch. Schools, coaching, ed-tech B2B sales.

16 fields · 7 stages · 5 reports
Logistics

Multi-warehouse + multi-rate.

Quote per route, per weight, per truck. Multi-warehouse stock. Driver app with check-in at pickup and drop. Reconciles fuel, tolls, demurrage on a single trip record.

20 fields · 8 stages · 7 reports
Pro Services

Time-bill, retainer, milestone.

Engagements with multiple billing modes — hourly, retainer, milestone, fixed-fee. Timesheets feed straight into invoices. Built for agencies, consulting, legal, audit.

14 fields · 6 stages · 5 reports
Wholesale

Trade-credit, dealer-network.

Dealer onboarding, credit limit, tier-based pricing, scheme management. Order capture from a sales rep on the dealer's premises. Auto-applies dealer-specific schemes.

18 fields · 7 stages · 6 reports
Don't see yours?

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Add custom fields, stages, automation, and reports in the admin. Save as a template. Roll out across teams. Or ask us — we'll spin one up for you in a week if your industry isn't here.

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