Solutions

Industry-specific CRM for teams that sell on enquiries

Industry-specific CRM for agencies, real estate, coaching and education, D2C brands, travel, insurance, interior design, manufacturing, events, solar and car sales — one lead management CRM, set up around how each business actually sells.

Every business that sells on enquiries has the same core problem: leads arrive from several places, the first reply decides who wins, and follow-ups slip when they sit in someone's memory or personal phone. What differs is the shape of the sale around that core — and that is what a CRM has to fit.

A real estate team books site visits and follows up after them. A coaching institute works in admission cycles and answers parents as well as students. A manufacturer turns IndiaMART enquiries into quotations and dealer orders. A travel agency builds itineraries against dates, an insurance advisor works renewals, an interior designer moves from consultation to design fee to project, and an event planner sells against a date that cannot move. Agencies run leads for their clients as well as themselves.

Each page below takes one of these businesses and walks through its sales motion step by step: where the leads come from, how they are qualified and routed, what the follow-up looks like and what the manager needs to see. The CRM underneath is the same — lead capture, a shared inbox, a pipeline, quotations and reports — configured with the stages, fields and sources that business actually uses.

What every industry page shares is the discipline underneath: every lead captured the moment it arrives, an owner on every record, a next step with a date, and a manager who can see all of it without having to ask. The industry pages show what that discipline looks like in the vocabulary of your own business.

If your industry is not listed, the closest one is usually a good guide: the workflows differ in stages and vocabulary far more than in what the CRM has to do.

CRM by industry

Pick the one closest to how you sell to see the workflow, the setup and the questions teams like yours ask.

Frequently asked questions

Is there a separate CRM for each industry?

No. It is one lead management CRM. Each industry page shows how the same workspace is set up for that sales motion — the pipeline stages, custom fields, lead sources and follow-up rules — so you start from a configuration that already fits instead of a blank one.

Can we change the pipeline stages and fields for our business?

Yes. Pipeline stages, custom fields on leads, contacts, companies and deals, lead statuses, lead sources and lost reasons are all yours to define, so the CRM uses the words your team already uses.

Our industry is not listed. Will the CRM still fit?

Very likely. The listed industries differ in stages and vocabulary far more than in what the CRM has to do. If you sell on enquiries — from ads, marketplaces, your website or word of mouth — the core is the same. Talk to an expert and we will map your process to it.

Which lead sources do industry teams connect first?

It depends on where your buyers find you: real estate and education teams usually start with Meta Lead Ads and website forms, manufacturers with IndiaMART, and agencies with the forms they run for each client. Every source feeds the same inbox.

Do the industry setups include WhatsApp?

Yes. WhatsApp conversations sit in the shared inbox on each lead's record for every industry, alongside email and SMS, so the follow-up history travels with the lead whoever picks it up.

Set up for how your business sells

Talk to an expert and see the stages, fields and follow-ups your industry needs, on your own leads.