Custom CRM for Your Industry

Choose an industry to see typical processes, possible modules, and use cases. We’ll design your CRM around how your team receives requests, hands work off across departments, and tracks it through completion.

How to Choose an Industry
  1. Find your workflowFor example, booking an appointment, approving a rate, or selling a lot.
  2. Review the use casesCompare the roles, exceptions, and modules with how your team works.
  3. Discuss the first versionPrepare an example of a typical request and a situation that needs to be handled manually.

Solutions by Industry

Choose a category or enter an industry, service, or task.

Education and Training

Language Courses

Group students by proficiency, manage class capacity, schedule make-up lessons, and track payments in a CRM tailored to your language school.

Dance Schools

Manage class bookings, studio capacity, remaining visits, and rehearsals in a CRM tailored to your dance studio.

Driving Schools

Schedule driving practice by instructor and vehicle, and track lessons and payments in a CRM for your driving school.

Music Schools

Schedule lessons, track classrooms and instruments, put together concert programs, and manage make-up lessons for your music school.

Exam Preparation Centers

Track mock test results by topic, form groups, schedule classes, and manage coordinator duties in a CRM for your exam preparation center.

Online Learning Platforms

Track sales, course access, inquiries, and learning events in a CRM for online learning platform owners.

Tutoring

Custom CRM development for tutoring teams, with tutor matching by subject and schedule, trial lessons, rescheduling, and lesson package tracking.

Education Agencies

A custom CRM for study abroad agencies to match students with programs, track application documents and deadlines, and record institutions’ decisions.

University Alumni Networks

A CRM for university alumni communities to keep contact details current, organize meetups, manage volunteer roles, and pair mentors with mentees.

Educational Exchange Programs

A CRM for educational exchange programs to manage participant applications, host institutions or families, approvals, and trip support.

Healthcare and Care Services

Dental Clinics

Book patients by chair and dentist, coordinate treatment stages, and rebook patients after cancellations in a dental CRM.

Veterinary Clinics

Book appointments, keep separate pet and owner records, schedule reminders, and organize shift handovers at your veterinary clinic.

Private Medical Centers

Coordinate the patient journey across departments, book appointments based on available resources, and manage contact center work in a CRM for private healthcare facilities.

Aesthetic Clinics

Schedule treatments by room and equipment, track treatment packages, and reschedule visits in a CRM for aesthetic clinics.

Psychotherapy Centers

Manage intake queues, match clients with therapists, schedule recurring sessions, and send discreet reminders in a CRM for psychotherapy centers.

Rehabilitation Centers

Coordinate program stages, schedule rooms, equipment, and specialists, and hand off tasks in a CRM for rehabilitation centers.

Telemedicine

We’ll build a CRM for your telemedicine service with remote booking, consultation coordination, and a support queue.

Medical Tourism

We’ll build a CRM for medical tourism to coordinate clinics, interpreters, travel, and logistical support.

Tourism, Hospitality, and Events

Travel Agencies

Match clients with trips, track proposal versions, send document reminders, and hand clients over to the support team in a CRM for travel agencies.

Tour Operators

Track allotments, arrivals, agency bookings, confirmation deadlines, and itinerary changes in a CRM for tour operators.

Boutique Hotels

Manage direct inquiries, stay history, guest preferences, and tasks for front desk and guest services staff in a CRM for boutique hotels.

Car Rental Companies

Track fleet availability, rental agreements, pickup and return photos, and deposits in a CRM for car rental companies.

Event Agencies

Manage briefs, budget versions, contractor bookings, and setup schedules in a CRM for agencies organizing corporate and public events.

Wedding Agencies

Manage planning timelines, approvals from the couple, tentative vendor bookings, and guest lists in a CRM for wedding planners.

Culinary Tourism

We’ll build a CRM for culinary tours to coordinate group visits to producers, tastings, and transport along the route.

Food and Restaurants

Restaurants and Cafés

Manage table reservations, pass guest preferences between shifts, and track feedback history in a CRM for restaurants or cafés.

Wineries and Wine Clubs

Manage club subscriptions, reserve wines by batch, book tastings, and work with partners in a winery CRM.

Organic Food Cooperatives

We’ll build a CRM for food cooperatives to manage farmers’ offers, allocate orders, and coordinate pickup.

Themed Cafés

We’ll build a CRM for your themed café with session bookings, a waiting list, and tracking for repeat visits.

Retail and Services

Fashion Boutiques

Book fittings, reserve sizes, put together outfits, and track purchase history in a CRM for fashion boutiques or chains.

Electronics Stores

Track sales by serial number, receive warranty claims, and arrange exchanges in a CRM for electronics stores.

Car Dealerships

Manage buyer inquiries, test drive schedules, quote versions, and vehicle reservations in a dealership CRM.

Pet Shops

Track purchase history by pet, check stock inquiries, reserve items for pickup, and handle repeat orders in a CRM for pet shops.

Jewelry Stores

Reserve specific items, manage custom orders and repairs, and log jewelry handovers in a CRM for jewelry stores.

Beauty Salons and Spas

Book appointments by specialist, room, and equipment, and track service packages and gift certificates in a CRM for beauty salons or spas.

Auto Repair Shops

Custom CRM development for auto repair shops to manage service bays, work orders, approved work, and vehicle service history.

Wholesale Distributors

A custom CRM for wholesale distributors to track sales rep visits, customer-specific price lists, orders, and accounts receivable.

Pharmaceutical Companies

A CRM for pharmaceutical sales teams to manage pharmacy chains, distributors, agreed contract terms, and delivery statuses.

Sports and Fitness

Fitness Clubs and Gyms

Track memberships, freezes, group and personal training bookings, and communications with members in a CRM for fitness clubs.

Esports Teams and Leagues

We’ll build a CRM for an esports team or league with a match calendar and tracking for partner commitments.

Local Sports Leagues

We’ll build a CRM for local sports leagues to manage team rosters, venue bookings, and match schedules.

Online Fitness Platforms

We’ll build a CRM for online fitness with subscription tracking, trainer bookings, and a queue for support requests.

Real Estate

Real Estate Agencies

A custom CRM for real estate agencies to keep listings up to date, match properties to buyer requirements, and track viewings and commissions.

Real Estate Developers

A custom CRM for property developers’ sales teams with a unit availability grid, reservations, contract payments, and key handovers.

Property Management

A CRM for property management companies to track resident requests, contractor work, and reports by building.

Professional and Financial Services

Law Firms

A CRM for law firms with matter records, key deadlines, document history, and approval of time entries.

Accounting Firms

Custom CRM development for outsourced accounting to manage client reporting cycles, requests for source documents, and task reviews.

Marketing Agencies

A custom CRM for marketing agencies to manage briefs, approve materials, and track scope of work and client reports.

Recruitment Agencies

A custom CRM for recruitment agencies to track vacancies, candidate submissions, client feedback, and replacements under guarantee.

Consulting Companies

A custom CRM for consulting firms to manage proposals, team assignments, acceptance of deliverables, and account growth.

IT Outsourcing

Custom CRM development for IT outsourcing to track presales estimates, reserve teams, hand over deal terms, and renew contracts.

Freelance Marketplaces

We’ll build a CRM for freelance marketplaces with linked records for both parties to a deal, a support queue, and dispute tracking.

Influencer Marketing

We’ll build a CRM for influencer campaigns to manage creator negotiations, content approvals, and reporting.

Financial Advisors

A CRM for financial advisory practices with a review calendar, document versioning, and tracking for client commitments.

Microfinance Organizations

We’ll build a CRM for microfinance organizations to manage applications, borrower communications, and field team work.

Cryptocurrency Exchange

We’ll build a CRM for cryptocurrency exchange support teams with ticket queues, escalations, and incident history.

Communities and Organizations

Charities

Custom CRM development for charitable foundations to track donation history, reconcile receipts, manage targeted fundraising, and report to donors.

Volunteer Organizations

A CRM for volunteer organizations to recruit for shifts, assign people by skill, maintain a backup roster, and track participation.

Political Campaigns

A custom CRM for internal campaign operations, covering team roles, shift schedules, documents, and planning for working events.

Religious Organizations

A custom CRM for religious communities with an events calendar, volunteer shifts, mailing contacts, and donation tracking.

Professional Associations

A custom CRM for professional associations with a member register, dues, event participation, and committee work.

Local Government

A CRM for local government to log requests, route them between departments, and track response preparation.

Smart City

We’ll build a CRM for city services to group issue reports by address and coordinate their resolution.

International NGO Networks

We’ll build a CRM for international NGO networks to coordinate chapters, donor programs, and report approvals.

Transport and Delivery

Road Freight Transport

A custom CRM for road carriers to manage trip requests, rate approvals, dispatch, documents, and payment tracking.

International Freight Forwarding

A CRM for international freight forwarders to manage quote versions, bookings, carriers by route leg, and document completeness.

Last-Mile Delivery

A custom CRM for last-mile delivery with time slots, courier routes, proof of delivery, and repeat attempts.

Manufacturing and Technical Services

Metrology CRM

Track metrology work, instrument verification, and on-site service.

Electric Vehicle Manufacturers

A CRM for electric vehicle manufacturers to track configurations and orders, vehicle handovers, service requests, and warranty history.

Industrial Robot Suppliers

Custom CRM development for industrial robot manufacturers and integrators to manage technical proposals, acceptance, and the installed base.

Aerospace Component Suppliers

A CRM for aerospace component suppliers to track buyer requirements, order revisions, batches, and accompanying documents.

Custom 3D Printing Services

A CRM for 3D printing services to receive files, quote by material and quantity, approve model versions, and manage the job queue.

Fab Labs and Makerspaces

We’ll build a CRM for a fab lab or workshop with equipment booking, training records, and member access rights.

Arts and Culture

International Film Festivals

We’ll build a CRM for film festivals to manage film submissions, selection, accreditation, and approval of program changes.

Art Galleries

We’ll build a CRM for galleries to manage artwork portfolios, collector reservations, exhibitions, and sales history.

International Art Fairs

We’ll build a CRM for art fairs to select galleries, assign booths, and manage guest passes.

Digital Art and NFTs

We’ll build a CRM for digital art projects to plan releases, track collector inquiries, and manage support.

Independent Music Labels

We’ll build a CRM for independent labels to manage release calendars, artist agreements, and delivery of materials.

Technology, Research, and Innovation

Crowdfunding Platforms

We’ll build a CRM for crowdfunding platforms with campaign records, participant inquiries, and reward tracking.

Technology Transfer Offices

We’ll build a CRM for technology transfer offices to track researcher submissions, partner searches, and licensing negotiations.

Let’s Discuss Your CRM

Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.