Industries

Custom CRM systems by industry

Twelve industry systems, each with its own screens, workflow and vocabulary, and 65 editions built on them. Every page describes what the CRM keeps, what it integrates with and what it costs, and carries a working demo of that system you can click through. If yours is missing, tell us in the brief; we have probably built something close.

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JobBoard

Trades and home services

Quote to job to invoice, scheduling, photos from site and maintenance contracts, on a phone that works in a roof cavity. Built on JobBoard: dispatch map, routes per technician and a phone view built for the van.

Builder with a tool belt working beside timber framing

CRM for HVAC companies CRM for plumbers CRM for electrical contractors CRM for roofing contractors CRM for solar installers CRM for construction companies CRM for landscaping companies CRM for cleaning companies CRM for pest control companies CRM for tradies CRM for restoration contractors CRM for remodeling contractors CRM for flooring companies CRM for handyman businesses CRM for home builders CRM for alarm and security companies CRM for equipment rental companies CRM for auto detailing and tint shops CRM for moving companies

Try the JobBoard demo: HVAC companies plumbers electrical contractors roofing contractors solar installers construction companies landscaping companies cleaning companies pest control companies tradies restoration contractors remodeling contractors flooring companies handyman businesses home builders alarm and security companies equipment rental companies auto detailing and tint shops moving companies

GivingDesk

Nonprofits and charities

Donors, Gift Aid, grants, members, volunteers and beneficiaries in one supporter record. Built on GivingDesk: campaign meters, donor retention and appeal journeys.

CRM for nonprofits CRM for UK charities CRM for membership organisations CRM for political campaigns

Try the GivingDesk demo: nonprofits UK charities membership organisations political campaigns

ListingDesk

Real estate and property

Listings, applicants, vendors, sales progression, tenancies and maintenance, fed to the portals. Built on ListingDesk: a property board with buyer matching and open homes.

A single family house with a sale sign on the lawn

CRM for real estate agents CRM for UK estate agents CRM for commercial real estate CRM for property managers CRM for real estate investors CRM for multifamily operators

Try the ListingDesk demo: real estate agents UK estate agents commercial real estate property managers real estate investors multifamily operators

AdviceHub

Finance and professional advice

Clients, deadlines, applications, policies, renewals and commissions with the audit trail regulators expect. Built on AdviceHub: a compliance register with the documents a regulator asks for.

Calculator in use beside a laptop showing a spreadsheet

CRM for accounting firms CRM for financial advisors CRM for mortgage brokers CRM for insurance agencies CRM for private equity and investment firms CRM for credit repair companies CRM for iGaming operators and forex brokers

Try the AdviceHub demo: accounting firms financial advisors mortgage brokers insurance agencies private equity and investment firms credit repair companies iGaming operators and forex brokers

MatterFlow

Legal

Intake with conflict checks, engagement, matters and referrers around your practice system. Built on MatterFlow: conflict checks before any matter is opened and key dates per matter.

CRM for law firms

Try the MatterFlow demo: law firms

CareLoop

Healthcare and care

Enquiries, recalls, treatment plans, participants and carers, with clinical records left where they belong. Built on CareLoop: recalls generated from every treatment and today's book.

Doctor with a stethoscope reading a tablet

CRM for clinics CRM for dental practices CRM for NDIS providers CRM for home care agencies CRM for med spas and cosmetic clinics CRM for pharma and life sciences companies

Try the CareLoop demo: clinics dental practices NDIS providers home care agencies med spas and cosmetic clinics pharma and life sciences companies

PlaceIt

Recruitment

Candidates, clients, jobs, placements and temp timesheets without per-consultant fees. Built on PlaceIt: a candidate pool ranked against each job.

A group of young people in conversation at an event

CRM for recruitment agencies

Try the PlaceIt demo: recruitment agencies

GuestBook

Hospitality and travel

Guests, corporate accounts, events, itineraries and supplier payments. Built on GuestBook: occupancy and functions on one calendar.

Hotel room with a desk, television and lounge chair

CRM for hotels CRM for restaurants CRM for travel agents and tour operators CRM for wedding and event planners

Try the GuestBook demo: hotels restaurants travel agents and tour operators wedding and event planners

OrderLine

Manufacturing, distribution and logistics

Quotes, dealers, reorders, lanes and carriers, synced with your ERP, inventory or TMS. Built on OrderLine: orders and stock synced from the ERP.

Industrial plant towers against a grey sky

CRM for manufacturers CRM for wholesale distributors CRM for logistics and freight companies

Try the OrderLine demo: manufacturers wholesale distributors logistics and freight companies

DealDesk

Automotive

Marketplace leads, deal desk, delivery and service retention alongside the DMS. Built on DealDesk: vehicle stock with days in stock and enquiries.

CRM for car dealerships

Try the DealDesk demo: car dealerships

Retain

E-commerce

Unified profiles, wholesale accounts and service tickets beyond the store's customer screen. Built on Retain: RFM segments computed from orders.

Shopping on a phone with a payment card in hand

CRM for e-commerce brands

Try the Retain demo: e-commerce brands

Retainer

Services and small business

Agencies, MSPs, coaches, studios, gyms, salons, sales teams and everyone who outgrew the spreadsheet. Built on Retainer: retainers, MRR and renewals on a 12 month strip.

A person standing in a bright studio office

CRM for marketing and creative agencies CRM for MSPs and IT service providers CRM for coaches and consultants CRM for photographers and studios CRM for gyms and fitness studios CRM for salons and spas CRM for B2B sales teams CRM for small businesses CRM for schools, colleges and training providers CRM for funeral homes CRM for energy brokers and suppliers CRM for franchise businesses

Try the Retainer demo: marketing and creative agencies MSPs and IT service providers coaches and consultants photographers and studios gyms and fitness studios salons and spas B2B sales teams small businesses schools, colleges and training providers funeral homes energy brokers and suppliers franchise businesses

Tell us how your business works. We will quote the CRM that fits it.

A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.

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