Industry templates

P0 · MVP

The starting setup for each industry: pipelines, stages, fields and lead sources. A company starts from its template and can change anything later.

Industry flowsLibraryMarketplace P1

Default Industry Company

Companies

Suggested apps

Record types & labels Mixed

Choose which core records companies on this template use, and what they are called in the sidebar, search and page titles.

CompaniesHouseholdsAccounts off

Why Real Estate is set up this way: Most buyers are individuals or families. Accounts group joint buyers (spouse, parents) and corporate leasing clients as households.

Record	In use	Singular	Plural	Company can change
Leads leads	Always
Contacts contacts	Always
Accounts accounts
Deals deals	Always

Sidebar preview

CRM

Leads

Contacts

Households

Deals

Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.

Record types & labels B2B

Choose which core records companies on this template use, and what they are called in the sidebar, search and page titles.

CompaniesHouseholdsAccounts off

Why SaaS / IT is set up this way: You sell to companies with buying committees, so accounts are central.

Record	In use	Singular	Plural	Company can change
Leads leads	Always
Contacts contacts	Always
Accounts accounts
Deals deals	Always

Sidebar preview

CRM

Leads

Contacts

Accounts

Deals

Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.

Record types & labels Mixed

Choose which core records companies on this template use, and what they are called in the sidebar, search and page titles.

CompaniesHouseholdsAccounts off

Why Automotive is set up this way: Showroom buyers are individuals. Accounts are used for fleet and corporate customers only.

Record	In use	Singular	Plural	Company can change
Leads leads	Always
Contacts contacts	Always
Accounts accounts
Deals deals	Always

Sidebar preview

CRM

Leads

Contacts

Fleet accounts

Deals

Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.

Record types & labels B2B

Choose which core records companies on this template use, and what they are called in the sidebar, search and page titles.

CompaniesHouseholdsAccounts off

Why Healthcare is set up this way: You sell to hospitals, clinics and labs, so accounts are care facilities.

Record	In use	Singular	Plural	Company can change
Leads leads	Always
Contacts contacts	Always
Accounts accounts
Deals deals	Always

Sidebar preview

CRM

Leads

Contacts

Facilities

Deals

Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.

Record types & labels B2B

Choose which core records companies on this template use, and what they are called in the sidebar, search and page titles.

CompaniesHouseholdsAccounts off

Why Agencies is set up this way: Accounts are the brands you work for, called clients.

Record	In use	Singular	Plural	Company can change
Leads leads	Always
Contacts contacts	Always
Accounts accounts
Deals deals	Always

Sidebar preview

CRM

Leads

Contacts

Clients

Deals

Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.

Record types & labels B2B

Choose which core records companies on this template use, and what they are called in the sidebar, search and page titles.

CompaniesHouseholdsAccounts off

Why Manufacturing is set up this way: Distributors, dealers and OEMs are accounts with several contacts each.

Record	In use	Singular	Plural	Company can change
Leads leads	Always
Contacts contacts	Always
Accounts accounts
Deals deals	Always

Sidebar preview

CRM

Leads

Contacts

Accounts

Deals

Turned-off records disappear from the sidebar, search and reports. Data is kept and comes back if you turn them on again.

v2.3Live

Real Estate

🇮🇳 IN🇳🇱 NL🇦🇪 AE

Residential sales Rentals Accounts → Households

fields

sources

companies

Updated Yesterday 4.8

v1.6Live

SaaS / IT

🇮🇳 IN🇳🇱 NL

New business Expansion Accounts

fields

sources

companies

Updated 1 week ago 4.6

v1.2Live

Automotive

🇦🇪 AE🇮🇳 IN

Showroom Fleet Accounts → Fleet accounts

fields

sources

companies

Updated 3 weeks ago 4.5

v1.1Live

Healthcare

🇮🇳 IN

Patient enquiries Accounts → Facilities

fields

sources

companies

Updated 1 month ago 4.3

v1.4Live

Education

🇮🇳 IN🇦🇪 AE

Admissions Accounts off

fields

sources

companies

Updated 2 weeks ago 4.4

v0.9Beta

Insurance / BFSI

🇮🇳 IN🇦🇪 AE

Retail policies Corporate Accounts → Households

fields

sources

companies

Updated 4 days ago 4.1

v1.0Live

Manufacturing

🇮🇳 IN

Distributor Project Accounts

fields

sources

companies

Updated 2 months ago 4.2

v1.0Live

Agencies

🇳🇱 NL🇮🇳 IN

Retainers Accounts → Clients

fields

sources

companies

Updated 2 months ago 4

v0.4Draft

Retail / D2C

🇮🇳 IN

B2B wholesale Accounts off

fields

sources

companies

Updated 6 hours agoNot rated

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