One CRM, nine starting pipelines
Pick the sector closest to yours. Each one starts with a default pipeline you can adjust for your own workspace.
Find your sector
Real estate
Keep every property enquiry on one record, from first message to signed contract.
- Enquiry
- Viewing
- Offer
- Contract
Forex and brokerage
A workflow for onboarding teams: lead, identity check, funded account, retention.
- Lead
- Identity check
- Funded account
- Retention
Clinics and healthcare
Turn appointment requests into scheduled visits and make sure no one is forgotten after.
- Request
- Appointment
- Visit
- Follow-up
Automotive
Move car enquiries through test drive and quote to delivery without losing the thread.
- Enquiry
- Test drive
- Quote
- Delivery
E-commerce
Follow visitors through cart and order, and bring buyers back with timely messages.
- Visitor
- Cart
- Order
- Repeat buyer
Education and training
Guide learners from first enquiry through a trial session to active enrolment.
- Enquiry
- Trial session
- Enrolled
- Active learner
Legal services
Handle intake, conflict checks and engagement for every new matter in one place.
- Intake
- Conflict check
- Engaged
- Closed
Beauty and wellness
Fill the appointment book and bring clients back with a friendly nudge.
- Request
- Booked
- Visited
- Return visit
Other industries
A simple four-step pipeline you can rename for any service business.
- New
- Contacted
- Proposal
- Won
Default stages shown for illustration; adjustable per workspace.
See it on your own pipeline
Tell us about your team and we will walk you through the product.