One CRM. Six industries. Zero rebuilds.
Pre-tuned pipelines, automations, and dashboards that respect how your industry actually sells — built with input from operators who lived the workflow.
Growth-stage SaaS
Conversion tracking, PLG signal scoring, expansion alerts, and renewal forecasts your CFO will trust.
Brokers & agents
Property-aware pipelines, showing follow-ups, drip nurtures for cold leads, and a mobile app built for the road.
Direct-to-consumer brands
Order timelines, win-back sequences, subscription renewals, and post-purchase journeys that lift LTV.
Creative & digital agencies
Project-shaped deals, retainer tracking, client portals, and polished proposals — all in one workspace.
Advisors & brokerages
Compliance-friendly logging, household relationship views, and review-meeting reminders that never miss.
Clinics & practices
HIPAA-aware patient journeys, intake automation, and recall campaigns that fill the appointment book.
The same platform, dressed for your reality.
No matter which template you start from, you get the same calm interface — only the language, fields, and automations are tuned to how your team already speaks.
Templates that fit
Pipeline stages, deal fields, and dashboards prebuilt around your industry's actual workflow.
Compliance built in
SOC 2 Type II, GDPR-ready data residency, and HIPAA controls for healthcare deployments.
Integrations that matter
MLS feeds, Shopify orders, ad platforms, billing — every industry pack ships with its critical connectors.
Implementation included
A dedicated onboarding specialist who's run the workflow before, not a junior reading from a checklist.