Industries
Built around the way your industry sells.
Every team gets the same system. The stages, follow-ups and forms are set up for how you win work. Pick yours.
Financial services and fintech
Field and phone agents signing up merchants or customers.
See the pipelineProperty and lettings
Enquiries from portals, adverts, WhatsApp and walk-ins.
See the pipelineRecruitment and staffing
Winning new clients and vacancies, not just filling them.
See the pipelineClinics and aesthetics
Enquiries on Instagram and WhatsApp that need an answer in minutes.
See the pipelineEvents and exhibitions
Leads collected on a stand, plus sponsors and exhibitors.
See the pipelineTrades and home services
Roofing, solar, kitchens, cleaning: work won by quoting.
See the pipelineInsurance and brokers
Quotes to follow up and renewals to chase.
See the pipelineCar sales and dealerships
Enquiries at all hours, each one a test drive to book.
See the pipelineFreight and logistics
Rates quoted all day, each one needing a follow-up.
See the pipelineSoftware and B2B services
Demos, proposals and a forecast to defend.
See the pipelineWholesale and distribution
Accounts to look after and new ones to open.
See the pipelineVenues and hospitality
Weddings, events and group bookings with a date attached.
See the pipelineEducation and training
Course enquiries that have a deadline attached.
See the pipelineProfessional and business services
Work won through proposals and referrals.
See the pipelineNot on the list?
If your team sells by talking to people, it fits.
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