INDUSTRY FLEXIBILITY
Your industry. Your process. One workspace.
Start with a practical template, then configure customers, quotes and operations around the way your business works.
Custom apparel and printing
Industry-specific custom fields
Discuss this setupMarketing and creative agencies
Ready lead and delivery stages
Discuss this setupIT and professional services
Reusable quote and email templates
Discuss this setupConstruction and maintenance
Module defaults that can be changed
Discuss this setupDistributors and wholesalers
Industry-specific custom fields
Discuss this setupSmall manufacturers
Ready lead and delivery stages
Discuss this setupEvent suppliers
Reusable quote and email templates
Discuss this setupExport service businesses
Module defaults that can be changed
Discuss this setupCUSTOM FIELDS
Capture the data that matters in your industry.
Examples include project location, fabric type, service area, contract value, printing method, maintenance date or campaign retainer.
Field nameProject location
Field typeAddress
RequiredYes
Visible toSales + Operations
BUILT TO OPERATE. BUILT TO GROW.
Explore the complete platform foundation.
Different industries need different handovers.
These illustrative scenarios show how services can be combined around your day-to-day work.
01
For retail, trade and distribution.
A customer enquiry can lead to a quotation, an order and a delivery task. We map the product information, stock source and responsible people before proposing a connected process. These are examples to scope, not a claim of an installed industry package.
- Website or storefront: explain products and collect enquiries.
- CRM and operations: retain customer requirements and order context.
- Automation: notify the team when an approved status changes.
02
For agencies and professional service teams.
The key information is often the brief, agreed deliverables, reviewer and next deadline. A service workflow can connect incoming enquiries with qualification, project handover and client communication.
- Use forms to capture the information needed for a useful first call.
- Define pipeline stages around real decisions.
- Create an approved handover with tasks and responsibilities.
Adapt the information to the way your business works.
An industry label is only the beginning. The useful configuration depends on your records, approval points and the work your team delivers.
Define the key record
A retailer may organise around an order while a service team works from a project brief. Identify the record that should connect customer requirements and delivery updates.
Keep specialist fields useful
Discuss fields such as delivery location, service area or product variant only where they support a real decision. Decide who maintains the information and when it is required.
Review the exceptions
Returns, revised briefs and incomplete requests may need different handling. Include representative exceptions when agreeing workflows and acceptance checks.