Platform Access by Industry

Choose the platform foundation built closest to your business.

Start with an industry-aligned CRM, pipeline, automation, and follow-up foundation instead of trying to build from a blank account.

Platform is self-serve. Pick the closest industry foundation, review the structure, and decide whether your team can implement internally.

14-day trial. Then $97/month. Usage billed separately. No service commitment.

Choose your industry

Start with the closest platform foundation.

Select the option that most closely matches your business. If your exact niche is not listed, use the nearest broader foundation or choose the general local service option.

Home Services
Construction Company platform foundation

Construction Company

For contractors managing consultations, estimates, proposals, project stages, and follow-up.

General ContractorRemodelingHome Builder
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Home Services
Pressure Washing platform foundation

Pressure Washing

For exterior cleaning businesses managing quote requests, booked jobs, reminders, reviews, and repeat work.

Power WashingSoft WashingExterior Cleaning
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Home Services
Appliance Repair platform foundation

Appliance Repair

For appliance repair businesses managing calls, appointment requests, dispatch flow, reminders, and reviews.

Appliance ServiceRepair CallsDispatch
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Automotive
Brake and Muffler Shop platform foundation

Brake & Muffler Shop

For shops managing repair requests, estimates, service follow-up, reviews, and repeat customer opportunities.

Brake ShopMuffler ShopExhaust Repair
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Automotive
Towing Service platform foundation

Towing Service

For towing companies managing urgent calls, roadside requests, dispatch communication, and customer follow-up.

Roadside AssistanceTow CompanyRecovery
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Automotive
Auto Body and Painting platform foundation

Auto Body & Painting

For collision and paint shops managing estimates, appointments, repair stages, and customer communication.

Collision ShopPaint ShopAuto Body
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Automotive
Tire Shop platform foundation

Tire Shop

For tire shops managing service requests, appointments, quotes, reminders, and repeat maintenance opportunities.

Wheel ShopTire ServiceAlignment
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Automotive
Automotive Repair platform foundation

Automotive Repair

For repair shops managing appointment requests, estimates, service reminders, reviews, and repeat service.

Auto RepairMechanicService Center
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Automotive
Automotive Detailing platform foundation

Automotive Detailing

For detail shops managing inquiries, packages, appointments, reactivation, reviews, and customer follow-up.

Detail ShopCeramic CoatingPaint Correction
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Beauty
Skin Care Clinic platform foundation

Skin Care Clinic

For skin care businesses managing consultations, appointments, treatment interest, reminders, and rebooking.

Esthetics StudioFacialsAcne Clinic
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Beauty
Eyelash Salon platform foundation

Eyelash Salon

For lash studios managing appointment requests, reminders, memberships, rebooking, and client follow-up.

Lash StudioBrow StudioExtensions
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Beauty
Barber Shop platform foundation

Barber Shop

For barbershops managing bookings, reminders, repeat visits, reviews, and customer communication.

BarbershopMen's GroomingHaircuts
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Beauty
Nail Salon platform foundation

Nail Salon

For nail salons managing appointments, reminders, service packages, reviews, and client rebooking.

ManicurePedicureNail Studio
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Beauty
Day Spa platform foundation

Day Spa

For spas managing appointments, treatment interest, packages, reminders, reviews, and repeat visits.

Wellness SpaMassagePackages
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Beauty
Hair Salon platform foundation

Hair Salon

For salons managing appointment requests, stylist bookings, reminders, reviews, and client reactivation.

Hair StudioColor ServicesStylist Bookings
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Education
Educational Tutor platform foundation

Educational Tutor

For tutoring businesses managing inquiries, consultations, sessions, reminders, and parent communication.

Tutoring CenterTest PrepAcademic Coaching
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Creative
Dance Studio platform foundation

Dance Studio

For dance studios managing trial classes, class interest, registrations, reminders, and student follow-up.

Trial ClassesRegistrationsStudent Retention
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Creative
Tattoo Shop platform foundation

Tattoo Shop

For tattoo studios managing consultation requests, appointments, deposits, follow-up, and reviews.

Tattoo StudioConsultationsDeposits
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Creative
Photographer platform foundation

Photographer

For photography businesses managing inquiries, packages, bookings, proposals, and client follow-up.

PortraitsWeddingsPackages
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Creative
Video Producer platform foundation

Video Producer

For video teams managing project inquiries, estimates, booking stages, proposals, and client communication.

VideographyProductionProject Scope
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Creative
Event Planner platform foundation

Event Planner

For planners managing inquiries, consultations, proposals, booking stages, reminders, and vendor communication.

Wedding PlannerCorporate EventsProposals
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Creative
Interior Design platform foundation

Interior Design

For design businesses managing consultations, proposals, project stages, follow-up, and client communication.

Interior DesignerDesign StudioProject-Based
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Finance
Financial Planner platform foundation

Financial Planner

For financial professionals managing consultations, client intake, follow-up, referrals, and review opportunities.

Financial AdvisorWealth AdvisorPlanning
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Finance
Lender platform foundation

Lender

For lending teams managing inquiries, applications, documentation, pipeline stages, and follow-up.

Loan OfficerApplicationsReferral Partners
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Finance
Accounting Firm platform foundation

Accounting Firm

For accounting teams managing consultations, onboarding, reminders, seasonal demand, and referral follow-up.

CPA FirmBookkeepingTax Advisory
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Health & Wellness
Mental Health Clinic platform foundation

Mental Health Clinic

For counseling practices managing inquiries, appointment requests, reminders, intake, and patient communication.

CounselingTherapy ClinicIntake
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Health & Wellness
Martial Arts platform foundation

Martial Arts

For martial arts schools managing trials, intro offers, class interest, follow-up, and member retention.

KarateJiu-JitsuKids Classes
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Health & Wellness
Yoga Studio platform foundation

Yoga Studio

For yoga studios managing intro offers, class bookings, memberships, reminders, and retention.

PilatesWellness StudioMemberships
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Health & Wellness
Gym platform foundation

Gym

For gyms managing trials, tours, memberships, intro offers, retention, and reactivation.

Fitness StudioPersonal TrainingTours
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Home Services
Pest Control platform foundation

Pest Control

For pest companies managing service requests, recurring plans, reminders, urgent calls, and follow-up.

ExterminatorCommercial PestRecurring Plans
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Home Services
Housekeeper platform foundation

Housekeeper

For cleaning teams managing inquiries, estimates, recurring appointments, reminders, and customer follow-up.

Cleaning CompanyMaid ServiceRecurring Cleaning
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Home Services
HVAC platform foundation

HVAC

For heating and cooling companies managing calls, service requests, estimates, maintenance plans, and follow-up.

Heating & CoolingAC RepairMaintenance Plans
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Home Services
Electrician platform foundation

Electrician

For electricians managing service calls, estimate requests, job scheduling, reminders, and reviews.

Electrical ContractorPanel UpgradeLighting
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Home Services
Roofing platform foundation

Roofing

For roofing companies managing inspections, estimates, storm response, proposals, and job-stage visibility.

Roof RepairRoof ReplacementStorm Damage
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Home Services
Landscaping platform foundation

Landscaping

For landscaping teams managing quote requests, recurring work, seasonal service, and follow-up.

Lawn CareLandscape LightingIrrigation
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Home Services
Plumber platform foundation

Plumber

For plumbing companies managing urgent calls, booked jobs, estimates, dispatch flow, and service follow-up.

Plumbing CompanyDrain ServiceWater Heater
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Legal
Mediation Services platform foundation

Mediation Services

For mediation practices managing consultations, intake, scheduling, reminders, and case follow-up.

MediatorConflict ResolutionFamily Mediation
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Legal
Real Estate Attorney platform foundation

Real Estate Attorney

For real estate law firms managing consultations, intake, transaction-related inquiries, and client follow-up.

ClosingsReal Estate LawConsultations
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Legal
Personal Injury Attorney platform foundation

Personal Injury Attorney

For injury firms managing case inquiries, intake, qualification, follow-up, and consultation scheduling.

Case IntakeInjury ClaimsConsultations
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Legal
Bankruptcy Lawyer platform foundation

Bankruptcy Lawyer

For bankruptcy practices managing consultations, intake steps, document follow-up, and client communication.

Debt ReliefCase IntakeDocument Follow-Up
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Legal
Immigration Lawyer platform foundation

Immigration Lawyer

For immigration firms managing consultations, intake, document needs, reminders, and client follow-up.

Immigration LawCase IntakeDocuments
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Legal
Defense Lawyer platform foundation

Defense Lawyer

For defense practices managing urgent inquiries, consultations, intake, reminders, and case follow-up.

Criminal DefenseUrgent IntakeConsultations
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Legal
Family Lawyer platform foundation

Family Lawyer

For family law practices managing consultations, intake, follow-up, reminders, and client communication.

DivorceCustodyFamily Law
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Medical
Family Practice Physician platform foundation

Family Practice Physician

For family practices managing patient inquiries, appointment requests, reminders, and follow-up communication.

Primary CareAppointmentsPatient Follow-Up
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Medical
Physical Therapy Clinic platform foundation

Physical Therapy Clinic

For PT clinics managing referrals, evaluations, appointment requests, reminders, and patient follow-up.

PT ClinicEvaluationsReferrals
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Medical
Home Health Care platform foundation

Home Health Care

For care providers managing inquiries, intake, scheduling, family communication, and referral follow-up.

Care IntakeSchedulingFamily Follow-Up
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Medical
Optometrist platform foundation

Optometrist

For eye care practices managing appointment requests, reminders, patient communication, and reactivation.

Eye CareAppointmentsReminders
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Medical
Dermatologist platform foundation

Dermatologist

For dermatology practices managing inquiries, consultations, appointments, reminders, and patient follow-up.

DermatologyConsultationsAppointments
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Medical
Hair Loss Clinic platform foundation

Hair Loss Clinic

For hair restoration clinics managing consultations, treatment interest, appointment follow-up, and reviews.

Hair RestorationConsultationsTreatment Interest
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Medical
Dental platform foundation

Dental

For dental practices managing patient inquiries, appointments, treatment follow-up, reminders, and reviews.

DentistAppointmentsTreatment Follow-Up
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Medical
Medical Spa platform foundation

Medical Spa

For med spas managing consultations, treatment interest, appointment requests, packages, and rebooking.

Med SpaAestheticsConsultations
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Medical
Chiropractor platform foundation

Chiropractor

For chiropractic clinics managing new patient inquiries, appointments, reminders, reviews, and reactivation.

ChiropracticNew PatientsAppointments
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Other
Pet Groomer platform foundation

Pet Groomer

For groomers managing appointment requests, reminders, repeat bookings, reviews, and customer follow-up.

Pet GroomingAppointmentsRebooking
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Other
Child Care platform foundation

Child Care

For child care businesses managing inquiries, tours, enrollment follow-up, reminders, and family communication.

DaycareToursEnrollment
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Other
Locksmith platform foundation

Locksmith

For locksmiths managing urgent calls, service requests, dispatch flow, reviews, and customer follow-up.

Emergency CallsLock ServiceDispatch
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Real Estate
Home Staging platform foundation

Home Staging

For staging businesses managing inquiries, consultations, proposals, booking stages, and client follow-up.

StagingConsultationsProposals
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Real Estate
Title Company platform foundation

Title Company

For title companies managing referral relationships, transaction communication, follow-up, and partner visibility.

ClosingsReferralsTransactions
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Real Estate
Real Estate Broker platform foundation

Real Estate Broker

For brokerages managing leads, agent follow-up, listing opportunities, referrals, and client communication.

BrokerageAgent TeamListings
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Real Estate
Real Estate Agent platform foundation

Real Estate Agent

For agents managing leads, showings, listing interest, follow-up, referrals, and client communication.

RealtorBuyer LeadsSeller Leads
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Real Estate
Mortgage Lender platform foundation

Mortgage Lender

For mortgage teams managing applications, consultations, document needs, pipeline stages, and follow-up.

Mortgage BrokerLoan OfficerLending
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Real Estate
Property Management platform foundation

Property Management

For property managers handling inquiries, owner leads, tenant communication, maintenance requests, and follow-up.

Rental ManagementSTR ManagementTenant Support
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Food & Drink
Caterer platform foundation

Caterer

For catering companies managing event inquiries, proposals, bookings, reminders, and client communication.

Event CateringWedding CateringCorporate Events
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Travel & Hospitality
Boat Tour Agency platform foundation

Boat Tour Agency

For tour businesses managing inquiries, bookings, reminders, reviews, and guest follow-up.

ToursExcursionsGuest Bookings
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Travel & Hospitality
RV Rental Agency platform foundation

RV Rental Agency

For rental businesses managing inquiries, booking requests, reminders, reviews, and customer communication.

RV RentalsOutdoor TravelGuest Follow-Up
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General
All Other Local Service Businesses platform foundation

All Other Local Service Businesses

For local service businesses that still need strong lead capture, follow-up, reviews, referrals, and customer communication even without a dedicated industry page yet.

AppointmentsEstimatesFollow-Up
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Why specificity matters

A CRM should not force every service business into the same sales process.

A roofer, med spa, law firm, HVAC company, towing company, and dental practice do not capture and convert demand the same way. Platform starts closer to the way your business already sells.

1

Choose the closest fit

Start with the industry foundation that most closely matches your demand, booking, estimate, consultation, or service flow.

2

Review the structure

Use the trial to inspect the pipeline, templates, and basic automation logic before deciding how far to implement.

3

Upgrade only if needed

Stay self-serve if your team can implement internally. Move into Install if you want the system configured and stabilized for you.

Still not sure?

Choose by revenue model, not just industry label.

The right starting point depends on how your business turns demand into revenue: appointments, estimates, consultations, memberships, urgent calls, or longer project cycles.