Industries
A CRM set up for your trade
Ready-made setups for twelve kinds of business. Pick yours and start with the right lists, fields and deal stages.
14-day free trial. No card needed.
Try it: pick yours
Pick your trade
12 templates. Each one adds the lists, fields and deal stages that kind of business uses every day. Open one to see its week.
Auto dealer / auto repair
Fresh ups, trade-ins and repair orders, each with its own list.
Lists: Vehicles, Repair orders, Service appointments, Trade-ins and Test drives.
Board: Fresh up › … › Sold
Real estate
Listings, showings and every date up to closing.
Lists: Listings, Showings, Transactions and Open houses.
Board: New lead › … › Closed
Contractor / field service
Estimates, jobs, work orders and the equipment you service.
Lists: Jobs, Estimates, Work orders, Service agreements and Equipment.
Board: New request › … › Won
Agency / consultant
Proposals, projects, retainers and deliverables per client.
Lists: Projects, Proposals, Retainers and Deliverables.
Board: Lead › … › Signed
Credit / financial services
Credit files, bureau disputes and enrollments, round by round.
Lists: Credit files, Disputes, Enrollments and Loan applications.
Board: New lead › … › Enrolled
Trucking / freight
Loads, trucks, drivers and the lanes you want.
Lists: Loads, Trucks, Trailers, Drivers and Lanes.
Board: New lead › … › Regular freight
Roofing
Inspections, insurance claims, crews and material orders.
Lists: Inspections, Estimates, Insurance claims, Jobs and Material orders.
Board: New lead › … › Signed
Insurance agency
Quotes, policies, renewals and claims per client.
Lists: Policies, Insurance quotes, Renewals and Claims.
Board: New lead › … › Bound
Law firm
Intake, matters, court dates and deadlines.
Lists: Matters, Consultations, Court dates and Deadlines.
Board: New inquiry › … › Retained
Landscaping / lawn care
Properties on your route, service plans and treatments.
Lists: Properties, Service plans, Jobs, Estimates and Treatments.
Board: New request › … › Won
Cleaning services
Locations, recurring plans, quotes and your cleaners.
Lists: Locations, Cleanings, Recurring plans, Cleaning quotes and Cleaners.
Board: New inquiry › … › Regular client
Property management
Properties, units, leases and maintenance requests.
Lists: Properties, Units, Tenants, Leases, Maintenance requests and Inspections.
Board: New owner lead › … › Signed
How a template works
Pick it when you set up
Choose your trade in the first steps after you sign up, or later in Settings. Owners and admins can add a template.One step adds everything
The lists, the extra fields and the deal stages arrive together. There is nothing to switch on one by one.Nothing you have is touched
Anything you already have is left alone. If your workspace already has deals, or an automation uses your stages, your deal stages stay as they are.
Don't see your trade? Start without a template and make your own lists and fields. They work the same way.
Try CybrRM with your own work
14-day free trial. No card needed.