Each EngageSuite360 industry template sets up a pipeline and record names in that industry's words when you sign in. These are the exact stages the product ships, not examples. Pick yours and the CRM starts there, with no subscription for the CRM.
| Industry | Records | Pipeline stages |
|---|---|---|
| Accounting | Clients & Engagements | Inquiry → Discovery Meeting → Proposal Sent → Engagement Letter Signed → Documents Collected → Filing Complete |
| Automotive | Customers & Vehicles | Website Lead → Contacted → Test Drive Scheduled → Negotiation → Finance Approved → Sold / Delivered |
| Beauty & Salon | Clients & Appointments | New Client Inquiry → Consultation Scheduled → Consultation Complete → Appointment Booked → Service Complete → Rebooking Due |
| Construction | Jobs & Bids | Lead → Site Visit → Estimate → Bid Submitted → Won → Scheduled → In Progress → Complete |
| Consulting | Clients & Engagements | Initial Contact → Discovery Meeting → Proposal Drafted → Proposal Sent → Negotiation → Engagement Active |
| Dental | Patients | New Patient Inquiry → Insurance Verified → Consultation Scheduled → Treatment Planned → Treatment In Progress → Follow-Up |
| E-Commerce | Customers & Orders | Browsing → Cart Created → Checkout Started → Order Placed → Shipped → Delivered |
| Education | Students & Families | Inquiry → Campus Tour Scheduled → Application Submitted → Assessment Complete → Enrolled → Active Student |
| Financial Services | Clients & Engagements | Introduction → Discovery Meeting → Plan Presented → Proposal Sent → Onboarding → Client |
| Fitness | Members & Memberships | Trial Inquiry → Free Trial Scheduled → Trial Completed → Membership Offered → Member Enrolled → Renewal Due |
| Government | Constituents & Requests | Request Received → Under Review → Additional Info Needed → In Process → Approval Pending → Resolved / Closed |
| Healthcare | Patients | Inquiry → Scheduled → Insurance Verified → In Treatment → Follow-up → Discharged |
| Hospitality | Guests & Bookings | Inquiry → Quote Sent → Reservation Confirmed → Pre-Arrival → Checked In → Post-Stay Follow-Up |
| Insurance | Policyholders & Policies | Quote Request → Information Gathered → Quotes Compared → Quote Presented → Policy Bound → Renewal Review |
| IT Services | Clients & Agreements | Discovery → Assessment Scheduled → Proposal Sent → SOW Signed → Onboarding → Active Support |
| Legal | Clients & Matters | Intake → Conflict Check → Engaged → Discovery → Litigation → Settlement → Closed |
| Logistics | Shippers & Loads | Quote Request → Rate Quoted → Load Booked → In Transit → Delivered → Invoice Sent |
| Manufacturing | Accounts & RFQs | RFQ Received → Engineering Review → Quote Submitted → Purchase Order Received → In Production → Shipped / Invoiced |
| Marketing Agency | Clients & Retainers | Discovery Call → Proposal Sent → Negotiation → Contract Signed → Onboarding → Active Client |
| Nonprofit | Donors & Gifts | New Contact → Engaged → Pledge Made → Donation Received → Acknowledged → Stewardship |
| Property Management | Owners, Tenants & Leases | Application Received → Background Check → Approved → Lease Signed → Move-In Scheduled → Active Tenant |
| Real Estate | Buyers, Sellers & Transactions | New Lead → Pre-Qualified → Showing Scheduled → Offer Submitted → Under Contract → Closed |
| Recruiting | Candidates & Job Orders | Sourced → Screened → Interview Scheduled → Interview Complete → Offer Extended → Placed |
| Restaurant | Guests & Events | Reservation Request → Reservation Confirmed → Catering Inquiry → Catering Quoted → Event Booked → Completed |
| Travel | Travelers & Trips | Trip Inquiry → Itinerary Drafted → Itinerary Approved → Booking Confirmed → Pre-Departure Prep → Post-Trip Follow-Up |
| Veterinary | Clients & Patients | New Client Inquiry → Appointment Scheduled → Exam Complete → Treatment Plan Created → Treatment In Progress → Follow-Up |