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.
| 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 |
| Home Services | Customers, Households & Jobs | Call In → Scheduled → Dispatched → On Site → Estimate Sent → Approved → In Progress → Completed → Invoiced |
| 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 |