Industries · 13 pages
CRM by industry for teams that sell on calls and WhatsApp
The same calling CRM, set up for how each industry actually sells. Each page shows the daily workflow, the statuses and fields to create, and a worked example.
- BPOs and call centresOutbound processes on mobile SIMsRead
- Car dealersTest drive follow-ups and bookingsRead
- ClinicsCallbacks and review-visit remindersRead
- Coaching institutesAdmissions, demos and fees dueRead
- GymsTrial follow-ups and membership renewalsRead
- Insurance agentsRenewals before policies lapseRead
- Loan DSAsEligibility calls and document chaseRead
- ManufacturersDealer enquiries and quotation follow-upRead
- Real estatePortal leads, site visits, bookingsRead
- Recruitment agenciesCandidate screening and interviewsRead
- Small businessCalls, WhatsApp and payments on one phoneRead
- Solar installersEnquiries, roof surveys and quotesRead
- Travel agenciesItineraries, advances and balances dueRead
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