Industry CRM guides

Industry CRM guides: set up the CRM the way your sector sells

Every industry sells a little differently: site visits, test drives, quotes, renewals, instalments, store footfall. These guides show how a team in each one can set up Triostack CRM with what is documented.

Where a sector needs something specialised, such as inventory booking or a calculator, the guide says to ask our team instead of promising it. We make no compliance claims for any industry.

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Education Admissions CRMExplain how admissions teams organize student enquiries, track counselling stages and manage calls and follow-ups with students and parents.Read more
Real Estate Enterprise CRMA CRM for real estate teams: site-visit tracking, inventory unit booking, broker commission management and automated WhatsApp property brochures, from enquiry to booking.Read more
Automobile Dealership CRMA CRM for dealerships: test-drive scheduling, showroom walk-in logging, vehicle exchange valuation and service reminder automation, from first visit to delivery.Read more
Manufacturing and Industrial B2B CRMA CRM for manufacturers: complex quote-to-order cycles, distributor lead tracking, dealer network portals and field sales dispatching, with GST invoices.Read more
Banking and NBFC Loan Origination CRMA CRM for banks and NBFCs: loan application tracking, KYC document verification stages, telecalling assignment and disbursement updates, from enquiry to disbursement.Read more
Logistics and Supply Chain CRMA CRM for logistics firms: freight quotations, shipper accounts, consignment status notifications and customer service escalation workflows, from quote to delivery.Read more
Travel and Hospitality Tour Operator CRMA CRM for tour operators: customised itinerary generation, group enquiry routing, passport and visa document collection and payment instalments.Read more
Pharmaceutical and Field Force CRMA CRM for pharma field forces: medical representative daily doctor-visit logging, sample inventory distribution tracking and territory coverage analytics.Read more
Professional Services and Consulting CRMA CRM for consulting firms: project milestone billing, client retainer management, engagement letters and cross-functional advisory pipeline tracking.Read more
Insurance Brokerage and Policy Renewal CRMA CRM for insurance brokers: policy renewal reminders, claims assistance tracking, family portfolio grouping and multi-insurer quotation comparisons.Read more
Solar Energy and Clean Tech CRMA CRM for solar installers: site feasibility assessments, kilowatt proposal calculators, government subsidy paperwork and post-installation support.Read more
Retail Chain and Store Footfall Lead Capture CRMA CRM for retail chains: in-store QR code lead capture, loyalty points lookup, SMS promotional broadcasting and omnichannel customer profiling.Read more
HIPAA Compliant Medical CRMA CRM for healthcare providers: encrypted electronic PHI storage, access controls, BAA agreements and secure handling of patient enquiries and appointments.Read more
Higher Education and University Admissions CRMA CRM for universities: student counselling funnels, application status portals, scholarship eligibility checks and campus tour scheduling across programmes and campuses.Read more
Healthcare Clinic and Patient CRMA CRM for clinics: appointment booking reminders, doctor consultation logs, patient follow-up histories and secure prescription messaging.Read more
Fitness and Gym Membership CRMA CRM for gyms and fitness studios: trial lead management, trainer assignment, membership renewal automation and WhatsApp fitness check-ins.Read more
Event and Conference Attendee ManagementA CRM for events: ticket enquiry capture, delegate badging workflows, WhatsApp event reminders and post-conference sponsor follow-ups.Read more
Architect and Interior Design CRMA CRM for architects and interior designers: client design brief tracking, site visit notes, 3D render quotation approvals and project milestone payments.Read more
Legal Practice and Case Management CRMA CRM for advocates and law firms: confidential client onboarding, court hearing calendar reminders, billing and retainer records and document vaults.Read more
Export and Import Trade CRMA CRM for exporters and importers: international inquiry logging, FOB and CIF quotation tracking, letter of credit status and buyer communication archives.Read more
Coaching Institute and Test Prep CRMA CRM for coaching institutes: student batch allocation, demo class bookings, parent telecalling logs and tuition instalment reminders.Read more
Security Guarding and Facility Management CRMA CRM for guarding and facility services: commercial security proposals, guard site inspection logs, supervisor calls and recurring service contracts.Read more
Hospitality and Banquet Booking CRMA CRM for banquet halls and hotels: venue availability checks, catering quotation generators, event date reservation calendars and advance payment tracking.Read more

Availability: What is available can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around any page here.

Industry CRM guides: set up the CRM the way your sector sells

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Industry CRM guides: set up the CRM the way your sector sells