Nobody sells a flat like they sell a visa
A generic CRM hands you New / Contacted / Closed and leaves the rest to you. Pick your industry at signup and your pipeline arrives already shaped, with the Meta events mapped to the stages that actually mean something in your business.
Every stage is editable afterwards. These are starting points, not cages.
Real Estate
Property enquiries to brokers, site visits tracked, from ad click to booking.
Site Visit sends Schedule, Booked sends Purchase.
Interior Designers
Enquiry to site visit to signed project, with every brief and quote in one place.
Quote Sent sends Lead, Signed sends Purchase.
Tours & Travel
Itinerary requests, quotes and bookings end to end, so nobody goes cold in an inbox.
Quote Shared sends Lead, Booked sends Purchase.
Visa & Immigration
Applicants through eligibility, documentation and filing, with follow-ups that never slip.
Documentation sends Lead, Filed sends SubmitApplication.
Clinics & Hair Transplant
First call to consultation to procedure, with follow-ups that do not get forgotten.
Consultation sends Schedule, Procedure Done sends Purchase.
Coaching Institutes
Counselling calls, demo classes and fee follow-ups through a short admission season.
Demo Class sends Schedule, Admitted sends CompleteRegistration.
Finance & Advisory
Qualify enquiries, book consultations, chase proposals, with an audit trail on every client.
Qualified sends Lead, Client sends CompleteRegistration.
CCTV & Security
Site surveys, quotes and negotiation through to the purchase order and the install.
Quote Sent sends Lead, Installed sends Purchase.
E-commerce & D2C
Order enquiries from ads and WhatsApp through payment link to confirmed order.
Contacted sends Contact, Payment Link Sent sends Lead and Ordered sends Purchase.
Automobile Dealers
Test drives, quotations and bookings for cars and two-wheelers.
Test Drive sends Schedule, Quotation sends Lead and Booked sends Purchase.
Solar & Energy
Rooftop enquiries through site survey and quote to installation.
Site Survey sends Schedule, Quote Sent sends Lead and Installed sends Purchase.
Hotels & Resorts
Stay and package enquiries through quote to confirmed booking.
Contacted sends Contact, Quote Sent sends Lead and Booked sends Purchase.
Schools & Colleges
Admission enquiries through counselling, campus visit and application.
Counselling sends Contact, Campus Visit sends Schedule, Application sends SubmitApplication and Admitted sends CompleteRegistration.
Insurance & Loans
Qualify applicants, collect documents and close the policy or disbursal.
Qualified sends Lead, Documents sends SubmitApplication and Issued sends Purchase.
Gym & Fitness
Trial bookings and follow-ups through to a paid membership.
Trial Booked sends Schedule, Trial Done sends StartTrial and Joined sends Purchase.
Salon & Beauty
Appointment requests through visit, with reminders that cut no-shows.
Contacted sends Contact, Appointment Booked sends Schedule and Visited sends Purchase.
Events & Weddings
Venue, decor and planning enquiries through meeting and proposal to booking.
Meeting sends Schedule, Proposal Sent sends Lead and Booked sends Purchase.
Home Services & Repairs
Service requests through visit and quote to a finished job.
Visit Scheduled sends Schedule, Quote Sent sends Lead and Job Done sends Purchase.
IT & Software Services
Demos, proposals and signed contracts for agencies and software firms.
Qualified sends Lead, Demo sends Schedule and Signed sends Purchase.
Manufacturing & B2B
Trade enquiries through quote and samples to the purchase order.
Qualified sends Lead and PO Received sends Purchase.
Any Meta advertiser
If you run Meta Ads and manage leads by phone, the pipeline is universal.
Qualified sends Lead, Converted sends CompleteRegistration.
Not on the list?
The engine doesn't care what you sell. If you run Meta Ads and your team works leads by phone, it fits — start from the general pipeline and rename the stages to match how you actually sell.