Industries
CRM by industry, set up the way your team sells
A freight quote, a fee proposal and a dealer price book call for different fields, stages and approvals. Pick your industry below to see what a team like yours can set up in Senitix CRM: the fields on a deal, an example pipeline and the reports built on them. It is one product for every industry, and every part stays editable.
Set up your sales process for your industry
Browse the sales flows that fit your industry, then adjust the stages and fields to the way you work.
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Wholesale distribution CRM for branch accounts, channel pricing and reorders
CRM for distributors: account families, quotes from the right price list, approved discounts and reorder follow-up, working beside your ERP.
See the setup -
Manufacturing CRM for RFQs, samples, versioned quotes and reorders
CRM for manufacturers: the RFQ, drawing revisions, sample results and every quote version on one deal, with discount approval before production.
See the setup -
Professional services CRM for firms that win work through relationships and proposals
Professional services CRM for consulting and advisory firms: where clients come from, scope versions, the signed engagement and its renewal on one record.
See the setup -
Legal CRM for client intake and business development, kept apart from the matter file
Law firm CRM for intake, consultations and fee proposals, with restricted records, field-level security and an audit log. Matter files stay put.
See the setup -
Engineering and architecture firm CRM, from go/no-go to kickoff
CRM for architects and engineering firms: the go/no-go, the selection committee, RFP addenda and every fee proposal version on one pursuit.
See the setup -
Logistics CRM for freight sales: spot quotes, bid season and renewals
Logistics CRM for freight brokers and 3PLs: rate requests in one inbox, lanes as records, versioned quotes with an expiry, and annual bids tracked.
See the setup -
Construction CRM for every bid, from invitation to award
Construction CRM for contractors and developers: bid invitations, estimate versions and awards in one pipeline, and unit sales tracked in another.
See the setup
Questions about industry setups
What does an industry page describe?
What a team in that industry can set up in Senitix CRM: the fields a deal carries, an example pipeline with guidance on each stage, the quote and contract steps, and the reports built on them. Nothing on the page is applied to your workspace. Your team sets up what fits its process and leaves the rest.
Which plan does an industry setup need?
Senitix CRM is not priced by industry, so there is no industry plan to choose. A setup draws on custom fields, quotes and automation rules, and the comparison table on the pricing page shows what each plan includes.
What if my business does not fit any of these?
Start from the closest one. Stages, fields and reports can all be renamed or rebuilt, so a team in an industry not listed here sets up its own process the same way. Nothing on these pages implies that an industry’s legal or regulatory compliance becomes automatic.
Can we change the setup later?
Yes. Stages and fields can be renamed or added at any time, and existing deals keep their history. The guidance on each stage is text your team writes and edits, not a rule the product enforces.