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A CRM set up for the work you do.

Choose from 19 industry starting points. Each one renames records, sets up pipeline stages and adds fields and saved views that suit your kind of business. Change anything afterwards.

Start freeHow industry setups work

Industry starting points are included on Professional plans and above.

Watch · 86 seconds

19 industries, 38 tools, one CRM.

Every industry starting point, each shown with two NovaSoft One tools that suit it. Find yours, then see exactly what it sets up below.

What happens in the film

All 19 industry starting points, each shown with two NovaSoft One tools that suit it, from online bookings and web forms to the customer portal, projects, secure documents, automation and reports. Free for up to 2 users, paid plans from A$15.

Animated with fictional businesses. Music, with captions in the picture.

Industries

General businessStartups, retail, consultants and mixed teams
  1. New lead
  2. Discovery
  3. Qualified
Professional servicesAccountants, legal teams, advisors and consultants
  1. Inquiry
  2. Discovery
  3. Scope agreed
Legal servicesSolicitors, legal practices and in-house legal teams
  1. Enquiry received
  2. Conflict review (manual)
  3. Scope discussion
Accounting & bookkeepingAccounting practices, bookkeepers and outsourced finance teams
  1. Enquiry
  2. Scope review
  3. Engagement terms
Financial advice administrationFinancial advice practices and client-service teams
  1. Referral received
  2. Adviser assigned
  3. Client contacted
Creative & marketing agenciesMarketing, design, development and creative agencies
  1. Enquiry
  2. Qualified
  3. Proposal
Trades & home servicesElectricians, plumbers, builders, landscapers and mobile services
  1. New enquiry
  2. Site visit
  3. Quote sent
Construction & contractorsConstruction contractors, builders and specialist trades
  1. Tender identified
  2. Scope review
  3. Pricing and supplier review
Property & real estateResidential sales, commercial agents and property managers
  1. Appraisal
  2. Authority pending
  3. Listed
Healthcare practice operationsAllied health, therapy, disability and community care providers
  1. Idea raised
  2. Partner discussion
  3. Operational review
Recruitment & staffingRecruiters, labour hire, staffing and executive search teams
  1. Sourced
  2. Screened
  3. Submitted
Software & SaaSSaaS, software, IT providers and technology startups
  1. Product interest
  2. Discovery
  3. Technical validation
IT & managed servicesManaged service providers, IT consultancies and support teams
  1. Request received
  2. Triage and owner
  3. Scope reviewed
Nonprofit & communityCharities, associations, foundations and community organisations
  1. Identified
  2. Eligible
  3. In development
Education & trainingTraining providers, coaches, academies and education services
  1. Enquiry
  2. Advised
  3. Application
Hospitality & eventsEvent organisers, venues, caterers and hospitality groups
  1. Enquiry received
  2. Requirements captured
  3. Proposal sent
Manufacturing & fabricationFabricators, makers and small manufacturers
  1. Enquiry received
  2. Specification review
  3. Quote prepared
Wholesale & distributionWholesale suppliers, importers and distributors
  1. Trade enquiry
  2. Quote prepared
  3. Availability review
Retail & ecommerceOnline stores, retailers, wholesalers and product brands
  1. Interest
  2. Product selected
  3. Quote or cart

Start with the customers you already have.

Free for up to two people, with no card needed. Upgrade when you need service, projects or automation.

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