Transform your expertise into solutions
Here's how you can address industry-specific needs using the Vertical Solutions platform.
Explore the Vertical Solutions platform
- AEC
- Automotive
- Education
- Energy and utilities
- Franchises and small businesses
- Field services
- Financial services
- Fitness coaching
- Healthcare
- Insurance
- Legal
- Manufacturing
- Non-profit
- Real estate
- Retail and e-commerce
- Telecom
- Travel and tourism
AEC (Architecture, Engineering, and Construction)
- Create detailed profiles, capture and analyze sales and home selections, change management data, and provide status updates.
- Help sales teams track leads, schedule appointments, trigger follow-up tasks, and connect with hot prospects at the right time.
- View construction schedules and even see images of homes under construction.
- Let home buyers access essential records and data for the entire home purchase.
Automotive
- Capture customer activity and information.
- Track and manage car sales opportunities, create car sales summaries and client reports.
- Send notifications to customers, find new customers, and generate more business.
- Generate invoices and arrange trips.
Education
- Help institutes build relationships and forge communications with their constituencies, including prospective students, current students, alumni, and potential donors
- Track and communicate with each applicant throughout the admissions process, from initial inquiry through acceptance and enrollment.
- Optimize the enrollment process to target best-suited applicants and diversify the applicant pool.
- Determine the target audience for each program and design focused campaigns.
Energy and utilities
- Build workflows to track project milestones, time and labor for operations, and supplies and materials needed.
- Customize products, pricing, and generate proposals easily.
- Manage all documents in one place and eliminate redundant data entry.
- Build a module to add as many sales reps as you need without getting licenses for each one.
- Schedule appointments with prospects, and keep track of each one with contextual information.
Franchises and small businesses
- Handle the entire franchise lifecycle, including franchisee on-boarding, training, sales, field ops, financial data management, communications, and marketing.
- Track assets, issues, inventory, and performance across all locations.
- Review the current pipeline, set up and complete recruitment tasks and previous activities.
Field services
- Allocate jobs to field service technicians.
- Transmit status updates to customers with revised expectations and alerts to prevent miscommunications, delays, and incorrect or incomplete information.
- Engage with customers in innovative ways.
Financial services (wealth management, mortgage, advisory)
- Capture key customer data securely and execute transactions with confidence.
- Access customer financial accounts and holdings in context with relationship and transaction information.
- Utilize portfolio data, activity patterns, and analytics to help financial advisors offer relevant products and services to customers.
- Extract maximum profits during a customer's entire lifecycle.
Fitness coaching
- Communicate with clients easily without making and keeping separate notes.
- Track clients' progress in real time.
- Schedule and manage individual or group session appointments.
- Send auto-responses, drip campaigns, or email newsletters to contacts.
Healthcare
- Manage all appointments, payments, patient relationships, and healthcare plans by using customized layouts.
- Handle all routine processes like admissions, discharges, transfers, and referrals while streamlining operations and preventive care processes.
- Securely store sensitive patient details through user-level access restrictions.
- Provide easy access to patients' medical reports and satisfaction surveys.
Insurance
- Handle lead development through quoting and into ongoing policy management and renewal.
- Collect all bids from vendors, take care of underwriter processes, and create automated invoices for policy generation.
- Track current and previous year financials, and get advanced business intelligence reports of all agency operations.
- Store and view data on familial and ad hoc households for all clients.
Legal
- Store all client information in one easily accessible place so it can be referenced at any future point.
- Streamline contact management to improve the efficiency of the law firm.
- Reduce the number of redundant processes.
- Check the last time each case was touched to follow up with prospective clients.
Manufacturing
- Handle information about products, quotations, and job productions.
- Build 100% Six Sigma-, Lean-, and TPM-compliant software systems.
- Store crucial information like drawings, tool inventory, and equipment details in a single cloud application.
- Get automated production and quality control reports with the click of a button.
Non-profit
- Manage fund accounting, online donations, and batch gift entries.
- Get insights to the gifts and donations raised by industry, client, payment methods, hours volunteered, gift history etc. with reporting functionalities.
- Segment your audience, run email and social campaigns, promote events, and measure results with online and event marketing tools.
- Enhance online fundraising results with customizable webforms that collect donations and pledges.
- Create and deploy effective fundraising and event ideas.
Real estate
- Consolidate all properties and listings, and map them to the respective owners.
- Manage clients from both lease and sell deals, and automate follow-ups for sales enquiries.
- Connect the real estate portal with popular contract management, property search, and mortgage calculation applications.
- Use customized grading systems to evaluate and qualify all real estate leads.
Retail and e-commerce
- Sell services online through your website and a network of partner sites and apps.
- Follow up on customers’ requirements, preferences, and personal details.
- Track inventory, purchases, and sales.
- Mine customer data to formulate strategies.
Telecom
- Reference a customer’s most ordered items, upsell based on previous interactions, and identify popular products to cross-sell across multiple buyers.
- Make error-free order entry and validation processes to reduce the rate of fallouts.
- Forecast future trends and events that will impact revenue and profit margins.
- Identify missed opportunities and potential problems that will impact the bottom line.
- Provide consistent, high-quality customer service experiences.
Travel and tourism
- Add travel vendors and assign them to visas, tours, and reservations.
- Create itineraries, commissions, and handle multiple payment processes for every tour plan offered.
- Connect your travel CRM with hotel, restaurant, and travel booking applications.
- Get leads from webforms and social media, and follow up using customized quotes.