Transform your expertise into solutions

Here's how you can address industry-specific needs using the Vertical Solutions platform.

Explore the Vertical Solutions platform
    industry-solution  
  • AEC
  • Automotive
  • Education
  • Energy and utilities
  • Franchises and small businesses
  • Field services
  • Financial services
  • Fitness coaching
  • Healthcare
  • Insurance
  • 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.