12 Industries · Full Build-Out, Not Just a Demo
One CRM, twelve completely different businesses.
The building blocks stay the same — Leads, Accounts, custom record types, Workflow Automation, Approval Processes, Reports. Each playbook below is its own page with three parts: the business case, a full step-by-step build (the exact Setup clicks, fields, relationships, and automation), and how each role uses it day to day.
New to the underlying features?
Every playbook below builds on specific SmartLite features — Lead Conversion, the Metadata Engine, Workflow Automation, Approval Processes, and more. Start with the Lead-to-Cash Trail or the Use-Case Catalog first if any of those are unfamiliar.
Retail Pharmacy Chain
One patient record that follows the customer to any store location.
Boutique Law Firm
Catch a conflict of interest before intake, not after.
Multi-Specialty Clinic
Turn a physician referral into a scheduled visit automatically.
School & University Admissions
Answer every inquiry before a family enrolls somewhere else.
Real Estate Developer & Broker
Projects, towers and units with safe holds and bookings, channel partners, payment plans and handovers. Installs from the Marketplace.
Insurance Agency
Never let a renewal lapse because nobody reached out first.
Gym & Fitness Studio Chain
Install the Fitness & Gym package: trials, members, memberships, check-ins, classes and PT in one place.
Tour Operator & Travel Agency
Install the Travel & Hospitality package: enquiries, itineraries, supplier checks, quotes, bookings and payments.
Hotel & Event Venue Group
Respond to a group booking inquiry before a competitor does.
Industrial Parts Distributor
Turn a price-quote request around before the dealer shops elsewhere.
Non-Profit / NGO
Know which donors are lapsing before it's a year too late.
Recruitment Agency
Install the Recruitment package: clients, job openings, candidates, interviews, offers and placement fees. Works for in-house hiring too.