SquadCRM adapts when you pick an industry: signup applies a pack that configures pipeline stages, custom fields, custom objects, and starter workflows — then you can refine them anytime in Settings.
Sales agency
Field / channel sales
CRM supportedTerritory pipelines, partner/dealer tracking, and visit follow-ups.
How teams use SquadCRM
- Channel partner & dealer account hierarchy
- Field visit tasks and activity logging
- Territory-based lead routing
- Commission-ready deal reporting
SaaS / software
Product-led sales
CRM supportedTrial → paid pipeline, product-qualified leads, and expansion deals.
How teams use SquadCRM
- Lead scoring from product usage signals
- Trial and demo stage pipelines
- Nurture sequences for free users
- Renewal & expansion opportunity tracking
Services
Consulting & agencies
CRM supportedInquiry-to-retainer flow with quotes, proposals, and project handoff.
How teams use SquadCRM
- Inbound inquiry capture from website forms
- Proposal / quote versions on the deal
- Handoff tasks from sales to delivery
- Retainer and upsell pipelines
Education
Schools & edtech
CRM supportedAdmissions, counselor follow-ups, and institutional B2B sales.
How teams use SquadCRM
- Admission / inquiry lead stages
- Counselor task queues and reminders
- Campus or program campaign lists
- Institutional deal tracking for edtech
Healthcare
Clinics & providers
CRM supportedCompliance-ready controls — not HIPAA/SOC2 certified
Patient/referral inquiries and clinic partnerships with compliance-ready controls (masking, access reasons, export residency). Sales CRM — not a clinical system; not HIPAA certified.
How teams use SquadCRM
- Referral and appointment inquiry leads
- Clinic / hospital account records
- Sensitive-field masking + reason-for-access logs
- BAA template download & acceptance log (document workflow)
Compliance-ready controls — not HIPAA/SOC2 certified
Lead qualification and partner sales with KYC-stage fields and compliance-ready controls. Not a core banking system; not SOC2 certified — product controls only.
How teams use SquadCRM
- KYC-stage pipelines with required / sensitive fields
- Partner / DSA channel management
- Export controls with data-residency acknowledgment
- DPA template download & acceptance log (document workflow)
Distributor networks, RFQ deals, and long-cycle B2B forecasting.
How teams use SquadCRM
- Distributor and OEM account trees
- RFQ → quote → PO deal stages
- Weighted forecast for long cycles
- Service tickets linked to accounts
Real estate
Brokers & builders
CRM supportedSite-visit leads, project inventories as deals, and broker networks.
How teams use SquadCRM
- Site visit and site-booking stages
- Project / tower as company or deal context
- Broker channel partner tracking
- WhatsApp and call follow-up sequences
B2B wholesale, franchise leads, and customer relationship beyond POS.
How teams use SquadCRM
- Wholesale / franchise lead pipelines
- Store-opening opportunity tracking
- Campaign lists for loyalty segments
- Support tickets with purchase context
Same CRM core — customize stages, fields, and workflows to your motion.
How teams use SquadCRM
- Custom lead and deal stages
- Industry-specific custom fields
- Workflows tailored on onboarding
- Talk to us for a guided setup
Pick your industry. Start your trial.
Industry is selected on the subscribe form. Browse all 24 capability hubs on Features — modules unlock by plan (Starter, Growth, or Scale).