SquadCRMSquadCRM

Industries

Yes — SquadCRM works for your industry

Same sales, marketing, and service CRM for every segment. You choose your industry at signup — we apply a real industry pack (stages, fields, workflows), not a locked vertical product.

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 supported

Territory 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 supported

Trial → 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 supported

Inquiry-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 supported

Admissions, 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 supported

Compliance-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)

Finance

BFSI & fintech

CRM supported

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)

Manufacturing

B2B supply

CRM supported

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 supported

Site-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

Retail

Omnichannel sales

CRM supported

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

Other

Something else

CRM supported

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).