Start with the customer workflow, not the industry label
see what fits and what stays in your specialist stack.Browse relationship and pipeline patterns for agencies, professional services, healthcare, real estate, manufacturing, and other teams. Each guide identifies the CRM job, the available product proof, and the work that belongs in a specialist system.
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Marketing Agencies
CRM for marketing agencies: keep new business moving, track retainers and renewal dates, and hand wins to delivery. Open source, no per-client fees.
Mid-Market
A midmarket CRM for teams that outgrew simple tools: roles per team, audit log, weighted pipeline, REST, webhooks and MCP. Open source, cloud or self-hosted.
Mortgage Brokers
Manage mortgage enquiries, referral partners, conversations, and next steps. A relationship CRM beside your LOS, not underwriting or rate-comparison software.
Personal
Personal CRM app to manage contacts, notes and follow-ups for your network. Open source and self-hostable, from €12 per user per month.
Plumbers
CRM for plumbers: log every call-out and enquiry, follow up on open estimates, keep each property's history, and answer WhatsApp and email in one inbox.
Professional Services
Connect contacts, organizations, deals, services and follow-up tasks in one relationship and pipeline CRM, with weighted deal values, REST, webhooks and MCP.
Property Management
CRM for property management: track tenants, lease dates, owners and vendors in one place. Open source, self-hostable, from €12 per user per month.
Real Estate
Real estate CRM for agents and brokers: manage leads, track buyer and seller deals, keep follow-ups visible. Open source, from €12/user/month.
Realtors
CRM for realtors: track buyers and sellers, showing feedback, referral partners and open house leads. Open source, from €12 per user per month.
Recruiting
Recruiting CRM for agencies and in-house talent teams. Candidate pipelines, client tracking, REST, webhooks and MCP. Open source, from €12/user/month.
Restaurants
Manage catering enquiries, private events, corporate accounts, and suppliers. Not a POS, reservation, loyalty, or guest-history system.
Small Business
CRM for small business with a deal pipeline, custom fields, dashboards, REST API and MCP on every plan. Open source, from €12/user/month.
Solar Companies
CRM for solar companies: track leads, site assessments, proposals, permits, and installs in one pipeline. Open source, self-hostable, no per-lead fees.
Solopreneurs
CRM for solopreneurs: one pipeline for every lead, proposal, and client, plus a full API. Open source and self-hostable, from €12/user/month.
Startups
CRM for startups: pipeline, contacts, API and MCP, plus a unified inbox for email and LinkedIn on Pro. Open source, from €12/user/month.
Therapists
A CRM for therapists in private practice: track inquiries from first contact to intake, keep referral relationships warm, and keep clinical records out of it.
Tradespeople
CRM for tradespeople: track every lead, quote, and job, and see which estimates need chasing before they go cold. Open source, self-hostable, no per-job fees.
Travel Agents
CRM for travel agents: client preferences, booking history, itineraries, and supplier contacts in one place. Open source, self-hostable, no per-booking fees.
Customermates
Test one representative workflow
Pick the industry guide closest to your work, then use the demo or trial to verify records, pipeline stages, tasks, and handoffs.
Use specialist tools for delivery, billing, clinical, or regulated workflows that the CRM does not provide.