Industry solutions
Built for the way your industry sells.
Pick your industry to see the pipeline, fields, follow-up attributes and automation Subul CRM sets up on day one — then change anything you like, without code.
8ready-made industry templates
Day 1working pipeline, fields and automation
0lines of code to customize anything
Real estate
Turn ad leads into booked viewings — fast.
Here is the workspace Subul CRM prepares for Real estate teams — a starting point you can rename, extend and automate.
Hundreds of Meta leads, many duplicates or wrong numbers
Every lead is validated, de-duplicated by phone and routed to the right project team in seconds
Agents forget second viewings and installment follow-ups
Viewing outcomes and next steps are captured as chips, and reminders fire automatically
No clear view of which campaign actually sells units
Attribution follows each lead from campaign and ad set to reservation
Pipeline stages
Rename, reorder or add stages any time
1New
2Contacted
3Viewing booked
4Negotiation
5Reserved
Custom fields included
Budget (EGP)Currency
Preferred areaDropdown
Unit typeMulti-select
Payment planDropdown
Linked projectRelation
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
InterestedPrice objectionWants installmentsSecond viewingSpouse decidesComparing projects
Suggested from the latest note · InterestedConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERNew lead from a Meta campaign
CONDITIONBudget ≥ 5M EGP
ACTIONAssign to a senior agent + send brochure on WhatsApp
KPIs teams in this industry track
Illustrative valuesMETRIC18%Lead → viewing rate
METRIC22%Viewing → reservation
METRIC9,400 EGPCost per reservation
“[Customer quote — how a Real estate team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · Real estateYour workspace
Example of edits an admin made after applying the template.
New
Contacted
Viewing booked (confirmed)
Renamed
Site visit with family
Added
Negotiation
Linked project
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us
Medical clinics
Fill your appointment book and cut no-shows.
Here is the workspace Subul CRM prepares for Medical clinics teams — a starting point you can rename, extend and automate.
Enquiries from WhatsApp, calls and ads scattered across phones
WhatsApp, calls and ad forms land in one shared list of leads, each with a clear owner
No-shows waste doctors’ time
Automatic WhatsApp reminders with a confirm button the day before
Front desk can’t tell which campaign brings real patients
Source and campaign stay attached to every patient, through to the first visit
Pipeline stages
Rename, reorder or add stages any time
1Enquiry
2Qualified
3Appointment booked
4Attended
5Treatment plan
Custom fields included
SpecialtyDropdown
Preferred doctorRelation
Insurance providerDropdown
Preferred timeDropdown
Referral sourceDropdown
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
Wants appointmentPrice questionInsurance checkPrefers eveningsNeeds reminderSecond opinion
Suggested from the latest note · Wants appointmentConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERAppointment booked
CONDITIONAppointment is tomorrow
ACTIONSend WhatsApp reminder with a confirm button
KPIs teams in this industry track
Illustrative valuesMETRIC41%Enquiry → booking
METRIC9%No-show rate
METRIC6 minAvg. response time
“[Customer quote — how a Medical clinics team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · Medical clinicsYour workspace
Example of edits an admin made after applying the template.
Enquiry
Qualified
Appointment booked (confirmed)
Renamed
Site visit with family
Added
Attended
Referral source
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us
Dental clinics
From first enquiry to an accepted treatment plan.
Here is the workspace Subul CRM prepares for Dental clinics teams — a starting point you can rename, extend and automate.
High-value cases (implants, aligners) need many touches
A pipeline per treatment type, with a task for every touch
Patients compare prices across clinics
AI flags price objections and comparisons so coordinators answer with the right offer
Treatment plans get quoted and then forgotten
Quoted plans that go quiet create a coordinator task automatically
Pipeline stages
Rename, reorder or add stages any time
1Enquiry
2Consultation booked
3Consultation done
4Plan quoted
5Treatment started
Custom fields included
Treatment interestMulti-select
Case value (EGP)Currency
Payment optionDropdown
X-ray uploadedYes / No
Treating dentistRelation
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
ImplantsAlignersFear of painPrice comparisonWants installmentsConsidering other clinic
Suggested from the latest note · ImplantsConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERTreatment plan quoted
CONDITIONNo reply after 3 days
ACTIONCreate a call task for the treatment coordinator
KPIs teams in this industry track
Illustrative valuesMETRIC38%Consult → plan accepted
METRIC27,000 EGPAvg. case value
METRIC14Plans awaiting reply
“[Customer quote — how a Dental clinics team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · Dental clinicsYour workspace
Example of edits an admin made after applying the template.
Enquiry
Consultation booked
Consultation done (confirmed)
Renamed
Site visit with family
Added
Plan quoted
Treating dentist
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us
Marketing agencies
Win more retainers and prove ROI to every client.
Here is the workspace Subul CRM prepares for Marketing agencies teams — a starting point you can rename, extend and automate.
Inbound briefs and referrals get lost in inboxes
Briefs from forms, email and referrals are captured into one pipeline
Proposals go out and nobody follows up
Unopened proposals alert the account manager and schedule a follow-up
Hard to show clients which leads their ads produced
Share campaign-to-lead reports with clients, computed from real data
Pipeline stages
Rename, reorder or add stages any time
1Inbound brief
2Discovery call
3Proposal sent
4Negotiation
5Signed
Custom fields included
Services neededMulti-select
Monthly budget (EGP)Currency
Client industryDropdown
Decision dateDate
Account managerRelation
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
Needs proposalBudget unclearWants case studiesComparing agenciesDecision next monthReferral
Suggested from the latest note · Needs proposalConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERProposal sent
CONDITIONNot opened within 48 h
ACTIONNotify the account manager + schedule a follow-up call
KPIs teams in this industry track
Illustrative valuesMETRIC32%Proposal win rate
METRIC45,000 EGP / moAvg. retainer
METRIC21 daysSales cycle
“[Customer quote — how a Marketing agencies team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · Marketing agenciesYour workspace
Example of edits an admin made after applying the template.
Inbound brief
Discovery call
Proposal sent (confirmed)
Renamed
Site visit with family
Added
Negotiation
Account manager
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us
Education
Turn enquiries into enrolments before the term starts.
Here is the workspace Subul CRM prepares for Education teams — a starting point you can rename, extend and automate.
Enquiry peaks before each intake overwhelm admissions
Round-robin assignment and saved views keep admissions on top of every peak
Parents ask the same questions again and again on WhatsApp
Templates and structured answers for the questions parents ask most
No view of which programs and campaigns convert
Program and campaign reports show what really drives enrolment
Pipeline stages
Rename, reorder or add stages any time
1Enquiry
2Info session
3Application
4Placement test
5Enrolled
Custom fields included
ProgramDropdown
Student gradeNumber
IntakeDropdown
GuardianRelation
Scholarship interestYes / No
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
Asked about feesWants campus tourParent decidesScholarshipNext intakeNeeds transport
Suggested from the latest note · Asked about feesConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERApplication started
CONDITIONNot completed within 2 days
ACTIONSend a reminder + assign an admissions officer
KPIs teams in this industry track
Illustrative valuesMETRIC14%Enquiry → enrolment
METRIC312Applications this intake
METRIC18Avg. days to enrol
“[Customer quote — how a Education team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · EducationYour workspace
Example of edits an admin made after applying the template.
Enquiry
Info session
Application (confirmed)
Renamed
Site visit with family
Added
Placement test
Scholarship interest
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us
Automotive
Book more test drives and close more deals on the showroom floor.
Here is the workspace Subul CRM prepares for Automotive teams — a starting point you can rename, extend and automate.
Leads from ads and classifieds go cold within hours
Instant assignment with a 15-minute response alert keeps every lead warm
Finance and trade-in questions slow every deal
Financing and trade-in fields are captured once and reused across the deal
Sales reps track test drives on paper
Test drives are booked and logged from the mobile app on the showroom floor
Pipeline stages
Rename, reorder or add stages any time
1New lead
2Contacted
3Test drive
4Financing
5Delivered
Custom fields included
Model of interestDropdown
Trade-in vehicleText
Financing neededYes / No
Down payment (EGP)Currency
ShowroomDropdown
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
Test drive requestedTrade-inFinancingWaiting for stockPrice negotiationColor preference
Suggested from the latest note · Test drive requestedConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERTest drive completed
CONDITIONNo decision within 24 h
ACTIONSend finance offer + create manager call task
KPIs teams in this industry track
Illustrative valuesMETRIC24%Lead → test drive
METRIC31%Test drive → sale
METRIC9 minAvg. first response
“[Customer quote — how a Automotive team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · AutomotiveYour workspace
Example of edits an admin made after applying the template.
New lead
Contacted
Test drive (confirmed)
Renamed
Site visit with family
Added
Financing
Showroom
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us
Home services
Quote faster, schedule smarter, get rebooked.
Here is the workspace Subul CRM prepares for Home services teams — a starting point you can rename, extend and automate.
Quote requests pile up while technicians are on site
Requests are prioritized and quoted from the field on mobile
Jobs are scheduled over the phone with no record
Every job is scheduled on the shared calendar with the assigned technician
Few customers are ever asked to book again
Automatic review requests and maintenance offers after each completed job
Pipeline stages
Rename, reorder or add stages any time
1Request
2Site visit
3Quote sent
4Scheduled
5Completed
Custom fields included
Service typeDropdown
Address / areaText
Preferred dateDate
Property size (m²)Number
Assigned technicianRelation
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
UrgentNeeds site visitPrice sensitiveWeekends onlyRepeat customerMaintenance contract
Suggested from the latest note · UrgentConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERJob completed
CONDITION7 days later
ACTIONSend a review request + maintenance offer
KPIs teams in this industry track
Illustrative valuesMETRIC46%Quote acceptance
METRIC3.5 hTime to quote
METRIC28%Repeat bookings
“[Customer quote — how a Home services team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · Home servicesYour workspace
Example of edits an admin made after applying the template.
Request
Site visit
Quote sent (confirmed)
Renamed
Site visit with family
Added
Scheduled
Assigned technician
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us
B2B sales
Run a disciplined pipeline from first meeting to signed contract.
Here is the workspace Subul CRM prepares for B2B sales teams — a starting point you can rename, extend and automate.
Long cycles with many stakeholders per account
Accounts, contacts and deals are linked so every stakeholder is visible
Forecasts built on gut feeling
Forecasts come from stage probabilities and defined metrics, not gut feeling
Handoffs between SDRs and account executives lose context
Handoffs carry the full history, notes and next step to the account executive
Pipeline stages
Rename, reorder or add stages any time
1Qualified
2Discovery
3Demo
4Proposal
5Closed won
Custom fields included
Company sizeDropdown
Deal value (EGP)Currency
Decision makersRelation
Expected closeDate
CompetitorDropdown
Every field works in filters, reports, automation and the API.
Follow-up attributes
AI suggested · simulatedOne-tap chips agents use after every call. AI suggests them from free-text notes; a person approves before anything is saved.
Champion identifiedBudget approvedLegal reviewCompetitor involvedSecurity reviewPilot requested
Suggested from the latest note · Champion identifiedConfidence 87%
Low-confidence suggestions are flagged for review.
Sample automation
TRIGGERDeal moved to Proposal
CONDITIONValue ≥ 500K EGP
ACTIONRequest manager approval + create a legal task
KPIs teams in this industry track
Illustrative valuesMETRIC27%Win rate
METRIC380,000 EGPAvg. deal size
METRIC64 daysSales cycle
“[Customer quote — how a B2B sales team uses Subul CRM day to day]”
Templates are a starting point
Start in minutes. Everything stays editable.
Industry templates give you a working setup on day one. Nothing is locked — your admins can change stages, fields, rules and dashboards without code, and keep doing so as the business grows.
Template · B2B salesYour workspace
Example of edits an admin made after applying the template.
Qualified
Discovery
Demo (confirmed)
Renamed
Site visit with family
Added
Proposal
Competitor
Removed
Don’t see your industry?Custom fields, entities and pipelines let Subul CRM fit almost any lead-driven business. Tell us how you sell and we’ll sketch your setup.
Talk to us