Industry Packs: B2B, Education, Healthcare, Insurance & More
A quick look at each industry pack, and what it adds on top of the core modules.
On top of the core modules — CRM, HR, Finance, Inventory, Purchase, Sales, POS, Project Management, Visa Services, and Real Estate — some businesses need a bit more. That's what industry packs are for: an extra set of features tailored to how a specific kind of business actually works.
B2B
Built for ongoing business-to-business relationships. It tracks proposals, the contracts that follow once a deal is agreed, and support tickets for keeping those accounts running smoothly afterward.
Education
Built for schools and training providers. It tracks admissions inquiries, enrolled students, and which courses or programs each student is enrolled in.
Healthcare
Built for clinics and healthcare providers. It tracks patients, their appointments, and their treatment plans.
Insurance
Built for insurance businesses. It tracks policies, renewals, and claims — claims go through an approval step before they're settled.
Construction
Built for construction businesses. It tracks construction projects, bills of quantities, and the contractors working on them.
Hospitality
Built for hotel-style businesses. It tracks rooms and bookings.
One workspace, both
An industry pack isn't a replacement for the core modules — it sits alongside them. A workspace can combine any industry pack with any of the core modules it needs, and which pack, if any, to include is one of the choices made during onboarding.