Case study
One configurable CRM with tailored pipelines for lawn care, pest control, real estate, HVAC, nonmedical beauty and wellness services, and auto detailing.
Proposed architecture; original stack not verified.
Photography shows industry context, not the client’s premises or a product screenshot.
The context
The Multi Industry CRM Engine is one configurable CRM supporting different service-business workflows. The six configurations are lawn care, pest control, real estate, HVAC, beauty and wellness services, and auto detailing.
The product uses tailored pipeline configurations to represent the service stages of each trade within one CRM, rather than maintaining a separate application for each workflow.
The challenge
Support six different service contexts within one configurable CRM product.
Represent tailored pipelines for lawn care, pest control, real estate, HVAC, beauty and wellness services, and auto detailing.
Keep configuration meaningful to each business without presenting six separate applications.
The solution
Delivered functionality and implementation boundaries.
01
The product supports pipeline configuration rather than requiring each vertical to be described as a separate CRM. A shared engine provides the common context for managing an enquiry through a sequence of operational stages. The product's distinguishing capability is that the sequence can fit the trade.
02
Lawn care, pest control and HVAC need pipeline language that reflects service work. An enquiry, a service assessment and scheduling are different operational moments. Tailoring the pipeline lets the CRM represent that sequence in the vocabulary of the relevant operation.
03
Beauty and wellness services and auto detailing have their own service context. A tailored pipeline provides a way to express that context within the same CRM product. Beauty refers to nonmedical services; the automotive configuration described here does not establish lending or financing functionality.
04
The real estate configuration applies to operational relationship management. It is not a claim that the CRM handles escrow or financial transactions. Configuration supplies the stages and terminology to the common engine, so property enquiries can follow their own pipeline.
Core functionality
Technical implementation
A representative implementation would store accounts, contacts and opportunities in PostgreSQL, with versioned pipeline definitions and a Node.js API enforcing permitted transitions. A React workspace would render trade-specific stages from configuration. This is a sensible implementation model for the documented configurable pipelines, not a verified historical technology stack.
React · Node.js · PostgreSQL
Business impact
professional services and agencies
Integration and automation platform
Move website quote requests into the CRM through a validated API ingestion path.
CRM API · n8n · Resend
View Case Study
home services
Marketing website
Organize HVAC service information across nine pages with a clear path to the relevant service.
Representative stack: Next.js · TypeScript · Transactional email
View Case Study
fitness gyms and sports performance
Multi tenant SaaS platform
Serve separate influencer experiences through subdomain tenant routing within one white label SaaS.
Next.js 14 · Supabase · Prisma · Stripe Connect
View Case StudyTell us where the current process breaks down. We can map the workflow, examine the integration requirements and define a practical scope for the build.