Industry templates

The ten ready-made workspaces you can start from, and what a template sets up.

A template is a workspace already built for an industry: apps, record types, fields, roles, automations, a home dashboard and, where it makes sense, ready forms, document layouts and a work queue. Optional example data makes every screen look lived-in.

What a template does

  • Builds the apps and record types for that industry, with roles and automations.
  • Switches on only the optional apps the industry uses and switches the rest off. You can change this in Turn apps on or off.
  • Adds example records only if you ask for them. Dates in example data are relative to the day you apply it, so they look recent.
  • Leaves the setup assistant to adjust it to how you work.

The ten templates

Template Segment For
D2C & E-commerce Commerce Brands selling online, on their own store and on marketplaces. Catalog with variants, orders and returns, stock and purchasing, shipments and COD, promotions, settlements.
Distribution & Wholesale Trade Distributors and stockists selling on credit to retailers. Principals and schemes, beats and salesmen, sales orders, dispatch, GST invoices and collections, batch stock with expiry.
Schools & Coaching Education K-12 schools and coaching institutes. Admission enquiries, classes and batches, attendance, exams and report cards, fees, transport, parent messages.
Field Service & AMC Services Installation, repair and AMC businesses. Customers and sites, equipment, AMC contracts, complaints with SLAs, technician job cards, spares, quotations.
Hotels & Resorts Hospitality Independent hotels, resorts, homestays and banquet venues. Rooms and rates, reservations, front desk, housekeeping, banquets, guest feedback.
Logistics & Warehousing Logistics 3PL warehousing and transport. Client contracts and rate cards, inbound and outbound, stock by bin, fleet, trips with e-way bills, client billing.
Manufacturing Manufacturing Factories and job shops. Items and BOMs, work orders, quality checks, machines, purchase and stock, dispatch, job work.
Real Estate Real Estate Developers and large brokerages. Projects, towers and units, leads and channel partners, site visits, bookings, payment plans, collections, registration.
Retail Stores Commerce Multi-store retail chains. Stores and warehouse, catalogue, stock per store and transfers, purchasing, loyalty, warranty, day-end sales.
Agencies & Professional Services Services Agencies, IT services and consulting or CA/legal practices. Clients and pipeline, proposals, engagements with milestones, timesheets, retainers, GST invoicing with TDS.

Starting from a template