Industry templates
Start with insurance, auto, real estate, education.
Key features
Mobile field capture
Log consults right on your phone in the field.
Booking links
Take consult, test-drive, and viewing bookings via links.
Built-in quotes & contracts
Handle quotes and e-signed contracts in one flow.
SMS & email campaigns
Blast notices to opted-in clients at once.
Migration mapping
Import Relate/Excel CSVs with mapping presets.
How it works
- 1
Step 1 · Move contacts and pick an industry
Export CSV from Relate or Excel, import into BOTN, and pick an industry — insurance, auto, real estate, education — to start with stages, tags, and sequences prefilled.
- 2
Step 2 · Execute in the field
Take consult, test-drive, and viewing bookings via public links and capture notes by voice on-site. Send quotes and e-signed contracts in one flow.
- 3
Step 3 · Continue revenue with follow-up
Set follow-up sequences for delivery, maturity, and renewal to turn a closed client into repeat and referral business. See today's contacts on the home screen.
Same 'B2B,' different selling
B2B SaaS sales is a standard demo→trial→onboarding pipeline. Insurance renewals, post-delivery checks, listing matching, and academy consult conversion differ by industry in stage and timing. Forcing them into a SaaS pipeline loses the field.
Where Relate fits less
With a strong B2B SaaS message and flow, non-SaaS industries lack default templates and examples. Execution non-SaaS sales needs — mobile field capture, voice notes, quotes, e-signed contracts, SMS campaigns — may be limited.
Where BOTN takes over
BOTN provides industry pipeline, tag, and sequence templates and executes mobile field capture, voice notes, quotes, e-signed contracts, and SMS campaigns in one place. Public booking links take consult, test-drive, and viewing appointments directly.
- Industry templates: insurance, auto, real estate, education, coaching
- Mobile field capture & voice notes
- Quotes, e-signed contracts, SMS/email campaigns
- Public booking links for consults, test-drives, viewings
How you migrate
Export contacts from Relate or Excel as CSV, import into BOTN, and start a pipeline from an industry template. Send quotes and contracts, and set follow-up sequences for delivery, maturity, and renewal timing.
BOTN vs Relate
| BOTN | Relate | |
|---|---|---|
| Primary target | Field sales & individuals outside B2B SaaS | B2B SaaS sales teams |
| Industry templates | Insurance, auto, real estate, education | B2B SaaS pipeline-centric |
| Mobile field capture | PWA-first, voice notes | Desktop pipeline-centric |
| Follow-up execution | Today's contacts + sequences | Pipeline & prospecting |
| Quotes & contracts | Built-in quotes & e-signature | Mostly via integrations |
| Booking | Public links (consult/test-drive/viewing) | Meeting scheduling-centric |
| SMS & email campaigns | Built-in send & consent handling | Email & sequence-centric |
| Migration | Google Contacts / CSV presets | CSV & integrations |
A qualitative comparison based on public info. The right product depends on your sales type.
Who should use which
Choose Relate if
You're a B2B SaaS sales team running a standard demo–trial–onboarding pipeline. Relate is optimized for SaaS prospecting and customer-success flows.
Choose BOTN if
You're an individual or small team doing field sales outside B2B SaaS — insurance, auto, real estate, education, coaching. Industry templates, mobile execution, quotes, contracts, and booking live in one place.
Who uses it
Work by industry flow instead of a rigid SaaS pipeline. Follow-up surfaces automatically at maturity and post-delivery check, and quotes and contracts run from a phone.
Blast listing or workshop notices to matching clients and take consult bookings via a public link. Consult notes stay as voice notes, visible next time.
What you get
- Start instantly with industry pipelines, tags, and sequences.
- Mobile field capture and voice notes keep consults from slipping.
- Quotes, e-signed contracts, and booking links live in one place.
- Send notices in bulk with consent-based SMS and email campaigns.
FAQ
Is BOTN bad for B2B sales?
B2B works too. But BOTN is sharper for field sales where stages and timing differ by industry (insurance, auto, real estate, education) than for a standard SaaS pipeline.
Can I move data from Relate?
Yes. Export CSV from Relate or Excel and import with BOTN's mapping. It auto-detects name, phone, email, company and flags duplicates.
How do industry templates start?
Pick an industry — insurance, auto, real estate, education, coaching — and start with pipeline stages, tags, and follow-up sequence examples prefilled. Edit on top of that right away.
Can BOTN be used for B2B SaaS sales too?
It can. But if a flow optimized for a standard SaaS pipeline and prospecting is the core, Relate fits better. BOTN is strong at field-sales execution that differs by industry.
Can I edit industry templates?
Yes. Freely edit the prefilled pipeline stages, tags, and sequences to match your sales.
Start sales that fits your industry
Start free with an industry template.
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