CRM by industry

Customer management tailored to your industry

Selling is the same at its core, but how you meet and manage customers differs by industry. Car dealers handle test drives and post-delivery care, insurance agents handle renewals and maturities, academies handle the shift from consult to enrollment. BOTN organizes how to use the same tool along each industry's flow.

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  • Matched to your flow
  • Same tool, different use
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Key features

Car dealers

Manage from test-drive booking to post-delivery service and replacement.

Insurance agents

Auto-handle renewal, maturity, and upsell timing.

Real estate

Connect client criteria with listings through to closing.

Consultants

Take bookings and manage session records and follow-up proposals.

Academies

Convert inquiries into enrollments and handle re-enrollment.

Beauty salons

Record service cycles and send re-visit notices.

How it works

  1. 1

    Step 1 · Pick your industry

    Choose from car dealers, insurance agents, real estate, consultants, academies, or beauty salons, and we'll show with concrete examples how to fit BOTN to that field's flow. Even if your industry isn't listed, you start the same way with the same parts.

  2. 2

    Step 2 · Match it to your flow

    Configure deal stages, custom fields, tags, and automation rules to how you sell. Whether it's test-drive bookings, maturity alerts, or enrollment conversion, you map your industry's core flow onto the screen — by configuration, no code.

  3. 3

    Step 3 · Gather customers and run

    Import and organize scattered customers and run bookings, deals, follow-ups, and campaigns in one place. Start free with unlimited contacts and switch on only the features you come to need.

Every industry has a different sales flow

For some, a booking starts the sale; for others, a quote; for others, the repeat visit is everything. Even the same 'customer management' differs in what to handle first. BOTN composes the same parts — contacts, deals, bookings, follow-ups, campaigns — to fit each industry's flow.

What every industry uses in common

Whatever the field, the backbone of sales is the same. BOTN's core features apply across every industry.

  • Import scattered customers into one place (auto-dedupe)
  • Manage deals from lead to close by stage (kanban, quotes, contracts)
  • Auto-organize bookings and follow-up timing as today's tasks
  • Reach a chosen group at once with email and text campaigns

Booking, contracts, and workflows in one place

Sales methods differ by industry, but the core flow of taking in customers, sending proposals, and keeping records stays the same. BOTN brings booking, quotes and contracts, workflows, and voice notes into one place so any industry runs sales with the same tools.

  • A public booking page lets customers schedule consultations and visits directly.
  • Send and close quotes and contracts (with e-signature) in a single flow.
  • Multi-step workflows automate the different sales processes each industry follows.
  • Voice notes record and transcribe on-site consultations to keep them on file.

Start from your industry page

Pick your industry below and we'll show, with concrete examples, how to fit BOTN to that field's sales flow — from test-drive bookings to renewal alerts, enrollment conversion, and re-visit notices.

Who uses it

Field / visit sales

Industries that meet customers in person — car dealers, insurance agents, real estate — link bookings and consults to deals and handle post-contract renewal, replacement, and re-contract timing as follow-up. Custom fields record vehicle, coverage, and listing criteria to draw re-purchases and referrals with timely outreach.

Booking / consult based

Industries where booking and consult start the sale — consultants, academies, beauty salons — take customers via a public booking link or form and tie post-consult follow-up and re-visit/re-enrollment notices through campaigns. They turn one-off visits into lasting relationships.

What you get

  • Handle each industry's different flow with one tool.
  • Tie bookings, deals, follow-ups, and campaigns without a break.
  • Adapt to any industry with custom fields and stage settings.
  • Start with unlimited contacts on the free plan.

FAQ

My industry isn't listed — can I still use it?

Yes. BOTN isn't an industry-specific tool but a general CRM that freely combines contacts, deals, bookings, follow-ups, and campaigns. The listed industries are just examples; custom fields and stage settings adapt it to any field.

Does pricing differ by industry?

No. Every industry uses the same plans. Start free with unlimited contacts and move up when you need sequences, campaigns, or team features.

Can I tailor it to my industry's flow?

Yes. Configure deal stages, custom fields, tags, and automation rules to match how you sell, so the same BOTN works differently per industry.

What's better than an industry-specific solution?

Industry-specific tools are strong at that field's specific features but hard to bend when your flow differs even slightly. BOTN uses general parts — contacts, deals, bookings, follow-ups, campaigns — fit to your industry with custom fields and stages, so it follows along as your industry or sales approach evolves.

Can I run multiple industries together?

Yes. Within one workspace, separate industries or business units with tags, custom fields, and stages. Run multiple sales flows at once on the same BOTN.

Customer management for your industry, free to start

Pick your industry and try BOTN now.

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