Twelve industry templates

Built for the way your industry actually works.

Every industry has its own language, pipeline stages, and workflows. CxTrack pre-configures all of it, so the CRM speaks your terms from the first day and you skip the months of setup.

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Real Estate

From listing to closing, automated.

  • Listing pipeline management
  • Showing scheduling
  • Commission tracking
See the template

Healthcare

Patient communication, simplified.

  • Appointment management
  • No-show reduction
  • Patient records
See the template

Contractors & Home Services

Every emergency call, answered.

  • Job tracking & dispatch
  • Emergency triage
  • After-hours AI
See the template

Tax & Accounting

Tax season, under control.

  • Client portal
  • Deadline tracking
  • Document management
See the template

Gyms & Fitness

Member retention, maximized.

  • Member management
  • Class scheduling
  • Retention tracking
See the template

Distribution & Logistics

Orders in. Deliveries out. Tracked.

  • Order management
  • Inventory tracking
  • Supplier management
See the template

Legal Services

Cases managed, clients informed.

  • Case management
  • Matter tracking
  • Hourly billing
See the template

Mortgage Brokers

Applications to approvals, streamlined.

  • Application tracking
  • Document collection
  • Rate comparisons
See the template

Construction

Projects on time, on budget.

  • Bid tracking
  • Subcontractor coordination
  • Progress billing
See the template

Agencies

Clients managed, projects delivered.

  • Client pipelines
  • Resource allocation
  • Retainer tracking
See the template

Retail & Storefront

Inventory, loyalty, and every walk-in tracked.

  • Inventory & POS tracking
  • Customer loyalty journey
  • Vendor management
See the template

General Business

Your business, your CRM.

  • Flexible configuration
  • Custom fields
  • Universal pipeline
See the template

Do not see your industry?

General Business mode bends to almost anything, and when it does not fit, we build a template around your exact workflow. Tell us how your business runs and we will shape the CRM to match.

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One platform for the work you
keep paying six tools to do.

Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.

Contact usHow it works

Built in Canada. Every engagement scoped to your business.