Industry CRM
CRM adapted around industry-specific sales and service work.
Fit before implementation
Review the work, then inspect the actual product in a demo.
01
Follow the sales and service work
Industry-specific CRM
02
Review the fit
Workflow review
03
Request a demo
Available capabilities
Follow the sales and service work
The platform approach shapes CRM around industry workflows rather than asking every team to follow a generic process.
- Industry-specific CRM
- Sales operations
- Service operations
Review the fit
The required workflows, users and integrations establish what is available and what needs adaptation.
- Workflow review
- User requirements
- Integration needs
Request a demo
Discuss your industry and the work you need to manage. The screens on this page are illustrative examples with made-up data; the product itself, configured for a business like yours, is shown in the demo.
- Available capabilities
- Required changes
- Implementation scope
When a generic CRM stops fitting
Most teams start with a general CRM or a set of spreadsheets. Over time the workarounds pile up: fields used for something else, a separate sheet for the steps the CRM cannot hold, service requests tracked in email. Sales and service teams then work from different records of the same customer. A CRM shaped around how your industry sells and serves removes those workarounds, because the process in the system matches the process on the ground.
- Spreadsheets kept beside the CRM
- Fields bent to other uses
- Sales and service on separate records
- Reports nobody trusts
A ready base, customised to you
The industry CRM is one of three ready platforms from Data Prophets, alongside ADAM OS and the manufacturing ERP. Each is customisable. You start from a working product and we adapt it to your stages, terms, users and reports. That is usually easier to judge than a blank-page build, because you can see the product first. The team behind it has delivered AI, data and automation work since 2019, and integrations with your other systems are scoped with you.
- A working product as the starting point
- Adapted to your stages, terms and reports
- Integrations scoped per client
Migration, rollout and the demo
Moving to a new CRM is mostly about data and habits. Existing contacts, accounts and open work need to be cleaned and brought across, and people need a reason to stop using the old spreadsheet. A phased rollout, one team or region first, keeps the risk small. The first step is a demo. Show us how you sell and serve today, and we will show you what the platform does and what would need changing.
- Data clean-up and migration
- Phased rollout by team or region
- Demo against your own workflow
Questions that come up
Which industries is the CRM built for?
It is adapted to each client’s industry, so the useful question is whether it fits your sales and service process. The demo is where we establish that, by walking through your workflow against the product.
How much can be customised?
The platform is customisable, and the scope is agreed after a fit discussion. Typical areas to adapt in any CRM are stages, fields, roles, reports and integrations. We will tell you plainly what exists today and what would be new work.
Can we bring data from our current CRM or spreadsheets?
Yes, migration is part of a normal rollout. Data engineering, including transformation and migration, is one of our core services. The effort depends on how clean and consistent your current records are, which we check before agreeing scope.
Can it connect to our other systems?
Integrations are reviewed for each client. Our delivered project work has integrated with SAP and Salesforce, and the same team scopes what your CRM needs to exchange with finance, support or other tools.
Let’s talk about your next step.
The workflow, the data and what needs to change.