◆ My CRM Powered by Lumen
53 business types · 16 industries

Your CRM should already know your trade.

Most CRMs hand you an empty database and a weekend of setup. My CRM opens with your stages, your fields and your follow-ups already in place — a rental arrives with a lease end date, an HVAC job asks for tonnage, a dental patient carries a recall. Pick your business type and start working.

Start free — 14 days See pricing

No card required.

53
business types
16
industries
460
trade-specific fields
67
automatic follow-up rules

Six trades. Six different products.

These are the real defaults — the stages, the fields on the record and the follow-ups that fire on their own. Nothing here was configured.

Property Management

Calls ita Work Estimate
Pipeline
  1. New Inquiry
  2. Property Info Sent
  3. Showing Scheduled
  4. Showing Completed
  5. Application Sent
  6. Application Received
Records
Unit Monthly Rent Security Deposit Lease Start Lease End Bedrooms
Chases automatically
60d before Lease ending — start renewal

Agents

Calls ita Net Sheet
Pipeline
  1. New Lead
  2. Initial Contact Made
  3. Needs Assessment
  4. Pre-Qualification
  5. Pre-Approval Confirmed
  6. Listing Appointment Set
Records
Property Address List Price Commission % Representing (Buyer/Seller) MLS # Listing Expires
Chases automatically
14d before Listing expires soon
7d before Closing this week

HVAC

Calls itan Estimate
Pipeline
  1. New Request
  2. Scheduled
  3. Tech Dispatched
  4. Diagnosed
  5. Quote Sent
  6. Approved
Records
Service Address System Type (Furnace/AC/Heat Pump) Tonnage Equipment Serial Install Date Warranty Expires
Chases automatically
14d before Maintenance visit due
30d before Warranty expiring — offer coverage

General Dentistry

Calls ita Treatment Plan
Pipeline
  1. New Inquiry
  2. Appointment Scheduled
  3. Exam / X-Rays Completed
  4. Treatment Plan Presented
  5. Insurance Verified
  6. Plan Accepted
Records
Date of Birth Insurance Carrier Member ID Last Cleaning Recall Due Treatment Plan Value
Chases automatically
14d before Recall due — book cleaning

Roofing

Calls ita Proposal
Pipeline
  1. Lead
  2. Inspection Scheduled
  3. Inspected
  4. Estimate Sent
  5. Insurance Claim
  6. Approved
Records
Service Address Roof Type Squares Stories Roof Age (yrs) Insurance Claim
Chases automatically
2d before Adjuster meeting — be on site

Law Firm

Calls ita Fee Agreement
Pipeline
  1. Inquiry
  2. Conflict Check
  3. Consultation
  4. Engagement Letter Sent
  5. Retained
  6. Active Matter
Records
Matter Type Opposing Party Jurisdiction / Court Case # Retainer Amount Hourly Rate
Chases automatically
90d before STATUTE OF LIMITATIONS approaching
7d before Court date — prepare

Same software. The vocabulary, the stages and the follow-ups change with the business type you pick.

What you get, plainly.

01

A pipeline that fits

Stages named the way your trade names them — new request, dispatched, quoted, approved. Not "Lead / Opportunity / Closed".

02

Estimates in your own units

Per square, per tooth, per visit, per linear foot. Start from the lines your trade quotes most, then send it.

03

Invoices and payments

Record a cheque, a card or a transfer. Paid, part-paid and overdue are worked out from the payments, so nothing goes stale.

04

Follow-ups that fire themselves

Recalls, renewals, warranty expiries and deadlines become real tasks before they cost you the job.

05

Run more than one business

Each is its own workspace with its own settings, contacts and files. Switch by a tab; never mixed.

06

Yours to shape

Rename fields, reorder the menu, add your own. The defaults are a head start, not a cage.

Find your business.

All 53 business types, under 16 industries. Search it, or read it.

No match for “”.

Real Estate

5

Home Services

9

Health & Wellness

7

Professional Services

6

Automotive

3

Beauty & Personal Care

3

Financial Services

4

Dental

2

Fitness

2

Food & Beverage

2

Retail

2

Legal

1

Transportation & Logistics

2

Education

2

Pet Care

2

Nonprofit

1

More business types are added regularly.

Don't see yours? Tell us what you do and we'll let you know when it's built.

Open it Monday. Use it Monday.

14 days free, no card. Pick your business type on the first screen and your pipeline is already there.

Start free — 14 days See pricing

$0 to $0 a month, by business type, industry suite or enterprise. No card required for the trial.