The Best CRM for Every Industry: 23 Templates, One Tool

Most CRMs were built for one kind of business - usually a B2B SaaS sales team - and then sold to everyone else as a "flexible platform." A roofer who buys Salesforce ends up with sales-stage labels, opportunity-amount fields, and a forecast tool that has nothing to do with how a roofing job actually moves from inspection to insurance approval to install.

The flexibility argument is real. A blank canvas is the most powerful tool. But it's also why so many CRM rollouts die - small businesses don't have the time or the staff to design their own pipeline from scratch.

RadiusOS takes the other approach: ship 23 ready-made pipelines, one for each kind of business we've seen our users actually run. Trades, real estate, recruiting, photography, therapy, financial advising, founder fundraising. Pick the one that fits, and your workspace is configured the moment you sign up - stages, fields, starter email templates, and (now) AI follow-ups that match your industry's voice.

This post is the index. Below: every template we ship, grouped by category, with links to the deep dive on each.

What "industry-specific" actually means in RadiusOS

When you pick a template at signup, four things change:

• The pipeline stages match the actual job arc. A roofer's pipeline is Lead → Inspection → Estimate → Insurance Approval → Install Scheduled → Completed. A real estate agent's is Lead → Showing → Offer → Under Contract → Closed. A therapist's is Inquiry → Intake → Active Client → Re-engagement.
• The fields you fill in are the ones that matter. A real estate contact has property address, price range, beds/baths. A roofing contact has property address, roof type, insurance carrier. A recruiting contact has role title, comp range, candidate stage.
• The starter email templates are pre-written for your kind of conversation. An estimate follow-up. A site-visit confirmation. A post-job review request. An intake-paperwork link.
• The AI writes drafts in your industry's voice. When you click "Draft a follow-up," RadiusOS reads your template and matches the trade language, the trust signals, and the typical outreach scenarios your industry actually uses - not generic B2B SaaS phrasing. A roofer's draft mentions tear-off and ridge cap. A therapist's draft stays strictly administrative and routes anything clinical to the EHR. (This is vertical-aware AI drafting - shipped April 2026.)

You can switch templates after signup, customize any of the stages, or build your own from scratch. But for most users, the right move is to pick the closest match and start working in 60 seconds.

Trades and field service

The seven trades templates are where RadiusOS punches hardest. Most field-service software (ServiceTitan, Service Fusion, Jobber) starts at $200+/month and assumes you have a dispatcher. RadiusOS works for the solo licensed pro all the way up to a small team.

• Roofing - inspection → estimate → insurance approval → install. Designed for storm-claim work and residential replacement. (See the template)
• HVAC - tune-up → service call → quote → install → maintenance plan. Seasonal cadence built in. (See the template)
• Plumbing - service request → quote → scheduled → completed. Handles emergency repairs and remodel rough-ins side by side. (See the template)
• Electrician - service call → panel upgrade → permit → inspection → final. Built for licensed pros tracking the full job cycle. (See the template)
• Painting - estimate → color consult → scheduled → walkthrough. For interior/exterior residential and light commercial. (See the template)
• General Contractor - bid → contract → in progress → punch list → close. Tracks change orders and milestone payments. (See the template)
• Landscaping & Lawn Care - new lead → estimate → recurring service → seasonal cleanup. Handles both weekly mow routes and design/install jobs. (See the template)

Service and field-adjacent

• Solar Installation - site survey → quote → financing → permits → install → PTO. The multi-month arc is the point. (See the template)
• Insurance Agent - inquiry → quote → bind → renewal. Annual-renewal cadence and multi-line household tracking. (See the template)
• Security Company - lead → site walk → install → recurring monitoring. Both new installs and the renewal book. (See the template)

Real estate

The real-estate template is one of our most-installed. Most real estate CRMs (Follow Up Boss, LionDesk, KvCORE) are powerful but cost $69-139/month per agent. RadiusOS is $19/month for the same pipeline mechanics.

• Real Estate - lead → showing → offer → under contract → closing. Buyer/seller persona handling built in. (See the template)

Sales and B2B

• B2B Sales - the classic sales pipeline. Lead → qualify → proposal → negotiation → won. Designed for founder-sellers and small sales teams. (See the template)
• Recruiting - sourced → screen → interview → offer → hired. For agency, in-house, or executive search. (See the template)
• SMB Sales - simpler than the full B2B pipeline; built for small-business sales teams that don't need enterprise stage gates. (See the template)
• Outbound Prospecting - cold list → research → first touch → meeting → handoff. Designed for SDR-style top-of-funnel work. (See the template)

Creator and freelance

• Creator Outreach (Brand → Creator) - prospect → pitch → contract → live → wrap. For brand and agency teams running influencer campaigns. (See the template)
• Freelance Clients - inquiry → proposal → active project → invoiced → paid. For independent designers, writers, developers, consultants. (See the template)

Personal pipelines

• Job Search - the only "CRM" most job seekers will ever need. Track applications, recruiter conversations, and interview rounds without losing track. (See the template)
• Photography - inquiry → booked → session → gallery delivered → review. Wedding, portrait, family, commercial. (See the template)
• Fitness Trainer - inquiry → consult → active client → re-engagement. For independent trainers and coaches. (See the template)

Founder and fundraising

• Startup Fundraising - sourced → first meeting → diligence → term sheet → closed. The investor pipeline most founders end up tracking in a spreadsheet. (See the template)

Compliance verticals (under-claim by design)

Two templates ship with explicit guardrails because the vertical is regulated. RadiusOS is not HIPAA, FINRA, SEC, or BAA-compliant. We can't claim to be a compliance system, and we don't try - the templates are scoped to administrative outreach only, and the AI is locked down to match.

• Therapist (Private Practice) - inquiry → intake → active client → re-engagement. AI drafts handle scheduling, fees, sliding-scale questions, and reactivation - never clinical content, never PHI. Clinical questions route to your EHR. (See the template)
• Financial Advisor - inquiry → onboarding → active client → renewal touch. AI drafts handle scheduling, paperwork links, and seasonal generic touches - never specific investment advice, never performance discussion, never account specifics. Substantive matters route to your secure portal. (See the template)

What if my industry isn't here?

You build your own. The wizard at signup walks through stage names, field labels, and entity terminology - the same surface our 23 ready-made templates were built on. Custom workspaces still get the universal AI features (deal scoring, follow-up drafting, the in-product chat) - they just won't get a vertical-specific voice block on the AI drafts.

Or pick the closest match from above and tweak the stages. Most "your industry isn't on the list" cases turn out to be one of the 23 templates with two stage names changed.

The bigger picture

The CRM market is bifurcating. Enterprise tools (Salesforce, HubSpot Enterprise, Attio Pro at $69/user/mo) are getting heavier. Hyper-vertical tools (ServiceTitan for trades, Follow Up Boss for real estate, MyClientsPlus for therapists) are pricing for the high end of each vertical.

The middle - the solo pro, the small team, the operator who doesn't have admin staff to configure software - has been underserved for a decade. RadiusOS fits there. Free to start, $19/month for the productive tier, $39/month for full AI. Twenty-three industries pre-configured. One product, every kind of business.

If one of the templates above looks like your kind of business: start free, no credit card. Pick the template, connect Gmail, add a contact. The pipeline is set up the moment you sign in.

For more on how the AI works across these templates, see our help article on vertical-aware drafting. For pricing details and the comparison vs HubSpot, Pipedrive, Attio, and Zoho, see /pricing and /benchmark.