22 industry templates
Every Nova template ships with pre-configured pipelines, custom fields, automations, compliance rules, and dashboards — seeded the moment you pick your industry during onboarding.
8 templates with full playbook pages available now · The rest seed automatically on onboarding · All 20 ship with pipeline, fields, automations & dashboards.
Real Estate
Best for: Brokerages, individual agents, property managers
Buyer/seller pipelines built around how listings actually close — showings, offers, inspections, and commission splits all in one timeline.
- ✓MLS-aware buyer & seller pipelines
- ✓Closing deadline + inspection task chains
- ✓Commission tracking with broker splits
- ✓Showing reminders with map links via SMS
Healthcare
Best for: Practices, clinics, and multi-provider medical groups
Patient intake to follow-up, with consent capture and referral routing handled before the chart even opens.
- ✓HIPAA-aware intake forms with consent log
- ✓Referral tracking across providers
- ✓Appointment reminders + no-show recovery
- ✓Provider scheduling with shift rotation
Insurance Agency
Best for: Insurance agencies, brokers, MGAs, and independent agents
Quote to bind to renewal with compliance gated into every stage. KYC and underwriting status block forward progress until cleared, and renewals surface 90 days out.
- ✓KYC & underwriting status on every application
- ✓Renewal alerts 90 days out with remarket suggestions
- ✓Claims pipeline alongside new business
- ✓Audit trail per touchpoint, exportable for regulators
Lending / Mortgage
Best for: Mortgage brokers, lenders, loan officers, originators
Application to funding with conditions tracked, rate locks watched, and document collection automated. Every file lands closing-ready.
- ✓Conditions list per file with auto-reminders
- ✓Rate-lock expiration alerts before they slip
- ✓Document collection workflow with borrower portal
- ✓Underwriting decision routing with full audit trail
Wealth Management
Best for: RIAs, wealth advisors, financial planners, family offices
Suitability and KYC baked into every engagement, with quarterly portfolio reviews and AUM monitoring on a single audit trail.
- ✓KYC & suitability status per household
- ✓AUM tracking with quarterly review cadence
- ✓Compliance notes immutable per touchpoint
- ✓Portfolio review scheduling and outcome capture
Manufacturing
Best for: Industrial sales teams running RFQ-to-order cycles
Quotes, samples, and production ramps in one pipeline. Inventory and capacity flow through from Atlas so reps know what they can actually promise.
- ✓RFQ pipeline with revision tracking
- ✓Sample request + ship workflows
- ✓Production capacity lookups from Atlas
- ✓QC hold and exception alerts
Retail & eCommerce
Best for: Brands selling DTC, wholesale, and through marketplaces
Customer segments, loyalty tiers, and wholesale pipelines side-by-side. Shopify and WooCommerce orders land as deals automatically.
- ✓Shopify / WooCommerce two-way order sync
- ✓Loyalty tier tracking with auto-upgrade
- ✓Wholesale order pipeline separate from DTC
- ✓Cart abandonment → automated outreach
Telecommunications
Best for: Network operators, MSPs, and B2B telco sales
Subscriber lifecycle from quote to provisioning to renewal. Churn signals surface before customers actually leave.
- ✓MRR/ARR tracking with cohort views
- ✓Churn-prediction scoring
- ✓Provisioning workflow handoff to ops
- ✓SLA monitoring tied to ticket priority
SaaS / Technology
Best for: B2B SaaS companies running PLG or sales-led motions
Trial to expansion in one view. Lead scoring picks up usage signals; renewal and expansion playbooks fire on the right cadence.
- ✓Usage-signal lead scoring
- ✓POC handoff with CSM enrichment
- ✓Renewal playbook 90 days out
- ✓Stalled-deal flagging at 14 days inactive
Legal / Law Firm
Best for: Plaintiff & defense firms, corporate, IP, family law
Matters, not just contacts. Conflict checks run on intake, originating partner tracked through billing, trust accounting separated.
- ✓Auto conflict-of-interest checks
- ✓Matter-management workflow
- ✓Trust account separation at data layer
- ✓Time entry reminders for stale matters
Education / EdTech
Best for: Schools, bootcamps, universities, corporate L&D
Admissions through alumni in one pipeline. FERPA-aware consent capture, tuition billing, and academic advising all in scope.
- ✓Admissions funnel with cohort tagging
- ✓Tuition billing & payment plan tracking
- ✓Advising session scheduler
- ✓Alumni engagement campaigns
Hospitality
Best for: Hotels, restaurants, event venues, tourism operators
Guest history, group bookings, and event sales in one place. Loyalty tiers and post-stay satisfaction loop back to marketing automatically.
- ✓Group booking pipeline with room-block tracking
- ✓Event sales workflow (RFP to BEO)
- ✓Loyalty tier auto-progression
- ✓Post-stay survey + recovery flows
Construction
Best for: GCs, subcontractors, design-build firms
Bid through close-out. Change orders, progress billing, and permit tracking move with the project instead of living in spreadsheets.
- ✓Bid pipeline with margin tracking
- ✓Change order workflow with sign-off
- ✓Progress billing milestones
- ✓Permit & inspection task chains
Nonprofit & Fundraising
Best for: Foundations, advocacy orgs, charity campaigns
Donors, prospects, and grant applications side-by-side. Major-gift cultivation runs alongside annual-fund automation.
- ✓Major-gift cultivation tracker
- ✓Grant application pipeline + deadlines
- ✓Pledge / fulfillment workflow
- ✓Donor retention scoring + cadence
Recruitment & Staffing
Best for: Agencies running perm placement, contract, and RPO
Two-sided pipeline — candidates and clients each get their own funnel, with submissions and guarantees automated end to end.
- ✓Candidate skills database with active search
- ✓Submission email auto-drafted with profile
- ✓Guarantee-period retention check-ins
- ✓Right-to-work documentation captured at intake
Automotive
Best for: Dealerships, F&I teams, service departments
Test drive to lease maturity in one pipeline. Service write-ups loop back to the sales rep so loyalty does not vanish after delivery.
- ✓Vehicle inventory + reservation hold
- ✓F&I product tracking with profit
- ✓Service pipeline with CSI surveys
- ✓Lease maturity outreach 90/60/30 days
Travel & Tourism
Best for: Tour operators, travel agencies, DMCs, cruise resellers
Trip planning, visa tracking, and group bookings together. Post-trip surveys and re-engagement automated season over season.
- ✓Trip itinerary builder with supplier lookups
- ✓Visa / documentation deadline alerts
- ✓Group tour roster + rooming list
- ✓Post-trip survey + reactivation cadence
Media & Advertising
Best for: Agencies, creative shops, ad-tech, publishers
Pitch through campaign performance in one workspace. Retainer renewals and creative-brief deadlines surface before they slip.
- ✓Pitch pipeline with creative brief attachments
- ✓Campaign ROAS / performance tracking
- ✓Media-buying budget tracking by client
- ✓Retainer renewal alerts 60 days out
Accounting / CPA
Best for: CPA firms, bookkeepers, tax practices, audit groups
Engagement and filing deadlines drive the pipeline. Document collection and client portals replace the email-attachment grind.
- ✓Engagement pipeline with deadline calendar
- ✓Document request workflow + portal
- ✓Filing-deadline reminders by entity type
- ✓Time entry to invoice in one click
Consulting
Best for: Strategy, IT, ops, and boutique advisory firms
SOWs gate every stage. Utilization forecasts run off the pipeline so partners know which deals to chase based on capacity, not just value.
- ✓SOW templates per practice area
- ✓Utilization forecast from pipeline
- ✓Project handoff to Atlas on SOW sign
- ✓QBR + case-study automation post-close
Agriculture
Best for: Growers, co-ops, distributors, agri-tech
Crop cycles, buyer contracts, and seasonal pricing all in one place. Equipment maintenance and quality grading tie back to the customer record.
- ✓Crop cycle planner with harvest milestones
- ✓Buyer contract pricing & volume tracking
- ✓Equipment maintenance schedules
- ✓Quality grading + traceability per lot
Fitness & Wellness
Best for: Gyms, studios, coaching businesses, wellness platforms
Member acquisition to retention without spreadsheets. Class attendance, billing, and waivers all live alongside the membership record.
- ✓Member acquisition funnel + tour scheduling
- ✓Class scheduling with capacity caps
- ✓Membership billing with hold/pause
- ✓Waiver capture + renewal tracking
What's in every Nova template
Every template above seeds the same four building blocks the moment you pick your industry — so you start with a working CRM, not an empty one.
5–7 stages tuned to how this industry actually closes deals. Rename, reorder, or replace from day one.
The data your team would have configured manually — already there. Add or remove anytime from Settings.
Routing, reminders, handoffs, and compliance gates wired up. Toggle off anything that doesn't fit.
Forecast widgets and KPI cards built for this industry — not generic donut charts.
Don't see your industry?
Nova ships with 22 templates, but the data model is fully customizable. Bring your own pipeline, fields, and automations — or talk to our team about a tailored template.
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