Professional services
Consultancies, law, accounting, architecture
Long sales cycles where the same partner is both the marketer and the closer. The value is that outreach keeps running while billable work happens.
- Sequences that continue when the partner is on a project
- Proposal and pitch material generated from the deal record
- Attribution that survives an 18-month cycle
Home & local services
Trades, installers, franchises, multi-location
Speed to lead decides the job. Local presence and fast response matter more than brand campaigns.
- AI Caller responding to inbound before a competitor does
- Google Local Service Ads connected to the same record
- Per-location brand context so franchises stay on message
SaaS & technology
Product-led and sales-led software
Marketing, product signals and pipeline usually live in different systems, which is exactly the split this platform removes.
- One record from first touch to closed revenue
- GEO scoring, since buyers now ask an AI before they search
- Multi-touch attribution across a long, self-directed journey
E-commerce & retail
DTC, marketplaces, omnichannel
Orders and campaign spend belong on the same timeline, which normally requires an export and a spreadsheet.
- Shopify, WooCommerce, BigCommerce and Stripe connected
- Cart and lifecycle segments built once, used everywhere
- Creative generated per platform from one brand kit
Real estate
Brokerages, property management, developments
A high-value, low-frequency purchase where nurture length is measured in years and agents own their own lists.
- Long-horizon nurture that nobody has to remember
- Per-agent brand context inside one brokerage workspace
- Calling and follow-up on inbound enquiries
Financial services
Advisory, insurance, lending
Approval gates matter more here than anywhere. Nothing generated should reach a client unreviewed.
- Every outbound action gated by a human approver
- Full audit trail of who approved what and when
- Role-based access across teams and branches
Manufacturing & industrial
B2B distribution, equipment, components
Long quote-to-cash cycles with a dealer or distributor layer in the middle.
- Account and deal structure that fits a channel
- Quote, invoice and payment inside the same record
- Content generated for technical buyers from your product catalogue
Education & training
Institutions, course providers, associations
Enrolment cycles are seasonal and the same contact recurs across years and programmes.
- Seasonal campaigns rebuilt from last cycle’s results
- Webinar and event data attached to the contact
- Segments that persist across enrolment years