Built around the way your industry actually runs.
From medical practices to property firms, automotive workshops to professional services — 90 industry-specific Snapshot templates built from working with real SA businesses. Each Industry Starter Kit gives you a meaningful starting point — pipelines, workflows, forms, and templates shaped to your sector — that you then refine to your business.
90 industries · 15 sectors · Configurations refined with real SA businesses
Find your industry.
All 90 industries, grouped by sector. Tap a category to see what's covered.
How your Industry Starter Kit gets applied.
Three steps. The kit lands on your account within a business day of asking — then it's yours to customise.
Start your free trial.
No kit selection at signup — your account opens with the standard SMEA configuration. Have a look around first.
Tell our support team your industry.
A quick message after signup is all we need. We'll confirm which kit fits and flag anything worth knowing before we apply it.
We apply your kit, usually within one business day.
From there, you customise it to your business — adjust pipelines, edit templates, refine workflows, and shape the configuration to how your team actually operates.
What “configured for your industry” actually means.
Each Industry Starter Kit gives you a head start with pre-built pipelines, workflows, forms, and communication templates shaped to your sector. Not a finished configuration — a relevant starting point you tailor to how your business actually operates.
Workflow templates shaped to your trade.
Medical recall sequences. Property stock-list nurtures. Trade quote-to-invoice handoffs. A starting set of workflows built around your sector's typical operating logic — refine the specifics to your business.
Pipelines that mirror your deal flow.
Sales stages, custom fields, and triggers configured to how a deal typically moves through your industry. A relevant starting point — adjust the stages and fields to match how your business actually closes work.
Forms with your industry's qualifying questions.
Medical intake, property briefing, trade scope-of-work, financial fact-find. A starting set of forms with the right questions for your sector — extend or rework them to fit your specific intake process.
Communications in your industry's voice.
Email and SMS templates pre-written for your sector's common touchpoints — appointment reminders, recalls, status updates, review requests. Edit the wording and personalise to your brand voice.
Reporting on what matters in your sector.
Default dashboards configured around the metrics typically tracked in your industry. A useful baseline — customise the widgets and KPIs to match how you actually measure performance.
Roles and permissions that match your team.
Role structures and assignment logic configured for typical industry team shapes — practitioner/receptionist, agent/admin, tradesperson/scheduler. Adjust to match your team's actual roles and access needs.
See how it fits your business.
Two weeks, your data, your industry's starting configuration. The fastest way to know whether SMEA fits the way your business actually operates.