Sales / App template
Industry sales CRM
Enquiries sit in email, conversations in chat, numbers in a spreadsheet, and the history in one person's head. This template gathers the sales process onto a single screen first, then lets email and chat flow into it. Eight starting points ship with it, each with its own labels, stages and deal sizes.
What it puts on screen
01
Your words, not CRM words
An enquiry is a Trial request, a Property enquiry or a Sponsor prospect, depending on what you actually call it. The template renames every object before it builds.
02
Five stages that match how you sell
One pipeline, five stages, set from your own process rather than a generic funnel. Deals that stopped moving are visible in the list.
03
Amounts that look like your business
Each starting point carries realistic deal sizes, so the first screen reads as a pipeline in motion instead of an empty shell.
04
A place for things to land
Put the sales process on one page first. Email, chat, the spreadsheets you keep today and the calendar come into it afterwards.
The screens
Paste this at your agent
Paste one of these at the agent in your own workspace. The instruction carries the archive URL, so the agent fetches and registers it itself, and only the first time.
Language school
Trial lesson through enrolment and renewal.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/language-school.json as the starting point and build a sales CRM demo for a language school. Call an enquiry a Trial request, a customer a Student, and use these five stages: Enquiry, Trial booked, Trial done, Enrolling, Renewal offer. Price classes around $200-400 a month, with corporate training in the several-thousand range.
Consulting
Enquiry through proposal, contract and follow-on work.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/consulting.json as the starting point and build a sales CRM demo for a consulting firm. Call an enquiry an Enquiry, a deal an Engagement, and use these five stages: First conversation, Framing the problem, Proposal sent, Terms, Signed. Assume $30k-70k engagements that take three to six months to sign.
Real estate
Enquiry through viewings, applications and closing.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/property.json as the starting point and build a sales CRM demo for a brokerage. Call an enquiry a Property enquiry, a deal a Brokerage deal, and use these five stages: Enquiry, Requirements, Viewing, Application, Closed. Put the commission in the amount field and assume dozens of enquiries a day.
Community sponsorship
Prospects through proposal and contract.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/sponsorship.json as the starting point and build a sponsorship sales CRM demo for a community operator. Call a lead a Sponsor prospect, a deal a Sponsorship, and use these five stages: Shortlisted, First contact, Proposal, Terms, Signed. Mix annual partnerships with one-off title sponsorships, from $5k to $50k.
Retail and wholesale
Enquiry through quote, order and reorder.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/retail.json as the starting point and build a B2B sales CRM demo for a retail and wholesale business. Call a lead a Business enquiry, a deal an Order, and use these five stages: Enquiry, Requirements, Samples, Quote sent, Ordered. Assume corporate gifting and bulk orders worth $5k-50k each.
Ecommerce
Subscription retention and repeat purchase.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/ecommerce.json as the starting point and build a retention CRM demo for an ecommerce brand. Call a lead a Purchase signal, a deal an Opportunity, and use these five stages: Signal detected, Offer prepared, Offer sent, Purchased, Subscribed. Keep order values between $50 and $400 and include customers showing signs of lapsing.
Membership community
Joining and annual renewal.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/membership.json as the starting point and build a sales CRM demo for a membership community. Call a lead a Prospective member, a deal a Membership, and use these five stages: Enquiry, Intro session booked, Consultation, Plan proposed, Joined or renewed. Annual fees run $500-5,000, and members close to renewal should be easy to spot.
Personal training
Trials through joining and renewal.
Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/membership.json as the starting point and build a sales CRM demo for a personal training studio. Call a lead a Trial request, a deal a Membership, and use these five stages: Enquiry, Trial booked, Consultation, Plan proposed, Signed or renewed. Leads come from Instagram, messaging apps and referrals; plans run $1,000-2,500, with corporate wellness in the several-thousand range.
Prefer to read it first? Download the archive. industry-crm-demo-en.zip. Starting points for eight industries, plus the whole interface.
More in the gallery
Yours will not look exactly like this.
That is the point. The template gives your agent a running start, then the two of you change it until it matches how the work actually goes.