Industry-specific CRM
CRM is one shape. Your business is another. Here's how Tonic Desk fits the workflows of eight specific industries — pipelines, document templates, billing cadences, and reporting set up for the way your team actually works.
Pick your industry
Each page walks through the pain points, pipeline shape, document templates, and reporting that fit the way your team already works.
Accounting
The CRM accounting and bookkeeping firms use. Engagement letters, e-sign, deadline calendars, monthly client pipelines, tax-season capacity.
Agencies
The CRM digital and creative agencies use instead of HubSpot. Pitch-to-SOW-to-invoice on one record, multiple brands per client, approvals tracked.
Consultancies
Tonic Desk is the CRM consultancies actually use — retainer vs project pipelines, MSAs and SOWs as documents, capacity planning by consultant, and billing reminders that go out on time.
E-Commerce
Tonic Desk for B2B e-commerce — wholesale customer accounts, purchase-order pipelines, supplier records, B2B payment terms, and account-based credit limits that protect cash flow.
Financial Advisors
Tonic Desk for financial advisors — KYC and AML workflows, multi-account household modelling, recurring AUM reviews, FINRA and FCA record-keeping, and compliance notes that survive audit.
Real Estate
Tonic Desk is the CRM real estate brokerages use for listings as deals, multi-agent collaboration, e-signature on offers and disclosures, drip nurture for cold leads, and MLS data hygiene.
Recruiters
The CRM recruiters and staffing agencies use. Candidates as contacts, placements as deals, separate hiring-manager pipeline, GDPR-aware deletion.
SaaS
The CRM B2B SaaS teams pick instead of HubSpot. MRR deal values, expansion and churn tracking, SDR-to-AE handoff, and product-qualified leads.