Your industryCase study3 min read
Not on the list? Then name the record and the rest follows
ConGreeto was not built for five industries. It is a model you define — name your record, name your fields, and the assistant, pipeline and dashboards build themselves around it.
The business in this scenario: A workplace safety training provider — one of a hundred businesses nobody writes vertical software for
In short
The five studies before this one are the same software with different nouns. There is no real-estate edition and no dental edition. You name the record your business sells, name its fields and the states it moves through, and the assistant, the scoring, the pipeline and the dashboards are built around your vocabulary — by a non-technical owner, in an afternoon.
Read the five studies again and notice what did not change
An agency sells Properties. A dealership sells Vehicles. A clinic sells Treatments, a consultancy sells Packages, a store sells Products. Five industries, five vocabularies, five sets of dashboards.
One piece of software, unmodified. There is no real-estate edition and no dental edition. What changed between those studies was the nouns — the name of the record, the fields on it, and the states it moves through — and everything downstream followed from that.
This is the study for everybody who read the other five and did not see themselves. It is the largest group, and it is the one the industry usually serves worst.
Why vertical software keeps letting these businesses down
Software built around one vertical hard-codes that vertical's assumptions. That is fine while your business matches the template, and it becomes a daily tax the moment it does not — the fields are wrong, the statuses are wrong, and you find yourself typing real information into a box labelled something else.
The alternative on offer is usually worse. Anything genuinely configurable tends to arrive with an implementation partner, a discovery phase and a project plan, which puts it out of reach of exactly the businesses that need it most.
And the joke is that the underlying questions were never industry-specific in the first place. What does it cost. Is it available. How long does it take. Can I speak to somebody. A training provider, a freight broker and a wedding venue are all answering the same four questions about different nouns.
A training provider, a freight broker and a wedding venue are all answering the same four questions about different nouns.
So you name the nouns
The training provider in this scenario calls its record a Course. It has a price, a duration, an intake date and a delivery mode, and it moves through Open, Filling and Closed. That takes a few minutes to set up, done by the person who runs the business, with no developer and no implementation call.
Everything else is the same product the agency and the dealership are running. The assistant learns the business from the website, the documents and a five-minute interview. The scoring is the same four tiers. The pipeline is the same board. The campaign reporting is identical.
And the dashboard widgets are generated rather than configured — average value, value range, category mix, status split — computed from the fields that were just defined. Nobody built a training-industry dashboard. The dashboard is a function of the model.
One record is called
Your record/ Your records
Fields
- Price
- Name it
- Then this one
- And one more
Statuses
- Your status
- Your next one
- Your last one
Businesses this shape fits
- Education & training
- Travel & hospitality
- B2B SaaS
- Fitness & wellness
- Legal practices
- Home services & trades
- Events & venues
- Logistics & freight
- Wholesale & distribution
- Recruitment
- Financial advice
- Manufacturing
Five past seven on a Monday morning
Read this next to the real-estate transcript. The rhythm is identical; only the nouns moved.
- Visitor: Is the safety certification course running in March?
- Assistant: The March intake is open — three days, $1,200 per seat, delivered on site or at our centre. How many people are you booking for?
- Visitor: Eight, and we'd want it on site.
- Assistant: On-site for eight is a group booking. I will pass this to the training team with the dates — what is the best contact for the quote?
- Eight seats
- On-site delivery
- March intake
- Contact captured
The record here is called Course. Nothing else about the product changed.
What that means if your industry is not on the list
It means you are not an edge case, and you are not waiting for a roadmap. Being unusual is the default assumption here rather than the exception that needs handling.
It also means the setup work is vocabulary work, not technical work. If you can describe what your business sells, what matters about it, and what states it passes through, you have done the hard part. The install is still one line of code, or the install assistant pasting it for you.
And if you do not have a catalogue at all — plenty of businesses do not — the assistant still works from your website, your documents and the questions and answers you type in. The record model is there when you want structure. It is not a prerequisite for going live.
The shape of the change
The argument of this whole page, in four lines.
- You bend your business to fit an industry template.You name the record and the software adapts to you.
- Configuration means a developer and a project plan.A non-technical owner does it in an afternoon.
- Dashboards ship generic and stay generic.Widgets are generated from the fields you actually defined.
- Being unusual means being unsupported.Being unusual is the default case, not the edge case.
What to watch once it is running
Generated from whatever you called things.
- Average value and value range across your records, whatever you called them.
- Category mix and status split, generated rather than configured.
- Leads by tier, stage ageing, and follow-up compliance across the team.
- Cost per lead and ROAS per campaign, with direct and influenced attribution.
- Line of code to install
- 1Line of code to install
- Guided setup, start to live
- ~5 minGuided setup, start to live
- Languages, right-to-left included
- 30+Languages, right-to-left included
- Answering, including 2am
- 24/7Answering, including 2am
Product facts, checkable in the app. Not outcome claims.
Questions this industry always asks
- What if my business does not have a catalogue at all?
- Then it works from your website, your documents and the Q&A you type in. The record model is there when you want structure, not a prerequisite for going live.
- Do I need technical skills to set this up?
- No. The setup wizard interviews you while it crawls your site, the install assistant handles the common website platforms, and the only code involved is one line you paste in — or let it paste for you.
Keep reading
- Real estateReal estate: the 11pm property enquiry, answered at 11pmBuyers browse listings at night and message three agencies at once. The one that answers first gets the viewing.
- AutomotiveAutomotive: the test drive booked while the showroom was shutBuyers shortlist cars at midnight. The dealership that answers the odometer question is the one they turn up to.
- Clinics & healthClinics and health: the enquiry that used to end in voicemailPatients want price, duration and who performs the treatment before they will book. Reception is on another call.
Your visitors are already asking these questions.
One line of code, about five minutes of setup, and something is there to answer them.