Industry Templates
Pre-built stacks for coaching, real estate, agency, service, and legal businesses.
Try it yourself
What it does
Industry templates are complete platform configurations that bundle the right modules, page layouts, workflows, and settings for a specific business type. Instead of building from scratch, pick the template that matches your vertical and start with everything pre-wired.
The Coach template includes CRM, calendar booking, courses, community, payments, and email. The Realtor template bundles CRM, pipeline stages tuned for property deals, document management, calendar, SMS, and QR codes for property listings. The Agency template comes with CRM, workflows, forms, video campaigns, unified inbox, and a dashboard.
The Service template covers CRM, calendar scheduling, invoicing, contracts with e-signatures, and notifications. The Legal template includes CRM, document management, contract signing, e-signatures, email, and calendar. Each template maps its modules to the workflows that vertical actually uses.
Deployment takes under 5 minutes. Select a template, enter your business name and branding, and the platform provisions everything: modules, permissions, email configuration, and sample data. You are operational before the coffee gets cold.
Key capabilities
Coach Template
CRM, calendar, courses, community, payments, and email. Built for life coaches, executive coaches, and group facilitators.
Realtor Template
CRM, property pipelines, documents, calendar, SMS, and QR codes. Tuned for real estate agents and brokerages.
Agency Template
CRM, workflows, forms, video campaigns, inbox, and dashboard. Designed for marketing and creative agencies.
Service Template
CRM, calendar, invoices, contracts, and notifications. For service businesses from plumbers to consultants.
Legal Template
CRM, documents, contracts, e-signatures, email, and calendar. Configured for law firms and legal practitioners.
5-Minute Deployment
Select a template, enter your branding, and the platform provisions modules, permissions, email, and sample data automatically.
Ready to get started?
See how Industry Templates fits into the full Ai Engine platform.
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