A starting point that already looks like your business.
Pick an industry during setup and Stretto preloads the pipeline stages, the properties and the objects teams in that sector actually use, and chooses sales, support or both for you. Everything stays editable.
Sales and supportLogistics & freightQuotes to shipments, claims as ticketsPipelineInquiry → Quote sent → Negotiation → Booked → In transit → DeliveredSee the presetSales and supportB2B servicesProposals, retainers, renewalsPipelineLead → Discovery call → Proposal → Negotiation → Won → OnboardingSee the presetSupportHealthcare & clinicsReferrals, appointments, follow-upsPipelineNew request → Triage → Scheduled → Seen → Follow-up due → ClosedSee the presetSales and supportEducationEnrollment funnels, student supportPipelineInquiry → Open day → Application → Offer → Enrolled → DeferredSee the presetSalesReal estateListings, viewings, buyer pipelinesPipelineNew buyer → Qualified → Viewing booked → Offer made → Under contract → ClosedSee the presetSales and supportSoftware & SaaSTrials, upgrades, support ticketsPipelineSigned up → Activated → Demo → Proposal → Paid → Churn riskSee the presetSales and supportManufacturing & distributionDealers, reorders, warrantyPipelineInquiry → Specification → Quote → Sample → Order → Repeat orderSee the presetSupportRetail & e-commerceVIP customers, returns, reordersPipelineNew → Waiting on customer → Waiting on carrier → Resolved → RefundedSee the preset
Not on the list?
Start from a blank account. The same objects, properties and pipelines are there, you name the stages. Most teams outside these eight are working in under an hour.
Start blankA preset is a head start, not a cage
Everything a preset creates is an ordinary object, property or stage. Rename it, delete it, add your own. Switching industries later does not rewrite your data.
How the schema works