Industries · 5 launch verticals

Built for the industries we know best.

Every vertical gets industry-specific message templates, ready-made automation flows, and onboarding playbooks that match how your business actually runs. Pick yours, see the working examples, and start free.

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Real Estate

Phase 0 priority

From CTW ad to site visit to closure — every conversation tracked.

The pain

Leads from 99acres, MagicBricks, Click-to-WhatsApp ads, and hoardings all collide on a single number. Site-visit no-shows, brochures lost in chat history, and "where did this number come from" every Monday.

With Trinetra CRM

Source-attributed leads, brochure-on-tap, site-visit booking + reminders, and loan-eligibility pre-qualifier — all on WhatsApp.

Uses Lead Magnet Bot Builder Drip campaigns Templates

Coaching & Education

Phase 0 priority

Demo class booked, fees paid, parents informed — without hiring an admin.

The pain

Admission season floods you with inquiries on personal numbers. Demo classes get scheduled by hand. Parents call repeatedly for fee status. One admin handles 200 conversations a day, badly.

With Trinetra CRM

Demo-class enrolment via WhatsApp, automatic fee reminders, parent-teacher updates, batch-wide broadcasts, and per-student attendance pings.

Uses Bot Builder Drip campaigns Broadcast Inbox

Insurance

Phase 0 priority

Renewals on time. Claim updates push-to-customer. Compliance-friendly templates.

The pain

Customer forgets renewal date and lets the policy lapse. Claim status is buried in agent emails. IRDAI grievance window keeps shrinking. Branch agents work off personal phones with no audit trail.

With Trinetra CRM

Renewal reminder cadence (30-day → 7-day → on-day), claim-status auto-share, policy PDF on demand, and full per-customer message history for audit.

Uses Drip campaigns Templates CRM Inbox

Healthcare & Clinics

Phase 0 priority

Appointments booked, reminders sent, lab reports delivered — no more no-shows.

The pain

30% no-show on routine appointments. Lab reports go via courier or email (where nobody opens them). Refill reminders depend on the front-desk remembering. Prescription queries flood the doctor's personal WhatsApp.

With Trinetra CRM

WhatsApp appointment booking, 24h + 1h reminders, lab-report delivery as PDF, prescription refill drip, and a structured patient follow-up cadence.

Uses Bot Builder Drip campaigns Templates Inbox

Travel & Tour Operators

Phase 0 priority

Itinerary delivered. Boarding pass shared. Real-time updates. Group chat per trip.

The pain

Itineraries get lost in email, last-minute flight delays trigger 40 phone calls in 2 hours, and group bookings have no shared channel — so the lead pax becomes a free travel-coordinator.

With Trinetra CRM

Itinerary PDF on booking confirm, day-before reminders, real-time flight/hotel updates, and per-booking group conversations with the operator on call.

Uses Templates Broadcast Inbox Bot Builder

Don't see your industry?

These are our 5 launch verticals — the ones where we have the deepest playbooks. If your business is something else (D2C, salon chain, NBFC, logistics), Trinetra CRM still works the same way — you just won't get pre-built templates on day one. Email our team and we'll help you adapt one of the existing playbooks to your flow.

Start Free Trial anyway Contact Sales

Built for the industries we know best.

Real Estate

Coaching & Education

Insurance

Healthcare & Clinics

Travel & Tour Operators

Don't see your industry?

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