7 places left
Founding customer offer: 2 months free per seat, until January 31, 2027.
Founding customer offer
See the offer
Product
Developers
Use cases
Docs
Demo
Book a demo
Home
/
Industries
Standards by industry
What Standards changes in your line of work, and the uses that matter.
The Standards team
Industry
CRM for financial advisers: households, files, reviews
A CRM for UK financial advisers: households, ID documents, emails and review meetings on one record, the history of each agent edit, and what it does not do.
Industry
CRM for UK mortgage brokers: cases, documents, expiries
A CRM for UK mortgage brokers: applicants, payslips, emails and meetings on one record, expiry dates listed, and who wrote each value in the history.
Industry
CRM for UK accountants: clients, AML files and deadlines
A CRM for UK accountancy practices: companies, directors, ID documents, emails and deadlines on one record, an AML audit trail, and what it does not do.