Industry sales CRM demos

You know everything
about your customers.
None of it has a home.

Enquiries sit in email, conversations in chat, numbers in a spreadsheet, and the history in one person's head. You have all of it, and none of it is in the same place. So we show you what it looks like gathered onto one screen — the same day.

8industries running1day to a working screen5stages, one pipeline

Stories

Eight businesses, and what changed

Every screen here is running. Names and figures are withheld; the situations are real.

Language school

Trial lesson requests arrive by form, by email and by phone

The problem

Who followed up with whom lives in one person's memory. Some months a student came in for a trial and never got the enrolment call.

What changed

Enquiry through enrolment sits on one screen. Open it first thing and the people to call today are already at the top.

Instruction to paste

We run a language school. Build me a sales demo that tracks a student from trial lesson through enrolment and renewal.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/language-school.json as the starting point and build a sales CRM demo for a language school. Call an enquiry a Trial request, a customer a Student, and use these five stages: Enquiry, Trial booked, Trial done, Enrolling, Renewal offer. Price classes around $200-400 a month, with corporate training in the several-thousand range.

Template (ZIP)

industry-crm-demoemail-processor

Consulting

Enquiries come from referrals and seminars, and sign-off takes months

The problem

A stalled engagement looks exactly like a live one. What we expect to bill this month was added up by hand at month end.

What changed

Probability-weighted pipeline is there whenever you look, and the deals that have stopped moving stand out in the list.

Instruction to paste

We are a management consultancy. Build me a demo that tracks enquiries through proposal, contract and follow-on work.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/consulting.json as the starting point and build a sales CRM demo for a consulting firm. Call an enquiry an Enquiry, a deal an Engagement, and use these five stages: First conversation, Framing the problem, Proposal sent, Terms, Signed. Assume $30k-70k engagements that take three to six months to sign.

Template (ZIP)

industry-crm-demopeople-company-enrichment

Real estate

Portal enquiries land dozens at a time, every day

The problem

Speed decides everything. The client you took to a viewing and the one you never replied to sit in the same inbox.

What changed

Enquiry through closing runs on one line, and the commission you expect shows up on the same screen.

Instruction to paste

We are a real estate brokerage doing rentals and sales. Build me a demo that tracks enquiries through viewings, applications and closing.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/property.json as the starting point and build a sales CRM demo for a brokerage. Call an enquiry a Property enquiry, a deal a Brokerage deal, and use these five stages: Enquiry, Requirements, Viewing, Application, Closed. Put the commission in the amount field and assume dozens of enquiries a day.

Template (ZIP)

industry-crm-demoevent-automation

Community sponsorship

Every event starts with hunting for sponsors from scratch

The problem

Who sponsored last year, at what level, through which contact — all of it was asleep in a predecessor's spreadsheet.

What changed

Prospects and past sponsors collect in one place. The next companies to approach are simply there.

Instruction to paste

We run a community and sell event sponsorships. Build me a demo that tracks prospects through proposal and contract.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/sponsorship.json as the starting point and build a sponsorship sales CRM demo for a community operator. Call a lead a Sponsor prospect, a deal a Sponsorship, and use these five stages: Shortlisted, First contact, Proposal, Terms, Signed. Mix annual partnerships with one-off title sponsorships, from $5k to $50k.

Template (ZIP)

industry-crm-demoapollo

Retail & wholesale

Alongside the storefront, corporate gifting and bulk orders come in

The problem

Nothing tracks what happens after a quote goes out. Spreadsheets multiply one per rep and nobody knows which is current.

What changed

Quote, order and reorder live on one screen, with each rep's book of business next to it.

Instruction to paste

We do retail and wholesale to businesses. Build me a demo that tracks enquiries through quote, order and reorder.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/retail.json as the starting point and build a B2B sales CRM demo for a retail and wholesale business. Call a lead a Business enquiry, a deal an Order, and use these five stages: Enquiry, Requirements, Samples, Quote sent, Ordered. Assume corporate gifting and bulk orders worth $5k-50k each.

Template (ZIP)

industry-crm-demoread-excel

Ecommerce

Subscriptions and repeat orders carry the revenue

The problem

We usually notice someone drifting away after the cancellation email. Winning them back at that point is late.

What changed

Customers showing the early signs come up first, and every offer you sent stays on the same record.

Instruction to paste

We run a skincare ecommerce brand. Build me a demo that tracks subscription retention and repeat purchase.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/ecommerce.json as the starting point and build a retention CRM demo for an ecommerce brand. Call a lead a Purchase signal, a deal an Opportunity, and use these five stages: Signal detected, Offer prepared, Offer sent, Purchased, Subscribed. Keep order values between $50 and $400 and include customers showing signs of lapsing.

Template (ZIP)

industry-crm-demoevent-automation

Membership community

An info session, then joining, then a renewal every year

The problem

Nobody was actually watching which members were coming up for renewal. You find out when the cancellation arrives.

What changed

Renewal dates and open deals sit together, so fewer members get left alone.

Instruction to paste

We run a membership community. Build me a demo that tracks joining and renewal.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/membership.json as the starting point and build a sales CRM demo for a membership community. Call a lead a Prospective member, a deal a Membership, and use these five stages: Enquiry, Intro session booked, Consultation, Plan proposed, Joined or renewed. Annual fees run $500-5,000, and members close to renewal should be easy to spot.

Template (ZIP)

industry-crm-democonnections

Personal training

Trial bookings come in through Instagram DMs and messaging apps

The problem

Follow-up after a trial depends on the trainer. Who was contacted and who wasn't exists only in someone's head.

What changed

The path from trial to signed plan is visible, and today's calls are listed top to bottom.

Instruction to paste

We run a personal training studio. Build me a demo that tracks trials through joining and renewal.

Download https://crm-demo-gallery.kylon.app/industry-crm-demo-en.zip and register it as a skill in this workspace. Then use references/examples/membership.json as the starting point and build a sales CRM demo for a personal training studio. Call a lead a Trial request, a deal a Membership, and use these five stages: Enquiry, Trial booked, Consultation, Plan proposed, Signed or renewed. Leads come from Instagram, messaging apps and referrals; plans run $1,000-2,500, with corporate wellness in the several-thousand range.

Template (ZIP)

industry-crm-democonnections

Template

You get the same template we used

The instructions above are meant to be pasted to the agent in your own workspace. They carry the template URL, so the agent fetches it itself — and only registers it once.

Paste the instruction

Take the instruction from any card above and paste it to your workspace agent. Nothing to download first — the instruction carries the template URL.

It fetches and registers the skill

The agent downloads the archive, unpacks it and registers it. This is the one line it runs, and only the first time. The second demo skips straight to building.

kylon workspace skill create --slug industry-crm-demo --from <unpacked folder>

It builds the demo

The agent creates the app, applies the template for that industry and hands back a working URL.

Download the template

industry-crm-demo-en.zip. Starting points for eight industries, plus the whole interface.

The real point

Not one more system. One place things land

Adding another tool just creates another island. The order was backwards.

Email

Enquiries and replies to quotes land here first.

Chat

Conversations that moved to Slack or a messaging app attach to the deal.

Spreadsheets and existing records

The files you use today can come in as they are.

Calendar

Meetings, viewings and sessions land on the calendar once they have a date.

This screen is where things land. Put the sales process on one page first, then bring email and chat into it. Nobody is replacing everything on day one.

How it goes

From the first conversation to connected systems

Talk

What you sell, what you call things internally, and what your sales process looks like in five stages. One round of questions.

See it the same day

A screen comes back in your words, with amounts that match your business. Not an empty shell — a pipeline already in motion.

Change it on the spot

Wrong label, one stage too many, a colour you would never use. We fix it while we talk and you look again.

Connect it

Email, chat, the records you keep today. Once the demo makes sense, real information starts flowing into it.

Start here

All we need to start is one sentence.

“We run a ___ business. Build us a sales demo.”

We ask four or five questions, and you get a screen you can click the same day. Anything that feels wrong, we change while you watch.

Take a look at Kylon Email us

Every screen here runs on Kylon.