Industries3 min read

A CRM for service businesses, set up for your industry

The purple Ariyel mascot surrounded by icons for different service businesses: a dog paw, a paintbrush, a briefcase, a whistle, a microphone and a calculator.

Ariyel is a CRM and operating system for service businesses: agencies, consultants and coaches. It holds the sales pipeline, calls, texts and email, automated follow-up, client onboarding checklists and team training in one place. Ariyel's team implements it in your business and trains your team on it. The software is the same for every industry. What changes is how it's set up: the pipeline stages, the follow-up rules, the onboarding checklist that starts when a client signs, and the courses your team works through. Pick your industry below to see a worked example.

Industries we set Ariyel up for

Industry Typical sale What usually breaks first Page
Agencies (marketing, creative, web design, SEO) Discovery call, then audit or proposal, then a retainer or project The handoff from "we closed it" to "who's doing the kickoff and chasing the logins?" CRM for agencies
Consultants and consulting firms Referral or intro, diagnostic conversation, proposal, engagement The pipeline goes quiet while the consultant is busy delivering CRM for consultants
Coaches and coaching businesses Booked call (often set by a setter), enrollment call with a closer, program start No-shows, slow follow-up after the call, and inconsistent client welcome CRM for coaches
Professional services firms Inquiry, consultation, engagement letter, intake Intake depends on one person remembering every step CRM for professional services firms
Dog trainers and horse trainers (board-and-train, lessons, group classes, equestrian centers) Inquiry call, free evaluation or trial lesson, program enrollment Follow-up after the evaluation, no-shows, and an inconsistent go-home session CRM for dog trainers and horse trainers

Each industry page has the same building blocks, written for that industry: example pipeline stages, an example workflow, a client onboarding checklist, the team training to set up, the problems we hear most, and industry-specific questions.

What stays the same across every industry

Every Ariyel setup uses the same product areas. The industry pages show how each one is configured.

  • CRM and pipeline. Contacts and a Kanban deal board with your own stages, custom fields, filters and saved views the whole team shares. See CRM features for service businesses and sales pipeline software.
  • Calls, texts and email on the record. Gmail and Google Calendar history, plus calls, texts, voicemail and call summaries through the Quo integration. Dialpad is also supported as a phone integration.
  • Automated follow-up. Email sequences with sending windows and exit rules, and visual workflows that react to changes on a record. See CRM workflow automation.
  • Client onboarding (fulfillment). A delivery template with steps, owners and due dates is copied onto the deal when the client signs. See client onboarding software.
  • Team training (courses). Ordered lessons with video, notes and files, so new hires learn your process inside the same tool. See team training software.
  • Ari (AI). Record summaries written only from what's on the record, and an automatic lead-strength label you can filter and automate on.

These areas map to the Ariyel 5-System Framework: Visibility → reports; CRM & lead management → CRM and pipeline, calls, texts and email, and automated follow-up; Productized fulfillment → client onboarding; Hiring & onboarding → team training; Nurturing → long-term sequences and workflows.

Software plus implementation

Ariyel isn't a blank CRM you configure on your own. The offer is software + implementation + coaching: Ariyel's team builds the pipeline, workflows, onboarding templates and courses around how your business actually sells and delivers, then trains your team on them. The industry examples on these pages are starting points for that conversation, not fixed templates. See how Ariyel is implemented.

Is your industry not listed?

Ariyel fits service businesses that sell through conversations (calls or meetings) and then deliver a repeatable service. If that describes you, the agency or consulting example is usually the closest match. We don't publish pages for industries where we don't yet have customers. To check fit, book a call or email hello@ariyel.io.

Next steps

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