BottleCRM is one open-source product, not a different app for every vertical. Applying a pack renames the entities in your navigation, adds the fields and seeds the lists your trade works with. The record underneath never changes, so you can leave the pack behind without leaving the CRM.
Packs apply from Settings, on the web app and on the phone. Nothing here costs anything.
Pick one when you create the organisation, or apply it later from Settings. It writes ordinary configuration rows into your org, all of which you can edit or delete afterwards.
A pack writes a terminology map onto the org and the web app reads it: Deals, Leads, Accounts, Contacts and Invoices take your words in the navigation, and the Leads pages carry the new word throughout. Other page headings keep the stock label, and the phone app does not read the map at all, even though you can apply the pack from it. It is a rename, not a fork: the record underneath is the same one.
Between three and six custom field definitions per pack, on the entities where they belong. They show up on the web forms and the phone forms, filter in list views, and come back through the API like any other field.
Four tags and six to eight products or services, priced and ready to put on an estimate. It is a starting point you can edit, not a locked catalogue.
Accounts, contacts, deals, tickets, tasks and leads, every row tagged so you can delete the lot in one action when you are done looking. Skip it and you get the configuration only.
Every pack also defines a lead pipeline, a ticket pipeline and a task pipeline, with named stages and work-in-progress limits. Those rows are created and the API serves them, and neither the web app nor the phone has a screen that draws them today. They are listed here rather than counted as a feature, because a stage board you cannot open is not one.
Each page below walks the same CRM through that industry's process, from first enquiry to what gets billed. Pick the nearest one: none of it is locked, and the pack is a starting point rather than a mould.
Agencies, consultancies, accounting firms
Proposal to invoice without re-keying anything, and retainers that raise their own invoice every month.
Read the walkthroughCoaching centres, training institutes, colleges
Every enquiry tracked to the source it came from, and fees billed in instalments that raise themselves.
Read the walkthroughBrokers, agencies, developers
Buyer enquiries, site visits and bookings on one record, with agents seeing only the ones assigned to them.
Read the walkthroughA fourth pack, for wedding planners, event agencies and venues, is in the product and applies exactly like the three above: your navigation reads Enquiries, Bookings and Clients, and it brings six custom fields with it. We have not written the walkthrough yet. If that is your trade, the pack is there waiting in Settings.
The CRM underneath is the same one for everybody, and every pack is a file you could write yourself. Start with no pack at all and shape the fields, tags and products to your own process.
