BottleCRM is one product with an open-source core, not a different app for every vertical. Installing an app 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 remove the app without leaving the CRM.
Industry apps install from Settings, Apps, on the web app and on the phone, or at signup. They are free on every plan.
Pick one when you create the organisation, or install it later from Settings, Apps. It shows what it will add before anything changes, then writes ordinary configuration rows into your org, all of which you can edit or delete afterwards. It offers an update when a newer version adds something you lack, and removing it hides what it added while every record stays.
An app 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 install the app from it. It is a rename, not a fork: the record underneath is the same one.
Between three and six custom field definitions per app, on the entities where they belong. They show on every record page and form, on the web and the phone, 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 app also defines a lead pipeline, a ticket pipeline and a task pipeline, with named stages. The lead and ticket pipelines are drawn as boards on the web app and the phone. The task pipeline is created and the API serves it, but neither client has a screen that draws it today: the task board uses its own columns. It is 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 app 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 its source, fees in instalments that raise themselves, and in the hosted app, batches that count their seats.
Read the walkthroughBrokers and agencies
Buyer enquiries, site visits and bookings on one record, and in the hosted app, listings matched to your buyers.
Read the walkthroughA fourth app, for wedding planners, event agencies and venues, is in the product and installs 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 app is there waiting in Settings, Apps.
The CRM underneath is the same one for everybody, and every app is a file you could write yourself. Start with no app at all and shape the fields, tags and products to your own process.
