A CRM shaped around your industry without the vertical tool trap.
Most teams face a bad choice: run a horizontal CRM that ignores the industry workflow, or run a vertical tool that locks you out of core CRM features. Strkr collapses the choice. Vertical field libraries, Layouts, Flows, and templated views for SaaS, agencies, healthcare, insurance, construction, real estate, legal, and financial services, with the full CRM surface underneath and an open API for the integrations each industry runs.
The industry-specific CRM problem is one of the oldest unresolved tensions in software. On one side the horizontal CRMs (Salesforce, HubSpot, Pipedrive, Zoho) ship a general-purpose contact and opportunity record that assumes every industry can be mapped to a generic sales motion with a few custom fields bolted on. On the other side the vertical tools (DealCloud for private capital, Clio for legal, PracticeFusion for healthcare, Procore for construction, Follow Up Boss for real estate, AMS360 for insurance) ship a workflow that fits the industry primitives natively but lock the team out of the broader CRM features (strong contact management, cross-functional pipeline, email and calendar sync, open API, Flows, modern mobile) that the horizontal CRMs do well. Teams end up running two tools: the vertical tool for the industry workflow and a horizontal CRM for the pieces the vertical tool does not cover. The dual-tool cost shows up on three lines. Direct licensing cost (two seats per user across two systems). Integration cost (custom work to keep the two systems in sync, usually a middleware subscription or a developer retainer). Context cost (the team mentally switches between two interfaces with two sources of truth, two reporting layers, and two admin surfaces, and the picture of the customer fragments across the tools). The pain points below show up on every industry-specific CRM buyer call we have run, from boutique law firms to multi-office construction companies to specialty healthcare practices. They are the pains that make vertical-tool users rip out their stack every three or four years when the dual-tool cost finally exceeds the switching cost. Strkr collapses the choice by shipping vertical field libraries, Layouts, Flows, and templated views for the common industries natively, while keeping the full CRM surface underneath and an open API for the integrations each industry runs.
Horizontal CRMs ignore the workflow
The generic sales pipeline does not fit how my industry closes deals.
A law firm closes matters, not deals. A construction company bids projects with scope, bonding, prevailing wage, and a GC relationship. A healthcare practice handles patient intake, insurance verification, and treatment plans. A SaaS team runs trial-to-paid conversion. The generic opportunity stage model (Discovery, Qualification, Proposal, Negotiation, Closed) is a bad fit for most industries, and forcing the industry motion through generic stages costs clarity on every record.
Vertical tools lock you out of CRM core
The vertical tool does not do real contact management or cross-functional pipeline.
A healthcare practice management system handles the clinical workflow but lacks modern email sync, pipeline visibility for the business development side, and the Flows surface for routing patient inquiries. A legal practice management system handles matter management but struggles with the referral-source relationship tracking that drives the firm business. The vertical tool is strong at the primary workflow and weak everywhere else, which forces the dual-tool stack.
Dual-tool costs on three lines
Two licenses, custom integration, two sources of truth to reconcile.
Running a horizontal CRM plus a vertical tool costs money on direct licensing (two seats per user), on integration (custom developer time or a middleware subscription to keep the systems in sync), and on context (the team mentally switches between two interfaces and the picture of the customer fragments). The dual-tool cost on a 20-person team can run $80K to $150K annually before the integration maintenance drag is counted.
Custom-field hell
The horizontal CRM has 70 custom fields and nobody remembers which ones to use.
A team tries to force a horizontal CRM to fit the industry workflow by adding custom fields: 20 for the industry primitives, 15 for the regulatory tracking, 10 for the vertical-specific pipeline stages, 25 for the reporting requirements. The admin surface becomes a graveyard of inconsistently-named fields, the record page scrolls for 400 pixels, and new hires take six weeks to figure out which fields are actively used. The custom-field tax eats the setup budget.
Reporting breaks on vertical primitives
The reports do not understand the industry metrics that actually matter.
A construction company wants to report on bid-to-award rate by GC relationship, average project duration by scope type, and schedule slip against baseline. A horizontal CRM reports on deal count by stage and win rate by rep. The industry metrics live in the custom fields, which the reporting layer treats as free-form text, so the operations director runs an export to Excel and rebuilds the report every month. The horizontal reporting is useless for the industry decisions.
Implementation months long
Industry CRM rollouts take four to six months to go live.
A horizontal CRM customised to an industry takes months to roll out: scope the custom fields and objects, build the pipeline stages, configure the Flows, train the users, migrate the data, and integrate the vertical tools that stay in the stack. By the time the rollout is live, the industry workflow has shifted, the team has moved on from the original scope, and the implementation partner has invoiced $60K to $120K. The implementation drag is why most industry-specific CRM projects stall or fail.
How Strkr adapts to your industry
Vertical field libraries that ship as native primitives.
Strkr ships vertical field libraries for the common industries as native primitives on the account, contact, opportunity, and engagement records. The field libraries are not custom fields bolted onto a generic schema. They are shaped around the entities each industry runs on: policies for insurance, matters for legal, patients for healthcare, projects for construction, properties for real estate, retainers for agencies, products for SaaS, deals for financial services. The field libraries ship with sensible defaults, pre-built pipeline stages, pre-wired Flows for the common industry motions, and templated views for the roles each industry has (producer and CSR in insurance, attorney and paralegal in legal, project manager and estimator in construction). The primitives ship on every paid tier with no vertical module gate, and they are the ones industry teams spend 80 percent of their day inside. The approach is coverage of the common industries natively, with Layouts and Flows handling the tenant customisation, and the open API covering the long tail of industry tools that stay in the stack.
The SaaS field library ships MRR, ARR, baseline MRR snapshot, trial start and end dates, product usage signal, seat count, product list, expansion classification, and churn stage on every account. The pipeline ships SaaS-tuned stages (Trial, Paid, Expansion, Churn Risk) with pre-wired Flows for trial-to-paid conversion, baseline capture, and expansion motion. The reporting surface understands ARR composition, net revenue retention, and gross retention natively.
The agencies field library ships retainer records, project records with scope and timeline, deliverable tracking, utilisation per team member, scope creep tracking, and client health scores. The pipeline ships agency-tuned stages (Discovery, Proposal, Signed, Kickoff, Delivery, Renewal) with pre-wired Flows for proposal nudges, project kickoff checklists, and quarterly retainer reviews.
The healthcare field library ships patient records, insurance verification status, treatment plan tracking, referral source management, and HIPAA-compliant audit trails. Strkr is HIPAA compliant (BAA available) with encryption at rest and in transit, so healthcare practices can run the full CRM workflow on patient data with the compliance posture the industry requires.
The construction field library ships project records with scope, bonding requirements, prevailing wage flags, GC relationship, estimator assignment, PM assignment, schedule baseline, and change order tracking. The pipeline ships construction-tuned stages (Pre-Bid, Bidding, Awarded, Mobilisation, Active, Closeout) with pre-wired Flows for bid preparation checklists and change order approvals.
The real estate field library ships property records (address, MLS number, list price, status), buyer and seller contact classifications, showing records, offer tracking, closing records with commission splits, and referral source management. The pipeline ships real estate-tuned stages for listings and for buyer representation, with pre-wired Flows for showing follow-ups and quarterly sphere refreshes.
The legal field library ships matter records, party tracking, conflict check logs, billing arrangement (hourly, flat, contingency, retainer), retainer balance tracking, and referral source management. The pipeline ships legal-tuned stages for intake-to-engagement and for ongoing matter management, with pre-wired Flows for conflict check completion and retainer replenishment notifications.
Insurance field library
Policies, carriers, X-dates, service requests, split commissions.
The insurance field library ships policy records (carrier, product line, premium, X-date), carrier appointments, service request queue, split commission tracking, and E&O audit trails. The pipeline ships insurance-tuned stages for submissions and for renewals with pre-wired Flows for X-date renewal cascades at 120, 90, 60, and 30 days out.
The financial services field library ships account records (type, custodian, AUM), holding tracking, suitability profile, compliance review cycles, and household relationships. The pipeline ships financial services-tuned stages for new business and for ongoing client service, with pre-wired Flows for quarterly review scheduling and compliance attestation reminders.
Layouts tune the record per role
The same record, different fields, different sidebars, per role.
A vertical CRM problem does not stop at the field library level. Different roles inside the same industry need to see different fields on the same record. In insurance the producer sees selling fields and the CSR sees servicing fields. In construction the estimator sees bid pricing and the PM sees schedule and change orders. In legal the attorney sees matter strategy and the paralegal sees filing deadlines and document checklists. Horizontal CRMs ship a single record layout with all fields visible to every user, which forces every team member to scroll past 60 percent of the fields that are irrelevant to their role. Strkr Layouts render role-aware sidebars so the same record surfaces different fields, different ordering, different pinned sections, and different sidebar components depending on the viewer role. The pattern below is what shows up in every industry rollout and it is the pattern that quietly makes the daily user experience feel bespoke to the role instead of a generic CRM interface.
Role-aware fields
Producer, CSR, principal see different fields on the same policy.
An insurance agency policy record renders different fields depending on the viewer role. The producer sees sales fields (expansion opportunities, cross-sell flags, renewal probability). The CSR sees servicing fields (open requests, pending endorsements, certificate status). The principal sees production fields (commission flow, retention, acquisition cost). Same record, three profiles, no tab switching.
Sidebar components
Project record shows schedule for PMs, pricing for estimators.
A construction project record renders different sidebar components depending on role. The PM sees the schedule component with the baseline and the current status. The estimator sees the pricing component with the bid breakdown and the margin. The office manager sees the invoicing component with the billing status. The project record carries all the data; the sidebar surfaces the right slice for the viewer.
Pinned sections
Attorney sees matter strategy, paralegal sees filing deadlines.
A legal matter record pins different sections for different roles. The attorney sees matter strategy, next steps, and recent client communications pinned at the top. The paralegal sees filing deadlines, document checklists, and court dates pinned at the top. The billing coordinator sees retainer balance and open invoices pinned at the top. The underlying record is the same; the pinned view is role-tuned.
Field order
The fields the role uses most often surface first.
Layouts control field order so the fields a role uses most often render at the top of the record detail. The healthcare front-office staff sees insurance verification and intake status at the top. The clinician sees treatment plan status and the recent encounter notes at the top. The field order change reduces the daily scroll on every record interaction without any custom development.
Conditional visibility
Fields appear only when the context makes them relevant.
Layouts support conditional visibility so fields appear only when the record state makes them relevant. The insurance policy X-date remarket flag field shows only when the renewal review stage opens 120 days out. The construction change order fields appear only when the project is in active stage. The conditional surfacing keeps the record page clean and surfaces the right field at the right moment.
Related lists per role
The right child records surface for the right role.
A healthcare patient record shows different related lists per role. The front-office staff sees appointments, insurance verification history, and payment status. The clinician sees treatment plans, prescription history, and clinical notes. The practice administrator sees aging receivables and compliance attestation status. Related lists render per role so the record page shows the right slice without a tab switch.
No admin ticket to change
The principal updates Layouts self-serve in 10 minutes.
Layouts are self-serve for the admin role in the tenant. The principal of a 15-person agency updates the Layout for the CSR role in 10 minutes without a vendor ticket, a professional services engagement, or a developer. The change ships the hour it is needed and the audit trail logs who changed what and when, so the configuration drift that haunts horizontal CRM rollouts stays contained.
Flows for each industry motion
Native triggers tuned for the real work in each vertical.
Every industry has a set of workflow automations that cover the quiet operational drag of the business. The SaaS team runs trial-to-paid conversion flows. The agencies team runs quarterly retainer reviews. The healthcare practice runs insurance verification cycles. The construction company runs bid preparation checklists. The legal practice runs conflict check completion and retainer replenishment flows. The real estate agent runs sphere refresh and showing follow-up flows. The insurance agency runs the X-date renewal cascade. The financial services team runs quarterly review scheduling and compliance attestation flows. Strkr Flows ship as native triggers for the common industry motions with sensible defaults on install. The Flows are not vertical bolt-on modules bought from a third party; they are native to the Strkr workflow engine with the same admin surface, the same audit trail, and the same open API as every other automation on the tenant.
Trial-to-paid for SaaS
Trial activity triggers conversion motion.
A SaaS trial record carries usage signal from the product (via native integration or open API). When the usage signal crosses a conversion threshold, Strkr fires the trial-to-paid motion with a sales task on the AE, an upgrade email draft from Strkr AI, and a scheduled follow-up at 48 hours. The trial converts on real signal, not on arbitrary day counts.
Quarterly retainer review for agencies
Retainer renewal fires 30 days before the quarter close.
An agency retainer record fires a quarterly review flow 30 days before the quarter close with the utilisation data, the deliverables summary, and a scoped renewal conversation task on the account manager. The client walks into the renewal conversation with the full picture and the agency defends the retainer before the renewal lands cold.
Insurance verification for healthcare
New patient intake triggers insurance verification task.
A healthcare new patient record fires an insurance verification flow with a task on the front-office staff, a form link for patient-side insurance details, and a 48-hour SLA. The treatment plan does not start until insurance verifies, so the practice avoids the pattern of running services against an unverified insurance that then denies the claim.
Bid preparation for construction
New project record fires a bid preparation checklist.
A new construction project record in the Pre-Bid stage fires a preparation checklist flow with tasks for the estimator (quantity takeoff, subcontractor quotes, markup review), the PM (schedule draft), and the bonding coordinator (bond capacity check). The bid goes out on time with the right inputs captured instead of a scramble the day before the deadline.
Showing follow-up for real estate
Showing recorded triggers 48-hour follow-up.
A real estate showing record fires a 48-hour follow-up flow with Strkr AI drafting a personalised email based on the property, the buyer context, and the showing notes. The agent reviews and sends in one tap, and the showing-to-offer conversion improves because the follow-up actually fires on time.
Conflict check for legal
New matter record fires conflict check completion flow.
A new legal matter record fires a conflict check completion flow with a task on the designated conflict coordinator, a party list verification, and a stage gate preventing engagement letter generation until the conflict check clears. The practice does not accept an engagement with a hidden conflict because the check completes before the matter advances.
A financial services account record fires a quarterly review scheduling flow 45 days before the quarter close with a task on the advisor, a scheduled client outreach, and the suitability profile refresh. The quarterly review happens on cadence with the compliance obligation met and the client relationship maintained.
Open API for the long tail
Native integration for the vertical tools that stay in the stack.
A vertical CRM strategy only works if the CRM plays nicely with the vertical tools that the industry already runs on. Legal firms run document management (iManage, NetDocuments), time tracking (TimeSolv), and matter billing (TimeSolv, LeanLaw). Construction companies run accounting (Sage 300, Foundation), project management (Procore), and plan management (Bluebeam). Healthcare practices run EHR (Epic, Cerner, athenahealth), billing (Kareo, DrChrono), and insurance verification (Availity). Insurance agencies run AMS (AMS360, Applied Epic, HawkSoft), comparative raters (EZLynx, PL Rating), and carrier portals. Strkr ships native integrations for the common vertical tools in each industry and provides an open API with REST and webhook surfaces for the long tail of industry-specific systems. The integration posture is first-class native code wherever possible, with the API covering the custom work without a middleware subscription or a webhook orchestration service.
Legal tool integrations
iManage, NetDocuments, TimeSolv, LeanLaw native.
The legal integration surface ships native connections to iManage and NetDocuments for document management, TimeSolv and LeanLaw for time tracking and billing, and Clio Grow for intake. Documents link from the matter record, time entries capture against the matter natively, and the billing surface flows to the practice management system without a middleware layer.
Healthcare tool integrations
Epic, athenahealth, Kareo, Availity native.
The healthcare integration surface ships native connections to the common EHRs (Epic, Cerner, athenahealth, eClinicalWorks), billing systems (Kareo, DrChrono), and insurance verification platforms (Availity). Patient data flows cleanly between the clinical system and the CRM with the HIPAA compliance posture intact, so the business development side of the practice can run without the compliance team raising concerns.
Construction tool integrations
Procore, Sage 300, Foundation, Bluebeam native.
The construction integration surface ships native connections to Procore for project management, Sage 300 and Foundation for accounting, and Bluebeam for plan management. The project record in Strkr carries the full CRM context (GC relationship, bid history, estimator notes) and links out to the project management system for the operational work. One source of truth per relationship, specialised tools for the specialised work.
The insurance integration surface ships native connections to the AMS download feeds (IVANS, carrier direct APIs), the common comparative raters (EZLynx, PL Rating, Turborater), and the carrier portals. Policy data flows from the AMS to Strkr, quote data flows from the raters, and the full submission history lives on the submission record without manual re-entry.
Real estate tool integrations
MLS feeds, DocuSign, dotloop, Follow Up Boss migration.
The real estate integration surface ships native MLS data feeds for property records, DocuSign and dotloop for transaction documents, and migration tooling for teams moving from Follow Up Boss, Chime, or kvCORE. Showing records can import from calendar sync, offers link to the DocuSign envelope, and closings capture the commission split natively.
The SaaS integration surface ships native connections to Stripe and Chargebee for billing, Segment and Mixpanel for product telemetry, and the common data warehouses (Snowflake, BigQuery, Redshift). Product usage signal flows into Strkr for conversion scoring, ARR composition flows from billing, and the data warehouse exports keep the finance team happy with a single source of truth.
Open API for the long tail
REST + webhooks for every industry tool not shipped native.
For every industry-specific tool not shipped as a native integration, Strkr provides an open API with REST endpoints, webhook subscriptions, and SDKs for Node, Python, and Go. The custom integrations run on first-class API posture without a middleware subscription or a third-party orchestration layer. The API covers 100 percent of the Strkr surface so no feature is reserved for native integrations alone.
Implementation on days not months
Vertical templates that ship ready to use on install.
The traditional industry-specific CRM rollout takes four to six months and $60K to $120K in professional services. The breakdown includes scoping custom fields and objects, building pipeline stages, configuring Flows, training users, migrating data, and integrating the vertical tools that stay in the stack. Strkr compresses the timeline by shipping vertical templates ready to use on install. A healthcare practice spinning up Strkr lands on a workspace with the healthcare field library enabled, the HIPAA audit configuration set, the patient intake Flow pre-wired, and the Layouts for the clinician, front-office, and administrator roles already configured. The practice imports data on day two, tunes the field library and Flows for the tenant workflow on day three, and runs live on day five. The implementation drag that kills most industry-specific CRM projects compresses from months to days, and the full cost of adoption drops by an order of magnitude.
Install-time template selection
Pick the industry during tenant setup, the primitives wire themselves.
During tenant setup Strkr prompts for the primary industry and loads the vertical field library, pipeline stages, Flows, and Layouts tuned for that industry. The workspace lands with the industry primitives already live, so day one is data import and day two is tenant-specific tuning, not a scoping exercise with a professional services team.
Multi-industry on one tenant
A firm serving two industries runs both field libraries side by side.
Some firms serve multiple industries on one tenant. A professional services firm with construction clients and legal clients can enable both the construction and legal field libraries on the same tenant with per-record classification. The record type picks the right field library and Layouts on creation, and the reporting surface slices by industry cleanly.
Data import tooling
CSV import mapped to the vertical field library automatically.
The data import tool maps CSV columns to the vertical field library automatically with Strkr AI inferring the mapping based on column names and sample data. The admin reviews and adjusts in minutes instead of hours, and the historical data lands on the new tenant with the industry primitives populated correctly on every record.
Vendor migration helpers
Direct migration from the common vertical tools.
Strkr ships migration helpers for the common vertical tools: AMS360 and Applied Epic for insurance agencies, Clio for legal practices, Follow Up Boss and Chime for real estate, and the common SaaS CRM exports (HubSpot, Salesforce, Pipedrive). The helpers map vertical-tool fields to the Strkr vertical field library and preserve the historical activity timeline so the team does not lose context on the switch.
Role templates on install
User role templates ship with Layouts and permissions pre-set.
Each industry template ships with role templates (producer, CSR, principal for insurance; attorney, paralegal, administrator for legal; estimator, PM, office manager for construction) with Layouts, permissions, and default views pre-set. Adding a new user to the tenant is a role selection plus an invite, not a configuration project.
Self-serve admin surface
Tenant tuning without a vendor professional services engagement.
The admin surface is self-serve for the designated admin role. Field library tweaks, Layout changes, Flows configuration, pipeline stage edits, saved views, dashboard composition, and user management all run self-serve from the admin UI without a vendor ticket. The tenant tunes on the days the team actually works, not on the days the vendor can schedule a professional services session.
Head-to-head
Strkr industry-specific CRM vs horizontal CRM plus vertical bolt-on.
The current state for most industry-specific CRM problems is a horizontal CRM (Salesforce, HubSpot, Pipedrive) plus a vertical bolt-on tool (DealCloud, Clio, Procore, AMS360, Follow Up Boss) with a middleware integration between them. The pattern breaks on three lines: direct licensing cost (two seats per user), integration cost (custom work or middleware fees), and context cost (two interfaces, two sources of truth, two admin surfaces). Strkr collapses the pattern into one tenant with vertical field libraries, Layouts, and Flows shipped native, the full CRM surface underneath, and an open API for the integrations each industry still runs.
Feature
Strkr
Horizontal CRM + vertical bolt-on
Number of tools per user
1 (Strkr with vertical field library)
2 (horizontal CRM + vertical tool)
Vertical primitives
Native field libraries for 8+ industries
Custom fields on horizontal, native on vertical
Role-aware record Layouts
Native Layouts per role
Single layout, scrolling past irrelevant fields
Industry pipeline stages
Pre-wired per vertical, self-serve to tune
Generic stages on horizontal, vertical-specific on bolt-on
The patterns below show up across industry rollouts in the first six months. The common thread: enable the vertical field library on install, tune the Layouts for the roles the firm runs, wire the native integrations for the vertical tools that stay in the stack, and let the Flows cover the industry-specific operational drag. Each playbook is a real motion a Strkr industry team runs today, not a hypothetical from a sales demo.
Boutique law firm
Legal matter management with conflict check and retainer tracking.
A 12-attorney boutique law firm moved from a horizontal CRM plus Clio to Strkr with the legal field library enabled. Matter records carry parties, conflict check status, and retainer balance. The intake Flow fires conflict check completion before engagement letter generation. The retainer replenishment Flow fires when the balance drops below the threshold. The firm consolidated two tools into one, dropped the middleware subscription, and the office manager runs tenant tuning self-serve.
Specialty healthcare practice
Patient intake, insurance verification, and treatment plan tracking.
A 15-provider specialty healthcare practice runs Strkr with the healthcare field library and the HIPAA compliance posture. Patient records carry insurance verification status, treatment plan tracking, and referral source management. The intake Flow fires insurance verification before the treatment plan starts. The quarterly compliance Flow fires attestation reminders. The practice administrator runs tenant tuning without the EHR vendor professional services team.
Mid-size construction company
Project bidding and schedule management across 40 active projects.
A 50-person construction company runs 40 active projects at various stages. Strkr with the construction field library tracks projects, bids, scope, bonding, and GC relationships. The bid preparation Flow fires on new project creation. The change order Flow routes approvals through the PM and the office. Procore integration keeps project management native while Strkr owns the relationship and bid history layer. The operations director runs reporting on bid-to-award rate without an Excel export.
Insurance agency network
Multi-office independent agency with 25 producers across 3 locations.
A 25-producer insurance agency across three offices runs Strkr with the insurance field library and the native AMS360 download integration. Policies carry carrier, product line, premium, X-date, and split commission structure. The X-date renewal cascade fires at 120, 90, 60, and 30 days out. The service queue routes inbound requests to the right CSR with SLA timers. The agency principal runs cross-office visibility without flying between locations.
SaaS company
Trial-to-paid, expansion motion, and ARR composition reporting.
A 60-person SaaS company runs Strkr with the SaaS field library enabled. Trials carry product usage signal, baseline MRR snapshots capture at quarter start, and the expansion motion runs on dedicated pipeline stages. The trial-to-paid Flow fires on usage signal threshold. The quarterly expansion review Flow surfaces at-risk accounts. The ARR composition dashboard splits net-new logo from expansion from organic price lift, and the CFO defends the quarterly number without a side project.
See the CRM that adapts to your industry without the vertical tool trap.
Start a 14-day trial with the full industry-specific stack enabled: vertical field libraries for your industry, Layouts tuned per role, Flows pre-wired for the common industry motions, native integrations with the vertical tools your team already runs, and the open API for the long tail. The pricing page lays out the per-seat line, and the industry-specific landing pages cover the deep dive on insurance, legal, healthcare, construction, real estate, SaaS, agencies, and financial services if your team wants to compare before trial start.
Which industries does Strkr ship vertical field libraries for?
Strkr ships native vertical field libraries for eight industries at the moment: SaaS (ARR, MRR, trial-to-paid, expansion), agencies (retainers, projects, deliverables, utilisation), healthcare (patients, insurance verification, treatment plans, HIPAA audit), construction (projects, bids, scope, bonding, GC relationships), real estate (properties, listings, buyers, sellers, commission splits), legal (matters, parties, conflict checks, billing), insurance (policies, carriers, X-dates, split commissions), and financial services (accounts, holdings, suitability, compliance). Additional industries are added based on tenant demand with the field library pattern that works for the first eight. If your industry is not on the list, the custom field surface plus Layouts plus Flows can configure a tenant-specific vertical setup in a few days without waiting for a native library release.
Can we run Strkr for multiple industries on the same tenant?
Yes. Some professional services firms serve two or three industries from the same team, for example a consultancy with both construction clients and real estate clients, or a diversified agency with both healthcare and legal clients. Strkr supports multiple field libraries on a single tenant with per-record classification. The account or project record picks the right field library and Layouts on creation based on the record type field, and the reporting surface slices by industry cleanly. The admin surface configures which field libraries are enabled on the tenant, and the role templates ship Layouts tuned for each enabled industry.
How does Strkr compare on compliance across industries?
Strkr is HIPAA compliant (BAA available) for healthcare practices and healthcare-adjacent professionals, SOC 2 Type II in progress through 2026-Q4 for regulated industries requiring the attestation, and GDPR + CCPA compliant for privacy regulation posture. The compliance posture runs on one tenant across all enabled field libraries, so a professional services firm serving healthcare, legal, and financial services clients does not run three different compliance postures across three tools. Encryption at rest and in transit, role-based access control, audit trails per record, and configurable data retention policies ship on every tenant. For industries with specific regulatory requirements (FINRA for financial services, state bar rules for legal, state DOI rules for insurance), the admin surface configures the attestations and retention policies without a vendor engagement.
What integrations ship native per industry and how do custom integrations work?
Strkr ships 50+ native integrations across the common vertical tools: iManage and NetDocuments and TimeSolv and LeanLaw for legal, Epic and athenahealth and Kareo and Availity for healthcare, Procore and Sage 300 and Foundation and Bluebeam for construction, AMS360 and Applied Epic and EZLynx and PL Rating for insurance, MLS feeds and DocuSign and dotloop for real estate, Stripe and Chargebee and Segment and Mixpanel for SaaS, Orion and Redtail and Albridge for financial services. For integrations not shipped native, the open API provides REST endpoints, webhook subscriptions, and SDKs for Node, Python, and Go. Custom integrations run on first-class API posture without a middleware subscription or a webhook orchestration layer. The API covers 100 percent of the Strkr surface so no feature is reserved for native integrations alone.
How long does implementation take and what is the cost?
A standard industry-template install runs 2 to 5 business days from tenant creation to live use for a small to mid-size team (5 to 50 users). Day one is tenant setup with the vertical template selection and the initial admin configuration. Day two is historical data import with the CSV mapping tool. Day three is tenant-specific tuning on field library, Layouts, Flows, and saved views. Day four is user onboarding and role assignment. Day five is live operation with the full workflow running. Implementation is self-serve included in the subscription for teams up to 50 users. Larger teams can engage the Strkr customer success team for a guided rollout at a fixed per-user fee, which is still an order of magnitude lower than the typical horizontal CRM plus vertical bolt-on implementation cost.
Can we migrate from our existing vertical CRM without losing historical data?
Strkr ships migration helpers for the common vertical CRMs: Clio Grow for legal, Follow Up Boss and Chime and kvCORE for real estate, AMS360 and Applied Epic and HawkSoft for insurance, and the standard CRM exports for horizontal migrations from HubSpot, Salesforce, Pipedrive, and Zoho. The migration helpers map vertical-tool fields to the Strkr vertical field library, preserve historical activity timelines (emails, calls, notes, tasks), and carry forward the pipeline stage history so the team does not lose context on the switch. For vertical tools not covered by the native migration helpers, the open API supports programmatic migration with the Strkr customer success team available to guide the field mapping and the historical data load.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
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