Industries
Blueprints for how you sell.
Tell setup what kind of business you run and it lays out pipelines, fields, saved views and email templates that fit your trade. You see all of it before anything is applied, and you can change any of it later.
Wholesale distribution
Follow up on every quote and keep regular buyers close.
Customers can carry parent, bill‑to and ship‑to relationships.
Covers
- Electrical
- Plumbing and PVF
- HVACR
- Building materials
- Medical and surgical supply
- Foodservice
- Janitorial and packaging
- Fasteners and industrial hardware
- Chemicals and plastics
- Auto and truck parts
- Electronics and technology
Buys from manufacturers and resells stocked products to businesses, often through branches, counters and outside reps. In this workspace, accounts are called Customers.
Quote pipeline
- RFQ received
- Quoting
- Quote sent
- Follow-up
- PO received
Also: New account pipeline.
Saved views
- My customers
- Lapsed buyers
- High-volume customers
Email templates
- Quote follow-up Two and seven days after a quote goes out
- Lapsed buyer win-back When a regular buyer has gone quiet
- New line announcement When you add a vendor line customers will care about
- Credit application request To open terms for a new account
Fields
- Customer type
- Branch
- Territory
- Inside rep
- Outside rep
- Price tier
- Credit terms
- Annual purchase volume
- Last order date
- Reorder cadence (days)
Manufacturing
Follow every RFQ from engineering review to first article.
Covers
- Contract machining
- Metal fabrication
- Plastics and molding
- Electronics assembly
- Food and beverage
- Wood, cabinetry and furniture
- Chemicals
- Equipment OEM
Makes products or parts, often to customer drawings or specs, and quotes against RFQs.
RFQ pipeline
- RFQ received
- Engineering review
- Quote sent
- Sample / first article
- PO received
Also: New program pipeline.
Saved views
- Approved customers
- Regulated programs
Email templates
- RFQ acknowledgement The day an RFQ arrives
- Quote follow-up A week after the quote
- First article results When first article results are ready
- Annual price review Once a year per active program
Fields
- Customer type
- Industries served
- Supplier approval status
- Quality requirements
- Part number / drawing rev
- Estimated annual usage (EAU)
- Target price
- First article status
- PPAP level
- Quote due date
Industrial and MRO supply
Open the account, then keep blanket orders renewing.
Covers
- Plant MRO
- Safety
- Cutting tools and metalworking
- Power transmission and bearings
Supplies maintenance, repair and operations products to plants and facilities, often with vending or blanket orders. In this workspace, accounts are called Customers.
Quote pipeline
- RFQ received
- Quoting
- Quote sent
- Follow-up
- PO received
Also: New account pipeline, Supply agreement pipeline.
Saved views
- My customers
- Lapsed buyers
- High-volume customers
Email templates
- Quote follow-up Two and seven days after a quote goes out
- Lapsed buyer win-back When a regular buyer has gone quiet
- New line announcement When you add a vendor line customers will care about
- Credit application request To open terms for a new account
Fields
- Plant / facility
- Buying role
- VMI or vending program
- Blanket PO number
- Blanket PO expiry
- Monthly spend
- Price tier
- Credit terms
- Last order date
- Reorder cadence (days)
Construction and trades
Bid on time, follow up after, and keep prequalifications current.
Covers
- General contractor
- Mechanical
- Electrical
- Roofing
- Concrete and sitework
- Interiors and specialty
- Residential builder or remodeler
General or specialty contractors that bid projects and win work from GCs, owners or homeowners. In this workspace, opportunities are called Projects.
Bid pipeline
- Invitation to bid
- Takeoff / estimating
- Bid submitted
- Bid follow-up
- Awarded
Saved views
- General contractors
- Prequalification expired
Email templates
- Bid acknowledgement When you accept an invitation to bid
- Post-bid follow-up Five days after a bid is submitted
- Award thank-you When you are awarded a project
- Prequalification request To get on a GC’s bidders list
Fields
- Account type
- Trade
- License number
- Prequalified
- Prequalification expiry
- Bonding capacity
- Project name
- Bid due date
- Bid type
- Prevailing wage
Field services
Sell the estimate, then renew the agreement.
Covers
- Residential HVAC and plumbing
- Electrical service
- Pest control
- Lawn and landscape
- Commercial cleaning
- Fire, security and alarm
- Equipment service
HVAC, plumbing, electrical, pest, cleaning, landscaping or security businesses that send technicians to sites. In this workspace, opportunities are called Jobs.
Estimate pipeline
- Request
- Site visit scheduled
- Estimate sent
- Follow-up
- Sold
Also: Agreement renewal pipeline.
Saved views
- Active agreements
- Expiring agreements
Email templates
- Estimate follow-up A few days after an estimate
- Agreement renewal reminder 30 and 7 days before renewal
- Seasonal tune-up offer Before heating or cooling season
Fields
- Property type
- Service zone
- Maintenance agreement
- Agreement renewal date
- Equipment (make, model, install year)
- Job type
- Estimate amount
- Financing requested
- Urgency
Professional services
Follow proposals through and stay close to referral partners.
Law firms see Matters and staffing firms see Placements.
Covers
- Accounting
- Legal
- Consulting
- Engineering and architecture
- IT and managed services
- Staffing
- Insurance and financial
Accounting, legal, consulting, engineering or architecture firms selling expertise by engagement. In this workspace, accounts are called Clients and opportunities are called Engagements.
Engagement pipeline
- Inquiry
- Discovery meeting
- Scoping
- Proposal sent
- Engagement letter signed
Saved views
- Active clients
- Referral partners
Email templates
- Meeting recap Same day as a discovery meeting
- Proposal follow-up A week after a proposal
- Referral thank-you When a referral partner sends an introduction
- Year-end planning check-in Ahead of a client’s fiscal year end
Fields
- Client status
- Service lines
- Relationship partner
- Fiscal year end
- Role in decision
- Referral partner
- Engagement type
- Fee type
- Proposal due
- Conflict check
Something else
Not on the list? Setup still has a place to start.
Setup also has blueprints for software and SaaS companies, agencies, real estate, healthcare, retail and e-commerce brands, and nonprofits. Any other business starts from a general sales pipeline that you can rename and reshape.
General sales pipeline
- Qualify
- Meeting
- Proposal
- Negotiation
- Won
Fields, views and templates are yours to add as you go.
Guided setup
Nothing is applied until you have seen it.
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Setup reads your public website
It picks up your company name, description, logo and contact details, for you to correct.
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You answer a few questions
What you sell and how. Choices only you can make are left to you.
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You review the preview
Pipelines, fields, views and templates, checked against your plan limits, then applied when you approve.
Start from a workspace that already speaks your trade.
14 days free 3 seats No card to start