See how your industry fits
Every pack renames the system in your own words and brings the fields, pipeline, plans and paperwork your kind of business uses. All of it is read from the packs themselves.
- Enquiry
- Case
- Project
- Matter
- Project
- Project
Accounting & Bookkeeping
An accounting practice working to the UAE compliance calendar: bookkeeping, VAT and corporate tax, payroll and WPS, annual accounts and audit support, ESR, UBO and AML filings, FTA representation and advisory at CFO level.
InvoiceFee noteLeadEnquiryMilestonePhaseTime entryTimesheet entry
- Identified
- Qualified
- Proposal sent
- Fee negotiation
- Won
- 38
- fields
- 18
- plans
- 8
- documents
- 14
- automations
Corporate Services & PRO (UAE)
Company formation, licence renewals, visas, government relations (PRO), banking introductions and corporate compliance for businesses setting up and operating in the UAE, on the mainland, in free zones and offshore.
EngagementCaseOpportunityQuotationLeadEnquiryMilestoneStage
- Enquiry received
- Requirements confirmed
- Quotation sent
- Documents & fees pending
- Engaged
- 37
- fields
- 16
- plans
- 4
- documents
- 15
- automations
Engineering & Architecture
Design and supervision consultancy: architecture, structural, MEP, civil and interiors, delivered in RIBA style stages from feasibility and concept through tender, authority approvals and NOCs, building permits, site supervision, completion certificates and handover, across the UAE's municipal and master developer authorities.
EngagementProjectOpportunityBidProposalFee proposal
- 39
- fields
- 17
- plans
- 4
- documents
- 15
- automations
Legal Practice
A law firm running matters across onshore UAE, DIFC and ADGM: corporate and M&A, commercial contracts, litigation and arbitration, employment, real estate, debt recovery, IP, wills, regulatory work and general counsel retainers, billed hourly, as a fixed fee or on retainer.
EngagementMatterOpportunityMatter opportunityInvoiceBill
- 40
- fields
- 16
- plans
- 5
- documents
- 15
- automations
Management Consulting
An advisory and strategy firm: strategy, operating model, transformation and PMO, due diligence, market entry, cost and organisation design, digital and ESG roadmaps, integration after mergers and board advisory. Projects are sold on a proposal, staffed against a phased workplan and billed as a fixed fee, time and materials or a retainer, often for government and government related entities.
EngagementProjectMilestoneWorkstreamTaskActivity
- 36
- fields
- 16
- plans
- 4
- documents
- 14
- automations
SaaS Vendor
A B2B software company selling subscriptions. Leads and deals move through a trial or pilot to a signed order form, followed by implementation, data migration, integrations, SSO and security review, training, a success plan for the first 90 days, quarterly reviews, renewals, expansions, save plans and, when it happens, offboarding. The work is done by customer success, solutions and implementation teams, tracked against ARR, seats and a renewal date.
EngagementProjectOpportunityDealClientAccount
- 42
- fields
- 19
- plans
- 6
- documents
- 17
- automations
Your industry next
Packs are data, not code. Tell us how your business works and we build yours, usually within a few days.
Talk to us →Side by side
| Industry | Pipeline stages | Fields | Plans | Documents | Automations |
|---|---|---|---|---|---|
| Accounting & Bookkeeping | 5 | 38 | 18 | 8 | 14 |
| Corporate Services & PRO (UAE) | 5 | 37 | 16 | 4 | 15 |
| Engineering & Architecture | 5 | 39 | 17 | 4 | 15 |
| Legal Practice | 5 | 40 | 16 | 5 | 15 |
| Management Consulting | 5 | 36 | 16 | 4 | 14 |
| SaaS Vendor | 5 | 42 | 19 | 6 | 17 |
A pack is where you start, not where you stop
Every pack can be shaped to how your business actually works. A later pack update never overwrites something you have changed.
- Add documentsBring your own templates for letters, proposals and reports.
- Add engagement typesCreate the kinds of work you do, with their own phases and tasks.
- Set automationsDecide what happens when a deal is won, a stage completes or a date passes.
- Rename and adjustChange any word, field or pipeline stage to match your own.
Falcon AI can do all of this for you. Describe what you want in plain words and it sets it up, so shaping a pack goes much faster.
Not listed? Tell us how your business works and we build the pack.