5 CRM Examples by Industry in 2026 (with integration examples)
As CRM partners and implementors, we’re lucky to help organisations from different industries find and implement the perfect platform. These examples of our clients’ implementations and integrations, may inspire, or help your team decipher what features, platform, or tools you need in your own CRM.
1. Charity CRM: Canal & River Trust
Enterprise-size charity Canal & River Trust, chose SugarCRM (now SugarAI) due to its flexibility and overall integration capabilities. Not only did the team have to fully control their donations, event management, boat license management, volunteers, marketing in their CRM, they also needed to connect the system to email systems, marketing automation tools and donations systems.
Integrates with Marketo
Canal & River Trust integrated Sugar with Marketo to keep supporter preferences and marketing data synchronised. Website subscription forms automatically update contact records and mailing lists in Sugar, which then syncs with Marketo.
Sugar acts as the single source of truth for consent and subscription preferences, while marketing activity such as email opens and clicks is synced back into the CRM, giving teams a complete view of supporter engagement.
2. Manufacturing CRM: Geosynthetics
Geosynthetics is the UK’s largest independent geosynthetics supplier, supporting the construction and civil engineering sectors. As the business grew, they needed a CRM solution that could improve visibility, remove manual processes and connect customer data across their organisation.
Using Sugar alongside their existing systems, Geosynthetics created a more connected approach to managing customers, opportunities and operational processes.
Integrates with NetSuite ERP
The CRM and ERP integration connects SugarAI with NetSuite, creating a real-time flow of customer, product and operational data between systems.
The integration has helped Geosynthetics:
- Improve quote-to-order processes
- Reduce manual administration
- Improve forecasting accuracy
- Give teams better visibility across sales and operations
Integrates with Mautic
By connecting CRM data with Mautic marketing automation, Geosynthetics are gaining greater visibility across sales and marketing activity, allowing teams to see customer interactions in one place and use CRM insights to deliver more targeted, effective campaigns.
3. Care CRM: Lovett Care
Lovett Care manages multiple UK care homes and needed a CRM solution that could help teams manage relationships, communications and operational processes more effectively.
Sugar provided a centralised platform for managing important information, improving visibility and helping teams deliver a more consistent experience.
Integrates with Lottie & Carehome UK
The integration automatically routes each new enquiry to the relevant care home based on the information provided, ensuring leads reach the right team quickly.
The solution helps Lovett Care:
- Eliminate manual data entry
- Prevent missed or lost enquiries
- Improve response times
- Provide head office with complete visibility across all 29 care homes
- Make better-informed marketing and operational decisions
By connecting their lead sources directly with their CRM, Lovett Care has created a more efficient enquiry management process while giving leadership the insights needed to support their care homes.
Integrates with People Planner
Lovett Care also integrates SugarCRM with People Planner to keep resident information synchronised across both systems. New residencies created in SugarCRM are automatically transferred into People Planner, while updates to existing residents are synced back into the CRM.
The integration also synchronises care homes and units, ensuring enquiries, resident records and operational data are always linked to the correct location. By connecting the two platforms, Lovett Care reduces manual administration, improves data accuracy and gives teams a consistent view of each resident throughout their care journey.
4. Brewery CRM: Timothy Taylor's
Timothy Taylor’s is a Yorkshire brewery known for its traditional brewing methods and award-winning beers. As the business expanded, they needed a CRM solution to help their sales team manage customer relationships and share important business information.
Previously, valuable customer knowledge was stored across individual salespeople’s notes and memories, making it difficult for teams to access information consistently.
SugarCRM provided a central platform where sales activity, customer interactions and reporting could all be managed.
The CRM solution helps Timothy Taylor’s:
- Track sales activity in real time
- Improve team collaboration
- Access better reporting
- Make more informed business decisions
The system continues to support the brewery’s growth by giving teams the tools they need to manage relationships effectively.
5. Energy Consultancy CRM: Utility Trade Group
Utility Trade Group helps businesses manage their energy requirements, including switching suppliers and supporting sustainability goals. As the company grew, they needed a CRM system that could support their sales processes and provide better reporting.
After previously using spreadsheets and an outdated version of SugarCRM, Utility Trade Group worked with enable.services to create a CRM solution designed around their business requirements.
The solution provides:
- Improved sales visibility
- Better reporting and dashboards
- Centralised customer information
- More efficient sales processes
The CRM gives teams across the business access to the insights they need to make better decisions.
6. Shutters & Blinds CRM: The Shutter Shop
The Shutter Shop is a family run business providing bespoke shutters and blinds for residential and commercial customers. Before implementing a tailored CRM solution, much of their process relied on paperwork, making it difficult to manage leads, appointments and customer information effectively.
SugarCRM was customised around their unique processes, creating a central system for managing the complete customer journey.
The CRM now manages:
- Leads and opportunities
- Customer enquiries
- Surveys and appointments
- Quotes and orders
- Customer communication
With their CRM at the heart of the business, The Shutter Shop has moved away from paper-based processes and created a more efficient way of working.
Interested in exploring a new CRM or integration? Follow the links below to find what you’re looking for, or complete the form below to contact enable.services.
