01
Home services
From the first call through the finished job and repeat service.
CustomersPropertiesEstimatesJobsInvoices
One engine, many businesses
Start with your industry. End with your way of working.
Industry setups give Nesto a useful first shape. They are not cages. Rename the nouns, change the relationships, redesign the pages, and keep going until the workspace feels like home.
Nesto engineStructure that adapts
Home services
Real estate
Services
Pet care
Education
Operations
A template should save the first hundred decisions. It should never make the thousandth decision impossible.
Begin with familiar words and connected work.
Each starting structure includes practical records and relationships. The exact fields, pages, and workflows stay open to change.
02
Specialty contractors
Keep scopes, site details, crews, photos, and payment progress together.
LeadsProjectsCrewsMaterialsPayments
03
Real estate
Connect people, properties, deals, appointments, and follow-up.
ContactsPropertiesDealsShowingsTasks
04
Professional services
Move client work from intake to project delivery and billing.
ClientsProjectsTimeDocumentsInvoices
05
Pet services
Remember the owner, the pet, preferences, visits, and care history.
OwnersPetsAppointmentsServicesNotes
06
Care operations
Shape operational workflows while keeping regulated-data claims honest.
PeopleAppointmentsServicesTasksDocuments
07
Education programs
Coordinate learners, programs, attendance, communication, and outcomes.
LearnersProgramsSessionsAttendanceTasks
08
Financial operations
Model relationships, processes, reviews, and documents without overclaiming compliance.
ClientsAccountsReviewsDocumentsTasks
Adaptation, not replacement
Keep the engine. Change the shape.
01
Use the right nouns
Customers can become patients, members, accounts, students, donors, or anything the team already says.
02
Keep the useful depth
Fields, relationships, pages, views, dashboards, and workflows adapt without flattening every industry into a contact list.
03
Change as the business changes
Add a service line, split a process, or reorganize the dashboard without moving to a different CRM.
From generic to useful
The difference shows up in the next action.
Nesto is not useful because it can store any field. It is useful when the right person can open the right record and understand what happened, what is connected, and what comes next.
Instead of
Scattered lead notes
Build toward
A follow-up view tied to the customer, property, estimate, and next task
Instead of
A spreadsheet for every crew
Build toward
One job model with role-specific schedules and mobile-friendly detail
Instead of
Invoices separated from the work
Build toward
Money, documents, status, and related records shown in context
Industry honesty
Flexible does not automatically mean compliant.
Healthcare, banking, legal, employment, and other regulated work need specific contracts, controls, retention choices, and vendor configurations. An industry starting structure is not a security certification.
Read Nesto's security approachStart with a conversation
Tell Nesto how the business moves.
Describe what you sell, who you serve, what passes from one person to the next, and what the team cannot afford to forget. Nesto can propose a structure, and you can inspect every part before it becomes the workspace.
- Use a proven industry starting point
- Generate a tailored proposal with AI
- Build manually from a blank workspace
Nesto keeps the same permission, audit, import, export, and provider boundaries even when the workspace structure changes.
Start close to home
Use a good starting point. Keep the right to outgrow it.
Build around the language and work you have today, then keep shaping the CRM as the business becomes something new.
Build your workspace