Modes and industries
Sales, service, and office mode, and the nine industries LeadBind speaks.
Two settings shape the whole app. You picked both during setup. This is what they do and how to tell if you got them wrong.
Mode: how you work
Mode decides your home screen and your navigation. Three of them.
Sales. You go get customers. Your day is a list of people to call and a dialer. Home is built around working through leads.
Service. Customers call you. Your day is a calendar and a schedule to keep. Home is built around what is booked and what is coming.
Office. Consultation-based practices: law, lending, clinics. Your day is a front desk. Home is built around who is coming in and who needs a call back.
How to tell you picked wrong: you open the app and the first screen is not the thing you actually do all day. A roofer in sales mode gets a dialer when they wanted their schedule. Change it in Account → Workspace mode.
Industry: what it knows
Industry changes vocabulary, the qualifying questions the assistant knows to ask, and which features appear.
Nine of them:
| Industry | For |
|---|---|
| Insurance | Agents and agencies. Licensing states, carriers, quotes handled by you |
| Real estate | Agents and teams. Buyers, sellers, showings |
| Mortgage and lending | Loan officers. Applications, never rates from the AI |
| Credit repair | No outcome promises, ever |
| Home services | Roofing, HVAC, plumbing, lawn, epoxy, and the rest. Jobs and estimates |
| Auto | Dealership BDC. Trade-ins, appointments on the lot |
| Recruiting | Candidates and interviews rather than customers and appointments |
| Agency outbound | Agencies running outreach for their own clients |
| General sales | Everything that does not fit above |
Why they are separate
They are independent on purpose.
A roofer is home services + service mode: customers call about a leak, and the day is a schedule.
A roofing company with a canvassing crew is home services + sales mode: same vocabulary, completely different day.
An insurance agent is usually insurance + sales mode. An insurance agency with a front desk might be insurance + office mode.
Getting the pair right is why the app feels like it was built for you rather than adapted to you.
What the industry changes on a call
The assistant asks different qualifying questions and uses words your customers use. A home services caller gets asked about the problem and the property. An insurance caller gets asked what coverage they are looking at and what state they are in.
What does not change is what it refuses to do. No industry unlocks quoting, binding, valuing, or promising outcomes. See What it says and why.
Changing later
Both are changeable in Account. Nothing is lost: your leads, calls, and bookings stay exactly where they are. What moves is the layout and the vocabulary.
If you are unsure, pick the one that matches your day today. You can move.