Modes and industries
Sales, service, and office mode, and the ten 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 how your left side is arranged and what your leads are called. Three of them.
Sales. You go get customers. Your day is a list of people to call and a dialer. The Leads group in the left side opens by default.
Service. Customers call you. Your day is a calendar and a schedule to keep. The Inbox group in the left side opens by default, and your leads are called Customers.
Office. Consultation-based practices: law, lending, clinics. Your day is a front desk. The Calendar group in the left side opens by default, and your leads are called Clients.
How to tell you picked wrong: the part of the left side that opens by default is not the thing you actually do all day. A roofer in sales mode gets Leads opened when they wanted their schedule. Change it under Settings, then Profile, in the Workspace group.
Industry: what it knows
Industry changes vocabulary, the qualifying questions the assistant knows to ask, and which features appear.
Ten 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 |
| Nightlife | Clubs, lounges, and event venues. Reservations and guest lists |
| 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
You can change your mode under Settings, then Profile, in the Workspace group. 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.