Use Cases

One workspace for every relationship-driven business.

Selmor adapts to the way your business works: customers, leads, jobs, projects, candidates, renewals, quotes, notes, meetings, tasks, documents, revenue, goals, and follow-ups.

Sales Teams

Manage pipeline without losing the human context.

Track leads, opportunities, follow-ups, close rates, revenue, notes, calls, and account history in one clean workspace.

Atlas Freight$43K · Proposal

Follow-upToday at 4:00 PM

Goal78% monthly target

Contractors

Track estimates, jobs, customers, and project notes.

Keep customer information, quotes, job status, service history, documents, and reminders connected from inquiry to completion.

Oak Ridge HVACEstimate sent

Site visitTomorrow · 9:30 AM

FilesQuote.pdf · Photos

Marketing Agencies

Manage prospects, retainers, campaigns, and client work.

Organize client communication, proposals, campaign tasks, recurring follow-ups, retainers, and performance notes.

Arc StudioRetainer renewal

CampaignLaunch review due

Tasks7 active · 2 blocked

Real Estate

Track buyers, sellers, properties, appointments, and offers.

Keep property notes, client preferences, showing schedules, offers, documents, and follow-ups tied to each relationship.

Bluewave RealtyOffer review

PropertyWestlake listing

MeetingInspection recap

Recruiting

Track candidates, interviews, companies, and placements.

Manage candidate pipelines, client roles, interview stages, notes, feedback, placements, and next actions.

Mina PatelFinal interview

CompanyNorthline Robotics

NextSend feedback summary

Customer Success

Track health, renewals, meetings, and ongoing communication.

Monitor customer health, renewal dates, executive check-ins, tickets, goals, activity history, and account notes.

Northstar Co.Health: 84

Renewal42 days

ActionSchedule QBR

Consulting

Manage prospects, engagements, proposals, and client notes.

Connect proposals, services, pricing, engagement stages, documents, meeting summaries, and follow-up tasks.

Summit AdvisoryScope review

Proposal$18K strategy sprint

Notes3 pinned decisions

Small Business

Organize customers, projects, reminders, and communication.

Run daily operations from one place: contacts, customers, projects, quotes, products, services, documents, goals, and analytics.

Daily agenda12 reminders

Customers34 active

Revenue$92K forecast