Use cases

Find your industry fast.

This page exists for one reason: to help you decide in 60 seconds whether CoreShift fits your business. Each card below sketches the profile, the bot to start with, common additions, and the outcome to expect. Skim until something looks like you.

/ trade contractors

Electrical, plumbing, HVAC, mechanical.

Profile

10-50 employees, owner-operated, $2M-$20M revenue. Bidding 5-20 jobs/month. Principal spends nights and weekends on bid paperwork and AR chasing.

Start with

Bid Coordinator — handles vendor chasing, response collation, and bid PDF assembly. Principal keeps scope interpretation, labor judgment, and the final margin call.

Add next

AR to chase $100K+ in 60-day receivables on a steady cadence. Reception to catch calls during job hours when nobody can answer.

Outcome

4-8 hours per week back to the principal; cash collection cycle tightens by 5-10 days within a quarter.

/ property management

Small commercial and multi-unit residential.

Profile

20-200 units across single or multi-property portfolios. 2-10 employees plus contractors. Drowning in tenant texts, maintenance, rent inquiries, lease renewals.

Start with

Property Manager — triages tenant communication, classifies urgency, dispatches vendors with photos and unit details, tracks completion.

Add next

AR for graceful, consistent late-rent follow-up with audit trail. Compliance for lease renewal calendars and mandatory inspections.

Outcome

Maintenance response time drops because requests get logged and dispatched instantly. Owner stays informed without being on-call.

/ professional services

Small law firms, accounting, design, consulting.

Profile

3-20 partners or principals. $150-$500/hour billable rates. Every hour spent on intake, scheduling, AR follow-up, or document review is a direct revenue leak.

Start with

Sales Qualifier + AR — Sales Qualifier handles inbound and books fit-calls; AR chases overdue invoices politely and consistently so partners don't have to.

Add next

Contract Review for firms handling repetitive NDAs, MSAs, vendor agreements. Executive Assistant for senior partners drowning in inbox.

Outcome

Lead response time drops from hours to under a minute. Days Sales Outstanding drops by 10-20 days within two quarters.

/ healthcare clinics

Single-location practices and small groups.

Profile

1-5 providers. Dental, PT, mental health, optometry, urgent care, primary care. Front desk overloaded with phone calls, appointment changes, and refill requests.

Start with

Scheduler for booking and confirmations, then Reception for full inbound triage. Workflows touching PHI require a BAA. We sign these for healthcare customers as part of onboarding.

Add next

AR for patient billing follow-up with proper data handling. PTO & Benefits for clinic staff.

Outcome

Front-desk time on scheduling drops dramatically. After-hours bookings rise because patients can text instead of calling.

/ ecommerce + small retail

Single-store and multi-channel sellers.

Profile

Solo founder or small team. Selling on Shopify, Amazon, Etsy, or a single retail location. Customer service inquiries grow faster than the team can handle.

Start with

Reception for inbound customer inquiries — order status, returns, shipping, availability. Standard scenarios automatic; unusual ones routed to you.

Add next

Procurement for supplier RFQs and PO tracking. AR for B2B or wholesale invoice follow-up. Lead Generation for B2B expansion.

Outcome

Customer-service response time drops to seconds. The owner stops being the customer-service department.

/ don't see your industry

The bots care about the workflow, not the industry.

A Bid Coordinator works whether you bid HVAC or commercial signage or roofing — the workflow is the same. An AR bot works whether you invoice law clients, wholesale customers, or property tenants. We segment by workflow, not by industry vertical.

If your business has a repetitive workflow that's eating hours every week — and that workflow involves talking to customers, vendors, or your team via standard channels — there's probably a bot in our catalog that fits, or one we can build.

Tell us about your workflow →