General CRM or industry CRM?

Choose an industry CRM when

• A core system integration decides everything (LOS, practice management, IDX)
• Compliance-reviewed content or archiving is required
• Your team is small and wants it to work out of the box

Choose a general CRM when

• Your process is custom or spans several business lines
• You have an admin who can configure it
• You need a large integration ecosystem

Or both

Some firms pair a general CRM for marketing with an industry system of record. The integration between them becomes the critical piece.