One CRM, fluent in your business.
GENECRM ships domain-neutral, then re-speaks itself for your field on day one. Pick a preset and the account label, contact kinds, lead stages, and pipeline your team already uses are just there — no rebuild, no consultants, no code.
A vocabulary layer over one neutral engine.
Under the hood, every tenant runs the same schema. A preset is a set of defaults — labels, contact kinds, and pipeline stages — applied on top of it, so the product feels purpose-built without a second codebase to maintain.
Choose Financial Services, Insurance, Banking, Nonprofit, Education, Faith & Community, or Field Service at signup — or start from the neutral core and decide later.
Contact kinds, pipeline stages, filters, empty states, and reports all switch to the language your team already uses — instantly, with no re-training.
Lead and opportunity stages reset to the ones your team already runs — quote → bound, inquiry → funded, visitor → member — instead of a generic funnel.
Change presets in Settings whenever your business changes, or fork the generic core and rename every label and stage yourself — no code, no consultants.
Choose the one that matches how you already talk.
Each preset seeds the account label, contact kinds, and pipeline stages your team already uses — so the CRM feels purpose-built from the first login. Don't see yours? Start from the neutral core and shape it yourself.
Questions about vocabulary presets.
A preset is a bundle of defaults: the contact kinds your world uses (policyholder, donor, guarantor…) and the lead and pipeline stages your team already runs. Picking one re-labels the app for your team on day one.
Yes. A preset is a starting point, not a lock-in. Every label, stage, and contact kind it seeds can be renamed, reordered, or removed independently in Settings once you're in.
Nothing is deleted or restructured — switching presets changes labels and default stage sets going forward. Existing records, relationships, and history stay exactly where they are.
Start from Build Your Own (the neutral core) and rename the account label, contact kinds, and pipeline stages to match your world. Add custom objects and fields for anything preset-specific, no code required.
The underlying schema stays consistent so the API and webhooks are predictable, while labels you rename show up wherever the app renders them — including the client portal and reports.
Yes — the iOS/Android app and the web app are clients of the same backend and the same login, so your industry vocabulary and pipeline stages look identical everywhere your team works.