Speaks your language
The CRM, in your words
Choosing the Banking preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Accounts are
Customers
Contacts include
Customer, Prospect, Business, Guarantor
Lead stages
New → Qualifying → Application → Approved → Declined
Pipeline
Inquiry → Application → Underwriting → Approved → Funded
What it looks like for you
Tuned to how you actually work
Track inquiries from branch visit to funded on a lending-shaped pipeline.
Link guarantors and joint holders to the primary customer record.
Separate branch, referral, and online sources to see what's working.