The CRM, in your words
Choosing the Generic preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Tuned to how you actually work
The Generic preset isn’t just relabeled fields — it changes what the CRM does for your team day to day.
Rename the account label and every status to match how you talk.
Add custom objects and fields without touching code.
Switch presets any time as your business changes.
Don't see yours? Build it. questions, answered.
Yes — GENECRM ships a Generic preset that relabels contacts, stages, and the pipeline to Don't see yours? Build it. vocabulary on day one, with automations, a REST API, and per-workspace database isolation included on every plan.
Choosing Generic seeds the contact kinds your world uses — Customer, Prospect, Partner, Vendor — and relabels every lead and pipeline stage to match, so the CRM fits on day one with no setup project.
Leads move New → Qualifying → Engaged → Proposal → Won, and once qualified they run as opportunities through Qualified → Proposal → Negotiation → Closing → Won. Every stage is visible on the board and reportable out of the box.
No — every label, stage, and pipeline is editable. Rename fields, reorder stages, add custom objects, or start from the neutral core and build your own vocabulary from scratch.
Yes. Every tenant-scoped table enforces Postgres row-level security with FORCE + WITH CHECK — isolation is enforced at the database, not the application layer.
Yes — switch presets any time in Settings as your business changes. Labels, stages, and playbooks update instantly across the whole app, and nothing you've already entered is lost.