Speaks your language
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.
Accounts are
Accounts
Contacts include
Customer, Prospect, Partner, Vendor
Lead stages
New → Qualifying → Engaged → Proposal → Won
Pipeline
Qualified → Proposal → Negotiation → Closing → Won
What it looks like for you
Tuned to how you actually work
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.