The CRM, in your words
Choosing the Financial services 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 Financial services preset isn’t just relabeled fields — it changes what the CRM does for your team day to day.
See a client, their spouse, beneficiaries, attorney, and accountant together on one screen — no tab-switching to piece a relationship back together.
Ask GENE Copilot what changed since your last review and get specifics, not a report to build.
Move prospects from referral to won on a pipeline tuned for advisory work, with every interaction logged for compliance automatically.
What ships with the Financial services & wealth pack
These are generated from the pack itself, so this page cannot claim something the product does not install.
Custom objects
- Investment account
- Policy
Deal pipeline
- prospect
- discovery
- proposal
- paperwork
- funded
- lost
- Automations
- 3
- Guides
- 7
- Templates
- 12
- Question sets
- 6
Automations
Guides
Templates
Question sets
Financial services & wealth questions, answered.
Yes — GENECRM ships a Financial services preset that relabels contacts, stages, and the pipeline to Financial services & wealth vocabulary on day one, with automations, a REST API, and per-workspace database isolation included on every plan.
Choosing Financial services seeds the contact kinds your world uses — Client, Prospect, COI, Beneficiary — 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 → Converted → Dormant, 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.