Speaks your language
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.
Accounts are
Households
Contacts include
Client, Prospect, COI, Beneficiary
Lead stages
New → Qualifying → Engaged → Proposal → Converted → Dormant
Pipeline
Qualified → Proposal → Negotiation → Closing → Won
What it looks like for you
Tuned to how you actually work
Group every contact under a Household and see the full balance sheet of relationships at a glance.
Map trustees, beneficiaries, attorneys, and accountants with first-class relationship types.
Move prospects from referral to converted on a pipeline tuned for advisory work.