Lead → KYC → sanction
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No mental translation from generic CRM jargon — the BFSI (Loans & Insurance) edition relabels the whole workspace in the words your team already uses.
And when a applicant says yes, your team doesn’t “convert” — they sanction.
Your Kanban board arrives pre-labelled with the stages applicants actually move through — and every label stays editable per workspace.
Every edition ships the full core CRM — leads, campaigns, telecalling, appointments, automation, webforms, payments and analytics are always included.
Extra modules in the BFSI (Loans & Insurance) edition
All core CRM modules — leads, campaigns, telecalling, automation, analytics and more — are included in every industry edition, on every plan.
Pick the BFSI (Loans & Insurance) edition at signup and your workspace opens already speaking your language — vocabulary, pipeline and modules included.
14-day free trial · No card required · Cancel anytime