What is a general-purpose CRM?

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Features and tools catered to financial services
Financial services-specific CRMs have the advantage of being equipped with industry-specific features and tools, such as features pertaining to regulation-keeping and location-specific financial service compliance needs.

On the other hand, a general-purpose CRM can run industry-specific features, but they won’t be as readily available as they would with industry-specific software.

Faster setup process
Finally, financial services-specific CRMs are more likely to require less time to set up and get started for your sales team. That’s because they’re configured with only those features you would need in the financial services industry.

With a general-purpose CRM, you may need additional time to configure your dashboard and set up industry preferences. However, this is not always the case with general CRMs, and some can be set up much faster than their industry-specific equivalents.

A general-purpose CRM is created with a broader audience in mind than an france mobile phone number industry-specific CRM.

Since it’s meant to be used by all kinds of companies in various industries, it comes with universal features and tools that can be helpful for different business models and needs.

Advantages of a general-purpose CRM
A man showing a lady a report from a tablet with a text overlay of the advantages of a general purpose crm
The advantages of using a general-purpose CRM over a financial services-specific one include:

A user-friendly interface
More integration options
Affordable cost
Let’s look at the benefits in more detail.

User-friendly interface
General CRMs appeal to a wider audience and adapt to their audience’s feedback, so you can expect this CRM to have a more user-friendly interface that focuses on flexibility and easy navigation.