Customisable CRM
Model your own pipelines across every product you broker.
Leads, contacts and opportunities sit alongside the workflow rather than in a separate system nobody updates. Each product gets the fields, stages and views that actually fit it.
- 30 minutes
- No slide deck
- No obligation
Opportunity: Kestrel Logistics
Asset financeValue
£420,000
Stage
Qualified
Introducer
Halden & Co
Activity
Illustrative view of customisable crm in Xova.
Built for how brokers segment
Business loans, asset finance, bridging and development finance behave differently and should be measured differently. Configure fields, stages and views per pipeline instead of forcing four businesses into one generic funnel.
- Unlimited product pipelines
- Custom fields, stages and views
- Saved views per team and per broker
Saved pipeline views
Connected, not bolted on
The opportunity and the live case are the same record. Progress in the workflow updates the pipeline automatically, which is why the CRM stays accurate without anyone being asked to keep it up to date.
- One record from lead to completion
- Workflow progress reflected instantly
- No double entry between systems
One connected record
Lead
Opportunity
Live case
Updated now
Relationships as well as deals
Introducers, accountants and repeat clients drive commercial broking. Track sources, referral performance and the whole relationship history so the next mandate does not start from a cold page.
- Introducer and referral tracking
- Full interaction history per contact
- Repeat and renewal prompts
Relationship view
Introducer
4 referrals
Client
2 mandates
See customisable crm on one of your own cases.
A 30-minute walkthrough configured around the products you broker.
- 30 minutes
- No slide deck
- No obligation
UK hosted
Client data stays in the United Kingdom.
Full audit trail
Every check, document and decision is time stamped.
Built for UK GDPR
Retention, access and consent handled inside the client record.
API first
Connects to the tools your desk already runs on.
How it works
Customisable CRM in four steps
Configure
Set up the pipelines, fields and views your products need.
Capture
Leads arrive from the website, your team or an introducer, tagged at source.
Qualify
Work opportunities through your stages with tasks attached to each.
Convert
A won opportunity becomes a live case without re-entering a thing.
“A CRM that has to be updated separately from the work will always be out of date by Friday.”
Questions
Frequently asked
Can we migrate from our existing CRM?
Yes. Contacts, opportunities and history can be imported, and we map your existing fields onto the new pipelines during setup.
How many pipelines can we run?
As many as you need. Most brokerages run one per product line plus a renewals pipeline.
Can we report on introducer performance?
Yes. Source is captured at lead level and carried through to completion, so conversion by introducer is reportable.
Further reading
From the Insights desk
Operations
Broker pipeline management: knowing which deals are actually real
Most broker pipelines are optimistic rather than accurate. Here's how to define stages properly, track conversion honestly, and stop stale deals inflating the forecast.
Craig Peterson · 9 September 2026 · 8 min read
Read articleGrowth
How to become a commercial finance broker in the UK: the operating side nobody explains
Plenty of guides cover FCA authorisation. Fewer explain what running a commercial finance brokerage actually involves once you're licensed. Here's the operating side.
Craig Peterson · 5 August 2026 · 8 min read
Read articleLending
How to build and manage a lender panel that actually places deals
A long lender panel looks impressive on a website and helps nobody at 4pm on a Friday. Here's how to build one you can actually use.
Craig Peterson · 28 May 2026 · 8 min read
Read articleSee customisable crm against your own process.
We’ll configure a walkthrough around the products you broker.