Configure your CRM platform to match your business needs. Complete these settings to ensure optimal performance and security.
Configure your company information to personalize the platform and ensure proper data organization.
Set up user roles, permissions, and team structure to control access and maintain security.
Full system access
Team management
Basic CRM access
Connect your email provider for seamless communication tracking.
Enable payment collection and invoice management.
Configure alerts and notification preferences.
Connect with external tools and services.
Complete all items for optimal performance
Our setup wizard can guide you through each step, or you can schedule a free onboarding call with our team.
