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Manage your Settings

Are you tired with the standard fields and terminology? Would you like to customize it without paying an extra? Or does the idea of digitalizing your business seem uncomfortable? Do not worry, we are here to help you in ways you never dreamt. So let’s start connecting!

Contact Settings

Would you like to customize your contact fields? Well, you can do that here.

Sales Settings

Want to modify the sales fields and add more to suit your business type? Here is how you can do it..

Support Settings

Configure your support process stages, customize your support fields and add additional information.

Expense Settings

Record the expenses incurred by customizing the expense field to your requirements.

Task Settings

Learn how to customize your task fields and add additional information.

Collection Settings

Record your collections by customizing the collection field to your requirements.

Sub-user Settings

Want to control access of the sub-users? It’s easy! Dive in and check out how to do it.

Documents Settings

Customize your documents as per your requirements and make them look as professional as your business.

Product Settings

Add your preferred categories for products and customize the units as your need.

General Settings

Learn how to set the general settings.

Email Templates

Create pre-set email templates and save them for reuse. Forget manually typing emails again and again.

Message templates

Create SMS and Whatsapp templates and save them for reuse. Forget manually typing messages again and again.

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