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.