Introduction to Settings
The Settings section allows you to configure your SMBcrm account, connect integrations, and customize the platform to fit your business needs.
Overview
Settings is where you manage everything from your profile and team members to integrations and billing.
Key Areas
My Profile
- Personal Information - Update your name and contact details
- Password & Security - Change password and enable 2FA
- Notification Preferences - Control what alerts you receive
- Calendar Sync - Connect personal calendars
Business Settings
- Business Profile - Company name, logo, and details
- Business Hours - Set your operating hours
- Time Zone - Configure your local time zone
- Custom Fields - Create fields for contacts and opportunities
Team Management
- Users - Add and manage team members
- Roles & Permissions - Control what users can access
- Teams - Organize users into teams
Integrations
Connect SMBcrm with:
- Payment Processors - Stripe, PayPal, etc.
- Calendars - Google, Outlook
- Social Media - Facebook, Instagram, etc.
- Email Providers - Gmail, custom SMTP
- Phone Systems - Twilio and others
- Third-Party Apps - Zapier, webhooks, API
Communication Settings
- Phone Numbers - Manage your phone numbers
- Email Configuration - Set up sending domains
- SMS Settings - Configure messaging options
- Templates - Manage email and SMS templates
Billing
- Subscription - View and manage your plan
- Payment Methods - Update payment information
- Invoices - Access billing history
Accessing Settings
- Click the Settings icon in the bottom left
- Or navigate to Settings from the sidebar
- Choose the section you want to configure
Next Steps
Start by completing your business profile and connecting essential integrations like your calendar and payment processor.