Settings & Configuration
Customize SmartCRM to match your business processes, preferences, and workflow. Configure system settings to optimize your team's productivity.
User Preferences
Personalize your SmartCRM experience by setting language preference (English, Romanian, Russian), time zone, date format, and notification preferences. Choose between light and dark themes for comfortable viewing.
System Settings
Administrators can configure company-wide settings including business hours, working days, default currency, sales pipeline stages, and custom fields. Set permissions and access levels for different user roles.
Integration Setup
Connect SmartCRM with other tools your business uses. Available integrations include email platforms, calendar sync, accounting software, and communication tools. API access available for custom integrations.
Customization Options
Add custom fields to clients, companies, and visits to track industry-specific information. Create custom tags and categories. Define custom visit types and outcomes relevant to your business model.
Notification Settings
Configure email and in-app notifications for visits, client updates, team activities, and system events. Set quiet hours to avoid notification overload. Choose which events trigger notifications.