General Settings

Update your name and email, then Save. The irreversible Delete account option also lives here.

Enter your current and new password to update it.

Choose your theme: Light, Dark or System.

Business-level details: Account Name, Timezone, Currency and Locale.

Branches represent business locations. This is the current list.

Click + Add Branch to open the Create Branch dialog.

Enter a name (e.g. Kochi Office) and choose a currency.

Click Create Branch — a success toast confirms and the branch joins the list.

Rename Leads / Deals / Tasks to match your industry (e.g. Lead → “Patient”). This relabels the words across the entire CRM.

Pick how dates and times display for everyone in the business.

Toggle whether deactivated agents appear in filter dropdowns.

Toggle whether any user can assign work to any active member, or follow the access hierarchy (default).

View your plan, usage (records used vs. limit), and invoices. Upgrade with Change Plan.

Choose notification channels (Web, Push) and toggle individual lead and task notifications.