Your CRM Settings

The Settings tab on your CRM groups together all the Administrator functions that control your subscription, data, users, customisations and integrations. The sections include:

Subscription

Manage Subscription: Manage your subscription plan, invoicing, and upgrade options
Subscription Agreement: View the full CRM subscription agreement with Really Simple Systems
Email Sending Policy: Customers using our Marketing Modules must comply with our Email Sending Policy

System Settings

Company Settings: Manage your company name, currency, financial year and time zone
Custom Fields: Customise the tables and grids in your CRM
Custom Dropdown Lists: Customise the dropdown lists, or Look Up Tables, that control the choices in your data fields
Mailing & Consent Lists: This feature enables compliance with international data protection legislation
Mailing Preferences Page: The web page your customers access when they manage their mailing preferences from your email or to unsubscribe.
Quotations: Manage your customer quotations
Quotation Templates: Manage and edit your Quotation Templates
System Log: View system logins, reports and audit data
Service Level Agreements: Manage your customer Service Level Agreements, (Service & Support module only)

CRM System Settings

User Settings

User Management: Add and edit system users, access levels and manage user passwords
Change Password: Send a password reset message to your own email address
User Profiles: Create and modify the user profiles that control security, formatting and session timeout periods (Enterprise plan only)
User Groups: Create and modify the groups that your users belong to (Enterprise plan only)

Data Management

Import Data: Import data from an uploaded CSV file of spreadsheet
Export Data: Download a data backup to a CSV file
Documents: View and manage the documents you have stored in the CRM
Recycle Bin: use the recycle bin to restore deleted data

Integrations

MailSync™: Automatically capture your emails to and from your contacts to your CRM
Email, Contacts & Calendar Applications: Integrate your CRM system with Google Contacts and Microsoft Exchange Calendar or Microsoft Outlook 365 Calendar
Accounting Software: Integrate your CRM system with external accounting software systems
API Access: Request and manage your API access to integrate other systems you use
Single Sign-on: Integrate your CRM with OneLogin or Microsoft Azure to set up policy-based access control
Forms: Capture new leads online and add them automatically to your CRM
Web Transactions: Configure your CRM to collect data from your website and other applications (Marketing and Service & Support modules only)
Zapier: Connect Really Simple Systems to thousands of other applications.