Configuration & Settings
Customize Auto Form CRM to match your exact business needs with powerful configuration options.
⚙️
General Settings
- Company information
- Date & time formats
- Currency settings
- Default values
📊
Pipeline Configuration
- Custom pipeline stages
- Deal probability settings
- Stage automation rules
- Win/loss reasons
✉️
Email Settings
- SMTP configuration
- Email sender details
- Signature templates
- Tracking settings
👥
User Roles & Permissions
- Role management
- Permission controls
- Access restrictions
- Team hierarchy
🔗
Integrations
- WooCommerce connection
- Calendar sync (Google, Outlook)
- Zoom integration
- Twilio SMS
🔧
Advanced Settings
- API tokens
- Webhook configuration
- Data backup & restore
- System maintenance
Built for Flexibility
Every business is unique. Auto Form CRM gives you the tools to configure the system exactly how you want it.
Easy Configuration
Intuitive settings interface makes customization simple, even for non-technical users.
Safe Defaults
Pre-configured sensible defaults get you started quickly, customize as you grow.
Instant Updates
Changes take effect immediately - no restart required, no downtime.
Ready to Configure Your CRM?
Install Auto Form CRM and customize every aspect to fit your business perfectly.