No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Company Information

To ensure that reports, templates, quotes and other features of the CRM are accurate to your business, you’ll first want to update your core company settings.

The information that you enter here will flow through to a number of areas in CRM, like templates.

If you make any changes on this page, ensure that you scroll to the top and click on Save to apply them.

To edit your company settings, navigate to Admin > General.


Company Information

In this section, add your contact details and your logo, which will flow through to a number of areas in CRM.

Invoice Settings

Here you will need to enter your relevant business number/s and bank details, which will flow through to your PDF and Web Templates.

If you’d like to learn more about the other fields and options here, see our page on Invoice Settings.

Regional Settings

Scroll down to the Regional Settings area and set the fields here to meet your requirements.

Once you are done, scroll to the top of the page and hit Save to apply the changes. 

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
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