Configuration

CRM settings

Configure projects, stages, SLA, communication, consent, AI and data policies.

CRM CONFIGURATION

General

Changes in this prototype are simulated and do not affect real systems.

Organization

Company name

Default timezone

Default project

Default currency

Journey behavior

Unified customer journey Store every AI, employee and system interaction Mandatory duplicate check Block lead creation until internal search completes Mobile OTP verification Require OTP for new leads and 60-day returning walk-ins AI qualification Send verified digital leads through the qualification model Employee-first calling Ring employee before connecting the customer Post-visit AI validation Collect experience and refresh health after visit

Default SLA

Hot lead response

minutes

Warm lead response

minutes

Cold lead response

hours