CRM Settings

Open Office → General to configure company-wide defaults used on PDFs and emails.

• Company details — legal name, address, phone, website.
• Company logo — appears on invoices, estimates, and proposals.
• Customer notes — default footer text on customer-facing documents.
• Terms & conditions — standard terms appended to sales documents.

Changes apply to new documents; regenerate or re-send existing PDFs if you need updated branding.

DevPremier CRM supports Google reCAPTCHA v2 on the admin/staff login page.

1. Create a site at Google reCAPTCHA Admin (v2 checkbox).
2. Copy the Site key into Office → Google reCAPTCHA settings.
3. Click Enable Captcha and confirm the checkbox renders on /login.

reCAPTCHA reduces brute-force login attempts; pair it with strong passwords and HTTPS on production.

Mail is configured under Office → Mail Settings. For SMTP providers, .env keys, cron requirements, and testing steps, see Email Configuration in Getting Started.

Use the in-app updater under Office → CRM Update or follow the full Upgrade Guide in Getting Started (backup, migrate, cache clear).

Connect Twilio to send SMS and place voice calls from lead and customer records.

1. Create a Twilio project and copy Account SID and Auth Token from the Twilio Console.
2. Enter credentials under Office → Twilio.
3. Configure your Twilio phone number for SMS and voice.
4. For click-to-call, configure TwiML voice URLs per Twilio Voice docs.

WhatsApp settings UI is available in Office settings; use your Twilio WhatsApp-enabled sender where supported.