Configuration

This module explains how to configure core CRM settings and customize Futex CRM for daily operations.

Project Categories

Project Categories help organize projects into meaningful groups based on business type, department, or workflow. This makes reporting, filtering, and project management more structured and efficient.

Stages/Status

Project Status defines the current stage of a project, such as planned, in progress, on hold, or completed. It helps teams track progress clearly and maintain consistent project workflows.

Source Types

Source Types identify where leads or projects originate, such as referrals, website forms, or marketing campaigns. This helps businesses analyze performance and optimize lead-generation strategies.

Products

The Products feature allows you to define and manage items or services offered by your business. These products can be linked with leads, quotations, and projects for accurate tracking and reporting.

General Setup

General Setup controls essential system-wide settings such as defaults, formats, and preferences. It ensures the CRM functions according to organizational standards and operational requirements.

Integrations

Integrations enable Futex CRM to connect with third-party tools and services. This allows seamless data synchronization and improves overall productivity across connected systems.

Templates

Templates allow users to create standardized formats for emails, documents, and system records. This ensures consistency, saves time, and improves communication quality.

Record Types

Record Types define how different data entries are structured and categorized within the CRM. They help maintain consistency while supporting multiple business use cases in a single system.

Articles

Project Categories – Futex CRM Article.

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