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.
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 identify where leads or projects originate, such as referrals, website forms, or marketing campaigns. This helps businesses analyze performance and optimize lead-generation strategies.
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 controls essential system-wide settings such as defaults, formats, and preferences. It ensures the CRM functions according to organizational standards and operational requirements.
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 allow users to create standardized formats for emails, documents, and system records. This ensures consistency, saves time, and improves communication quality.
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.