CRM Settings & Configuration

CRM Settings General Invoices & Orders Tags & Fields Automation Integrations Business Details Business Name Twentu Ltd Email hello@twentu.com Payment Details Bank Name Sort Code Account Number

CRM Settings & Configuration

CRM settings are organised across five tabs. Access them via Settings in the CRM navigation (admin access required).

General

  • Business Details – displays your business name, address, and contact information (managed in the main Hub settings)
  • Lead Management – select which team members should receive new lead notifications
  • Payment Details – set your bank name, account name, sort code, and account number. These details appear on your invoices
  • Email Settings – set a default CC email address for all CRM emails
  • Project Settings – enable or disable confetti celebrations when a project is completed

Invoices & Orders

  • Currency Symbol – set your currency (e.g. £, $, €)
  • Tax Settings – enable or disable tax, set the default tax rate and tax label (e.g. “VAT”)
  • Number Prefixes – customise prefixes for invoices (e.g. INV-), quotes (e.g. QUO-), and orders (e.g. ORD-)
  • Payment Terms – default number of days until an invoice is due
  • Quote Validity – default number of days a quote remains valid
  • Default Terms – pre-filled terms text for invoices and quotes
  • Invoice Footer Notes – text that appears at the bottom of invoice PDFs
  • Sub-Brands – create additional business brands with their own name and logo. When creating an invoice, you can select a sub-brand to override the default business branding on the PDF

Tags & Fields

  • Tag Management – create, edit, and delete colour-coded tags. Assign each tag to entity types (clients, deals, orders)
  • Custom Field Management – create additional fields for different entity types (client, order, quote, invoice, line item). Drag to reorder fields

See the Tags & Custom Fields guide for full details.

Automation

  • Quote Expiry Reminders – set how many days before a quote expires to send a reminder to the client
  • Invoice Overdue Reminders – set reminder intervals in days after the due date (e.g. 7, 14, 30 days)
  • Stale Deal Alerts – how many days without activity before alerting the assigned team member
  • Task Overdue Reminders – enable or disable notifications for overdue project tasks

Integrations

  • Email Integration – connect Gmail and Outlook accounts via OAuth for automatic email syncing. See the Email Integration guide for setup instructions
  • Accounting Integration – connect Xero, QuickBooks, or Sage for invoice syncing. Each requires OAuth credentials from the respective platform’s developer console