Settings

Organisation, thresholds, integrations and demo controls

Pipeline Settings

Stages, automation rules, custom fields

Dealer Access

Module permissions per dealer

Brand Management

Multi-brand architecture

Agreement Templates

Clause library, placeholders

Warranty Policies

Standard duration, mileage, battery

Report Scheduler

Recurring PDF/CSV reports

Organisation profile

Legal name

UEN

Registered address

Approval thresholds

Sales consultant discount limit (S$)

Trade-in override limit (S$)

Warranty claim manager approval (S$)

Document numbering

Sales AgreementDFSG-SA-YYYY-000001

Warranty RecordDFSG-WTY-YYYY-000001

Warranty ClaimDFSG-WC-YYYY-000001

CRM integration

HubSpot

Connected

Salesforce

Available

Zoho CRM

Available

Custom CRM API

Available

CSV Import / Export

Available

Notification settings

Email notifications

Enabled

In-app notifications

Enabled

Demo controls

Reset all demo data back to the original seeded state.