The CRM includes a powerful settings layer that goes beyond company information. Workspace admins can control branding, palette, fonts, sidebar appearance, design density, mail behavior, and custom field structure in ways that make the platform feel tailored rather than generic.
Design settings should improve clarity, not just style
Font and color controls exist so the workspace can feel professional and on-brand, but the best settings are the ones that improve readability and focus. Choose visual choices that make the daily workflow easier for office staff and field users, not just more decorative.
Review the sidebar in particular because it is the anchor for the whole product. Long menu structures work better when grouping, spacing, and contrast are chosen thoughtfully.
Custom fields add structure where your business needs it
Custom fields are available across jobs, clients, and subcontractor-related flows so you can capture business-specific operational details. These fields also surface on add, edit, and single-view screens so the information stays visible.
Only add fields that help a future decision. If the field does not improve scheduling, execution, billing, compliance, or communication, it may not deserve space on the form.
Mail, access, and domain preferences belong to setup discipline
SMTP and routing settings are part of making the workspace production-ready. If the team expects 2FA emails, reset emails, billing emails, or customer notices to arrive reliably, these should be checked early rather than after rollout.