Business settings
Every setting for the company, in one role-aware hub.
2:08 walkthrough, recorded on real data.
Business settings
The Settings Hub groups company tabs (profile, branding, domain and email, add-contact form, pipelines, deal stages, departments, voice numbers, notifications, do-not-call, support inbox, plan and usage) and platform tabs for super-admins (providers for email, voice, billing, AI and lead search, plans, business types, help tips and developer tools).
In this video
- The left rail and the company versus platform split
- Branding, domain and email
- Pipelines, deal stages and custom fields
- Provider keys on the platform tabs
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Company overrides platform
A key or setting on the company beats the platform default.
Bring your own keys
Email, telephony, AI, billing and lead data each run on your own provider account.
Custom fields
Field categories that extend the contact form and the CSV import.
Plan and usage
Message limits and services per package, visible to the company.
Watch next
All 31 walkthroughsAccount setup
1:17A fresh company account, from empty to working, in one sitting.
Connect Claude
1:37Bring your own AI keys. Run it under your own brand.
Setup wizards
1:26Onboarding a company step by step, by hand or by script.
See it on your own data
Book 20 minutes and we will walk through Business settings live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer