Vzite CRM
Settings

Company Settings

Configure your agency's profile, branding, and operational preferences.

The Company Settings page allows Admins to configure agency-wide preferences.

General settings

  • Company Name — Your agency's legal name
  • Trade License Number — UAE trade license number
  • Email — Primary company email
  • Phone — Company phone number
  • Website — Company website URL
  • Logo — Upload your company logo (PNG, JPG, WebP)
  • Address — Office address

Commission structure

  • Standard Commission Rate — Default percentage
  • Split Commission Rules — Multi-agent deal splits
  • Referral Fees — External referral commission rates

Operational settings

  • Default Lead SLA — Hours before a new lead is flagged
  • Auto-assignment — Enable or disable round-robin lead distribution
  • Working Hours — Business hours for availability calculations
  • Holiday Calendar — Public holidays for SLA adjustments

Branding

  • Custom Email Templates — For lead notifications and invoices
  • PDF Template — Default layout for generated presentations
  • Colour Scheme — Primary and secondary brand colours

Changes to company settings affect all users. Notify your team before making significant updates.

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