2.3. Setting Up Your Company Profile

How to Set Up Your Company Profile in Nexved CRM

Setting up your company profile is one of the most important steps when you first log in to Nexved CRM. This information ensures your CRM system reflects your business details accurately and is tailored to your needs. Follow the steps below to set up your company profile in Nexved CRM:

Step 1: Access the Company Profile Settings

1. Log in to your Nexved CRM account.

2. From the main dashboard, navigate to the Settings section on the left-hand navigation menu.

3. In the Settings menu, click on “Company Profile” under the General Settings section to open the company profile setup page.

Step 2: Input Your Business Information

Once you're in the company profile section, you’ll need to enter the essential business details. Follow these steps:

1. Business Name: Enter your company’s full name as you want it to appear in your CRM. This name will be used across various areas of the CRM, including invoices, quotes, and client-facing documents.

2. Business Address: Provide your company’s physical address, including the street address, city, state, and postal code. This is crucial for invoicing, correspondence, and setting up localized settings like the time zone and currency.

3. Phone Number: Add your business’s primary phone number for easy reference. This can also be helpful for customer service and notifications within the CRM.

4. Website URL: If your company has a website, include the URL so it can be accessed from within the CRM for quick reference.

Step 3: Set Preferred Currency

1. Currency Settings: Nexved CRM allows you to set the currency used by your business, which is essential for invoicing and billing.

2. From the Company Profile page, find the Currency dropdown.

3. Select your preferred currency (e.g., INR, USD, EUR) from the dropdown list.

4. This setting ensures that all financial transactions, such as invoices, quotes, and payments, are displayed in the correct currency format.

Step 4: Set Your Business Time Zone

1. Time Zone: Nexved CRM enables you to set the time zone for your business’s location. This ensures accurate scheduling and tracking of business activities, tasks, and appointments.

2. On the company profile page, find the Time Zone field.

3. Select your business’s time zone (e.g., IST, GMT, PST) from the dropdown list.

4. This ensures that tasks, appointments, and reminders are displayed according to your local time zone.

Step 5: Upload Your Company Logo

1. Logo Upload: Personalizing Nexved CRM with your company logo helps reinforce your brand’s identity.

2. Locate the Logo Upload section on the company profile page.

3. Click the “Upload Logo” button, then browse your computer to select the image file (recommended formats: PNG or JPG).

4. Once uploaded, your logo will be displayed across the CRM, including in client-facing documents like invoices, quotes, and emails.

Step 6: Customize Appearance Settings

1. Appearance Customization: Nexved CRM allows you to adjust the look and feel of your CRM interface to match your business branding.

2. Under the Appearance Settings section, you’ll be able to:

   • Set the color scheme: Choose your company’s primary color, background color, and button color to align with your branding.

   • Select fonts: Choose from available font styles and adjust the font size to create a consistent user experience for your team.

3. These customization settings allow you to give your CRM a personalized touch that resonates with your brand identity.

Step 7: Save Your Changes

1. After entering all your company details, setting the preferred currency, time zone, uploading your logo, and customizing the appearance settings, make sure to click “Save” at the bottom of the page.

2. A confirmation message will appear, indicating that your company profile has been successfully updated.