Settings - Project Management System

General Pipeline Stages Notifications Email Templates Approval Workflows Integrations Branding

General Settings

Company Name

Default Currency

Timezone

Date Format

Fiscal Year Start

Working Hours/Week

Sales Pipeline Stages

Lead/Prospecting

Probability: 10%

Qualification

Probability: 25%

Proposal Sent

Probability: 50%

Negotiation

Probability: 75%

Closed Won

Probability: 100%

Closed Lost

Probability: 0%

Delivery Pipeline Stages

Kick-off

Discovery/Analysis

In Progress

Internal Review

Client Review

Completed/Sign-off

Notification Preferences

Email Notifications

Pipeline stage changes

New handover notifications

Task assignments

Daily digest summary

Reminder Settings

Stale deal reminder (days)

Task due reminder (days before)

Payment overdue reminder (days)

Email Templates

Proposal Sent

Email sent when proposal is shared with client

Project Kickoff

Notification for project kickoff

Invoice Reminder

Payment reminder email

Approval Workflows

Configure approval workflows for proposals, expenses, and other items.

Proposal Approval

Manager Review → Director Approval

Expense Approval

Manager Approval (< Rp 10jt) → Finance (> Rp 10jt)

Integrations

Google Calendar

Sync meetings and deadlines

Connected

Slack

Team notifications

Google Drive

File storage

WhatsApp Business

Client communication

Client Portal Branding

Company Logo Recommended size: 200x50px

Favicon 32x32px PNG or ICO

Primary Color

Secondary Color

Settings & Configuration

Email Notifications

Reminder Settings