CRM Settings

CRM settings let you customise the WorkGuru Sales Hub.

• Sales Recommendation Settings
• AI Email Drafting
• Quoting
• Quote Portal

Sales Recommendation Settings

Configure how WorkGuru generates follow-up recommendations in the Sales Hub.

• Quote Follow-Up (days) - Recommend follow-up on issued quotes with no activity after this many days.
• Unquoted Lead (days) - Recommend action on leads with no quote after this many days.
• Lead Follow-Up (days) - Recommend follow-up on leads with no activity after this many days.
• Key Account Contact (days) - Recommend reaching out to key accounts with no contact after this many days.
• Key Account Price Tiers - Select price tiers — all clients on these tiers will be flagged as key accounts.
• Key Account Clients - Select individual clients to flag as key accounts (in addition to any price-tier selections above).

AI Email Drafting

Customise how AI-generated follow-up emails are written in the Sales Hub.

• Custom Instructions - These instructions are included in every AI-generated email draft. Use this to provide company context, tone preferences, or standard messaging.

Quoting

• Enable V2 Quote Editor (phases) - When enabled, quotes use the V2 editor that groups Products and Tasks under named Phases. Existing V1 quotes without phases continue to work as before.

Quote Portal

Choose which columns are shown when a customer selects optional items on the automated quote acceptance portal. The item name and description are always shown.

• Show Quantity
• Show Unit Rate
• Show Line Totals
• Show Totals Summary - Shows the subtotal, tax and grand total on the options modal. Turn this off (along with unit rate and line totals) to keep all pricing on the quote document only.