General Settings

Manage your account and organization preferences.

White Label

Customize the CRM with your brand identity.

Displayed in the sidebar and browser title.

Recommended: 200x40px transparent PNG.

Point a CNAME record to app.netwebcrm.com

Team Members

Manage your team and their roles.

Notifications

Configure how and when you receive notifications.

Email Notifications
Receive email for new leads and deal updates
Push Notifications
Browser push notifications for urgent items
Deal Closed Alerts
Get notified when a deal is won or lost
Weekly Digest
Summary of weekly pipeline and activity
New Contact Alerts
Notification when a new contact is added
Task Reminders
Remind me of upcoming tasks 15 min before

Billing

Manage your subscription and payment method.

Starter
$29/mo
Up to 500 contacts, 2 users
Professional
$79/mo
Up to 5,000 contacts, 10 users
Enterprise
$199/mo
Unlimited contacts and users

Payment Method

Security

Protect your account with these security settings.

Two-Factor Authentication
Add an extra layer of security to your account
Session Timeout
Automatically log out after 30 minutes of inactivity
IP Restriction
Restrict access to specific IP addresses

Change Password

Lead Scoring

Configure rules that score new leads. Each rule adds (or subtracts) points when its condition matches contact data. Leads with a total score ≥ threshold are automatically qualified.

NameFieldOperatorValuePointsOn

Score Preview

Run a sample contact through the engine to see which rules match and the resulting score.

Lifecycle Stages

Track contacts through the full funnel from subscriber to customer. Stages are auto-derived from lead score, but can be manually overridden per contact.

Dynamic Segments

Save reusable named filters. Use them across SMS, tasks, contacts, and reporting. Filters are evaluated live against current data.

Combine criteria with AND logic

Pipeline Forecast

Weighted pipeline value (deal value × probability). Forecast splits by stage, owner, and expected close month.

By Owner

Next 6 Months (Close Date)

Snapshots

Clone your full org configuration — scoring rules, pipeline stages, booking links, SMS drafts, segments, and email templates — to apply to a new client account or as a backup.