Customizable CRM settings for your menu, quotes and invoices

Yes. You can turn entire modules on or off in CIPHER CRM, so your workspace only shows what your business uses. You can also reorder the modules in the navigation, so the ones your team opens most often sit at the top of the menu.

Each document type has its own settings: numbering, default terms, default signatory, which tabs are visible and in what order, validity or due-date windows, and pipeline size limits. So a proposal, an estimate, an invoice and a credit note can each follow rules that suit how you use them.

Yes. Tab layout can be set per module, and each document type lets you choose which tabs are visible and in what order. That way your team sees the tabs it uses most first, and tabs your business never fills in stay out of the way.

Everything sits in one settings menu covering general, staff, leads, customers, tasks, projects, proposals, estimates, invoices, credit notes, items, finance and personal settings. Each area has its own section, so you always know where to look when something about the way you work needs changing.

No. Module settings, document settings and tab layouts are all changed from the settings menu, with no code to write. When you need more, you can also add custom fields and custom tabs, or rename modules so they match the words your business already uses.

Yes. Module settings, per-document settings and tab layouts are part of CIPHER CRM for every workspace, because every feature comes in every plan. Most businesses are live in 1 to 3 days, and we move your existing data across with free data migration.