Settings · HailoCRM

Workspace & branding

Who you are and how Hailo looks to your clients.

Profile picture, plus login/password and 2FA when they ship.

Business name, owner, contact info, tax details, default terms.

Logo, colors, and fonts used on delivery pages, proposals, and invoices.

What pings the bell, what hits your email, what's quiet.

Connections & billing

External services, public forms, and your subscription.

Gmail · Stripe · Square · Google Calendar · Apple Calendar.

Web forms you drop on your site to capture leads.

Your Hailo subscription plus the Stripe Connect setup that takes client payments.

Per-wing defaults

Behaviour that only applies inside one wing of the pipeline.

Default proposal terms, lead stages, follow-up cadences, calendar prefs.

Pipeline thresholds, classification weights, default NLE export targets.

Default template, video provider, anniversary recall, expiry, vendor credits.