Business Profile Setting

What is the Business Profile?

The Business Profile section in your Furflow CRM sub-account is where you configure essential business settings that apply across your entire sub-account. Setting this up properly ensures your business information, branding, and automation tools function correctly throughout the system.

This article explains each part of the Business Profile, including configuration tips and examples of how each setting impacts your account.

? Video Overview:
Watch the walkthrough here

How to Access Your Business Profile

To find your Business Profile in Furflow CRM:

1. Ensure you’re in the correct sub-account.

2. Click Settings from the left-hand menu.

3. The Business Profile will be the first option in the settings menu, and it is also the default landing page for settings.

General Information

The General Information section helps define how your business appears across automations, emails, and forms.

1. Location ID
   A unique identifier for your sub-account, used when contacting support.

2. Business Logo
   Upload your logo. It appears across various features like emails and invoices.
   Example: {{location.logo_url}}

3. Friendly Business Name
   Used in custom fields for messaging or workflows.
   Example: {{location.name}}

4. Legal Business Name
   Must match your official business documentation for compliance purposes.

5. Business Email
   Example: {{location.email}}

6. Business Phone
   Matches your Furflow CRM phone number for consistency.
   Example: {{location.phone}}

7. Branded Domain
   Connect your sub-account to a custom domain used for calendars, forms, etc.

8. Business Website
   Appears in communications via custom fields.
   Example: {{location.website}}

9. Business Niche
   Choose the industry that best reflects your business focus.

10. API Key
    Use this for integrations like Zapier to connect Furflow CRM with other tools.

11. Update Information
    Always click the "Update" button to save any changes made.

Business Physical Address

Your physical address helps with business verifications and is used in email footers, websites, and SMS.

Ensure this address matches your business registration.

Time Zone

The time zone determines when automated events are triggered. Always double-check that this aligns with your operating hours.

Platform Language

Controls the display language of your Furflow CRM dashboard.

Outbound Communication Language for Custom Values

Defines how date/time values appear in emails, SMS, funnels, and websites.

Supported languages include English, Spanish, Portuguese, German, and more.
Examples of affected custom values:

• {{appointment.start_time}}

• {{right_now.date}}

• {{right_now.month_name}}

Business Information

This section includes legal details about your business. It’s important for regulatory compliance and communication approvals.

1. Business Type (e.g., Corporation, LLC, Non-profit)

2. Business Industry

3. Registration ID Type

4. Registration Number

5. Regions of Operation

6. Update Button — Always save after making changes.
   
   

Authorised Representative

Add the details of the person representing the business for legal or communication purposes.

General Settings

These settings directly affect how contacts and communication behave in Furflow CRM.

• Allow Duplicate Opportunity

• Merge Facebook Contacts by Name

• Disable Contact Timezone Recognition

• Mark Emails as Unverified on Hard Bounce

• Validate Phone Numbers Before First SMS

• Verify Emails Before First Send

• Add Opt-Out Message to SMS

• Add Sender Info to SMS

• Include Unsubscribe Link in Emails
  
  

Call & Voicemail Settings

Set a voicemail greeting and control how quickly calls are routed to voicemail.

Contact Duplication Preferences

Control how Furflow CRM identifies and handles duplicate contacts based on email, phone number, or both.

Enable/Disable Deprecated Features

Turn off older features such as Campaigns and Triggers. These have been replaced by Workflows.

Missed Call Text Back

Automatically text customers who called but didn’t reach your team. Test and customise the message before enabling.