Organisation Detail
Organisation Detail is the master configuration for your firm — the name, GSTIN, billing address, and logo that appear on every invoice and client-facing document produced by ZippCRM.
Firm Profile
Go to Admin → Organisation
Shows current firm profile.
Click Edit
All fields become editable.
Update firm name, registered address, phone, and website
This appears in the footer of every email sent by ZippCRM and on invoice headers.
Upload firm logo
Accepted formats: PNG or SVG. Recommended size: 200×60px. This logo appears on invoices and the client portal header.
Save
Changes take effect immediately for all future documents. Existing sent invoices are not retroactively updated.
GST & Billing Configuration
ZippCRM automatically calculates GST on invoices based on the billing state of both your firm and the client. This section explains what to configure so invoices are GST-compliant.
| Setting | Where to set it | Effect on invoices |
|---|---|---|
| Your firm's GSTIN | Admin → Organisation → Tax | Appears as "Supplier GSTIN" on all invoices |
| Your firm's state | Admin → Organisation → Address | Determines CGST+SGST vs IGST split |
| Client GSTIN | Client record → Tax details | Appears as "Recipient GSTIN" |
| Client state | Client record → Billing address | Same state = CGST+SGST; Different state = IGST |
| GST rate | Invoice line item (default 18%) | Calculated on taxable amount |
| TDS rate | Client record → TDS settings | Deducted from payable amount on invoice |
Notification Settings
Control which system notifications are active and how they are delivered (email / in-app / WhatsApp).
| Notification key | Default | Who receives it |
|---|---|---|
| invoiceOverdueAlerts | On | Client contact (email) + ops team (in-app) |
| deadlinePreAlerts | On | Assigned consultant + account manager |
| documentUploadAlert | On | Ops team (in-app + email) |
| taskAssignment | On | Assigned consultant (in-app) |
| stageProgression | On | Account manager (in-app) |
| returnFilingReminder | On | Assigned consultant + manager |
Email (SMTP) Configuration
ZippCRM sends all outgoing emails through your configured SMTP server. Without SMTP configured, no emails will be delivered to clients.
Go to Admin → Settings → Email
Shows SMTP configuration panel.
Enter SMTP Host, Port, Username, Password
Use your firm's SMTP credentials or a transactional email service (SendGrid, Mailgun, SES).
Set From Name and From Email
This is what clients see in their inbox. Use something professional like 'ZippCRM Notifications
Click 'Send Test Email'
Sends a test message to your admin email. Confirm receipt before saving.
Save — emails are now active
All system-generated emails (invoices, alerts, notifications) will now reach clients.