HelloCRM Admin Guide: Configuring Integrations, Permissions & Billing
A CRM that isn’t properly configured can cause more trouble than it’s worth
. If your email, phone, WhatsApp, and permissions are only half-connected, your team wastes time and risks exposing sensitive data
.
In this comprehensive guide for Power Users, we walk through the HelloCRM admin console and settings to ensure your system is wired correctly and safely from day one
. Learn how to manage the "operating system" of your business—from connecting Twilio and WhatsApp to setting up complex Role-Based Access Control (RBAC)
.
What you will learn:
Core Integrations: Connect providers for SMS, WhatsApp, Email (Gmail/SMTP/SES), and Voice
.
Permission Management: Configure RBAC for contacts, deals, and campaigns to ensure team members only see what they need
.
Brand Identity: Set up custom domains, logos, and professional email signatures
.
Billing & Operations: Manage Stripe subscriptions, track SMS/WhatsApp credits, and use the Admin Dashboard for usage analytics
.
Developer Tools: Implement tracking code snippets and webhooks for external automation
.
Timestamps:
0:00 – The danger of a misconfigured CRM
0:30 – Overview of the Settings Sidebar
1:30 – Connecting Providers (SMS, WhatsApp, Voice, Email)
2:15 – Branding, Logos, and Custom Domains
3:00 – Security & Notification Preferences
3:45 – Email Signatures & Sender Labels
4:15 – Tracking Codes & Developer Webhooks
4:45 – CRM Consent & Lifecycle Defaults
5:15 – User Permissions (RBAC) & Team Access Levels
6:00 – Stripe Billing & the Admin Console
6:30 – Pro Tip: Settings as an "Operating System"
7:30 – Next Steps: Connecting your first channel
Next Step: Ready to turn HelloCRM into your central operating system for revenue? Start by connecting one email provider and one messaging channel today