AssociatesCRM Platform
Drag to reorder · toggle active to show/hide in the quote tool
Each band multiplies the base price of band-scaled services. Band 0 (Nil) must have multiplier 1. Changes apply immediately when saved.
| # | Label | Multiplier |
|---|
x-xama-secret. Webhook URL to enter in Xama: https://dokodopvdhvzrqbthejk.supabase.co/functions/v1/xama-webhookFirm-wide constants merged into every Letter of Engagement and the Terms & Conditions — supervisory body, complaints body, insurer details and default notice period.
One letter template per entity type, merged with deal-specific details (primary officer, manager, start date, fees) when a Letter of Engagement is generated. Every letter automatically bundles the Schedule of Services for each enabled service and the Terms & Conditions below.
Write the responsibilities text for each service. These are bundled after the Engagement Letter for every enabled service on the deal.
This text is shown on the client's proposal page when T&C is enabled on a share link. HTML supported.
Sent automatically to the client the moment they sign a proposal (or Letter of Engagement) — their signed Proposal PDF, and the LoE PDF if one was bundled, are attached automatically. We're BCC'd at hello@msfassociates.co.uk. HTML supported.
Tokens: [FirmName] [ClientName] [PrimaryContact] [PrimaryContactFirstName] [CurrentDate]
Used by the "Draft email" button on deals. Drafts are created in Missive for review — nothing sends automatically. Placeholders: {{first_name}}, {{last_name}}, {{company}}, {{my_name}}.
These tasks are loaded by default when a deal moves to the Onboarding stage. Drag to reorder.
Changes save instantly. Existing deal checklists are not affected — only new deals moving into Onboarding will get the updated defaults.
Create named checklists for different service types (e.g. Payroll, Accounts, Full service). When a deal is marked won, you'll be prompted to pick which one applies.
Connect your Brevo account to manage email lists and trigger automation workflows directly from contact pages.
Find your key: Brevo → Settings → API Keys → v3 API key.
Your Brevo lists — available in contact page dropdowns for list management and automation triggers.
Used for BCC email capture — any email BCC'd to your inbound address is automatically logged on the contact page.
yanuuheloo.resend.app
BCC any outbound email to bcc+{token}@yanuuheloo.resend.app to auto-log it on the deal or contact page.