How do I brand my CRM (name, logo, color)?
Set your agency name, logo, and accent color so every prospect email is yours.
Steps
- Go to the branding setup at /setup (or the "Brand your CRM" step in Getting Started).
- Enter your agency name — this is what prospects see on confirmations and reminders.
- Upload a square logo (transparent PNG works best).
- Pick your brand color, then send yourself a test email to confirm it looks right.
- Finish — your branding now applies to outgoing prospect email.
You can re-edit branding any time under Agency Admin → Agency Settings → Branding & Design.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.