General Settings

Settings live under PrimoCRM then Settings, organized into tabs: Email Settings, SMTP, Spam Protection, Custom Fields, Double Opt-in, Migration, and System Status. Pro adds its own tabs, such as License. This page covers the general options. Sending is covered in Sending and Deliverability, spam protection in Spam Protection, and licensing in Licensing.

Business details

Set your business name and address under Email Settings. These populate the smart codes used in email footers and content:

{{crm.business_name}} falls back to your site title if left blank.
{{crm.business_address}} appears where you place it, typically the footer.

A complete, accurate physical address in your footer is a common anti-spam requirement, so fill this in before sending real campaigns. See Personalization and Smart Codes.

Sending

Choose how email leaves your site under SMTP: PHP Mail, any SMTP server, or a Pro email service provider. Full guidance is in Sending and Deliverability.

WordPress user sync

Under Migration, PrimoCRM can import your existing WordPress users and automatically create a contact whenever a new user registers, so your CRM stays in step with your site’s user base. You can set the default status new synced contacts receive, which is Subscribed by default. Pair this with the WordPress user registered automation trigger to welcome new users.

Custom fields

Define and manage custom fields from Settings. Fields you create here appear on every contact profile and in the smart-code picker.

Danger zone: data removal on uninstall

By default, uninstalling PrimoCRM leaves your data in the database so you can reinstall without losing anything. If you want a full cleanup when the plugin is deleted, enable the data-removal option at the bottom of Email Settings. It is off by default and only removes data if you explicitly opt in first. On multisite it is handled per site.