BDM Documentation

Documentation Configuration Guide

BDM Plain CRM Configuration Guide

Complete guide to configuring and customizing BDM Plain CRM for your business needs

Configuration Sections

Initial Setup API Keys Custom Fields Permissions

Smart Configuration System

BDM Plain CRM comes with intelligent defaults and guided setup to get you running quickly, with extensive customization options for advanced users.

Quick Setup
5-minute initial configuration
Full Customization
Tailor to your workflow
Enterprise Security
Advanced security controls
Performance Tuning
Optimize for your scale

Initial Setup

Getting Started Checklist

License Activation

Verify your BDM Plain CRM license is active and valid

2

Company Workspace Setup

Configure your company information and workspace

3

Regional Settings

Set timezone, currency, and localization preferences

Prerequisites

System Requirements

  • • Valid BDM Hub license
  • • PHP 8.1+ with Laravel framework
  • • MySQL 8.0+ or PostgreSQL 13+
  • • Redis for caching and sessions
  • • SSL certificate for HTTPS

Quick Start Command

Run the setup wizard to configure basic settings:

php artisan bdm:crm:setup

This command will guide you through essential configuration steps including company setup, admin user creation, and basic system preferences.

API Key Management

API Key Configuration

Configure API keys for integration with other BDM applications and external services.

Production API

Active
bdmcrm_prod_key_****************
Rate limit: 1000/hour Usage: 237/1000

Development API

Active
bdmcrm_dev_key_****************
Rate limit: 100/hour Usage: 12/100

Custom Fields & Tags

System Tags

Hot Lead Cold Lead Qualified VIP

Custom Fields

Company Size
Select dropdown
Lead Score
Number field

User Roles & Permissions

Permission Admin Manager User Viewer
View Contacts
Create/Edit Contacts

BDM Plain CRM Configuration Guide v1.0