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Branding

SalesOS supports white-label branding so the platform looks and feels like your own product. Customize the logo, colors, email templates, and more. Upload your company logo to replace the SalesOS branding:
  1. Go to Admin > Branding
  2. Click Upload Logo under the Logo section
  3. Upload your logo file

Logo Requirements

PropertyRequirement
FormatPNG or SVG (transparent background recommended)
SizeMaximum 2MB
DimensionsRecommended 200x60px (horizontal layout)
VariantsUpload both light and dark versions for proper display
The logo appears in:
  • Sidebar navigation
  • Login page
  • Email notifications
  • Exported reports (PDF)
  • Browser favicon (square version auto-cropped)

Colors

Customize the color scheme to match your brand:
1

Go to Admin > Branding > Colors

Open the color configuration panel.
2

Set primary color

Your primary brand color. Used for buttons, links, active states, and highlights. Enter a hex code or use the color picker.
3

Set secondary color

A complementary color for accents and secondary elements.
4

Preview

The preview panel shows how your colors look across different elements (buttons, sidebar, cards).
5

Save

Click Apply Colors. Changes take effect immediately for all users.

Customizable Color Elements

ElementDescription
Primary colorButtons, links, active states
Sidebar backgroundNavigation sidebar background
Sidebar textText color in the sidebar
Header backgroundTop bar background color
Accent colorHighlights, badges, notifications
SalesOS automatically adjusts text contrast based on your background colors to maintain readability. If a combination has poor contrast, you will see a warning.

Login Page

Customize the login experience:
  • Background image — Upload a custom background for the login page
  • Welcome message — Custom text displayed on the login page
  • Custom URL — Available on Enterprise plans, use your own domain (e.g., sales.yourcompany.com)

Email Templates

Customize the appearance of system emails:
  • Header — Your logo and brand colors
  • Footer — Custom footer text (company name, address, links)
  • Invitation email — Customize the text of user invitation emails
  • Notification emails — Adjust the template for notification emails
Keep email customization professional and consistent with your other company communications. Include your company name and support contact in the footer.

White-Label Options

On Enterprise plans, additional white-label options are available:
  • Remove “Powered by SalesOS” from the footer
  • Custom domain — Access the platform at your own URL
  • Custom email sender — Emails sent from your domain (e.g., noreply@yourcompany.com)
  • Custom favicon — Your own browser tab icon

Resetting to Defaults

To reset all branding to the SalesOS defaults:
  1. Go to Admin > Branding
  2. Click Reset to Defaults
  3. Confirm the action
Resetting branding affects all users immediately. The change is visible on the next page load.

Next Steps