// AFTER YOU PAY

HOW WE SET UP YOUR CRM

1. 01

   INTAKE FORM

   You fill in a short form: company details, domain and the modules you want.

2. 02

   YOUR ACCOUNTS

   You create the accounts that will belong to you, following our step-by-step guide, and invite us as collaborators.

3. 03

   WE BUILD

   We create your copy of the CRM from our template and connect your accounts.

4. 04

   WE TEST

   We run a full test (an appointment, an estimate, an invoice and a text message) and send you a short checklist to confirm.

5. 05

   HANDOVER

   Your data, database and domain are yours, and you get the full source code on your own accounts. Inside the app you add your team, service ZIP codes and sales tax rates, and import your customer list (we help if your file needs adjusting). Then you have 14 days to test. Later changes are quoted separately.

// WHAT WE NEED FROM YOU