Complete This Before Your First Onboarding Session

We're excited to have you on board. To ensure we get things just right, take a couple minutes to answer these important questions.

Confirm Your Personal Contact Details

First Name *

Last Name *

⚠️IMPORTANT: Use the same phone & email that was used to sign up for CRMX

Phone *

Email *

Whats Your Shipping Address?

Address

Street Address

City

State

Country

Postal code

Confirm Your Business Information

Business Name *

Website

How Many Employees In Your Company? *

Team Size

How Long Have You Been In Business? *

Less than 1 yr

1-2 yrs

3-5 yrs

6-10 yrs

10+ yrs

What industry are you in? (onboarding) *

Home Services

Coaching or Consulting

Other

Which Home Service Industry Are You In?

What industry are you in?

How do most of your leads come from currently? (check all that apply) *

Customer referrals

Social Media posts

SEO Efforts

Facebook Groups

Door-to-door/Direct Sales

I run my own ads

An Ad agency runs ads for me

I’m not getting leads yet

Direct Mail Campaigns

Cold Email Campaigns

How do you typically reach out to your new leads initially? *

Email

SMS/Calls

Online Chat

Video conferencing

Social Media DMs

How does the typical first time customer buy from you? *

Over the phone

In-person meeting

Webinar/Events

Online Sales Page/Shopping cart

Other

What are the BIGGEST challenges you are currently facing with managing clients/leads? *

Are you currently using other CRM tools or software? If yes, what are they? *

What challenges are you currently facing with your existing tools? *

What is the PRIMARY goal or objective for using CRMX? *

Lead generation and conversion

Increase sales efficiency

Streamline marketing processes

Enhance customer relationships

Create online reviews and referrals

Other

Are there any specific features or functionalities you want to explore first inside CRMX? *

General contact management

Automation/Workflow Builder

AI Agents (Chat & voice)

2 Way Email/SMS Messaging

Sales Pipelines

Mobile App

Forms, Surveys, & Quizzes

Website Builder

Funnel Builder

Built-In Follow Up System

Web Chat

Advanced Calendar Management

Advanced Data Analytics

Inbound Calls Interactive Voice Response (IVR)

Learning Management System(LMS)

Social Media Planner

Proposals & Estimates With Verified Signatures

Invoicing & Payments

Affiliate/Referral System

QR Code Generator

Calendar & Booking Manager

Course Creation

Reputation Manager

Are there any specific integrations you require? *

Lead source

Project Management tool

Calendar tool

Others

Where did you find out about CRMX? *

Anything else you want to share and discuss during our onboarding session? *

By submitting this form, you agree to receive marketing text messages and phone calls from CRMX at the number provided, including calls made using automated technology, prerecorded messages, or AI-generated voice. Consent is not a condition of purchase. Reply STOP to opt out of texts, or request removal from calls at any time.

Complete This Before Your First Onboarding Session

We're excited to have you on board. To ensure we get things just right, take a couple minutes to answer these important questions.

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