Audition Guy
From free trial to first login

Know what happens before you start.

See how your 14-day free trial works, how your login arrives, what support is included, and how to get help if you do not want to set everything up yourself.

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What happens next

Five steps from checkout to an account your team can use.

Choose a plan, create your login, connect the essentials, and decide whether your team will build the system or CRMX will help.

  1. 01

    Start your 14-day free trial

    Choose Pro or Unlimited, enter your contact details, and securely add a card. Your software subscription is $0 today.

  2. 02

    Your CRMX account is created

    Your selected plan is applied and your new CRMX workspace is prepared automatically.

  3. 03

    Check your welcome email

    Look in your inbox, Promotions, and spam or junk folder. Use the CRMX link to set your password and open your account.

  4. 04

    Connect the essentials

    Confirm your company details, invite users, connect calendars, and choose the part of the customer journey you want to improve first.

  5. 05

    Build it—or get help

    Use included support, tutorials, and training while your team builds, or choose a done-for-you CRMX service.

Included with software

Building it yourself does not mean building alone.

The monthly subscription does not include CRMX building your system for you. It does include support and learning resources to help your team move forward.

Explore every support option
24/7 support

Live in-app chat, tickets, tutorials, and screen-share support for complex questions.

Training

CRMX Academy, tutorials, and live office-hour style guidance help users learn faster.

AI tools

Voice, chat, and appointment-booking tools are available for your team to configure and train.

Choose how much help you want

The software is the same. How you get it working is your choice.

Build with your own team, get help with a focused need, or let CRMX design and build the complete lead journey with you.

01 · Use your team

Build it yourself

Choose Pro or Unlimited, follow the onboarding guide, and use the included support and training.

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02 · Get focused help

Let us handle a specific need

Have CRMX get the account ready, turn new leads into appointments, or connect your sales operation.

See what we can build
03 · Build the whole journey

Plan the complete system

Have CRMX help design and build the funnel, AI employees, lead response, booking, follow-up, and reporting.

See the Revenue Flywheel
Start with confidence

Choose your plan knowing what happens next.

You can set up CRMX with your own team, use the included support, or add done-for-you help whenever you want it.

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