Welcome to AwesomeCRM.com! Your login instructions are on their way to your email inbox. While you wait, take a moment to watch the short video below to kickstart your onboarding journey!
Get Started with your new AwesomeCRM Platform
This onboarding process will help you get set up with your new CRM and learn how to use it. It is divided into two parts:
1. Pre-onboarding survey: This survey will collect some basic information about you and your business. This information will be used to set up your CRM.
2. Onboarding calls: There will be 2 calls. The first call will go through the technical set up of the CRM and the second training call will get you started with the most important features of your CRM. These calls will help you get set up with the CRM and learn how to use it on a day-to-day basis. Your second training call will be scheduled after you complete the first tech call.