ACCOUNT SET UP FORM

Your Information

First Name

Last Name

Phone *

Email *

Organization

Address

City

Country

State

Postal code

Your Business

Business logo

Goals and Objectives: (What are your primary goals and objectives for using our CRM? What do you aim to achieve?)

Describe Your Core Business: (Briefly explain your business's main activities and focus.)

Target Audience: (Who is your primary target audience or customer demographic?)

Sales/Lead Generation Process: (Outline your current sales or lead generation process, if any.)

Pipeline Stages: (Describe the stages involved in your current sales or business process if any. For example: Lead, Opportunity, Proposal, Negotiation, Closed-Won, Closed-Lost, etc.)

Any Special Requests or Comments:

Website Information

Website

Professional Picture

Website - Design Preferences: (Do you have specific design preferences or examples you'd like us to consider? Please share any reference websites, colours or ideas.)

Website Content: (Provide details about the content you'd like to include on your website, e.g., About Us, Products/Services, Contact Information, etc.)

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.