First Name *

Last Name *

Email *

Business Profile Setup

Legal Business Name *

Business Registration Number *

Business Email *

Business Phone *

Mailing Address *

City *

ZIP Code *

State *

Country *

Logo

If you have a logo in PNG, JPG, or PDF format, you can send it. The suggested size is 350px × 180px, with a maximum file size of 2.5 MB. If you have the editable file, even better.

Authorized Representative

First name of the person in charge of the CRM *

Last name of the person in charge of the CRM *

Email of the person in charge of the CRM *

Integrations

Select the platforms you want to integrate with your CRM below. *

I need to have access (Username and Password) for each platform ready for the next meeting in order to update the integrations. *

Entendido

Website Credentials

If you want us to connect your website, you need to provide the following information:

Your domain (if you already have one)

Domain company *

Domain username *

Domain password *

Your hosting (if you already have one)

Hosting company *

Hosting username *

Hosting password *

Basic Information for Employee Onboarding (It can be you yourself.)

Employee first name *

Employee last name *

Employee email *

Employee phone number *

User role *

A2P Registration. This registration is necessary for you to be able to send texts.

Do you have a form with a communication consent notice and an option to opt out? *

Do you have a privacy policy page? *

Do you have a terms and conditions page? *

Do you have a corporate email that has been in constant use for more than 3 months? (It doesn’t necessarily have to be associated with the company, but you must have access to it.) *

Payment Method.

Essential to cover communication costs, among others.

Cardholder Name *

Card Number *

Expiration Date *

Security Code (CVV) *

Card type *

Billing Address Associated with the Card *

ZIP code Associated with the Card *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to 321-321-9222 for assistance. You can reply STOP to unsubscribe at any time.

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