CRM Intake Form

CRM Intake Form

Business name*
Business industry*
Website URL*
Main Point of Contact*
Phone Number*
Email*
example@example.com
Business Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Logo*

Cancelof
Business Colors (in hex codes, if available)*

Business Purpose (please explain in detailed)*
Lead managementAutomationEmail and Text marketing
YesNo
If "Yes" how many and what stages should they include?*
YesNo
If you answered "yes" what CRM is it?

How many users will need access?*

Rows	First and Last Name	Roles	Email Address
User 1
User 2
User 3
User 4
User 5

Business phone number for calls/SMS*
Please enter a valid phone number.Format: (000) 000-0000.
Email address for outbound campaigns*
example@example.com
YesNo
YesNo

YesNo
If yes upload your sample forms here

Cancelof
YesNo
What is the calendar you're using for scheduling?*

What tools do you currently use?*
Please note that the only tools that we can integrate inside the CRM are: Stripe, Zoom, Calendly, Google calendar and Mailchimp
What social media do you have*
Please note that we can integrate all your social media account into the CRM for easier access
Signature*

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Date*

MonthDayYear
Date
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