Get all of your questions answered in our dedicated support channel.

LIVE CHAT/VIDEO SUPPORT HOURS

Monday - Friday 8:00am CST - 5:00pm CST

Prefer to complete your onboarding with a member of our team? Book a 1:1 onboarding call with on of our specialists.

Get all of your questions answered through text

TEXT SUPPORT HOURS

Monday - Friday 8:00am CST - 5:00pm CST

Join us on Tuesdays at 10:00am CST for a full system walkthrough and deep dive into the onboarding steps.

Welcome !

Please complete the modules below to begin using your CRM

STEPS IN RED SHOULD BE COMPLETED THE SAME DAY THAT YOU SUBSCRIBE TO THE CRM

Step 1: Sign & Submit

Step 1 - Sign Your User Agreement + Complete Your Onboarding Form

Goal of this step:

Activate your Phoenix CRM account and submit the information our team needs to build your system.


Quick Action Checklist (2–3 minutes)

✔️ Open the email you just received from Phoenix

✔️ Sign your User Agreement

✔️ Complete the Onboarding Form (linked below)

Once both are submitted, our team can begin customizing your account.


Your Required Forms

✒️ User Agreement

Check your inbox — the agreement was just emailed to you. Please sign it before moving forward.

✍️ Agent Onboarding Form ($89 package + $199 package)

Submit your business details, branding assets, and preferences here:

Click to Fill Out the Agent Onboarding Form 

✍️ Agency Onboarding Form ($499 package + $999 package)

Submit your business details, branding assets, and preferences here:

Click to Fill Out the Agency Onboarding Form

If you cannot complete it right now, you’ll also receive a copy via email. Please submit it as soon as possible.


⚡ Why this matters

The sooner we receive your onboarding form, the sooner we can:

Install your branding + complete your agent website

Set up your phone system

Prepare your email deliverability

Configure your CRM workflows

Clients who complete this step within 24 hours are the fastest to launch successfully.


Need Help? Optional Walkthroughs

If you’d like to watch this step in action or follow detailed instructions, choose what you prefer:

▶️ Video Walkthrough (Loom)

A quick visual guide showing exactly where to go and what to click.

https://loom.com/share/2c1f7a4b643e4689859779e41325845b

Resources

Download our Lead Connector mobile app - CLICK HERE

Submit a Support Ticket - CLICK HERE

Knowledge Base - Coming Soon

Product Roadmap - Coming Soon

"Success is not final, failure is not fatal: It is the courage to continue that counts." Winston Churchill

Daily Activities

Create & Launch

Calendars

Appointments

Courses &

Memberships

Email &

Campaigns

Funnel &

Website

Welcome

Calendars

Appointments

Courses &

Memberships

Email &

Campaigns

Get all your questions answered in our dedicated support channel.

Office Hours

Wednesdays @ 4pm CST

Collaborate with other users in our ever growing Facebook community.

Download our Lead Connector mobile app - CLICK HERE

Submit a Support Ticket - CLICK HERE

Quick Start Training

Download the Google Maps App

In this video we show you exactly how to download and use the Google Maps App to enhance your visibility on Google.

Setup A2P SMS Compliance

A2P is a new regulation on text messages. Get certified and start sending strategic text messages from the platform.

Start Getting Reviews

4 ways to get reviews... Upload a Spreadsheet, leverage our FB Group, use the platform, and the Coaching Call.

Setup Your Free Google Screened Ad

Google gives you a free ad at the top of search results. You only pay when you get a lead. Get your free ad ASAP!

Mondays

1 PM CST | ZOOM

Join our support calls for all your questions regarding tech, ads, and strategy.

Wednesdays

12 PM CST | COACHING

We cover something new every week. Watch the replays here of past recordings.

Fridays

1 PM CST | ZOOM

Join our support calls for all your questions regarding tech, ads, and strategy.