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🚀 CRMX New Customer Roadmap (First 30 Days)

Follow the steps in the Roadmap below.

Complete Every Step

✅ Unless marked optional, complete every step in this roadmap for optimal results.

Optional Items

⚠️ = Highly suggested but optional steps that can enhance your CRMX experience but aren't required.

🔑 Setup Fundamentals

Essential setup steps to establish your CRMX foundation in the first phase of onboarding.

Add Business Profile
  • Add Personal Profile
  • Connect Domains
  • Configure Email
  • Setup Phone Number (A2P Verified)
  • Connect Social Media Channels
  • Integrate Personal Calendar
  • Add Data Credits

📦 Get Organized

Essential organizational steps to build your foundation, set up key systems, and connect your team to the CRMX platform.

Import & Build

  • Import Your Contacts
  • Build Basic Website
  • Build Links Page for Social Media
  • Add the Links Page to Your Social Channels

Setup Systems

  • Build Lead Funnel
  • Add Chatbot to Website
  • Setup Team Calendar

Connect & Create

  • Add Team Members
  • Download the CRMX Mobile App
  • Connect Google Business Profile
  • Create Smart List for Paying Customers

🧪 Test Everything

Thoroughly test your CRMX setup across website functionality, communication systems, and social media integration to ensure everything works flawlessly before launch.

Website & Funnel Testing

  • Add a Test Contact
  • Publish Your Website & Lead Funnel
  • Test Website Chatbot
  • Test Lead Funnel

Communication Testing

  • Send Test SMS
  • Send Test Email
  • Make a TestPhone Call
  • Send Your First Email Broadcast
  • Manage Conversation Inbox (Mobile/Desktop)

Scheduling & Social Testing

  • Book a Test Appointment
  • Test Sending a Google Review
  • Schedule First Social Posts via Scheduler

🚀 Launch

Begin active implementation of CRMX into your daily operations, configure key systems, and start building automated workflows.

✅ Publish your website and lead funnels
  • Add the links page to your social channels
  • Send your first email broadcast to your list
  • Schedule your first social posts
  • Manage the conversation inbox from your mobile app or desktop