Effortless CRM Onboarding Solutions

Choose our fast track service or self-deployment with support to get started with your CRM.


Smooth Transition to Your New CRM

Get up and running quickly with our tailored onboarding options designed for your convenience and efficiency.

Rapid Setup for $199

Launch quickly with expert setup assistance.

Tailored Processes

Onboarding that adapts to your needs.

Free 24/7 Support

Always available chat and Zoom support.

Resource Availability

Access to extensive onboarding materials.

Frequently Asked Questions.

iMax Onboarding FAQ

What does the $199 onboarding service include?

Our $199 onboarding service includes personalized setup assistance from our dedicated development team. We handle everything from system setup, data migration, to initial user training, ensuring your CRM is fully operational in no time. This service is designed for businesses looking to get started quickly and without hassle.

How can I utilize the free chat and Zoom support for onboarding?

Our free 24/7 chat and Zoom support is available to guide you through the self-deployment process. Whether you have technical questions or need assistance configuring your CRM, our support team is on standby to help you every step of the way. You can initiate a chat or a Zoom call directly from our website at your convenience.

Can I switch from self-deployment to the rapid setup service after starting?

Absolutely, if you start with self-deployment and decide you need more direct assistance, you can opt for the rapid setup service at any time. Just contact our support team, and we’ll arrange for the transition to the paid service, ensuring a seamless continuation of your onboarding process.

What resources are available to help with CRM onboarding?

We provide a range of onboarding resources, including detailed documentation, how-to videos, and step-by-step guides. Additionally, our training sessions and webinars are great ways to get familiar with the CRM’s features and best practices. All these resources are designed to empower you and your team to successfully implement and use your CRM.

Our Successful Customers