XELENGINEERING GROUP

CRM Setup Form

Tell us how you want your CRM set up. It takes about 3 minutes.

1Your information

Your full name Business name

Phone Email

2Pick your CRM option

Option 1 – On your computerWe send you one file. You double-click it and your CRM opens. No monthly cost. Works on one computer only.

Option 2 – OnlineYour CRM has its own web address. Log in from any computer or phone. Your staff can use it too. Small monthly hosting cost.

How many people will use it?

3Your website Business name as it should show on your CRM Do you have a domain (web address)? Domain you want to use (example: www.yourbusiness.com)

Who hosts your website? If other, who? (optional)

4Your branding Brand colors (example: navy blue and gold) Upload your logo (PNG, JPG or WEBP, under 5 MB, optional)

No logo, or it's a different file type? No problem. Just email it to us after you send this form.

5What info do you want to keep track of?

Check all that apply.

Client name Phone number Email Home / business address Birthday How they found you Appointment dates Service they want Amount paid / owed Status (new, active, past) Follow-up reminders Notes

Anything else you want to track? (optional)

Website

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Thank you!

We got your answers. We'll reach out soon to start setting up your CRM.

If you didn't upload your logo, please email it to us.

XEL Engineering Group · Business Systems | Automation | Growth