Welcome to Your Agent CRM Profile

Hi Jonny, your system is now active and ready for you to complete a few easy steps so you can begin using your CRM within no time!

If you've already set up your password via our welcome email, you're all set for the next steps. If not, click here to set or reset your password.

Step 1:

Verify Your Information

We've pre-filled your agent profile with the information provided when your account was created.

Please take a moment to review your agent and agency details below.

Agent Information:

Current Profile Image:

Name: Jonny B

Mobile: (203) 528-1214

Email: [email protected]

Professional Title: Sales Agent

Agency Information:

Profile Logo:

Agency Name: Agency/Upline Name:

Address: Business | Street Address, Business | City, Business | State Business | Zip Code

Main Phone: Business Main Phone #

Step 2:

Update Your Information (if needed)

If you need to correct or update your profile image, logo, or any details, click the "Update Your CRM Profile" button below and fill out the "Profile Customization Form."

Once done, click "Ready to Finalize and Submit 🚀" to save your changes.

Be sure to review all sections, including agent and agency details.

Update Your Profile Information

Choose an option below to add or update your CRM marketing system.

Once you’ve finished updating your CRM profile, select "Ready to Finalize and Submit 🚀" to proceed and submit your updated information.

Add / Update Contact Information

Add Your Professional Business Picture Options

To upload an image, take a picture with your phone or upload a professional photo above.

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About Me / Mission Statement

Your "About Me" or "Mission Statement" provides clients and prospects with insight into your professional values and objectives. This statement will be featured on your digital business card, booking pages, and throughout the sales funnels in your CRM’s marketing tools.

Current Statement: Need Inspiration? Here’s a Sample Statement: "I am dedicated to delivering exceptional service and trustworthy advice to help my clients achieve their financial goals." Feel free to modify and paste in the field above.

Need Inspiration? Here’s a Sample Statement: "I am dedicated to delivering exceptional service and trustworthy advice to help my clients achieve their financial goals." Feel free to modify and paste in the field above.

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Update Your Agency Info & Logo Below

Add Agency/Business Logo

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AgentReview.Net Profile Review Link

Instructions for Customizing Your Digital Business Card and Sales Funnel pages in your CRM

Here you can customize the colors for your Digital Business Card and Sales Funnel pages to match your personal or agency branding. Follow these simple steps:

  1. Open Color-Hex in a new tab: Use this tool to select your preferred colors for the background, buttons, text, and borders.

  2. Copy the HEX codes: Once you’ve chosen your colors, copy the corresponding HEX codes (e.g., #FF5733).

  3. Paste the HEX codes: Return to this form and paste the HEX codes into the appropriate fields below.

Customization Fields

Choose your background color. Current: #ffffff
Choose your button color. Current: #000000
Choose your button text color. Current: #ffffff
Choose your border color. Current: #oooo11

After submitting your selections, you’ll be redirected to your agent profile where you can see how your Digital Business Card and Sales Funnel pages look. If you’re not happy with the result, or if you want to update your colors at any time, you can return to this page to make changes.

Ready to Finalize and Submit 🚀

You’re almost done! After you click "Submit," your updates will be processed and applied to your profile. Please note that it may take a minute for the changes to appear.

Once submitted, refresh your browser to see the updates reflected in your profile and across all your marketing templates. If you need to make any additional changes, you can revisit this page at any time.

When you’re ready, click "Submit" to finalize your updates.

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Refresh Your ProfileClick here to refresh the page and view your updated information

Step 3:

Access Important Links & CRM Marketing Number

"My Client Direct Number":

Here, you will find important links and numbers for your CRM. These tools will allow you to share your Digital Business Card (DBC) and easily connect with clients.

CRM/Marketing Number ("My Client Direct"): (203) 528-1214

Important Note:

This CRM number forwards directly to your mobile phone. Please save it in your contacts along with your Mobile, Email, and DBC Booking Link (which you can [Click Here to Open]).

This will ensure that you can easily connect with clients and know when you’re receiving calls through your CRM number.

Step 4:

Download the CRM Mobile App

Managing your CRM has never been easier! To download the CRM mobile app, open your Agent Profile Link from your welcome email on your phone, then click your phone type (Apple or Android) to download. If you already have the app, you’re all set!

Apple Users

Apple Users

Android Users

Android Users

Last Steps:

Complete Your Agent CRM Activation and Connect and Fine-Tune Your System for Seamless Client Management

Now that your CRM is almost ready to run seamlessly, it’s time to dive into the Agent CRM Training Hub where you’ll get step-by-step guidance to ensure everything is set up perfectly.

What You’ll Do in These Steps:

- Integrate your calendar and set your availability

- Set up notifications and personalize communication

- Upload your database of clients and leads

Ready to complete your CRM setup?

Click the button below to open the Agent Training Hub and start following the easy, step-by-step instructions to make your CRM work for you!

Tip: It’s best to open the Agent Activation Hub on a mobile device or secondary screen so you can follow along with the training videos, pause, and rewatch if needed as you complete each step directly in the CRM.

Need CRM Support?

If you’re having issues with your CRM setup, our support team is here to help. Click below to submit a support ticket, and we’ll address your concern or schedule a Zoom call if needed.

Contact Support:

Email: @
Phone: @

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