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1
Overview
2
About you
3 Company profile 4 Business address 5 Your team & how you'll use it 6 What you're using today 7 Access & assets 8
Review & send
Client onboarding
Let's build your sales center.
We're setting up your Venderflow CRM — pipelines, calling, email, calendars, and the automations that tie them together. Tell us how your team actually works today and what you're moving away from, and we'll shape the build around it instead of handing you an empty box.
Takes about 10–15 minutesHave these ready
- Your company's legal address (it goes in the footer of every email you send)
- A link to your logo files
- Names and emails of everyone who needs a login
- Export or login for your current CRM, if you're migrating from one
- Have billing access ready for phone/email setup — we'll configure Twilio and SendGrid together on the kickoff call
Something needs attention.
Onboarding received.
Your answers are with the production team. Here's what happens next:
- We review everything and flag any open questions within 1 business day.
- You'll get secure access links by email for any platforms we listed - no passwords needed.
- Production kicks off with a visible queue, typically within 5 business days.