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Request Early Access Below

Full Name

*

Company Name / Organization?

*

Business Email?

*

What is your Title / Role?

*

How many seats/users will you or your organization need?

*

Please specify between each company unit (if any)

What departments will be onboarded?

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What departments will be onboarded?

Sales

Marketing

HR

Product Management

Business Intelligence / Data

Finance / Accounting

Legal

IT / Systems

Executive Leadership

Other

How do you plan on onboarding users?

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Are there any specific pain points the team has expressed within the current workflow?

How many tools / platforms is the team currently using?

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Please list your current tools/platforms

Is the team currently in the middle of or planning on adopting any new CRM-related software(s)?

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Which CRM platform(s) do you currently use?

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Which CRM platform(s) do you currently use?

Salesforce

Hubspot

Microsoft Dynamics

Go High Level

Monday

Pipedrive

Other

Which email client do you primarily use?

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Which email client do you primarily use?

Outlook App

Outlook Web

Google

Yahoo

Apple

Other

Are you comfortable with signing a Letter of Intent (LOI) to confirm our mutual understanding and commitment to piloting prior to adoption?

*

By submitting, you agree to be contacted by our team (dot.it). I agree to receive recurring automated messages at the email provided. You may unsubscribe at any time.