Synergen Business Solutions CRM Onboarding

Please answer the below questions to the best of your ability and in a timely manner. If you have any questions, concerns, or need further clarification, please reach out to us before completing your submission.

Full Name *

Email *

Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Legal Business Name *

Business Email *

Business Website *

Business Phone *

Business Niche *

Business Physical Street Address *

Business Physical City *

Business Physical Zip Code *

Business Physical State *

Business Physical Country *

Business Time Zone *

Business Industry *

Business Type *

Business Registration Type *

Business Registration Number *

Authorized Representative First Name *

Authorized Representative Last Name *

Authorized Representative Email *

Authorized Representative Job Position *

Authorized Representative Phone Number *

Contact List Import

How many phone numbers do you need for tracking and inbound/outbound use? *

Will you be sending SMS/MMS Messages from any of these numbers?

Missed Call Text Back Activated? *

Company Branding information (Logos, Branded Colors, Fonts, etc)

Examples of Email Communications the company currently sends

Do You Wish To Provide Your Social Account Logins For Integration, Or Integrate The Accounts Yourself? *

Provide Login

Integrate myself

Instagram Username and Password

User agrees and acknowledges that to the extent applicable, it will: (i) maintain strict confidentiality of all names, passwords, or other credentials of User's Authorized End Users; (ii) instructing its Authorized End Users not to allow others to obtain or use their credentials or to access the Software.

TikTok Username and Password

User agrees and acknowledges that to the extent applicable, it will: (i) maintain strict confidentiality of all names, passwords, or other credentials of User's Authorized End Users; (ii) instructing its Authorized End Users not to allow others to obtain or use their credentials or to access the Software.

Google Business Page Username and Password

User agrees and acknowledges that to the extent applicable, it will: (i) maintain strict confidentiality of all names, passwords, or other credentials of User's Authorized End Users; (ii) instructing its Authorized End Users not to allow others to obtain or use their credentials or to access the Software.

LinkedIn Username and Password

User agrees and acknowledges that to the extent applicable, it will: (i) maintain strict confidentiality of all names, passwords, or other credentials of User's Authorized End Users; (ii) instructing its Authorized End Users not to allow others to obtain or use their credentials or to access the Software.

Facebook Username and Password

User agrees and acknowledges that to the extent applicable, it will: (i) maintain strict confidentiality of all names, passwords, or other credentials of User's Authorized End Users; (ii) instructing its Authorized End Users not to allow others to obtain or use their credentials or to access the Software.

What company is your domain provider? (Example: Go Daddy or WordPress) *

Would You Like To Provide Your Domain Provider Login Information For DNS Updates, Or Update DNS Records Yourself? *

Provide Login

Update DNS Myself

Domain Provider Username and Password

User agrees and acknowledges that to the extent applicable, it will: (i) maintain strict confidentiality of all names, passwords, or other credentials of User's Authorized End Users; (ii) instructing its Authorized End Users not to allow others to obtain or use their credentials or to access the Software.

Thank you for taking the time to complete, please click submit when ready. We will be in contact soon!

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