COMMUNITY AND ONBOARDING
The platform comes with the people who've built it hundreds of times.
Buying a CRM is the easy part. The hard part is making it work the way your company works, without spending three months figuring it out by trial and error. That's why the subscription isn't just access: it includes onboarding, community, videos, templates and checklists. At no extra cost, on every plan.
FROM ACCOUNT TO AUTONOMY
What's included
- 01
Onboarding
You don't start alone staring at an empty account. We walk you through the first steps, so the foundation is built around the way your company works — not around a generic template.
- 02
Configuration video library
Full platform configuration videos, from the first user to the last workflow. Always available, at each person's own pace. When someone new joins, you don't repeat the training — the material is already there.
- 03
Ready-made templates
Pipelines, automations, forms and communications already built. You start from something that works and adapt it, instead of starting from zero and discovering what's missing halfway through.
- 04
Checklists
They tell you what to do next and — more importantly — what not to do yet. They follow the method: process, CRM, automation, AI. It's the difference between configuring once and configuring twice.
- 05
The community
Insurance brokers, pharmacies, estate agencies, manufacturing and B2B services. Different sectors, same pain: the lead nobody saw, the follow-up that didn't happen, the history only one person has. You see how each of them solved it before you try alone.
What this changes in practice
You start faster. No weeks lost deciding where to begin — the order is already defined and tested.
You don't configure twice. The most expensive mistake in a CRM implementation isn't choosing the wrong tool, it's building it before understanding the process.
Your team becomes self-sufficient. The goal isn't for you to depend on us. It's for your team to know how to use the platform — and to keep knowing when new people join.
Questions everyone asks
Does this cost anything?
No. Onboarding, community, videos, templates and checklists are included on every plan, from Basic to Corporate.
Do I need to be technical?
No. The videos, templates and checklists were made for people who run a business, not people who write code. If you can explain how your company sells, you have what's needed.
How long until the CRM is working?
It depends on the state of your processes, not on the tool. Companies with a clear sales process start in days. Companies still defining it take weeks — and it's time well spent, because it's what stops you configuring twice.
What if I don't have time to do this myself?
Write to us. There are ways we can support the configuration and train your team. They always start with a conversation about your processes, not with a fixed package.
Watch first. Decide after.
All of this comes with the platform. Before that, it's worth seeing Attraxion Pro working.