Watch this video to learn about attaching contracts and documents in iMaxCRM.
Creating tasks
Watch this video to understand how simple it is to create Tasks in iMaxCRM.
Setting Up Your Phone in iMaxCRM
Hello and thank you for reading this article today! We are happy to help you set up your office Phone in iMaxCRM. Follow these steps below: From your iMaxCRM Home Screen, click Settings. 2. Next, Click “My Office Set Up” button. 3. Please read the red lines […]
Syncing Your Email with iMaxCRM
Hello and thank you for reading this article today! We are happy to help you sync your email with iMaxCRM. Here’s how you do it: Click the icon on the upper right-hand corner of the screen and select “My Profile”. 2. Click […]
Setting Up Your Profile
Now that you are logged in on our system, your next step should be setting up your system profile. And we are happy to show you how you can set it up! Click the icon on the upper right-hand corner of the screen and select “My Profile”. […]
Logging into iMaxCRM
Welcome to iMaxCRM! Logging into your iMaxCRM is very easy! After purchasing your software or signing-up to our Free Trial subscription, you will be given a unique username and password to work with iMaxCRM. To login to iMaxCRM, Open a web browser and go to www.imxcrm.com. The iMaxCRM homepage is displayed. […]
Import Realtor.com Lead to iMaxCRM
Get the Unique iMaxCRM Email Address Login to https://dashboard.realtor.com Click Settin Click Lead Settings 5. Click Change 6. Click Add Email, then select CRM(Customer relationship management) from drop down Enter the iMaxCRM Unique Email Address Select Plain text emails Click Save 7. Repeat the same step for Courtesy leads
Sending emails manually
Watch this simple video on manually sending emails using iMaxCRM.
Managing lead referrals
Watch this video to understand the referrals feature in iMaxCRM.
Creating Contacts
Watch this video to understand how simple it is create contacts in iMaxCRM.