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Client Onboarding β€” CRM Setup & Deployment

Welcome! This form gathers everything we need to build and launch your CRM. It takes about 20–30 minutes. A couple of items (verifying your email domain) can take a few hours for DNS to propagate, so start those first. You'll need access to your domain's DNS settings and about 15 minutes to create two free accounts.
⚠️ About the credentials in this form: This form collects access tokens and API keys. We use them only to deploy your CRM, store them encrypted, and you can revoke any of them the moment setup is done. The two most powerful tokens (Supabase + GitHub) can optionally be sent to us through a secure 1Password / Bitwarden share instead β€” there's a checkbox for that in the Core Infrastructure section.