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Onboarding

From the first call to a working system

Six steps. Each one says what we do, what we need from you, how long it takes and how it closes. The first steps carry no cost, and no credit card is requested during the trial.

The six steps

A typical build is live in about four weeks. Simple ones land sooner; nothing here is billed until you have seen it working.

  1. 01

    Discovery call

    Day 0 · 30 min

    We look at what you have today — site, tools, where enquiries land — and agree which of the 14 industry builds fits. Nothing is bought at this stage.

  2. 02

    Workspace opened

    Same day · no card

    Your CRM is created with the pipeline, custom fields and KPIs of your industry already loaded. Free while you evaluate, and no credit card is requested during the trial.

  3. 03

    Your data comes in

    Week 1

    Contacts, catalogue or inventory, rates and calendar are imported from whatever you keep them in — a spreadsheet or an export from your current tool. We map and check every record; nothing is retyped by hand.

  4. 04

    Site and intake go live

    Week 2

    The industry template is published with your content, and every form, booking link and chat on it writes straight into the CRM. Online payment is wired to your own collection account — customer money reaches you directly, never through us.

  5. 05

    Automations switched on

    Week 3

    Follow-up sequences, reminders and reports start running on your pipeline. You approve every message before it sends.

  6. 06

    Review and decide

    Week 4

    We put the month's real numbers on the table — enquiries in, answered, converted — and you decide whether to continue. Support is in Spanish and English while your plan is active.

What we need from you

None of this has to be tidy. We take it however you keep it and clean it up on our side.

Payments are wired to your own collection account, so customer money reaches you directly and never passes through us. Plans are billed month to month with no lock-in, and we tell you before each charge.

Three tracks

The six steps above are the standard build. Two verticals run a longer, more specific version.

Any of the 14 industries

Template plus vertical CRM, launched on the six steps above. Each industry has its own pipeline, fields and KPIs — see the per-industry onboarding pages on FracMO.

See industry onboarding →

Real estate brokers

Your listings are published across a network of bank-branded portals from inside the CRM, and every enquiry those portals generate comes back to you automatically. We are a technology intermediary, not a brokerage.

How it works for brokers →

Golf clubs

A 30-day pilot on your real member roster: tee sheet, dues with payment links, member portal and the club website. Eight steps, measured with one number at week four.

The eight-step pilot →
Book the discovery call Back to industries