Get Your Software Rolling: Book Your Onboarding ASAP!
Just snagged our CRM & software? Sweet! Now, hit the ground running by booking your onboarding call within 72 hours. Here's the deal:
Zoom & Record: We'll Zoom through the setup (yep, it's recorded, so you can replay it)
TRM University: Dive into our customized course materials for extra know-how and set up savvy.
Quick tip: The sooner you book, the faster you'll be up and running. Don't forget to whitelist our emails so you don't miss access and updates. Let's do this!
Our emails:
TRMCRM: Streamlined Solutions for Smarter Financial Businesses.
6221 W Wilshire Blvd, Ste 3,
Oklahoma City, Oklahoma 73132