CRM Forms
Please provide the final draft only. Please check all items carefully before providing final approval, as any alterations requested subsequently will incur additional charges.
Letter of Engagement Form
Please complete the letter of engagement. Work cannot commence until this is signed, authorised and returned to BDCo.
Click Here User Info Request form
These are the users / staff that will be using the CRM within your team. Please provide the final details only. Changes provided subsequently will accrue additional cost.
Click Here Contact Import Request form
This is your existing database of contacts / customers that you wish to import into the database. Please provide the final details only. Changes provided subsequently will accrue additional cost.
Click Here Custom Fields Request form
These are the 10 custom fields that are in addition to the basic fields. Please provide the final details only. Changes provided subsequently will accrue additional cost.
Click Here Email Template upload form
These are the 5 initial templates that you wish to have included in the system. 1 doc file per template. They are your most commonly used emails. Please provide the final details only. Changes provided subsequently will accrue additional cost.
Click Here E-signature Upload Form
These are the 5 email signatures for your team, that will be users in the CRM. 1 doc file per user. Please provide the final details only. Changes provided subsequently will accrue additional cost.
Click Here Preview Meeting Sign Off Form
After we provide you with a demo of the first email signature and email template, this is the sign-off form that gives us the approval to build the final items. Please check all items carefully before providing final approval, as any alterations requested subsequently will incur additional charges.
Click Here 
