Serenity Kickoff Form
Important Contacts
The "Sales Manager", below, is the person who will receive notifications of new lead/quote requests and website contact forms.
The "Hiring Manager" is the email address that receives notifications of new job-application forms.
Domain, DNS, & Website
We require access to your Domain DNS settings to configure email and the client portal of the Serenity Account. Please add an account for hello@serenitycrm.io as a user to your current Domain or DNS provider. If you need help with this please send us a message.
Voicemail
We will use the audio file you upload here as the message callers hear when they leave a voicemail. If you need a tool to record a file we recommend:
Windows: Voice Recorder app already installed
Apple/iPhone: Voice Memos already installed
Android: Voice Recorder app in app store
Calendars
Please let us know how you make use of calendars and calendar bookings links. You may be using tools like Calendly or OnceHub for this currently.
Payments & Contracts
Please let us know how you are using contracts and payments now. If you are sending contracts please provide those here so we can recreate them.
I agree to terms provided by Serenity.