Welcome To The New Aspire CRM

On a mission to create the best software available for all of Aspire’s partners, we have tireslessly put together an experience like you’ve never seen. Welcome to the new, smarter way to make money. 

Welcome To The New Aspire CRM

On a mission to create the best software available for all of Aspire’s partners, we have tireslessly put together an experience like you’ve never seen. Welcome to the new, smarter way to make money. 

ADDING NEW LEADS:

Watch this short video to learn how to add new leads to the platform. This can be anyone that you interact with that would be a good fit for the service and someone you want to follow up with. Simply fill out the form, select the service, and you’re off to the races!

CONTACT CARDS:

Watch this short video to learn all about contacts and how to manage them. This is a full walkthrough of the contact card, the tabs at the top, how to utilize the cards, and finally how to add/edit information if needed. 

CONTACT CARDS:

Watch this short video to learn all about contacts and how to manage them. This is a full walkthrough of the contact card, the tabs at the top, how to utilize the cards, and finally how to add/edit information if needed. 

SCHEDULING:

After you get them added, it’s time to schedule that interview. Here’s the quick and easy way to manage your appointments right inside the new CRM. You can add new appointments, reschedule, and even cancel. Our intuitive dashboard let’s you leave notes every step of the way. 

CONTRACTS

Watch this video to learn all about contracts. Regardless of service, we have made it easier than ever to send a contract to your new Channel Referral Partners! Learning how to do it is less than 2 minutes away. 

CONTRACTS

Watch this video to learn all about contracts. Regardless of service, we have made it easier than ever to send a contract to your new Channel Referral Partners! Learning how to do it is less than 2 minutes away. 

THE SEARCH:

The function you’ll probably use the most… search. In this short video, I break down how to use the search function to both sort and find any contacts in the platform. Never wonder about that lost lead again with this powerful search function! 

GETTING HELP:

Finally, this is how to reach our dedicated support team in case any issues arise on the new CRM. If you need more videos, have any issues with the platform, or just need help… we’re only an email away. Watch this video to learn how you can get help for the platform.

GETTING HELP:

Finally, this is how to reach our dedicated support team in case any issues arise on the new CRM. If you need more videos, have any issues with the platform, or just need help… we’re only an email away. Watch this video to learn how you can get help for the platform.