Welcome to Acrematic
Let's get your account ready
Complete these initial steps so our team can understand your needs and prepare your account for a successful onboarding.
These initial steps should take approximately 10–15 minutes. Your full account setup will be completed with support from our onboarding team.
Start here
Your getting started checklist
Complete these steps before your onboarding call so we can make the most of our time together.
Be prepared
What to prepare before your call
Not every item will apply to your business. Bring whatever you currently use, and our team will help determine what needs to be transferred or configured.
Your onboarding journey
What happens after you sign up?
We'll guide you through each stage of the setup process, from your first call through launch and continued support.
Prepare for onboarding
Complete your questionnaire, gather your setup materials, and book your onboarding call.
Attend your onboarding call
Meet with your Customer Success Manager to discuss your business, current processes, goals, and account requirements.
Account configuration
Our team will configure the applicable parts of your account, which may include pipelines, fields, users, domains, communications, imports, integrations, automations, and documents.
Review and testing
You and your Customer Success Manager will review the completed setup, test important processes, and identify any revisions that may be needed.
Follow-up and training
Attend a follow-up session to review your account, learn the platform, and address any remaining questions or setup items.
Launch and continued support
Once the main setup has been reviewed, your team can begin using Acrematic. You'll continue to have access to training resources and technical support.
Every account is different. Your implementation timeline will depend on the amount of data, customization, integrations, and configuration your business requires.
Your onboarding
Your onboarding checklist
Use this checklist to keep track of the information and actions needed during your onboarding. Your progress is saved only on this device and is not submitted to the Acrematic team.
Explore the platform
Get familiar with Acrematic
Explore the core areas of Acrematic and learn how they support your day-to-day operations.
Keep your records organized
Manage your contacts and property information in one place, giving your team a complete view of every lead and property.
Learn more →Track every lead and deal
Follow leads and properties through your acquisition and disposition processes using customized pipelines and stages.
Learn more →Manage communications in one place
View calls, text messages, emails, and other conversations without switching between multiple tools.
Learn more →Automate repetitive follow-ups
Use automated workflows to send follow-ups, create tasks, notify your team, update records, and move leads through your processes.
Learn more →Research and manage properties
Review parcel information, research properties, and access mapping tools directly from your Acrematic account.
Learn more →Create and manage documents
Prepare, send, and track contracts, agreements, and other documents connected to your contacts and opportunities.
Learn more →Quick answers
Frequently asked questions
What happens during the onboarding process?
Your onboarding begins with a call with your Customer Success Manager. During the call, we'll learn about your business, review your current processes and tools, and identify what needs to be configured, imported, or recreated in Acrematic. Our team will then work through the applicable setup items and schedule a follow-up session to review your account.
How long does onboarding usually take?
The timeline depends on the amount of data, integrations, and customization your account requires. During your onboarding call, your Customer Success Manager will review your needs and provide a clearer implementation timeline.
What should I prepare before my onboarding call?
Please prepare any contacts, property records, pipelines, document templates, branding files, automations, email or SMS templates, and details about the tools you currently use. Don't worry if you don't have everything ready. Your Customer Success Manager will help you identify what is needed.
Can Acrematic import my existing contacts and properties?
Yes. Our team can help import your existing contacts and property records. Please provide the files in CSV or Excel format whenever possible. We'll review the information and confirm any formatting or field-mapping requirements before the import.
Can you recreate my existing pipelines and automations?
Yes. We can review your existing pipelines, stages, and automations and determine what can be recreated in Acrematic. Complex workflows or integrations may require additional review, testing, or development.
When can I start making calls and sending text messages?
You can begin making calls after a phone number has been added to your account and the necessary calling settings have been configured. Businesses sending text messages to US phone numbers must also complete A2P registration. Your SMS capability may be limited until the registration is approved.
What is A2P registration?
A2P registration verifies your business and its intended use of text messaging. It is required by US mobile carriers to help protect consumers and reduce spam. Approval times vary, and carriers may request additional information or corrections during the review.
Can I transfer my existing phone number to Acrematic?
In many cases, yes. Number transfers require verification and supporting documents from your current provider. Availability and processing time will depend on the number type and the provider currently holding it.
Can Acrematic connect with my other tools?
Acrematic supports a variety of integrations and can also connect with external applications through supported automation platforms and APIs. Share the tools you currently use during your onboarding call so our team can review the available options.
What should I do if I encounter a technical issue?
Submit a support ticket and include a clear description of the issue, the affected contact or record, the steps you took, and screenshots or a screen recording whenever possible. Providing specific examples will help our team investigate more quickly.
For faster assistance, include the affected contact, property, opportunity, workflow, or account area in your request. Screenshots and screen recordings are always helpful.