Client Onboarding Portal
Discover tutorial videos making account setup a breeze for every new client!
Initial Sub-Account Setup
How to Add User/s to the Sub-Account
How to Setup Users' Calendar
How to Add a Phone Number
A2P Registration for Phone Number
How to Connect A Sub-Domain
How to Connect Email Domain
How to Setup DKIM, DMARC and SPF
Integrations
How to Integrate Google Calendar
How to Integrate Social Media Accounts
How to Import Contacts
How to Install Chat Widget
How to Download Lead Connector App
How-To Videos
How to Schedule Social Media Posts
How to Create Email Templates
How to Set Up QR Code
How to Set Auto Missed Call Text Back
How to Set Up Facebook Auto Reply
How to Quickly Create Deal Pages
How to Set Up Email & Survey Notification
How to Manage Engagement Score
How to Customize Calendar Widgets
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The all-in-one CRM for real estate fundraisers & property managers.
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REIDOC Agency provides software and marketing services only. We are not a broker-dealer, funding portal or investment adviser and do not offer securities.