notag.png){kind=logo}
CDRE CRM Setup Guide
Ilumni assists you in setting up your CRM using the same platform we utilize.
Our first step is to confirm you have the necessary requirements for a smooth CRM setup process.
The most critical requirement is your business registration, which we must provide so the platform can verify your business.
This verification is known as 10DLC registration. It's mandatory to ensure your text messages are delivered reliably through the CRM.
We will handle the entire submission process for you.
1. Business Registration
Information We Need:
-
Tax ID:
Your U.S. Employer Identification Number (EIN).
-
Legal Business Name:
The full, legal name of your business.
-
Business Type:
Your entity type
(e.g., LLC, Corporation, Sole Proprietorship).
-
Registered Address:
The exact street address registered with the IRS/state.
2. Website Compliance
What We Need to Prepare:
-
Domain Page:
An active, functional website of your company.
-
Domain Email:
An email address linked to your domain
(e.g., name@yourcompany.com).
-
Business Phone Number:
Your official company number
(Primary Office Line).
-
Privacy Policy:
A dedicated sub-page on your website
(e.g., https://yourwebsite.com/privacy-policy).
Second, we require a company website and your business contact information.
The main importance of having an online website for the CRM setup is the mandatory "Privacy Policy" page. This page is required by the carriers behind the platform to ensure we are following opt-in messaging compliance.
Specifically, your business website must meet two requirements. Please confirm that your website administrator has implemented these changes:
-
Opt-in Language
The primary contact form must have explicit language clearly stating that the user consents to be contacted via call, email, and text. It must also include clear opt-out instructions (e.g., "Reply 'STOP' to opt-out").
-
Privacy Policy
Your website's privacy policy must state that you do not sell or share phone numbers with third parties for marketing or promotional purposes. We can help set this up for you once your website is ready.
You can review a sample policy here:
Ilumni Institute Privacy Policy.
Upon confirming that all initial requirements are complete, we will move forward with activating your project tool accounts.
We will guide you through the available monthly subscription tiers and recommend the ideal plan to ensure you have the necessary features while optimizing your investment
3. Project Tools
What We'll Be Setting Up!
-
FollowUpBoss – CRM
-
Trello – Visual Project Management