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Go-Live Checklist

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The Go-Live checklist takes you through the must-do steps to efficiently set up your business’s essentials before moving on to CRM.COM’s set up so you can go live.

IDENTITY MANAGEMENT, eWALLETS & PROMOTIONS

Additional settings to complete the basic setup for a solution based on Identity Managements and eWallets & Promotions solution.

Business

Go-Live Checklist

The Go-Live Checklist takes you through the basic steps required from Business sign up to going live.

Continue by going through one, or even both, of our “Get started on checklists” depending on your business’s main flows.

SUBSCRIPTIONS & COMMERCE

Additional settings to complete a Subscriptions & Commerce solution.

MERCHANTS | SERVICE PROVIDERS

Refer to this checklist if you are a Merchant or Service Provider collaborating with the Business. (depending on the Business’s model and terms)

Subscriptions Template

Subscriptions & Billing Template

If you are a Subscription business, export and complete this Template, and return it to us, so that we may understand your business needs and assist with your setup process.