№ 01 — THE MANUAL

How can we help?

Guides, tutorials, and answers. All set in plain English.

№ 02 — THE GUIDES

Six things, step by step.

01 / 06

Import your leads

Get your existing leads into XtremeCRM in under a minute.

  1. 01Go to the Leads page and click 'Import CSV'.
  2. 02Upload your CSV file — it auto-detects columns like Name, Phone, and Address.
  3. 03Map any unmatched columns manually using the dropdown.
  4. 04Click Import and your leads are live in the CRM.
02 / 06

Add team members

Invite your acquisitions manager, dispositions team, or VA.

  1. 01Go to Settings → Team (owner and admin only).
  2. 02Click 'Add Team Member' and enter their name, email, and password.
  3. 03Assign a role: Admin, Acquisitions, or Dispositions.
  4. 04They'll receive login credentials and see the CRM based on their role.
03 / 06

Share your VA form

Let your VA submit leads directly without a login.

  1. 01Go to Settings and find your VA Form Link.
  2. 02Copy the link and send it to your VA.
  3. 03They can submit leads with name, phone, address, notes, and temperature.
  4. 04Leads appear in your CRM automatically under your organization.
04 / 06

Follow-up reminders

Never forget to call a seller back.

  1. 01Open a lead and change the Contact Status to 'Short Term Follow-Up' or 'Long Term Follow-Up'.
  2. 02Short term: weekly reminders for 3 months. Long term: biweekly for 6 months.
  3. 03After the schedule completes, it transitions to monthly reminders.
  4. 04You'll get both in-app notifications and email reminders.
05 / 06

Manage your subscription

Upgrade, downgrade, or update payment details.

  1. 01Go to Settings → Billing (account owners only).
  2. 02Click 'Manage Subscription' to open the Stripe portal.
  3. 03From there you can update your card, view invoices, or cancel.
  4. 04Cancellation takes effect at the end of your billing period.
06 / 06

Roles and permissions

Control who sees what in your organization.

  1. 01Admin: Full access to everything including team management and billing.
  2. 02Acquisitions: Access to leads, deals, tasks, and documents.
  3. 03Dispositions: Access to buyers, deals, and matching features.
  4. 04Invited team members inherit the account owner's plan limits.
№ 03 — THE QUESTIONS

If you're wondering, you're not alone.

“ Click 'Sign in' on the login page, then use the Google sign-in option if you originally signed up with Google. For email accounts, click the 'Forgot Password' button on the login page and we'll send a reset link.

“ Currently, data export is available through the admin panel. Contact support if you need a full export of your leads, buyers, or deals.

“ The Team page is only visible to users with the Admin role. If you're an invited team member with Acquisitions or Dispositions role, you won't see it.

“ Make sure you're sharing the correct link with your VA team. If the form is still not working, reach out to us through the CRM or at support@xtremecrm.online.

“ Open the lead and click 'Delete Lead' at the bottom. Deleted leads move to Trash and are automatically purged after 30 days. You can restore them from the Trash page before then.

“ Yes. Use the Team Members dropdown inside a lead to assign multiple people. They'll all see the lead and can add comments and tasks.

“ Only active leads count. Deleted leads (in trash) don't count toward your 20-lead limit.

“ Go to Settings → Billing and click 'Upgrade'. You'll be taken to a secure Stripe checkout page. Once payment is confirmed, your limits are removed immediately.

№ 04 — STILL STUCK?

Our inbox is open.

Real people. A reply usually lands within a few hours.

support@xtremecrm.online