Want your CRM to feel like your business, not just a tool you’re renting?
The Account Customizer is where the magic happens.

It’s the one section of Agent CRM that pulls your brand across your entire system—from your email templates and funnels to your booking links and website pages. Whether you’re just getting started or refining your setup, filling out the Account Customizer is a must-do first step.

đź’ˇ Why the Account Customizer Matters

Without updating your Account Customizer, your CRM may look:

  • Generic

  • Incomplete

  • Unprofessional to leads or clients

Once filled in, every asset automatically reflects your brand, including:

  • Logos

  • Color themes

  • Profile info

  • Signature

  • Calendar links

  • Social proof and more

One setup = total personalization across your system.

âś… What You Can Do Inside the Account Customizer

When you open the Customizer, you can:

• Add Your Business Details

Input your:

  • Business name

  • Contact info

  • Personal bio and credentials

  • NPN or license number for credibility

• Upload Your Branding

  • Logo

  • Brand colors

  • Digital signature
    This info syncs to your emails, appointment reminders, and website pages.

• Drop in Testimonials & Social Links

Build trust by uploading:

  • Client reviews

  • Links to your Facebook, Instagram, or LinkedIn pages
    Perfect for boosting credibility on landing pages.

• Sync Your Calendar Link

Paste your booking link (from the Calendar tab) into the Customizer so that:

  • All automated emails

  • Funnels

  • Campaigns
    …pull the right calendar for appointments.

This ensures leads always schedule with you and not the default system calendar.

🛠️ Where to Find It

Inside your account, go to:
Top-left corner > Account Customizer

Once you’re in, you’ll find guided steps to fill out everything quickly and easily.

🎥 Want to Watch a Walkthrough?

Visit your Activator > Phase 1 and watch:
👉 “Fill In Account Customizer”
This step-by-step video walks you through exactly what to update and why it matters.

✨ Pro Tip:

Block 20–30 minutes when first setting up your CRM to complete the Account Customizer. It’s the fastest way to make your system:

  • Look professional

  • Work properly

  • Feel like your own brand from Day 1

Ready to Make Agent CRM Truly Yours?

👉 Start your 14-day free trial and complete your Account Customizer today—so your CRM works for your brand, not someone else’s.


Click And Play, FAQ, Getting Started, Software, Technology

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