You are never alone. We build it with you.

How GetIDX CRM Implementation Works

A simple step-by-step process to help local service businesses set up, automate, and use a CRM system with confidence.

We guide you from scattered leads and manual follow-up to a clear CRM system built around your real workflow — with setup, training, and human support.

Every New IDX Account Starts With Setup & Training

Before we activate the package you selected, we prepare the CRM so it is ready for your business and your team.

You’re not handed an empty account and expected to figure it out. We set up the foundation, personalize it with you, and show you how to use it.

Step 1 — We Set Up Your CRM

We create your CRM, configure the basics, add your users, and prepare the system for your business.

  • CRM Account Setup

  • IDX Master System Installation

  • Basic Account Configuration

  • Users & Permissions

  • Logo & Brand Colors

Step 2 — We Personalize It With You

We configure the services you purchased around the way your business works.

Step 3 – We Train Your Team

We show your team what they need to know — without overwhelming them with features they don't need.

Step 4 — You Practice. We Troubleshoot.

We troubleshoot, answer questions, and help your team get comfortable using the system.

Step 5 — We Complete a Final Review

We confirm the essential pieces are working and get you ready to use the system day to day.

Then Your System Can Grow With You

Your initial setup becomes the foundation for everything else you add to IDX.

Start with the package you need today. As your business evolves, we can activate additional capabilities without starting over.

Capture & Follow Up · Appointments · AI Receptionist · Sales & Payments · Marketing · Websites · Digital Ads · And more.

You’re not buying software and figuring it out alone.

We build it with you.

you are not alone

Common Concerns

(Totally Normal)

  • “I’m not good with technology.”

  • “I don’t have time to learn another tool.”

  • “I tried something like this before and gave up.”

That’s exactly why we do this with you — step by step.

REAL OUTCOMES

What Changes After Your CRM Is Set Up

  • You feel more confident using your system

  • You stop forgetting follow-ups

  • Your leads are easier to track

  • Your day feels more organized

  • Your business feels lighter

Less stress. More clarity. More control.

WHO THIS IS FOR

This is for you if…

You run a small business or small team

You are already getting leads, but follow-up feels inconsistent

You want a simpler system without more complexity

You value support, implementation, and real guidance

You do not need to be tech-savvy. You just need the right support and the right system.

Ready to Build a CRM System With Support?

You do not need to figure this out alone.

GetIDX helps you set up, automate, and understand your CRM system so your business can capture leads, follow up faster, and move more opportunities toward becoming clients.

Start here:

  • We explain everything in simple terms

  • We build around your real workflow

  • We guide you step by step

  • We help your team use the system with confidence

No pressure. No complicated tech talk. Just clarity on your next best step.

GetIDX is operated by Intelligent Digital eXperience, formerly Imagine Digital eXpressions and previously known online as IDX.Marketing. We now specialize in CRM systems, lead follow-up, and automation support for growing businesses.

CONTACT US

  • 8865 Commodity Circle Ste 14-101

    Orlando – FL 32819

  • (321) 321-9222

© 2026 IDX. All Rights Reserved. Privacy Policy. Terms of Service. LLMs

© 2026 IDX. All Rights Reserved.

Privacy Policy. Terms of Service.