Platform Marketing

Let's confirm your business information ✅

Before You Get Started 💡

You do not need an EIN number to get approved for Phone Features.
However, if you have an EIN number, this will simplify approval.
If you have an EIN, use the legal business name and address exactly as on your EIN registration.
If you do not have an EIN, choose Sole Proprietor and provide your office/home address.

Fill out what you can below and we will be in touch to help you get setup correctly.

First Name *

Last Name *

Email *

This is the email you use to communicate with your Account Manager.

Account Manager *

Please choose your Platform Account Manager.

Business Email *

Business Website

Business Type *

Legal Business Name *

Must match what is on your EIN documentation (if you do not have an EIN number, use your legal name)

Business Registration Number (EIN)

NOTE: If you have a team and will need more than 1 phone number set up with phone features, your EIN is required. However, if you are a sole proprietor/solo agent, EIN is not required.

If you have an EIN, your address below should match what is on your EIN documentation.

If you do not have an EIN, use your office or your home address.

Address

Street Address

City

State

Country

Postal code

Preferred Phone Area Code

Choose the area code you prefer for your PlatformCRM phone number.

Headshot

PNG, JPEG or JPG ( max 3 Files )We need a headshot for the website we will setup to get you approved!

Upload Your Team Logo

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF