CRM Access Intake

Share the details we need to access your CRM and build your AI follow-up / disposition workflow.

What you’re authorizing

Login access so MEC can configure AI agents and workflows for dispositions and follow-ups.
Permission to edit those agents/workflows inside your CRM (not unrelated account settings).

Full name *

Work email *

Phone

Company *

CRM platform

CRM login URL *

CRM username *

CRM password *

Sent only to MEC team email (encrypted in transit). Prefer a dedicated user with edit rights on AI agents/workflows.

Access / permission notes

Additional notes

Submitted over HTTPS · dual delivery to tomaso@ & matt@