AOSAgency CRMOnboarding desk
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BUILT SPECIFICALLY FOR REAL ESTATE MEDIA AGENCIES

Get your CRM live without waiting for an onboarding call.

Follow a proven 60-minute setup path, connect the tools you already use, and ask the grounded AOS assistant whenever you get stuck.

Start with step 1
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01

THE OPERATING RULE

AOS owns the relationship. Your order platform owns the job.

Keep contacts, conversations, sales follow-up, and relationship status in AOS CRM. Keep orders, appointments, invoices, media, and delivery in Aryeo, HDPhotoHub, Tonomo, or Spiro.

THE 60-MINUTE SETUP

Go in order. Prove each layer before the next.

Use test records you control. Never use a real prospect for the first workflow or integration test.

015 min

Sign in and check your profile

Confirm the right account, location, time zone, and notifications.

Exact click pathapp.aoscrm.com → Settings → My Profile → General
Open AOS CRM

DO THIS IN ORDER

  1. 1

    Open app.aoscrm.com and sign in with the exact email address that received the invitation.

  2. 2

    Check the workspace name in the upper-left corner. Switch locations before continuing if it is not your agency.

  3. 3

    Choose Settings in the lower-left menu, then choose My Profile.

  4. 4

    Confirm your name, phone number, time zone, and notification preferences. Select Update Profile if you changed anything.

YOU ARE DONE WHEN

  • Your agency name appears in the workspace switcher.
  • Your profile time zone matches the time zone used for customer appointments.
  • You can return to the main dashboard without an invitation or permission error.
Something does not match?
  • Invitation missing: check spam and quarantine, then request one resend. Do not create a second user.
  • Wrong workspace: use the workspace switcher in the upper-left corner.
  • Wrong time zone: fix it before creating appointments, tasks, or workflows.
Open AOS CRM
AOS CRM My Profile screen with the Settings navigation and profile tools visible1Settings area2Choose My Profile3Update your profile
Real AOS CRM screen · My Profile is selected in Settings
0210 min

Connect Gmail or Outlook

Bring one-to-one customer email into the Conversations inbox.

035 min

Create one clean test contact

Prove your contact standard before importing a customer list.

0415 min

Build the sales pipeline

Create the eight-stage New Business Sales pipeline and one test opportunity.

0510 min

Connect calendar and safe automation

Use AOS for sales meetings and start with a record-only workflow.

0615 min

Run the launch proof

Test the full path with non-production data before inviting the team.

GROUNDED HELP, NOT GUESSWORK

Ask the AOS Setup Assistant.

It searches the approved onboarding knowledge base and returns the matching checklist plus official documentation. If the answer is not in the knowledge base, it says so.

AOS SETUP ASSISTANT

“One customer relationship equals one sales opportunity. Individual photo shoots stay in your order platform.”
Source: Module 4 · Sales pipeline

ORDER PLATFORM CONNECTIONS

Choose one source of truth, then connect it once.

Start with a one-way flow into AOS CRM. Add two-way updates only after field ownership, duplicate rules, and recovery steps are documented.

01Best self-service path

Aryeo

Aryeo → Zapier → LeadConnector

Start with Customer Created. Add Order Created only for the first-order milestone.

02Vendor assistance may be required

HDPhotoHub

Webhook/API → Zapier → LeadConnector

Request current plan-specific webhook instructions before configuring an endpoint.

03Starter plan or above

Tonomo

Tonomo webhook → Zapier → LeadConnector

Use booking-created or order-status events and test realistic customer data.

04Start with New Client

Spiro

Spiro webhook → Zapier → LeadConnector

Use later listing or invoice events only when they drive a defined customer action.

DEFINITION OF READY

Do not call it live until the proof passes.

Download the full guide