MINT | CRM

Client Resources

On Boarding

Provide your information to streamline the on-boarding process.

Submit a Ticket

Easily report issues or request support by filling out the online ticket form, ensuring prompt assistance from our technical team.

Technical Support Call - 15 Minutes

Schedule a quick 15-minute call to discuss any technical issues you’re experiencing.

New Client Intake Form

Complete the form below to initiate the new client on-boarding process.

Business Profile

Please fill in only information about your practice below

Legal Business Name *

Business Tax ID/EIN *

Practice Phone *

Practice Email *

Practice Website *

Authorized Representative

Please fill info all information with the name of the person who will be your point of contact

First Name *

Last Name *

Job Title/Position

Phone *

Email *

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Click to Schedule a 15 Minute Call

Submit a Request

Complete the form below to submit a service request to the MINT support team

Checking this box means I consent to receive SMS and Email notifications, alerts, and occasional marketing communications that may include updates, promotional offers, and other relevant information about products and services from Mint|CRM. I am aware that message frequency varies and that standard message and data rates may apply. I acknowledge that I have read and understand the Mint|CRM Privacy Policy and Terms of Service; I can opt out of receiving SMS and email communications from Mint|CRM at any time by replying STOP.

Have a request or inquiry?

Whether you're looking to request a feature, update your account, or report an issue, or simply have a general question, this form is your gateway to tailored support. Submit your request, an dour dedicated team will cultivate it into a seamless solution designed just for you!

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