Settings · Apex CRM

Apex CRM / Settings

Your account is getting set up.

Loading your account setup...

Live

            
            Setup complete
          
0%
0 of 6 steps done

Integrations

of 4 connected

RCS brand

Not submitted

Verify to earn the brand badge

13 / Settings

Your business number

Provision a local 10DLC number for SMS and RCS outreach. Once verified, your number gets the RCS brand badge shown to every recipient.

Telnyx / Sent.dm provisioning

Your number is routed through Telnyx and submitted for RCS brand verification through Sent.dm. Verification takes 2 to 4 business days.

Not provisioned

Not set

RCS brand registration not submitted

Provision a number

Area code 3 digits We will find available numbers in your chosen area code.

Provisioned number read-only once set

13 / Settings

Connect your Google or Microsoft calendar via Nylas so Apex can book appointments directly and sync availability in real time.

Google Calendar / Microsoft 365

Powered by Nylas. Apex reads your free/busy schedule and creates confirmed appointments in your calendar on every booking.

Not connected

13 / Settings

Connect your Meta Business Manager ad accounts so Apex can launch, pause, and optimize Facebook and Instagram campaigns on your behalf.

Meta Business Manager

Authorize via Meta OAuth. Then select which ad accounts under your BM to give Apex access to.

Not connected