9x12 CRM Help Center

How to sell, set up and deliver everything you sell

Guides for agencies on 9x12 CRM, and ready-made guides for your customers on your own domain.

NFC cards

How to sell NFC business cards to local businessesWho buys tap-to-share cards, how to price them, and how to bundle them with a bio profile so the card earns you a monthly fee, not just a one-off sale. 6 min read Where to buy and print NFC cardsWhich chip and card size to buy, where to get blank or printed NFC cards, how to print them yourself, and how to write the tap address to each chip. 8 min read NFC card orders and fulfilmentSell cards in your shop, let a paid order make the card codes for you, then print, write, test and ship them with the order's status keeping the customer informed. 6 min read

Bio profiles and review cards

Bio profiles on the business's own domainThe three addresses a profile can have (your domain, a subdomain of theirs, or a page on the website you host for them) and how to set each one up. 5 min read Google review cards that follow the rulesHow the review page works, why every customer is offered Google, and how to sell review cards and stands to local businesses. 4 min read Review invitations by text with TelnyxSend review invitations by SMS from the business's own Telnyx account, register it for US texting (10DLC), and stay within consent and quiet-hour rules. 6 min read

Websites, booking and billing

Sell websites to your advertisersBuild a business a website from a trade template in minutes, host it on their domain, and bill it monthly. 5 min read Sell online booking to local businessesGive a salon, clinic or trade business its own booking calendar with services, staff hours and reminders, and charge it monthly. 4 min read Bill your clients monthlyCreate plans for websites, booking and profiles, send a subscribe link, and get paid every month to your own Stripe or PayPal. 4 min read Sell printing, products and services in your shopList flyers, yard signs, NFC cards or design work with quantity prices and options, take payment online, and track each order to delivery. 4 min read

Guides for your customers

These guides are already on your own domain at youragency.com/help, with your agency's name and no mention of 9x12. Send customers the link when you deliver their cards, profile or website.

Your cards and profile

Set up your NFC cardLink a new card to your profile with one tap, test it, and show customers how to use it. 3 min read Manage your cards: taps, lost cards and namesSee how often each card is tapped, switch off a lost card, and move a card to another of your profiles. 2 min read Edit and share your profileChange your details, links and design, read messages from your profile, and share it everywhere. 3 min read Put your profile on your own domainHave your profile at card.yourbusiness.com (or yourbusiness.com/card) instead of someone else's website. 2 min read Get more Google reviewsHow your review card and review texts work, and the rules that keep your Google listing safe. 3 min read

Your website, booking and billing

Edit your websiteChange text, photos, hours and contact details, write blog posts and read messages from your website. 3 min read Your booking calendarSee today's bookings, manage appointments and share your booking page. 2 min read Your subscription and paymentsSee what you pay for, update your card and cancel. 2 min read

Questions about the postcard side, pricing or payments?Support and FAQ·Connect your agency's domain