Last Updated: May 19, 2025
Welcome to the Axiom Knowledge Base! Here you'll find everything you need to know about using our platform to manage your real estate business effectively. Whether you're just getting started or looking to master advanced features, our guides and tutorials will help you make the most of Axiom.
New to Axiom? We recommend starting with our First Steps Guide to get your account set up properly.
Properly setting up your Axiom account is the first step to success. This guide will walk you through the essential configuration steps to get your account ready for use.
Add your personal information, company details, and upload your profile photo to personalize your account.
Upload your logo, set brand colors, and customize email signatures to maintain consistent branding.
Choose choose the right plan for your business. You can change your plan at anytime from your account settings.
If you choose an non-free account, you'll be redirected to our payment page. We use Stripe to process your payment information.
This comprehensive tutorial guides you through setting up your Axiom account from start to finish.
The Axiom dashboard is your command center for managing leads, tracking emails, and monitoring performance metrics. This guide will help you understand the layout and functionality to maximize your productivity.
At the top of your dashboard, you'll find four essential metrics that provide a snapshot of your business performance.
View your newest contacts with easy access to their details. Each lead entry displays their name, email address, date added, and quick access to actions like editing or contacting them.
Track your latest email communications, including sender/recipient information, subject lines, and timestamps. Quickly compose new emails with the "Compose" button.
Monitor key email statistics including open rates, click rates, and unsubscribe rates to gauge the effectiveness of your email campaigns.
Pro Tip: Use keyboard shortcuts to navigate your dashboard more efficiently. Press Cmd + A to add a new lead, Cmd + C to compose a new email, and Cmd + R to refresh your dashboard.
| Navigation Item | Description | Key Functions |
|---|---|---|
| Dashboard | Your home screen with key metrics | View KPIs, recent activity, performance metrics |
| Leads | Comprehensive lead management | Add, edit, search, and organize your contacts |
| Emails | Email composition and template management | Create emails, manage templates, view email history |
| Reports | Detailed analytics and reporting | Generate insights on lead conversions and campaign performance |
Click the "+ Add Lead" button in the Recent Leads section to quickly create new contacts. Fill in the required information and save to add them to your database.
Click the "Compose" button in the Recent Emails section to create a new message. Select a recipient, choose a template or create a custom message, then schedule or send your email.
Each dashboard section includes a "View All" link that takes you to a comprehensive page for that category. This gives you access to the complete set of leads, emails, or campaign data.
Track email campaign effectiveness with Open Rate, Click Rate, and Unsubscribe Rate metrics. Use the dropdown menu to adjust the time period for more relevant insights.
Important: Your dashboard metrics will update based on your subscription limits. If you approach your usage limits for leads, emails, or templates, you'll see notifications prompting you to upgrade your plan.
This comprehensive tutorial guides you through all the features of the Axiom dashboard.
To send emails through Axiom, you'll need to connect your email account first. We support two primary methods:
Transfer your existing contacts from previous CRM systems or email marketing platforms to Axiom. See more information here.
Set up reusable email templates to streamline your communication. See more information here.
If you have a website, connect it to Axiom to automate lead capture. Review our API documentation for custom integrations and advanced functionality.
Launch your first email marketing campaign to engage with your audience. See more information here.
| Connection Type | Best For | Setup Time |
|---|---|---|
| Google OAuth | Gmail and Google Workspace users | 1 minute |
| Custom SMTP | AWS SES, Office 365, or other email providers | 3-5 minutes |
Your lead database is the heart of your Axiom experience. Learn how to add, organize, and manage your leads effectively.
| Method | Best For | Description |
|---|---|---|
| Manual Entry | Individual leads | Add leads one at a time with detailed information |
| Bulk Import | Existing databases | Import lead data from other email marketing platforms like MailChimp or Constant Contact. |
| API Integration | Advanced users | Automatically capture leads from your website |
Important: Ensure you have proper consent before adding leads to your database to comply with privacy regulations like GDPR and CCPA.
Effective email templates save time and ensure consistent messaging. Learn how to create, customize, and use email templates in Axiom to streamline your communication.
Start a new template by navigating to the Templates section and clicking "New Template".
Craft your template content with the rich text editor, adding formatting and personalization variables.
Include personalization tags like {firstName} or {companyName} to dynamically customize each email.
Send a test email to yourself to ensure everything looks perfect before saving the template.
Save your template with a descriptive name and categorize it for easy access in the future.
Pro Tip: Create a library of templates for different purposes - follow-ups, introductions, newsletters, etc. This will save you time and ensure consistent messaging across your communication.
Email marketing is a powerful tool for professionals of all industries. Learn how to create, send, and track effective email campaigns using Axiom's campaign tools.
Start a new campaign and set your campaign goals and strategy.
Choose which lead segments will receive your campaign.
Create your email content using the drag-and-drop editor or templates.
Schedule your campaign for the optimal time or send immediately.
Monitor opens, clicks, and conversions to measure campaign effectiveness.
Pro Tip: A/B test different subject lines to find what resonates best with your audience.
Launch your first email marketing campaign to engage with your audience: