Team       

• Grant team members access to only certain things in the account

• Task reminders to go myself or my team members

• Integrates with slack for team communication

Calendar

• Unlimited Calendars

• Paid classes or appointments

• Allows some appointment types not shown to the public (clients only)

• Automatically send appointment reminders via email and/or text  

Website

• Unlimited Websites

• Unlimited Funnels

• Unlimited Domains

• Website and funnel templates

• Ability to create standalone pages, theme pages, site pages, and funnel pages

• Blogging

• Unlimited forms and surveys – create a quiz!

• Wordpress hosting

• Countdown timers

• Analytics for tracking funnel performance and orders

Communication

• Email and texting available

• Ability to receive leads from Facebook, Instagram, LinkedIn, Google my Business all in the same place

• Receive inquiries through a web chat form on your website

• Quick "reply-to" templates

• Track conversations all in one place

• Integrate with Group Track CRM to track your leads on Facebook/ Instagram

• Make phone calls from this CRM

• Integrate WhatsApp Business to communicate with leads/ clients

• Fun text features: Text “Word” to XYZ number and start an automation. Automatically reply based on positive or negative intent. Have a FAQ Conversation. SOOOO many cool things it can do!

Education

• Unlimited courses or memberships

• Community (same as a private Facebook group) with course/ membership

• Unlimited products inside courses and memberships

• Ability to add or revoke access to courses under certain circumstances

• Provide certificate of completion for my educational courses

• Provide quiz for course material

• Client portal where they can access their courses, communities, memberships and create their own member profile

• Transfer your courses from Kajabi!  

E-Commerce

• Sell products on website

• Integrates with existing Shopify store

Payments

• Send clients invoices

• Use order forms to make purchases

• Document payments via check

• Autopay available

• Send Invoices automatically when someone signs up for program

• Send proposals and estimates to my leads

• Accept Donations (Suggested and they can input their own amount)

• Integrates with Quickbooks

• Payment Processors: Stripe, Paypal, AMI, Authorize.net – no additional services fees from CRM  

Agreements

• Client agreements (which can be automated)  

Social Media Marketing

• Social media scheduled in one place (Facebook Pages, Instagram, LinkedIn, LinkedIn Pages, TikTok, Google my Business, X (Twitter)

• Recurring post option (ie: every Monday post Motivation Monday)

• Pinterest RSS Feed Integration

Contacts

• Upload contacts via spreadsheets you may already have

• Filter and segment contacts
  (tags, custom questions, dates, etc) ·        

• Unlimited Custom fields and questions

• Keep notes on contacts

• Upload documents/ PDF’s into contacts

Pipelines & Opportunities (Lead Tracker)

• Track leads or clients through your customized stages and phases

• Trigger automations when they move to the next stage

• Lead Value at easy glance

• Track conversion rate

Automation

• Automated follow up

• Build a consultation template to help with follow up

• Use AI to communicate with leads

• Automation features such as trigger-based workflows, and split testing

Reviews

• Show your Reviews from your Google My Business Page on your website/ funnels

Affiliate Program

• Affiliate program for products and services available

Mobile App

• Mobile app to help me run the business

Templates

• Create your own templates

• Get access to other templates to make it easy  

Customer Support

• Human customer support (= Elaine) who is here to help you every step of the way  

Marketplace: There are TONS of integrations (free and paid)

• HIPPA compliance available (additional cost)

• IDX Integrations for Real Estate (Free)

• Zoom integration (Free)

• Webinar (additional cost)

• SEO tool (free)

• Integrate with Click Up or Monday (additional cost)