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Quiz Results:
Yes, I test drove 12 CRM's just for you!
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3 users included with basic plan
Calendar
No Calendar
1 Website
20 Funnels
1 DomainFunnel creation for various purposes (lead generation, webinars, product sales, etc.)
Customizable templates for landing pages and funnels
Countdown timersAbility to create standalone pages, theme pages, site pages, and funnel pages
Blogging
Customization options for templates, including photos, headlines, buttons, etc.
Analytics for tracking funnel performance and orders
Unlimited Forms
Funnel Template Examples
Email marketing features including broadcasts, workflows, and customizable templates
Course creation and management capabilities
Community feature for engagement and interaction
E-Commerce
Storefront and customer center for online businesses
Integration with multiple payment options (PayPal, Stripe, Klarina, Coinbase, NMI)
No Agreements, Contracts, Proposals
No Social Media Integrations
Segment your Leads
Import via CSV
Tags
Add Attributes and Label (Custom Fields)
Track leads
Automations
Automate follow up
Build a consultation template to help with follow up
Automation features such as trigger-based workflows, and split testing
No Google my business Integration
No Affliliate Program
Mobile app to help me run the business
Create your own templates
Get access to other templates to make it easy
18 Best Email Marketing Templates For Sales Funnel Success (Blog)
Customer Support = Submit a Ticket
Integrates with
Active Campaign
Aweber
Beehiv
Blastable
Constant Contact
ConvertKit
Get Response
GoTo Webinar
Hubspot
Keap
Klaviyo
Mailchimp
Ontraport
Pipedrive
Sendlane
Slack
Twilio
Webinar Fuel
Zoho CRM
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
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
Unlimited Websites
Unlimited Funnels
Unlimited Domains
Website and funnel templates
Ability to create standalone pages, theme pages, site pages, and funnel pages
BloggingUnlimited forms and surveys – create a quiz!
Wordpress hosting
Countdown timers
Analytics for tracking funnel performance and orders
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" templatesTrack conversations all in one placeIntegrate 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!
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!
Sell products on website
Integrates with existing
Shopify store
Send clients invoicesUse order forms to make purchases
Document payments via checkAutopay 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
Client agreements (which can be automated)
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 questionsKeep notes on contacts
Upload documents/ PDF’s into contacts
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
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
Show your Reviews from your Google My Business Page on your website/ funnels
Affiliate program for products and services available
Mobile app to help me run the business
Create your own templates
Get access to other templates to make it easy
Human customer support (= Elaine) who is here to help you every step of the way
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)
Team
3 Users included with basic plan
Task Reminders
Calendar
No Calendar
Website
1 Website
20 Funnels
1 Domain
Funnel creation for various purposes (lead generation, webinars, product sales, etc.)
Customizable templates for landing pages and funnels
Countdown timers
Ability to create standalone pages, theme pages, site pages, and funnel pages
Blogging
Customization options for templates, including photos, headlines, buttons, etc.
Analytics for tracking funnel performance and orders
Unlimited Forms
Communication
Email marketing features including broadcasts, workflows, and customizable templates
SMS Texting
Education
Course creation and management capabilities
Community feature for engagement and interaction
E-Commerce
Storefront and customer center for online businesses
Payments
Integration with multiple payment options (PayPal, Stripe, Klarina, Coinbase, NMI)
Agreements
No Agreements, Contracts, Proposals
Social Media Marketing
No Social Media Integrations
Contacts
Segment your Leads
Import via CSV
Tags
Add Attributes and Label (Custom Fields)
Lead Scoring
Advanced contact management
Comprehensive customer profiles
Pipelines and Opportunities (Lead Tracker)
Track leads
Automations
Automate follow up
Build a consultation template to help with follow up
Automation features such as trigger-based workflows, and split testing
Conditional logic in automations
Multi-step automation sequences
Reviews
Google my business Integration
Affiliate Program
No Affiliate Program
Referral program (Earn Commission when referring to Clickfunnels
Mobile App
Mobile app to help me run the business
Templates
Create your own templates
Get access to other templates to make it easy
18 Best Email Marketing Templates For Sales Funnel Success (Blog)
Customer Support
Customer Support = Submit a Ticket
Integrates with:
Active Campaign
Aweber
Beehiv
Blastable
Constant Contact
ConvertKit
Get Response
GoTo Webinar
Hubspot
Keap
Klaviyo
Mailchimp
Ontraport
Pipedrive
Sendlane
Slack
Twilio
Webinar Fuel
Zoho CRM
Marketplace:
HIPPA compliance
IDX Integrations for Real Estate
Learn More about the nitty gritty details
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)
See screenshots below
I was really overwhelmed with all of the features. This has all of the bells and whistles that I just didn't need. - Joanne
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Darcel Ballentine
Barone LLC.
Leatrice Handler
Acme Co.
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