ClickFunnels CRM: Features Overview

Innovation and changing customer demands have pushed companies to optimize their product offerings and approach to customer interactions and experiences. CRM software is the fastest-growing type of marketing software, highlighting its importance and widespread use. In fact, 13% of companies say investing in a CRM platform is a top sales priority.

The advent of tools like ClickFunnels CRM is a prime example of how businesses leverage technology to stay ahead of the curve.

What is ClickFunnels CRM?

ClickFunnels CRM (Customer Relationship Management) is a feature in the ClickFunnels 2.0 platform designed to streamline your marketing and sales processes. It serves as a repository for customer and lead information and a powerful tool to increase your sales and marketing efforts. While all systems with client data can technically be classified as a CRM, ClickFunnels CRM has integrated key marketing and sales components, facilitating automation and improving customer interactions.

ClickFunnels CRM: A Holistic Solution for Small Businesses

ClickFunnels CRM combines all the core capabilities small businesses need to manage customer relationships effectively. Its intuitive interface and powerful tools make it a go-to solution for businesses of all sizes that want to increase conversions and achieve their marketing goals with fewer resources.

Whether you're capturing leads through landing pages or email marketing, ClickFunnels CRM allows you to organize and segment these contacts for personalized follow-up strategies. With robust email marketing automation, users can set up automated email sequences and keep leads engaged throughout their customer journey.

More than a mere data repository, ClickFunnels CRM provides insightful analytics and tracking options, enabling data-driven decisions and continuous improvement of marketing strategies. Plus, the software's versatility shines with its ability to seamlessly integrate with your favorite software, whether for payment processing, analytics, or additional marketing tools.

Key Features Of ClickFunnels 2.0 CRM

Let's explore the features of ClickFunnels to see how they can help you build a more successful online business.

1. Personalized Contacts Database

The ClickFunnels CRM offers a personalized contacts database, one of its primary features. This tool lets you maintain comprehensive records of each contact with detailed profiles outlining their unique behaviors, interactions, and buyer's journey. These profiles facilitate a tailored customer experience, matched precisely to each contact's characteristics and preferences.

The information in the database is easily accessible and can be used to cultivate stronger relationships with your clients and leads. It helps you manage and streamline client communications, ensuring no opportunity slips through the cracks. This comprehensive database feature makes ClickFunnels CRM superior to many standard CRM tools.

2. Email Marketing Automation

Email marketing automation is a standout feature of ClickFunnels CRM, designed to significantly improve your email marketing efforts. This functionality allows you to create personalized email sequences that nurture leads throughout their buyer's journey.

Rather than sending the same message to all recipients, email marketing automation tailors content to individual interests and behaviors, a key differentiation from standard email campaigns. This targeted approach leads to better customer engagement and keeps your leads moving toward conversion.

The automation feature is particularly advantageous for managing the middle stages of your sales funnel, where nurturing your prospects effectively can significantly increase conversions.

3. Social Media Marketing

Social media marketing is an integral feature of the ClickFunnels 2.0 CRM. They understand social media's critical role in engaging with audiences and expanding reach. The CRM integrates with popular platforms and aids in optimizing your social media marketing efforts.

With this feature, you can track your social media campaigns, quantify their performance, and make necessary adjustments to improve your results. It allows you to synchronize your CRM data with your social media campaigns, leading to improved targeting and increased conversions.

Your CRM can also help track interactions with potential customers on social media, painting a more complete picture of your customer’s journey and interactions with your brand.

4. Lead Generation Pages And Forms

Lead generation is a critical component of any marketing strategy, and ClickFunnels CRM excels at this. It facilitates the creation of high-converting landing pages and forms designed to capture information from potential customers as smoothly as possible.

This feature offers customizable templates designed to convert visitors into leads or customers. The templates ensure your landing pages are visually appealing, easy to navigate, and focused on a compelling call to action. ClickFunnels strongly emphasizes reducing friction in the lead capture process to improve conversion rates.

5. Webinar Funnels

Webinar Funnels are another prominent feature of ClickFunnels CRM designed to optimize the webinar registration process and maximize attendance. This feature allows you to set up everything from the webinar registration page, follow-up emails, and reminders to hosting the actual webinar.

These funnels are an effective tool for engaging your audience, whether for educational purposes, product launches, or sales presentations. The automation capability ensures your registered participants receive timely reminders, increasing conversion chances.

6. Notifications And Reminders

ClickFunnels CRM offers a robust notifications and reminders feature designed to keep you abreast of relevant data and activities. Send and receive timely notifications pertinent to lead behaviors, upcoming tasks, deal closures, and more. You can customize these alerts to align with your needs, ensuring you never miss a vital update or action item.

You can also set up reminders for contacts to increase customer engagement. These could be timely follow-up messages, reminders about upcoming live webinars, or promotions of new products or services.

7. Chat And Voice Integration

The CRM integrates seamlessly with popular messaging apps and platforms, allowing you to have real-time conversations with leads and customers.

The system automatically exports your leads out of ClickFunnels into its platform, where you can easily access, contact, and follow them up through your preferred device. This feature is a vital addition to your CRM toolkit if you frequently interact with customers directly via phone calls, WhatsApp, or SMS.

With voice integration, ClickFunnels CRM also allows you to make and manage phone calls directly from the platform, adding an additional layer of personal touch to your customer relationship efforts.

8. CRM App Integrations

ClickFunnels CRM can be easily integrated with a wide range of essential business platforms, improving its functionality and usefulness.

Whether you need integration with email providers, social media platforms, advertising networks, payment gateways, or even other CRMs, ClickFunnels has you covered. This lets you streamline your work and maximize the platform's functionality without jumping across different apps.

9. Business Analytic Tools

ClickFunnels CRM comes equipped with powerful business analytic tools. These tools give you a clear perspective of your business performance, analyzing data on your sales, customer interactions, and marketing campaigns. ClickFunnels CRM collects and analyzes this data to provide insights that guide your strategies and improve decision-making.

From tracking visitor metrics on your landing pages to the success of your marketing campaigns and return on investment, these tools give you a much-needed overview of your business's performance.

10. Project Management Capabilities

ClickFunnels CRM also introduces excellent project management capabilities. Not all CRM solutions offer this feature, making it a valuable addition for businesses seeking more control over their projects and tasks.

The Project Management feature allows users to create, assign, and track tasks seamlessly within the CRM. It provides a visual timeline of tasks and projects, enabling users to understand better how their time is used and where they need to focus their resources.

This feature proves invaluable for team collaboration, as it allows members to communicate effectively, meet deadlines, and ensure that no task is overlooked.

ClickFunnels 2.0 CRM vs Traditional CRMs

ClickFunnels 2.0 CRM sets itself apart from traditional CRMs with its integrated and marketing-centric approach. While traditional CRMs often act as mere contact databases, ClickFunnels 2.0 provides a full suite of features for nurturing leads and driving sales.

Unlike traditional CRMs that require integration with additional platforms, ClickFunnels 2.0 CRM offers an all-inclusive solution with improved marketing tools. Tools such as a personalized contacts database, lead generation forms, email marketing automation, social media integration, and, crucially, sales funnel creation embody some of its unique features.

Besides, ClickFunnels 2.0 CRM emphasizes ease of use and adaptability, making it a more user-friendly option for small businesses and entrepreneurs. Traditional CRMs, on the other hand, often require a steep learning curve and can be overwhelming for those not well-versed in CRM software.

What Real Customers Say About ClickFunnels

Real customers praise ClickFunnels for its value, especially in crafting high-converting sales funnels and nurturing customer relationships. Users appreciate the software's user-friendly interface, flexibility, and robust features that make managing customer interactions a breeze.

One customer said, "ClickFunnels has revolutionized our business. I love the ease of creating funnels, and the CRM features are excellent for managing our leads and customers."

Another testified, "It has an excellent blend of powerful CRM functionalities and robust marketing tools. It forms the backbone of all our online sales."

Users repeatedly commend ClickFunnels' robust integration capabilities, personalized contact databases, and value for money. Nevertheless, some users note that grasping all its features may take a little time.

The Best Alternative to ClickFunnels CRM

Kohezion is the top alternative to ClickFunnels CRM due to its unparalleled adaptability and user-friendly interface. In contrast to ClickFunnels' primary focus on funnel construction, Kohezion offers CRM tools seamlessly integrated into its robust business management platform. Users gain access to advanced features for managing customer relationships, projects, document storage, and more, all in one centralized location. This eliminates the need for multiple disjointed tools, ensuring streamlined operations. 

Kohezion also provides exceptional customer support and flexible pricing plans tailored to meet businesses' unique needs. Opt for Kohezion for an intuitive, feature-rich CRM solution that empowers your organization to thrive in today's competitive market.

Conclusion

The features overview of ClickFunnels CRM provides valuable insights into its capabilities for streamlining sales and marketing processes. From lead generation to conversion tracking, ClickFunnels offers a range of tools to help businesses achieve their goals. 

However, for those seeking a comprehensive CRM solution with versatile features and exceptional support, Kohezion emerges as a top alternative to ClickFunnels. With its user-friendly interface and integrated suite of business management tools, Kohezion empowers organizations to thrive in today's competitive landscape. 

Contact us today to learn more about how Kohezion can support your business growth.