Yes, if you are migrating from a different CRM or have data that you want to import we are able to help make that happen. You will have the ability to import and export your data with as many custom fields as you would like.
Can I build my website through this system?
Yes, you can build an entire website through the CRM. Features for the website builder are being added. You will also have the ability to add custom code.
Does the CRM integrate with Facebook or other lead sources?
Yes, the CRM will integrate with Facebook or other lead sources so that you can immediately respond to leads as soon as they fill out a form or take another action that could trigger your workflow.
Can I do text message marketing?
We have a fantastic text message marketing system that allows you to automate text and then respond to texts through conversations. We help you integrate our text messaging with Twillio.
Yes, you will have the standard forms that will have the fields that you expect. We can also customize these forms for you.
Can I create automations?
One of the main goals of our CRM is to create effective automations that will allow you to grow and nurture your business without having to do everything. The CRM allows for automations and workflows to happen based off of certain triggers that are predefined.
Can I create a membership course?
You can create and sell your course through our CRM. The CRM begins to excel in these areas as there are a ton of automations that can be setup so you can just add content and make money.
Is the Calendar Booking like Calendly?
Yes, the calendar booking is like Calendly or your other favorite booking system.
Call tracking is great for a sales team. You are able to automate outgoing calls and have them connect once a person is actually reached. The calls can then be recorded so you can recap what went on.
Is this CRM HIPPA compliant?
At this point, we are not HIPPA compliant. Our CRM does have the ability to be HIPPA compliant if we have enough clients make the request.