Is Kajabi A CRM?

Is Kajabi a crm

Published by Al Rose

Last Updated on September 3, 2021 by Today Testing Team

Kajabi is not a traditional CRM platform, but an all-in-one business tool that makes it easy to create online content, launch marketing campaigns, build landing pages, track analytics, and more.

Along with these features, it also comes with a comprehensive contact management system for managing your customers well.

For a short period ending in September 2021, we have secured a special deal to extend Kajabi’s free trial from 14 days to 30 days for our readers. If you are interested in this special offer, click here for registration details

 

Table of Contents

Does Kajabi Have A CRM?

Kajabi has a well-developed contact management system that makes it easy to store, access, and manage customer profiles. It is also available at all pricing tiers

Here are some of the things you can track with this system.

Lifecycle

The Lifecycle tab gives a snapshot of the activities of all your customers, so you can better understand them and cater to their needs. Specifically, it gives the following information. 

  • Lifespan – The number of days since this user came into your system
  • Purchases – The number of purchases made so far
  • Net Revenue – The net revenue generated by a customer
  • Email campaigns sent to a customer
  • Number of offers granted
  • Number of forms submitted

Access Your Free Kajabi Strategy Meeting

Following the steps below, you can secure a free 1:1 strategic session with a member of the Kajabi Customer Success team to help build your business on Kajabi.

Step 1: Sign up for your free Kajabi trial by clicking on this link or other links on this page

Step 2: You’ll get an email from us providing instructions on how to schedule your free Success Session.

Step 3: Schedule Session with a Kajabi expert and use their knowledge to create a personalized action plan for your business.

Info

The Info tab gives the following information.

  • The date on which this customer was added to your list
  • The subscription status to your email marketing campaigns
  • The last sign-in date
  • The date on which this customer became a member
  • Net revenue generated through this customer
  • Number of sign-ins
  • The last date and time of sign-in

Purchases

In the Purchases tab, you can see a list of all the purchases a customer has made and all the offers that you’ve granted.

Tags

You can add tags to user profiles to make it easy to organize and categorize your list while creating email campaigns and automation.

Edit details

Other Actions

Some of the other actions you can perform on this platform are:

  • Send a password reset link
  • Mute a member from posting comments
  • Hide a profile from the member dashboard
  • Change a member’s password
  • Grant offers
  • Delete a profile

As you can see, this platform gives comprehensive information about your users including every activity they have made on your site, so you can offer personalized products and services to boost your revenue.

Importing Contacts into Kajabi

Importing contacts into Kajabi is a breeze. If you have a CSV or an excel file, format it like this – John Doe,[email protected]

Now, navigate to the People tab, choose the import bulk contacts, copy-paste the values from your CSV or Excel file, and click “Save”. This should automatically add these people to your contacts list. 

You can also grant offers, add them to an email marketing campaign, and more. 

Conclusion

From the above features, it’s clear that Kajabi is more than just a CRM.

It comes with many advanced features that make it easy to create and maintain your customer list, give personalized offers, and so much more to create a lasting relationships and increase conversion rates.