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Is Kajabi A CRM? What You Need to Know
Kajabi isn’t your standard CRM platform — it’s a whole lot more. It’s an all-in-one business tool that makes it easy to create online content, launch marketing campaigns, build landing pages, track analytics, and more.
And yes, Kajabi does have CRM capabilities. Along with all of the features above, it also comes with a comprehensive contact management system for managing your customers well.
As someone who’s used Kajabi for several years now, I’ve fully tested its CRM features in depth, and in the article below, I’m going to walk you through everything it can do.
Before we get started, for a short period ending soon, 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.
Beyond traditional contact management, Kajabi’s system excels in integrating various aspects of customer relationship management. This integration includes detailed analytics on customer interactions, course progress, and email engagement, all accessible from a unified dashboard. This holistic approach is what sets Kajabi apart as a CRM tool, especially for businesses focused on digital products and online courses.
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.
I’ve found the ability to tag users to be a powerful feature in Kajabi’s CRM arsenal. It lets you segment your audience based on their behavior, interests, or any custom criteria you set. This segmentation is invaluable for delivering personalized content and offers, thereby increasing engagement and conversion rates.
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
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,john@doe.com.
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.
The ease of importing contacts into Kajabi streamlines the process of consolidating your customer database, especially if you’re migrating from another system. This feature ensures that you can maintain continuity in your customer relationships without any disruption.
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.
While Kajabi may not be a traditional CRM in the conventional sense, its comprehensive contact management system, combined with its all-in-one business tools, positions it as a formidable CRM alternative.
Especially for businesses in the digital content and online course space, Kajabi offers a unique blend of CRM functionalities that are tailored to their specific needs. Its ability to provide detailed insights into customer behavior and preferences makes it a valuable asset for any business looking to grow and maintain strong customer relationships.
It comes with a ton of 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.
Want to learn more about Kajabi? Check out our full Kajabi review for an in-depth look at the platform.
Click here to try Kajabi for free today.