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Is Kartra a CRM? An In-Depth Breakdown
As someone who regularly writes about the Kartra platform, one of the things readers ask me is whether or not it has CRM capabilities. The answer is, yes Kartra is a CRM, but to call it that is selling it short because it’s so much more. Kartra is an all in one online business platform for selling your digital products like online courses, coaching, memberships, and more.
In this article, I’ll describe the functionality and features of the Kartra CRM at a high level and highlight the available features as well as my thoughts on its performance and capabilities.
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Table of Contents
Profile
A profile can be created and updated by any user allocated to the system.
This profile serves as a central hub for each customer, aggregating rich data from various interactions across the Kartra platform. This integrated approach ensures that you have a comprehensive understanding of each customer’s journey, from initial contact to ongoing engagement.
It contains information such as the name, e-mail address, the affiliate that referred to the prospect, and time zone.
Details of any interactions are captured in the notes section where all previous interactions will be displayed.
The system captures some information automatically and block the fields from any changes.
This includes values in the following fields: email of the person capturing the client information, the amount of money transacted with the company, a point score, and the date the client was added to CRM.
The score feature can be made up of points for purchases, communication, or any other interaction that you may feel deserves points.
Points can be accumulated for upgrading a customer or redeemed for benefits as you see fit.
It is possible to have group discussions or actions through the use of tags. If a tag does not exist, it can be added without leaving the current customer record.
These tags can be given a specific timeframe and then be deactivated automatically.
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Lists
The LIST tab combines the information related to all the tags associated with the client including the date of subscription and the date that the customer unsubscribes from the list.
I’ve found this feature to be particularly useful for segmenting the audience and tailoring my marketing efforts. By understanding the specific interests and behaviors of your customers, you can create more targeted and effective campaigns.
This will also display all the actions that the customer has taken while subscribed to a list
Communication
Tracking communication between the company’s representatives and the client is displayed under the COMMUNICATIONS tab.
I’ve found that this comprehensive view of communications not only enhances customer service but also provides valuable insights into customer preferences and response patterns, enabling more strategic follow-up actions.
Information provided here includes the version, the initiator, and confirmation that the communication was delivered.
The data is updated when the customer opens or clicks on the mail.
Any transactions executed by the client will update the system enabling you to track the value of such transactions.
Sequences
The SEQUENCES tab provides feedback on communications sent out via Automations.
Automations in Kartra are a powerful tool for nurturing leads and customers. They allow for personalized communication based on customer actions, ensuring that each interaction is relevant and timely.
Automation is the automatic sending of communications to a client based on actions that the client takes on sent emails.
The information displayed on the Sequences tab includes the name of the Sequence / Automation, the step of the process, subscribe/unsubscribe actions taken by the customer, and any other action taken by the customer.
Memberships
The MEMBERSHIP tab displays all the areas that the client has subscribed to and is currently an active member.
Calendars
The CALENDAR feature allows the customer to book time in your calendar to discuss future sales, interactions, issues, or concerns.
Transactions
The TRANSACTIONS tab displays the description of the event, place, price point at which the transaction was executed, date of the transaction, order id, and the value of the transaction.
Log
A notable feature of the Kartra CRM is the LOG tab. All interactions between the customer and the business are displayed here.
The LOG tab is crucial for tracking the customer’s journey in detail. It provides a chronological view of all customer activities, offering insights into their engagement and preferences, which can be leveraged to optimize your marketing and sales strategies.
It will display events like a page visit, signing up to a list and visiting a page to complete a form.
A description of the activity, date and time, and the revenue generated is also displayed.
Helpdesk
Lastly, the HELPDESK tab shows any interaction between the customer or company representative with the helpdesk. The information displayed includes the last date of interaction, ticket number, subject, and status.
This integration of customer support within the CRM framework ensures that all customer queries and issues are tracked and resolved efficiently, contributing to improved customer satisfaction and loyalty.
Uploading Your Email List
Importing email lists from an existing CRM system, Email service provider, or shopping cart into the Kartra CRM system from a CSV or TXT file is allowed but it can also be done manually.
Imports can normally be completed within one business day.
To start the process, you click on the “Import File” button and provide the file location and map the file to the fields required in Kartra CRM.
The import report will provide information on the number of successful imports and unsuccessful imports.
If there are duplicates, Kartra will only upload the first record and ignore subsequent duplicates.
Known Blocked Leads previously blacklisted in your system will be uploaded since they are known to be spam traps or closed accounts.
This is done to protect your reputation and increase your deliverability ratios.
During the upload process abandoned and fake email addresses will be identified, and they will not be imported. Verification for fake or discontinued emails will be done on an ongoing basis.
Verification that the data is sourced legally will be done via a questionnaire during the upload process. The questionnaire will require information about
- The source CRM
- The verification code sent to your email address supplied in the questionnaire
- Your phone number will be verified by Kartra
- A company Facebook account
Email addresses can be tagged, added to a list, or added to a Sequence.
Kartra monitors your domain and IP health to increase email delivery. Any action executed that may affect the reputation of your domain will be flagged and your domain may be blocked.
Final Thoughts
Kartra has an extensive list of CRM features to provide a comprehensive experience on a single platform, but remember, the platform has so much more to offer beyond this as it’s a true all-in-one tool for building an online business.
The CRM feature provides most of the functionality provided by the top-end CRM systems and therefore you will not require any additional software to manage the relationships with your clients. Its integrated approach to customer relationship management, combined with its extensive marketing and sales tools, positions Kartra as a strong competitor in the CRM space, especially for businesses focused on digital products and online services.
Want to learn more about Kartra before you try? Make sure to check out our in-depth Kartra review for all the details on the platform as well as our Kartra pricing breakdown.