Is Kajabi a good CRM?
CRM stands for Customer Relationship Management
and refers to the strategic approach and technology used to manage and analyze customer interactions and data throughout the customer lifecycle. There are of course super robust software systems such as Hubspot, but because of the price for this type of software, it's not commonly used for solo entrepreneurs.
When someone asks this question, what they really want are automations to send out email sequences based on customer activity. This actually can be pretty much automated inside Kajabi, yes! The hard part is actually writing those email sequences. The next step would then be deciding what triggers would cause a particular email sequence to go out. Is it a form they filled out, a purchase they made, or a link they clicked in an email?
Kajabi does allow for these automations as well as:
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Contact Profiles: track user interactions including course progress and email engagement
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Email Marketing: send targeted emails, segment audiences based on behavior, and nurture leads
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Funnels: track the progress of leads through your sales process and offers
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Segmentation: categorize and organize your audience to send out more personalized communication based on specific criteria
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Forms and Surveys: collect additional information from your audience to gain insight into their needs and preferences
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Automations: trigger actions based on user behavior such as sending follow-up emails, granting them an offer, or sending them a coupon
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Integrations with External CRMs: While Kajabi may not serve as a full-fledged CRM, it does connect with other CRM systems for businesses with more advanced CRM needs as your business gains thousands and thousands of students/clients.
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