ClickFunnels 2.0 CRM

We may earn commissions if you buy via links on our website. Commissions don’t affect our opinions or evaluations. Learn more.

ClickFunnels 2.0 enables you to manage and analyze your contacts using its customer relationship management (CRM) feature.

The CRM tool collects information about your contacts. You can analyze this information and use it to build a unique experience and stronger relationship with your contacts. 

Key Takeaways:

  • ClickFunnels 2.0 currently has a CRM feature for contacts
  • It is launching a CRM feature for sales soon
  • Monitor the interactions each contact has with your website 

Does ClickFunnels 2.0 Have a CRM?

ClickFunnels 2.0 is an all-in-one e-commerce platform with a built-in CRM tool.

ClickFunnels 2.0 CRM Benefits

  • Understand Customer Activity – The CRM feature tracks each contact’s interactions with your website. Use this valuable information to understand your contacts and help grow your business.
  • Build a Unique Experience – The information the CRM tool gathers can help create a personalized journey for your contact. This can build rapport, improve your customer’s experience, and make your business trustworthy.
  • Enhance Relationships – Learn about your contacts and stay connected to them to enhance the relationship and generate sales.
  • Manage Visitors – Analyze the interactions visitors have with your website. Use this information to turn those visitors into customers.

ClickFunnels 2.0 CRM Features

Currently, ClickFunnels 2.0 allows you to see the details of contacts. You can also see those who have visited your site but have yet to become contacts. If the visitor becomes a contact, ClickFunnels 2.0 will inherit all the information gathered while they were a visitor.

Contacts

Contacts

To view the details for your contact, open your contacts from the side menu.

Under All Contacts, you will see a list of your contacts in the first tab and visitors in the second one. 

You can use the search bar to locate a specific contact or filter and sort the results using the buttons next to the search bar. 

Click on the contact’s name to view more information.

A sidebar will appear showing the contacts record. 

sidebar

This sidebar will show most of their details. To view the full details, click View Full Profile, located under their email address.

View Full Profile

The record will show the following information:

  • Overview – This tab includes the contact’s name, email address, address, phone number, any assigned tags, time zone, source, shipping address, and payment methods.
  • Activity – This will show you a list of the contact’s activities.
  • Notes – This feature is not available yet. But soon, you will be able to add notes to your customer’s profile.
  • Marketing – This will show any broadcast campaigns or workflows they are currently in.
  • Orders – The order tab will show any orders they have made and their payment history.
  • Enrollments – Here, you can see the courses the contact is enrolled in. You can also manually enroll contacts in this tab.
  • Fulfillments / Assets – Any products purchased by the contact and those fulfilled will display here.
IP address

Contact Tags is the next option in the side menu. Here you can create tags and add them to your contacts. This is a great way to organize your contacts. 

Contact Tags

The Segments tab is located beneath Contact Tags. Use Segments in the same way as an email marketing list.

Segments tab

Sales 

The sales CRM feature has yet to launch on ClickFunnels 2.0. Once it launches, we will update this page with all the details. Make sure to bookmark it for later.

Frequently Asked Questions

Yes! There is a built-in CRM feature on ClickFunnels 2.0 which helps you better understand and manage your customer base to enhance customer relationships.

Yes, there is a CRM feature, but ClickFunnels 2.0 is much more than that. You can also use it to market, sell, and deliver your products.

Currently, the sales CRM feature is not available on ClickFunnels 2.0. They are due to launch soon, but a date has yet to be confirmed.

Was this page helpful?
YesNo
  • Samuel Fletcher

    Samuel Fletcher is a entrepreneur with over 15 years in online course development. With an in-depth understanding of online course platforms, including Kajabi, Thinkific, LearnWorlds, and more, he has not only created courses on these platforms but has also assisted others in their course creation journeys. Beyond his hands-on experience, Sam is a passionate blogger, online business mentor, and a proactive contributor to community initiatives. His commitment to excellence and belief in dedication, perseverance, and unwavering commitment drives his success. Recognizing the gap in unbiased, quality information about online course platforms, he co-founded SupplyGem. In addition to his leadership role, Samuel serves as a Technical Writer at SupplyGem, sharing his expertise with a broader audience. Moreover, he's an active member of professional associations such as the Association for Talent Development (ATD), The Learning Guild, and others, underlining his dedication to continuous learning and industry advancement.

Leave a Reply

Your email address will not be published. Required fields are marked *

Disclosure: I am an independent ClickFunnels Affiliate, not an employee. I receive referral payments from ClickFunnels. The opinions expressed here are my own and are not official statements of ClickFunnels or its parent company, Etison LLC.

ClickFunnels 2.0

NEW & EXCLUSIVE OFFER FOR A LIMITED TIME

Hours
Minutes
Seconds