Kajabi was not designed to be a full CRM platform.
However, it does provide several CRM tools in relation to digital product creation, sales, and marketing.
Our platform experts have deciphered which aspects of Kajabi are CRM features – and which ones are missing.
Key Takeaways:
- Kajabi has CRM tools for contact management, analytics, emailing, and automation
- The platform lacks CRM tools like pipelines, forecasting, and more
- If you want a full CRM platform, we recommend GoHighLevel
Kajabi CRM Features: Quick Overview
| Feature | Yes/No |
|---|---|
| Contacts | ✅ |
| Contact tags | ✅ |
| Contact filters | ✅ |
| Contact bulk actions | ✅ |
| Contact grouping | ✅ |
| Calendars and scheduling for coaching | ✅ |
| Calendars and scheduling for other meeting types | ❌ |
| Analytics | ✅ |
| Pipelines | ❌ |
| Basic automation | ✅ |
| Advanced/multi-channel automation | ❌ |
| Email communication | ✅ |
| SMS communication | ❌ |
| Social media communication | ❌ |
| Lead scoring | ❌ |
| Forecasting | ❌ |
Does Kajabi Have a CRM?
Kajabi has customer relationship management (CRM) tools that align with the other features it offers on its platform.
First and foremost, Kajabi is designed for digital product creation, marketing, and selling. It is not intended for use as a standalone CRM platform and is, therefore, unsuitable for this purpose.
However, if you use Kajabi to build and sell courses and other learning products, you will find that its CRM features are perfectly adequate.
Kajabi Features for CRM
Contact List Management Tools
Kajabi allows you to add new contacts one by one, or you can import them in bulk using a CSV file.
Once you have loaded your contacts into the system, there are several things you can do with them:
| Action | Detail |
|---|---|
| Add and remove tags | Tags are used to create segments and filter your contact list. |
| Segment | Kajabi uses the term “segment,” which refers to dividing your contact list into smaller groups based on certain attributes. For example, purchasing habits, age, lifestyle, etc. This allows you to efficiently organize your contact list and better target your marketing campaigns. |
| Filters | Filters are used to create segments and narrow your contact list down when searching for a specific audience. |
| Bulk Actions | Perform the same action to large numbers of contacts in one go. For example, registering for an event, unsubscribing, or adding a tag. |
| Custom fields | Besides the usual contact information, you can create custom fields for your contacts, so you can include things like interests, preferences, hobbies, etc. |
Tags
Tags are worth going into more detail because they have many uses when performing CRM.
Firstly, they are essential for effectively managing your contacts. Through the use of tags, you can quickly create segments for specific purposes, including sending email broadcasts.
For example, you can have a tag assigned to contacts who have purchased one of your offers. Then, you can use that tag to create a segment and then add the segment of contacts into a marketing campaign for an additional offer.
Second, you can use tags as a filtering method making it much faster to find the contacts you need.
Finally, tags provide an efficient way to organize your contacts based on their actions. Better still: you can automate this part.
For example, you can set up an automation for when an offer is purchased, a tag is automatically assigned to the customer for future use.
Analytics
Kajabi provides several different data tools available, depending on what type of data you want to see:
- Insights: This gives you an oversight of how many contacts and customers you have and what their activity has been like.
- Assessments: This allows you to see your student’s assessment scores and progress.
- Analytics: This provides the most detailed insights, including net revenue, subscription metrics, form submissions, page views, and more.
The data Kajabi provides allows you to spot where improvements can be made, which of your offers are performing well, and your customer’s behavior patterns.
Automation
Automation is an excellent CRM tool because it removes the manual aspect of task management.
Kajabi has lots of automation capabilities available, from one-time automation rules to fully sequenced workflows. While it may not be as advanced as a dedicated CRM platform, it still makes managing your customers and contacts faster and more efficient.
Moreover, with automation set up, it removes the likelihood of error. For example, if you want to grant an offer to attendees of a webinar, you can automate this, making it far less likely for someone is left out.
Email Lead Nurturing
Kajabi’s chief method of communicating with contacts is via its emailing service.
All Kajabi plans let you send unlimited numbers of emails, so you can really go to town in this area and nurture your leads and existing customers.
Email sequences can be automated, as can system-generated emails such as enrollment or subscription confirmations. Additionally, by using the scheduling tool, you have complete control over when your emails are sent.
Which CRM Features Does Kajabi Lack?
Pipeline Management Tools
Although you are able to view your account analytics and stats, there is no specific pipeline feature that visually represents your marketing campaign steps and shows where your leads are in the customer journey.
Having this information is great for CRM because it shows at a glance which leads need nudging or nurturing in the right direction.
Lead Scoring and Tracking
Lead scoring instantly tells you which leads are worth pursuing and spending your energy on.
The system uses automation to look at various factors, including tracking the lead’s activity so far and assigning “points” to the lead. Typically, the higher the number, the more you can consider the lead to be a valuable prospect.
While this feature may not be necessary for Kajabi users, a person requiring a full CRM platform will require some kind of tool for assessing lead quality.
Forecasting
Forecasting tools are extremely valuable in assessing future sales performance.
Using forecasting helps you plan your resources better, make more accurate sales predictions, and tell you where you should be concentrating your efforts.
Kajabi does not provide a forecasting feature and only offers analytical tools for past and current performance.
Multi-Channel Communication
One big aspect of CRM is effective communication. While Kajabi provides a full emailing service and a community-building tool, it does not offer any other methods of communication.
Full CRM platforms typically include phone and SMS capabilities. They may also include social media messaging, WhatsApp, and website chat widgets.
Advanced Automated Workflows
Kajabi’s automation capabilities are perfect for what Kajabi can do, but someone wanting a full CRM platform will find them limited.
For example, many CRM systems will allow you to create fully automated multi-channel workflows utilizing email, SMS, and more. You may also find the ability to automate calendar scheduling, appointment booking, pipeline management, and more.
Advanced Calendars and Scheduling
Kajabi does have a native calendar and scheduling tool, but it can only be used when creating and running a coaching product.
If you want to create calendars for webinars, non-coaching-related meetings, and other bookable events, you must integrate and use a third-party app like Calendly.
A full CRM system will feature a flexible calendar and scheduling tool allowing you to create and book meetings for any purpose. In most cases, the booking system can be automated, and any payments can be taken upfront.
Should You Use Kajabi for CRM? Final Verdict
If you plan to create, market, and sell digital products with Kajabi, then – in most cases – won’t find an issue with Kajabi’s CRM capabilities.
On the other hand, if you are looking for a dedicated CRM platform, then Kajabi is not the right choice because it was not designed for this purpose.
Frequently Asked Questions
Can I Use Kajabi for CRM?
You can use Kajabi for CRM in relation to the products and campaigns you also create in Kajabi. However, Kajabi is not suitable to be used as a standalone CRM platform because it was not designed for this purpose.
Is Kajabi Good for CRM?
Kajabi has good CRM features that align with the rest of what the platform provides. However, it is not intended for use as a dedicated CRM platform and lacks features such as pipelines, lead scoring, forecasting, and multi-channel communication.
How Many Contacts Can I Add to Kajabi?
The number of contacts you can add to Kajabi depends on your chosen plan. The Basic plan allows 10,000 contacts; the Growth plan 25,000; and the Pro plan 100,000.
Does Kajabi Have Pipelines?
Kajabi does not have a pipeline feature where you can manage your leads and customer journey. In the past, a feature called “Kajabi Pipelines” was offered, but this referred solely the the platform’s funnel-building tool.
Can I Use Kajabi for SMS Communication?
You cannot use Kajabi for SMS communication and the platform does not offer this feature. Instead, Kajabi has a full emailing feature for communicating with your leads and contacts and all plans allow unlimited emails.
