Is Kartra a CRM?

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Kartra can be used as a Customer Relationship Management (CRM) system to manage your customer database, as it has many CRM features and tools that allow you to track and manage the entire marketing process.

All subscription plans can use the platform as a CRM system.

Key Takeaways:

Is Kartra a CRM?

Yes, Kartra is a CRM system.

It allows users to import their leads, send emails, and have multiple custom domains.

The platform advertises itself as an all-in-one platform where you can market to your leads, build landing pages and funnels, and sell products and services on the site.

Kartra gives you the ability to follow the lead journey from your first interaction until purchase. This gives you valuable information about their current stage in the sales funnels as well as data on how to improve your processes.

Kartra’s CRM Features

To help you better understand if Kartra is the right CRM platform for your business, we’ve detailed its features below:

  • Leads – You can import up to 50,000 leads onto the platform. These can include both SMS numbers and email addresses.
  • Help Desks – You can host unlimited help desks and customer tickets. This feature replaces Zendesk, HelpDesk, and other external ticketing systems.
  • Mail – The platform allows you to send an unlimited number of emails out to your database.
  • Calendars – You can schedule one-on-one sessions with your leads and customers using the calendar feature.
  • Memberships – Once a customer has subscribed, you can deliver content within its membership portal.
  • Agency – Kartra’s agency feature allows you to manage multiple client accounts from one central dashboard.

What Kartra Plan Do I Need to Use as a CRM?

All Kartra subscription plans allow you to use the platform as a CRM.

However, there are limitations on the number of leads, outbound emails, custom domains, and other key features depending on the subscription plan you choose.

Therefore, to help you understand these differences, we’ve compiled the information below.

Starter Plan

This plan gives you access to the following CRM features:

  • 2,500 leads
  • 1 custom domain
  • 15,000 emails/month
  • 1 helpdesk
  • Calendars
  • 1 Membership site

However, it does not include the platform’s Agency feature.

As you can see, the Start plan is limited by the number of leads you can import into the database and the volume of outbound emails.

Pricing: This plan costs $99 per month, which can be reduced to $79 per month when paid annually. 

Silver Plan

This plan’s CRM features:

  • Up to 12,500 leads
  • 3 custom domains
  • Unlimited emails

All other features are included as unlimited 

From the Silver plan onwards, the only differences between the plans are the number of leads and custom domains – all other core features become unlimited.

Pricing: This plan costs $199 per month, which can be reduced to $149 per month when paid annually. 

Gold Plan

CRM features available on this plan:

  • Up to 25,000 leads
  • 5 custom domains
  • Unlimited emails

All other features are included as unlimited

The only difference between the Silver plan and this Gold plan is the number of leads and custom domains; all other features remain the same.

Pricing: This plan costs $299 per month, which can be reduced to $229 per month when paid annually.

Platinum Plan

CRM features available on this plan:

  • Up to 50,000 leads
  • 10 custom domains
  • Unlimited emails

All other features are included as unlimited

This plan is the most expensive offering on the platform and gives you access to the most leads and custom domains.

If this is still not enough for you, you can contact the company’s support to get an Enterprise level account.

Pricing: This plan costs $499 per month, which can be reduced to $379 per month when paid annually.

Frequently Asked Questions

Yes, you can use Kartra as your CRM solution. The platform’s CRM features include up to 50,000 leads in your database, 10 custom domains, unlimited emails, pages, videos, membership sites, and help desks.

Kartra is used as an all-in-one solution for companies looking to sell online products or services. It allows you to market and sell your memberships, courses, and other products to any customer database you have uploaded.

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over ten years of experience in knowledge commerce, business development, SEO, social media management, and blogging. Sam enjoys researching and experimenting with the latest online marketing trends and tools. Beyond this, Samuel is a blogger, online business coach, and regular contributor to community and volunteering projects. Samuel believes strongly that dedication, perseverance, and commitment are keys to success in any business. He was motivated to start SupplyGem after discovering how difficult it was to find good, honest, unbiased information online about knowledge commerce tools. Sam is a current member of the Association for Talent Development (ATD), the International Society for Performance Improvement (ISPI), ISA (the Association of Learning Providers), The Learning Guild, and the Training Magazine Network.
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