Does ClickFunnels Have CRM?   

Does ClickFunnels Have CRM?

This is a question that gets asked a lot.

This article will inform you on everything you need to know about Clickfunnels & Customer Relationship Management Systems and how they can be beneficial for your business.

Both assist the business in creating a proper bond with their customer while maintaining customer retention and satisfaction at high levels.

If you want to see your sales go up, this article will serve as a supporting guide, so you too can start implementing these systems into your daily marketing routine.

Customer Relationship Management + ClickFunnels is an excellent combination if you wish to see growth for your business.does clickfunnels have crm

Often, people get confused and misunderstand the difference between marketing automation and CRM. They both collect data, but what’s the part that most people find confusing?

Both systems are very similar and were made so business owners can gather essential customer data.

Any business that has a website or has established a social media presence is gathering some data about their visitors/customers. They use this data to make smarter business decisions in the future and to improve the overall performance of the company.


The more data they collect, the better.

This doesn’t mean smaller businesses are excluded. They, too, can use data to improve their decision-making process.

Finding new customers, increasing retention, and predicting sales trends are one of the few things that can be done if you possess enough valuable data.

Data can help you in optimizing all the leaks that your company has, and determine which parts of your business are performing well. Analyzing the data can help you decide what content needs to be presented to your audience in the future.

If you still haven’t started collecting data, you should. It will improve all your marketing efforts, resulting in more successful marketing campaigns.

 It is good to know that CRM Systems and Marketing Automation go hand-in-hand. 



More customers’ mean more profits for your business. Still, at the same time, it becomes challenging to keep contact and manage a good relationship and bond with each one individually.


 What is it, and how you can benefit from it? 

In a few short minutes, not only will you know the answer, but you are probably going to use the knowledge that you learn here to make your business more efficient and more profitable.

We have to be honest here and face the fact that operating a business has its challenges and can be quite exhausting.

Every day you have to make decisions that affect your employees. Managing your customer relationship is a priority for every business out there.

If you don’t know what CRM is, or what it stands for, and what it can for your business, don’t worry because you are not alone.

In just a few minutes, you will find out what exactly it is, and youwill probably be planning a few different ways to implement a CRM system into your daily business activities.

what is crm HINT: Having one set in place will dramatically improve your business and boost your profits! 



 CRM = Customer Relationship Management

What does the shortcut mean for a business?

A CRM System, in its purest form, is a way to manage leads and existing customers in the most efficient way possible to extract the most value.


 Value = Money

More specifically, it refers to the system that companies use to analyze customer interactions and measure data throughout the customer life cycle.

The goal is to improve business relationships with customers through retention and acquisition.

When you can manage your leads and customers effectively, you will build a loyal customer base who become your advocates, and customers will have a better experience with your company.

Using one makes everything much more manageable! 

Whether you are a small business looking for a place to store information and have it accessible to multiple devices, or you’re a more significant business wanting to manage customer interactions and focus on improving customer’s satisfaction, you will need a CRM Software.

Many businesses usually try to solve this issue by using spreadsheets, e-mails, and other traditional ways.

They will realize that it super necessary, and it is never too early for their business to start using a Customer Management system.


What are the five benefits of using a CRM System?

  1. You will have much better data organization. Just import your list of leads, contacts, and customers into your System, and you can start tracking sales and engagement with leads and customers.
  2. You will have enhanced communication. Make it easy for your sales team to follow up with outstanding proposals by scheduling automatic reminders and creating a set of e-mail templates.
  3. You can easily share information by giving your sales team access to the same resources through selective data sharing.
  4. You will catch all the leads. Just create forms and embed them into your contact pages on your website. The information that is captured will automatically be pushed to your CRM and assigned to the appropriate salesperson, which allows for a quick follow-up, so you don’t lose sales.
  5. You will know your numbers. You can schedule weekly e-mail reports, so each of your sales team members knows how close they are to achieving their monthly, quarterly, and annual goals.

In a recent survey of users who have a CRM system in place, a staggering %67 said that using this type of system helped them better follow –up on opportunities and leads, and %56 said it improved customer relationships because of all customer interactions are accessible in one place.

Think of it as a tool you need to manage business relationships, practices, and processes.



What does the equation mean?

It is not a tactic, it’s a strategy! 

It helps you manage more than just your business contacts, but also your vendor relationships, internal sales activities, and marketing teams.

An effective Customer Relationship system helps you gain insight into your business sales performance so you can adjust your strategies based on trends.

You will also support your team to stay on task by setting up something called “Automatic Workflow Rules” which are automated tasks and messages that are triggered by certain events.

This ensures interactions with potential customers don’t fall through the cracks and saves you time for having to repeat the same steps over and over again.

As you can imagine, there are a lot of benefits to implementing a Customer Relationship Management system in your business.

Let’s mention some widespread problems that having a CRM system will help you solve:

  • Information overload
  • You feel like you’re losing business because your leads are falling through the crack
  • You have no idea if your marketing efforts are helping or hurting your business
  • You waste precious time trying to find e-mails from customers
  • You are missing appointments
  • You have no idea how your business is growing
  • Your customer has to repeat themselves every time they make contact with your company
  • Each employee on your sales team has a different sales template to close a deal
  • You have lost a hot lead or a list of leads when an employee leaves your company
  • There is no consistency in e-mail messaging
  • You have no clue if your Goggle Ads Campaign are profitable because sales are closed offline
  • You don’t have an idea of collaborating as a team

You see, a good management system solves several different problems that are present in every business!




 I’m pretty sure you have heard the phrase “Marketing Automation.” But do you know what it is and how it can help any business grow?

The daily marketing and sales tasks and processes can be tough and time-consuming to manage. That’s where automation comes in handy.

 The technology that manages all marketing processes and campaigns automatically is called Marketing Automation.

A well-automated system can help with campaign management, lead generation, and can make your day-to-day life much easier to handle.

Proper automation can help you generate excellent content, and will help you identify your target audience.

Marketing Automation gives business owners the power to target & retarget their customers with automated messages through all online communication channels.what is marketing automation

These messages only need to be created once, and after that, it is all set & forget.

An increase in revenue is another thing that can be achieved through automation. You can even save money by not hiring more employees.

The repeatable patter on online activities that the user has to go through is called a Workflow. Every business has a different need when it comes to workflows.


 Automation is compelling and efficient. 

You will have more time to grow & focus on the more critical parts of your business if you decide to implement automation. Trust me; it can be a lifesaver!

Let me explain it to you in more detail by giving you the typical Marketing Automation scenario!

You have built a stunning and optimized website that has a very high-performance rate and is business-ready. But how does the website actually function and make your money?

Your marketing team devotes all their efforts into driving traffic and bringing new visitors, eventually turning them into leads. On the other hand, the sales team spends their time collecting, qualifying, organizing, and chasing those leads.


 This is not the most efficient solution for your business. 

Your sales and marketing team can have their time spent more efficiently.

Let’s say that you have built a stunning, high-performing, and optimized website for your business.

The marketing team wants to continue doing what they do best, which is building and executing creative marketing campaigns.

The sales team wants to focus on what they do best, which is selling the actual product or service that you are offering.


 The big question is, how do you make both teams happy? 

The solution to this problem is Marketing Automation!

By automating all your repetitive processes, you leave your teams to focus on the more critical stuff, like bringing new customers and making new sales.

You align marketing with sales and empower both teams to increase the revenue without wasting precious time on manual work.


How does Automation work? 

I will try to explain it to you through a simple scenario.

First, I want you to imagine that you are selling a personal fitness workout gym plan.

Many people visit your website with different levels of interest. Sadly, 87% of the visitor will not be ready to buy right away. How do you plan on capturing their attention?


With Lead Generation!

Let me explain to you how it works. When visitors land on your site, they will be offered a well-designed eBook, which will serve as a lead magnet, and it will say “Top 5 Evening Workout Exercises”.

If the visitors wish to download this book, they will have to give you their e-mail address and a few other bits of their personal information. That is pretty much it!

 You have now successfully captured or generated a brand new lead for your business.

Once you have generated the lead, and they match your specific conditions, they will get added to a personalized e-mail drip campaign. This e-mail campaign is specifically designed to warm your cold leads until they become sales-ready gradually.

One day after the visitor has downloaded the e-book, the workflow automatically sends them an e-mail with your “Killer Back Workout in 10 Min” video.

Two days later, the same workflow sends the visitor another informative “Top 10 Healthy Fitness Recipes” blog post. On the third day, it sends them the “Creative Chest Growth Checklist” webinar resource.


  This can be a never-ending process. 

By nurturing your customers, you will develop a solid relationship, as well as engaging them with your business, gradually heating them as leads.

The best time to strike and present your offer is when the lead is warm! You will offer them content that you know for a fact that will convert.

For instance, you know that most of the people that purchase your workout plan, do it right after attending the online “Creative Chest Growth Checklist” webinar resource. I like to call this the “AHAM” content.

This is an excellent piece of content that your leads want and have shown interest in.

At this stage of the workflow, we know what type of content converts the best, so we create similar content and invite our leads to register for another “Fit Plan-How to Plan Your Workout Routine” webinar.

After attending the webinar, the leads are tagged “People Who Watched Fit Plan Webinar” and can automatically be sent website content that is, even more, personalized and fit to them.

By now, your leads are sizzling!

This is the best time for the system to automatically import them into a Customer Relationship Management System.

what is marketing automation


With the invaluable help of automation workflows, you have now successfully sold a fitness package!


 End of story, right? 


Marketing automation has way more to offer. It has the power to turn a one-time customer into a loyal brand ambassador. But how?

 By upselling the customer. 

E-mail Automation is the way to go when it comes to upselling on a product. You can upsell by promoting the next PRO version of the program for a special price (The Pro 2.0 Version).

 You can even do some Cross-Selling if you wish.

Go ahead and start promoting some necessary or optional accessories like protein shakes and other nutritious food items to match with your audience’s specialized diet.

That’s not all, folks! (I always wanted to say that)

Do some Cycle-Based Selling by promoting the “Bikini-Training Program” to your female customers. A seasonal fitness training program that almost guarantees to get you in shape right before summer starts!

Now your Return on Investment [ROI] has skyrocketed through the roof!

Marketing automation helps you nurture, warm, and ready your leads for sale as well as enabling you to turn a one-off purchase into a life-long customer.

Your revenue has been increased while saving your team some precious time and boosting customer happiness!

It’s a win-win-win situation! 



Clickfunnels is a sales funnel building software that has an in-built customer relationship management system.

If you wish, you can integrate a third-party CRM system. This will give you the ability to achieve a steady streamline sales funnel.

As mentioned earlier, these systems are used by the sales team to craft a specific message and follow-up series for the customers. It will increase the lifetime value of the customer and the retention rate.

Clickfunnels’ primary goal is to serve you as a lead generator and turn your leads into loyal customers that are ready to buy from you over and over again.



Clickfunnels is very similar to a standard CRM system. It gives you the right to funnel your prospect into a sale.

The high-converting landing page templates + the easy to use e-mail automation system that Clickfunnels has to offer is more than enough to convince the potential customer into a sale.

The Customer Relationship Management system that Clickfunnels offers can be accessed through their Premium Full Suite subscription plan.

The Basic Plan does not offer a Customer Management system, and you will likely have to use a third-party provider if you wish to integrate one.

There are plenty of customer relationship management systems that are easy to integrate with Clickfunnels.

The CRM system that Clickfunnels has is known as Actionetics. It’s the typical system that will make your life easier. It will save you tons of time and money in the long run and will spear you from the extra effort of integrating a third-party CRM.

ADVICE: It’s a must-have tool if you wish to see your business improve!



What makes the in-built Clickfunnels CRM system so unique and fit for your business, and how does it differ from other customer relationship management systems?

If you decide to use Clickfunnels for your business, know that the features that Actionetics provides you with will save you money in the long-run by not having to worry about integrating another system from an outside source.

You always have the option to integrate a third-party CRM, but it will bump up your monthly marketing costs. It’s fair to say that Clickfunnels is more than a CRM system.


Make data-driven decisions for your business, and you will see it rise! 

The Actionetics feature lets you do just that. It collects all the valuable data that your customers provide you with, and it spells it out for you in a very beneficial way.

It is a first-class marketing tool at no-frills prices!

 In simple terms: You get more for your dollar! 






  1. Mary Ellen May 25, 2022
    • Gorjan June 1, 2022

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