Is Kajabi a CRM?

Kajabi is an all-in-one platform to manage your online business needs. Aside from tools for online course creation, marketing, sales, websites, and funnels; it has many features to help you with Customer Relationship Management (CRM). 

A CRM is a system that tracks information and interactions between your company and your customers and allows business owners to keep track of communication and manage information and updates in real-time, automatically.

Contacts: The Kajabi CRM

Does Kajabi have a CRM? Yes! It is called Contacts. The Contacts tab is a list of all the people who have submitted their information to you through a form or a checkout page or you have added mannually. It is where your email list lives and all the information you have access to about your customers is stored.

In the contacts area, you can view contact information, create filters and segments, apply and manage tags and perform bulk actions. It is integrated with the rest of the Kajabi platform options to create a seamless tool to automate actions, and analyze and process information.

Contact Categories

Your email list in Kajabi Contacts is divided into categories: Contacts, Customers and Subscribers.

Contacts

Everyone is initially added as a Contact.  Contacts are all the people you have information for and include name, email address, date added and last activity.  They can be people who have subscribed, unsubscribed, made a purchase, been granted or completed an offer or have completed a purchase.  Each contact can be viewed for more details like name, email, join date and last activity.

Customers

Customers are contacts that have made a purchase or been granted an offer from your site.  They are marked with a blue checkmark in the Contacts area to easily see them from contacts who have not purchased a product on from you. Once someone becomes a customer, Kajabi will track all their purchases and shows their lifetime value as the total amount they have spent with you.

Subscribers

Subscribers are contacts that have given consent to receive marketing emails.

Using Segments and Filters

The more people you have in a contact list, the longer it can take to find customers fitting certain criteria.  The Kajabi CRM allows you to add Segments and Filters to make it easier to group and manage your contacts.  

Segments

Segments arrange your contacts based on a series of attributes.  Kajabi has several default segments but the real time savings is when you create your own segments. You can add custom segments that act as filters to easily view different categories of users.  Acting like a filter, this will arrange your contacts based on the criteria.  This will make it easier to view every contact that has the desired characteristics.    

Filters

Filters use selected parameters to organize the contact list.   There are 17 categories of filters to choose from each having different parameters and choices. You are able to use multiple filters at the same time to help you find just the right people.  Once you have entered the relevant information, the filter shows the applicable users.

Bulk Actions

Bulk actions allow you to work with larger groups of contacts at one time using your filters and segments.  You can add tags, register contacts to an event, grant and revoke offers, subscribe customers to an email sequence or export multiple contacts at a time.  With your filters and segments set up, performing bulk actions is easy and quick for all your contacts.

Tags

Tags are used to organize contacts to provide flexibility and streamlined marketing operations.  Like segments and filters, tags allow you to separate contacts based on specific categories for easy actions for members in the tag.  Once you have set up and tagged users, you can automate marketing campaigns, product launch details and offers to be sent to the members in the tag group.

Conclusion

Does Kajabi have a CRM?  Yes, it is called Contacts. There is no need for a third-party system because everything is integrated, providing a simple solution to manage your online business.

The Basic, Growth, and Pro plans each allow for a different number of contacts and customers. For the full details about Kajabi’s 3 plans including annual pricing discounts, you can read my article about the different pricing options.

Kajabi Basic:

• $149 per month
• 10,000 Contacts
• 1,000 Customers

Kajabi Growth:

• $199 per month
• 25,000 Contacts
• 10,000 Customers

Kajabi Pro:

• $399 per month
• 100,000 Contacts
• 30,000 Customers

Kajabi 30-Day Free Trial

If you think now is the right time to try out Kajabi you can sign up with my 30-day free trial link and I will give you 3 free sign-up bonuses. I am an affiliate for Kajabi and have helped over 100 people test it out and see if it is right for them. The help I give my referrals is designed to help you understand as quickly as possible if Kajabi is right for you and will meet your needs. The goal is to know if you want to keep using it before your trial is over. Check out my bonuses page, I’ll help flatten the learning curve for you and be there to answer your questions.

Happy Kajabi-ing Ahead

JD - Kajabi Expert