Is Kartra a CRM? To answer this with a yes or no, it is important to find out what is Kartra and what you can do with it.
What Is Kartra?
Is Kartra a CRM? Kartra is essentially a page builder, marketing automation platform and a sales funnel builder. Kartra differs from other platforms as it takes a ‘whole-package approach.’ In essence, Kartra is a comprehensive business platform that merges your landing pages, online courses, sales pages, email system, membership sites and payments in a single place.
Therefore, rather than having to switch among a number of platforms that serve various functions, you will be able to have a single home for your online business. Essentially, you will be getting everything needed to market and sell your online products, without having to depend on costly developers. The advantages of Kartra include:
- All of your systems can be in one place, making it easier to manage your business
- Your marketing goals will be easier to track as Kartra features like landing pages, opt in forms, payments, videos and courses are in one place.
- You will get a visual of the journey of the customer from the entry point, his or her moves through Kartra funnels and email sequences to him or her signing up to the products and memberships on the site.
What Is A CRM?
A CRM or Customer Relationship Management system assists in handling customer data. It delivers actionable insights, supports sales management, facilitates team communication and integrates with social media. Cloud-based CRM systems provide total mobility and grant access to an ecosystem of apps that can be customized.
Kartra CRM platforms assist you in maintaining contact with customers and prospective customers and keep track of all points of engagement. CRM is sometimes described as Customer Retention Management, which is a good thing as well.
To answer the question, Is Kartra a CRM? Kartra basically tracks all of the interactions you have with an individual, including the emails they get, the ones they opened, the videos they have watched, the offers they accessed and when a purchase was made. The strength of Kartra is in its capacity to take vital business services and implement and integrate them into an overall system.
The matter of customer data creates a challenge that is addressed by CRM systems. Every time someone goes to meet up with a new sales prospect, talks to a customer on the phone or follows up an encouraging lead, there is the potential of learning something new and possibly valuable.
What CRM Features Does Kartra Include?
The funnel builder incorporated in Kartra allows you to build sales funnels; this is done by dragging and dropping things on to a canvas. This enables you to almost effortlessly create sales funnels and doing so is quite easy and intuitive. To begin the process of creating a sales funnel in Kartra, you would make a starting rule for the sequence. For instance, this could involve someone completing a form.
The next step in the question Is Kartra a CRM? Could involve adding an email object and configuring things like the day it should be sent and from whom it is being sent. This could be followed by adding the content to your communication. At this point, you will have two options, you will be able to select basic or advanced. This will be particularly handy for individuals who are doing a product launch and are going to make use of features such as testimonials, images, videos, countdowns, tracking and call to actions.
After your steps have been created, you will need to connect them to the other steps in the Kartra funnel; you will know when this is achieved when a yellow arrow comes up. After which, you will need to activate the step so that it will go live when it is published.
Kartra Landing Pages
Its landing pages is another core feature of Kartra. These pages are organized into categories and as such, you will be able to easily organize your pages into a number of different categories. This will come in very handy when you wish to find a Kartra page quickly to clone it or edit it. Many users have found that duplicating the pages a few times makes it a lot quicker.
For instance, to organize the pages you could create categories that are based on the kind of pages they are. These include ‘thank you pages’, ‘opt in pages’, ‘payment pages’, ‘sales pages’ and ‘webinar pages.’ With Kartra, you have access to a large number of spectacular high-converting pages. As such, you will be able to pick a page and customize it easily with Kartra.
Email marketing is another major feature offered by Kartra when asking Is Kartra a CRM? Inside the platform, you will be able to very easily create email broadcasts and email campaigns. Broadcasts are essentially one-time emails that are sent out to your email list. For instance, this could be a weekly newsletter or a one-time offer. The email builder incorporated in Kartra is intuitive and this makes it quite easy to generate a custom email. This email could have components such as header images, buttons, testimonials, call to actions and videos.
Products and Payments
If you are seeking out a platform that has a functionality for products and payment, Kartra could be the ideal choice for you. With Kartra, you will be able to create a variety of products to satisfy any product type; these include online courses and ebooks, done specifically for your services.
Every time a product is created in Kartra, you will be required to go through different steps before it is up and running. Firstly, the product will have to be named and then the payment processing has to be considered. Payment processing can be easily set up and your options will include credit card, PayPal or Stripe.
Setting up product pricing would be the next step. You will be able to set payment options like recurring payment, one-time payment or a limited number of installments. The options are especially handy for product launches.
Additionally, you can set up an initial payment so individuals can get a taste of your products. For example, you could offer $20 for the first 30 days. For those with a membership platform, recurring payments are quite remarkable. You can create a refund policy and set sales tax as well. You have the option of creating customized Kartra pages for different price points as well.
Courses and Memberships
If you are seeking out a platform for the purpose of delivering your courses and memberships, Kartra is a remarkable option to consider. The platform is equipped with a membership portal management system designed to make your courses and memberships available to your members. Kartra basically makes it relatively easy to provide your members with content and to manage how the content is received.
When a membership is created in Kartra, you will have two options on how it can be accessed by individuals. You will be able to provide them with full access to the content. You will also have the option of delivering one module at a time to the individuals using the automation features of Kartra.
Is Kartra A CRM – Analytics
The integrated analytics is undoubtedly among the best features in Kartra when asking Is Kartra a CRM. In effect, you will be able to completely track the journey of your customers from the point of entry through email sequences, funnels and products and membership; this is an invaluable tool to access.
In addition, Kartra is equipped with a dashboard on which you will be able to view and take measurement of key metrics like sales, traffic, subscriptions and conversions. As such, it makes checking in and keeping track of your sales, list growth and traffic remarkably easy.
Best of all, Kartra has analytics for the majority of your features; these include tracking sales, click through rates, open rates and video views. This is designed to take the guesswork out of running your business. In addition, it enables you to make knowledgeable business decisions that are based on tracking credible data.
What Are Some Features That It Does Not Include?
With the question Is Kartra a CRM?, you are limited to certain funnels, certain visitors and certain pages on their least expensive plan. A lot of users have issue with software products that restrict them in this manner. However, those who are merely building sales funnels for themselves in Kartra are likely okay with these limitations.
On the other hand, these limitations can become very frustrating for individuals who are doing client work, promoting Kartra as an affiliate or creating funnels for a number of customers. If you would like to develop unlimited funnels, you will need to upgrade to a more expensive Kartra plan.
An Impressive SEO Feature for Blog Posts
There are functionalities excluded by Kartra. For example, even though Kartra enables you to write blog posts, its SEO is not going to be as robust as WordPress and other available platforms.
Is Kartra A CRM Conclusion
So, Is Kartra a CRM? Kartra provides video hosting that securely integrates into Kartra landing pages, membership sites, sales funnels and content pages. There is a lot more to Kartra than has been described above and additional features are included daily. If you want more detailed info, take a look at our full review of Kartra here.