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Lead Nurture

Client Matchmaking CRM gives you all tools you're going to need to create a consistent flow of leads into your business and to nurture those leads into paying customers.

Funnel & Website Builder

Use one of our 300+ pre-built templates (some with DFY copy) or create your own from scratch. Our funnel & website builder is fast and easy to use.

Replaces: Clickfunnels, Kartra, Kajabi, Lead Pages, Wix, and more.

Email Marketing

Use our pre-built automated email sequences or create your own. You can also send broadcast email campaigns to your contacts.

Replaces: ActiveCampaign, Mailchimp, Aweber, Infusionsoft, Hubspot, and more.

Calling + SMS + Voicemail Drops

Call or text your leads directly from the desktop or mobile app. You can also include calling, SMS, and voicemail drops in your automated follow up sequences.

Replaces: SimpleTexting, PhoneBurner, JustCall, SlickText

Automation

Don't worry, your system comes pre-loaded with the core advanced automation that you're going to need to grow your business. That means you don't need to be a tech expert to get up and running. But, yes, you can customize and create any advanced automation you desire with Client Matchmaking CRM.

Workflow Automations

We have pre-loaded your system with the core automations you need. But, you can build out anything you want with our workflow builder.

Replaces: ActiveCampaign, Infusionsoft, Hubspot, Pipedrive, and more.

Scheduled Marketing Blasts

Scheduled Marketing Blasts

Schedule out your social content posts in the social media planner. Schedule email and/or SMS blasts out in your marketing system.

Replaces: Hoostuite, Buffer, Infusionsoft, Hubspot, and more.

Smart Lists

Smart Lists

Segment all of your contacts based on over 40 different variables so you can send specific marketing messages to the right people.

Replaces: ActiveCampaign, Infusionsoft, Hubspot, Pipedrive, and more.

Sales Management

Client Matchmaking CRM is loaded with tools to help you improve your sales. From sales pipelines to the complete CRM, you'll have everything you need to grow your sales.

Unlimited Pipelines

We have pre-built 2 main pipelines for you (a customer acquisition pipeline and a client journey pipeline). But you're not limited to that. You can build unlimited pipelines in Client Matchmaking CRM.

Replaces: Infusionsoft, Hubspot, Salesforce, Pipedrive, and more.

Complete CRM

Every successful business needs a solid CRM. Ours is state of the art and gives you amazing features to work with. Take notes, set task reminders, schedule appointments, add to workflows, etc. Truly a one of a kind CRM.