All-In-One System

Client Matchmaking CRM provides over 30 essential tools to enhance your business profitability.

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Lead Nurture

Client Matchmaking CRM equips you with all the tools necessary to generate a steady stream of leads and effectively nurture them into paying customers.

Funnel & Website Builder

Choose from over 300 pre-built templates (some with ready-to-use copy) or create your own from scratch with our fast and user-friendly funnel & website builder.

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

Email Marketing

Utilize our pre-built automated email sequences or craft your own. Additionally, send broadcast email campaigns to your contacts with ease.

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

Calling + SMS + Voicemail Drops

Reach out to your leads directly from our desktop or mobile app through calls or texts. You can also integrate calling, SMS, and voicemail drops into your automated follow-up sequences.

Replaces: SimpleTexting, PhoneBurner, JustCall, SlickText

Automation

Rest assured, your system is pre-loaded with essential advanced automation capabilities tailored to help you grow your business. You don't need to be a tech expert to get started. However, you have the flexibility to customize and create any advanced automation you need with Client Matchmaking CRM.

Workflow Automations

We've pre-loaded your system with essential automations. However, you have the flexibility to build out anything you want using our workflow builder.

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

Scheduled Marketing Blasts

Scheduled Marketing Blasts

Plan and schedule your social media content posts using the social media planner. Schedule email and/or SMS blasts through your marketing system.

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

Smart Lists

Smart Lists

Segment your contacts based on more than 40 different variables to send targeted marketing messages to the appropriate audience.

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

Sales Management

Client Matchmaking CRM is equipped with tools designed to enhance your sales performance. From robust sales pipelines to a comprehensive CRM system, you'll have everything necessary to boost your sales growth.

Unlimited Pipelines

We've pre-built two primary pipelines for you—the customer acquisition pipeline and the client journey pipeline. However, you're not limited to these options; you can create unlimited pipelines within Client Matchmaking CRM.

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

Complete CRM

Every thriving business requires a robust CRM. Ours is cutting-edge, offering exceptional features such as note-taking, task reminders, appointment scheduling, workflow integration, and more. It's truly a unique CRM solution.

Replaces: Hubspot, Monday, ClickUp, Pipedrive, and more.

Advanced Reporting

Need reports? We've got you covered! Whether it's call reports, appointment reports, attribution reports, or more, we provide comprehensive reporting solutions.