CRM and sales pipelines, so no one slips through
A full profile for each client, tags, smart lists and sales pipelines to follow each contact from their first question until they sign up.
Know your clients. Follow every contact.
All the information on each person and what needs doing, in the same panel.
Every contact, in their column
Create pipelines with the stages of your sales process and move each contact as they progress. Automations can move them for you when they make a purchase or book their first class.
- Pipelines with your own stages
- Comments on each contact
- Automations when a stage is entered
- Alerts shared with the team
- New contacts from WhatsApp
18 clients
9 clients
42 clients
Lists that keep themselves up to date
Define a list with the conditions you care about and MomentoTraining keeps it current. Use it to send communications or export it whenever you need it.
- Conditions by tags, packs and activity
- Automatic updates
- Export
- Scheduled emails and push to the segment
- The basis for your automations
Your center trains too
MomentoTraining brings together your client app, your team app and your management panel in one platform with your brand. Talk to our team and we'll show you how it works in your center.
Book your free demoYour questions about the CRM
Their bookings, packs, payments, signed documents, tags and where they are in your sales pipelines.
Yes. Smart lists can be exported.
Yes. Automations can move contacts between pipeline stages, add tags, send messages and create alerts for your team.
