Kartra CRM: Is Kartra a CRM? (Revealed)
Kartra CRM is a popular marketing funnel platform and a customer relationship management system.
Kartra was designed with both small and large businesses in mind, so it has many of the features that are needed to run and market a successful company on a day-to-day basis.
Kartra CRM also has some great features that make it incredibly easy to build funnels, automate your business, and generates leads.
Kartra is not just an average CRM though – there’s actually more to this powerful tool.
Does Kartra Have a CRM?
Kartra is an all-inclusive platform for entrepreneurs and business owners. It has many features to help you streamline the process of managing your online presence, including a CRM so that data NEVER get lost.
Kartra does more than just help you manage your customers; it’s a pretty robust software platform for online businesses.
Just as you know, CRM software is a customer relationship management system.
The purpose of CRM software is to efficiently manage customer relationships, leads, and tasks to meet business goals.
It helps automate your lead generation process, maintain contact lists, schedule outbound communications, set up reminders for follow-up activities, and track campaign effectiveness across various channels.
This is exactly what Kartra does.
Kartra manages your entire online business, from the front-end to back – building front-end lead capture pages to automate your sales, and taking care of your company’s interaction with customers through various channels.
Kartra CRM and system builds long-term customer relationships, measures.
And analyzes marketing efforts, provides customer support for new and existing clients, manages information regarding new products & services, updates data as new products & services are made available to the customer base, facilitates contact between other functional areas of an organization as needed to provide consistent service to customers, etc.
So the point is, Kartra isn’t necessarily a CRM but does have a customer relationship management system as a feature that enables Kartra users to manage the complete customer life cycle.
Kartra CRM Features – What are they?
As I mentioned earlier, Kartra comes full-featured with a bunch of life-saving tools – ranging from:
- Kartra Checkout
- Kartra Leads
- Kartra Pages
- Kartra Mail
- Kartra Funnels & Campaigns
- Kartra Memberships
- Surveys & Quizzes
- Kartra Videos
- Kartra Helpdesks
- Kartra Calendars
- Kartra Forms
- Kartra Affiliates
- Kartra Integrations & API
- Kartra Analytics
- Kartra Agency
- Kartra Marketplace
You may be wondering which of the above features would you get the Kartra CRM benefit, right?
Well, it is the Kartra Mail and automation.
Yeah, the majority of the features of great email automation are the same as that of a CRM solution.
In this regard, we’re going to look into the Kartra CRM features like:
1. Contact management
There’s no CRM software without contact management. With the Kartra CRM contact management feature, you’d be able to manage and track who your leads, potential customers and existing ones are.
Kartra CRM also allows you to create a personalized communication with each of the contacts by sending emails and newsletters tailored around their interests.
You can organize contact details like name, email address, phone number, job title, etc.
Which would be helpful for keeping a record of activities such as follow-ups post-sales etc. You’ll also get an opportunity to use Kartra’s powerful Search feature that’d allow you to search for any customer based on his/her:
- Email address
- Product purchased
You can even import your contact manually from
You can also easily, easily bring/import contact into Kartra and utilize Kartra’s deep and sophisticated communication capabilities to engage your previously generated subscribers.
2. Interaction tracking
With an interaction tracking mechanism, Kartra CRM allows you to track all your customer interactions as well as to measure the results of those actions.
Kartra would allow tracking keeping a record of activities such as:
- Open rate
- Spam complaints
- Emails sent
- Leads activity
And much more!
Kartra’s CRM also provides you with a dashboard to see your interactions at one glance.
This helps you measure the impact of these actions on your business performance and progress, allowing for better optimizations in future marketing campaigns.
3. Lead management
Your leads are the number one thing that your business needs. Your leads represent your customers, prospects, and affiliates.
That’s why Kartra Leads pays so much attention to them.
With the advanced tagging and lead scoring on Kartra CRM – it becomes seamlessly easy to manage your leads.
Kartra CRM lead tagging is when you put different labels on people to tell them apart. You can put labels like “free prospect”, “paid customer”, “VIP”, or even “cold lead”.
While lead tagging allows you to qualify them, lead scoring allows you to quantify them.
4. Email integration
Marketing integration lets you integrate Kartra with your favorite marketing tools or apps.
Kartra has integrations with a line-up of fantastic tools to choose from which you may or may not be using before signing up to Kartra.
Some of the integrations are:
- Webinar integrations
- Email marketing integrations
- Social media integrations
- Payment gateways
- SMS gateways
- Membership platforms
And even more!
Related: Kartra Pricing Guide
5. Pipeline management
The Kartra CRM provides sales pipeline management that helps you to stay on top of your goals.
One can see their sales pipeline for the current month and even track progress through a line chart.
One cool thing about the Kartra pipeline management is that you can see how your sales team/funnel is doing in real-time.
Although I’d admit that Kartra is not as sophisticated as dedicated CRM tools like Pipedrive and HubSpot CRM. However, Kartra is great for small businesses that cannot afford these highly sophisticated CRM tools.
So, Kartra provides pretty much all the standard features you can expect from a modern sales platform.
But it doesn’t have as many advanced functionalities of high-end CRMs like Pipedrive or HubSpot CRM.
6. Workflow automation
Marketing is a complicated and tedious process, with constant changes coming in from new technologies.
One way to streamline this task would be through workflow automation – which allows users to set up automated workflows that automate tasks like email campaigns.
Workflow automation is the process of automating a series of actions to complete an objective.
It can be used in marketing as it helps marketers save time and effort when running campaigns, increasing productivity by taking away some tasks from human hands
Kartra workflow automation lets you turn on a host of automation based on your recipients’ behaviors and automatically send email automation and track actions that are taken on each email.
7. Analytics Reports and Dashboards
Having detailed analytics and reporting is a visual way to actually know how your entire marketing program is performing.
Kartra’s reporting and analytics can help you do this very quickly, having the data that matters to your business at a moment’s notice
Marketers should be able to see what they need from the Kartra analytics dashboard in order to make smart decisions about their marketing campaigns.
Related: Kartra Review Guide for Beginners
Kartra CRM powered by Kartra Mail and Leads is a great choice for businesses looking to get started with their first or second CRM system.
And at the same time build their funnels on a single platform.
Kartra has many features that other systems do not have, such as the calendar and helpdesk feature.
If you’re looking for a CRM that houses everything to market and see your products or service, that is also easy to use, offers powerful analytics, and supports the latest technologies then Kartra may be just what you need.