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Does The Automations Cost Money Each Time It Fires?
No, unlike many automation companies that charge per automation, we make it FREE. You will never have to pay automately for any automation triggers EVER.
I Want To Link My Software With Other 3rd Party Softwares. Is That Possible?
Yes! The best way to do that is by using webhooks. We also have an API integration with software companies like Zapier, Pabbly and many others.
Can I Customize The Templates?
100%. What good would the workflow templates be if you couldn't edit them? We just give you overall direction and structure for you to build off of.
How Fast Do The Automations Fire?
That is 100% up to you! They normally will send within 5-10 seconds but you can create a "wait" rule to wait a certain time before something gets sent.
Can I Test My Workflows?
Yes! In-fact we recommend that you test all your workflows prior to launching them. We have a feature where you can easily test your workflow in 1 click of a button without having to wait for each step.
What If My Automation Changes?
As you grow your business, your system's will continue to evolve. All you have to do in this case is click "edit" and fix what you have to change. Then just publish again.
How Many Automation Tools Are There?
There are over 100+ different triggers and automation tools that you have at your finger tips to develop the best automation sales machine possible.
If I Am Sending Out Automated Emails/Texts, Is There A Feature That Can Auto Respond To Leads?
Yes! In-fact there is an Ai component that will do this automatically.
What Is The Max Amount Of Funnels I Can Have?
There is no limit! You can build unlimited funnels and websites with no restrictions.
Does CRMLY Offer An SSL Certificate?
Yes! Just like hosting, every single SSL certificate is 100% FREE and included!
How Long Does It Take To Learn CRMLYFunnels?
The drag and drop builder is extremely easy to learn. In-fact if you have ZERO experience you could launch your own funnel/website in under 1 hour. We will be releasing FREE tutorials on how to maximize the website/funnel builder in the near future.
Is The Copy Included In Your Funnels Or Do I Have To Create My Own Copy?
We provide you with copy that was used on the sites that performed. It's your job to put your own twist on things.
Do You Offer Hosting?
Yes hosting is FREE and included in the monthly cost! Unlimited hosting for every funnel and website in your account at all times.
How Fast Is The Website Load Time?
If you didn't know, load time is the number one reason why people fall off before they even land on your site. If you increase your website/funnel speed, you will see massive improvements to your conversion rate. We use Level 0CDN created by Google to offer the fastest website speed in the world.
Does CRMLYFunnels Link With Other Parts Of CRMLY?
Yes that's the whole point. You can use forms, custom fields, surveys, calendars and so much more all in the website/funnel builder.
How Quickly Is The KPI Dashboard Updated?
The funnel a/b split test reporting tool is updated every 60 seconds!
What Is The Max Amount Of Websites I Can Have?
There is no limit! You can build unlimited funnels and websites with no restrictions.
Which Industries Have You Collected Data On With Regards To Your Pre-built Templates?
We have collected data on over 73+ different niches. Of those niches we've complied a bunch of template you can easily customize.
Can I Customize Your Pre-built Template (color themes etc.) ?
Yes! In-fact you can customize literally every single thing in the funnel/website builder.
Does CRMLYFunnels Link With Other Parts Of CRMLY?
Yes that's the whole point. You can use forms, custom fields, surveys, calendars and so much more all in the website/funnel builder.
Are There Internal KPIs I Can Track?
Yes you will be able to see stats like your optin rate, conversion rate, book call rate and plenty others depending on which funnel style you choose.
Can I Still Use Things Like GTM or GA4?
Yes! All you would have to do is add the HTML snippet to the head and body code of the funnel.
Is There A Limit To How Many Blogs I Can Have?
There is no limit! You can build and host an unlimited amount of blogs when you use crmly.ai
What Is The Best Number Of Blogs Posts To Display On Your Funnel/Website?
You can show how ever many you would like, but we recommend having 6-9 posts.
Can I Add More Fonts?
As of right now, adding more fonts is not supported. We do plan however on adding as many custom fonts as you would like.
Can I Add Custom Values In A Blog Post?
Our Blog builder just got out of BETA mode, which means there's still lots of things we need to improve. One feature we need to add is the custom values and fields.
Is It Optional To Add Author, Category, and Keywords?
Blog Post details will require Category, users can add multiple categories. Category details like name, slug, and SEO details can be set in Blogs Settings. It is optional to add Author and Keywords. Author details can be set in Blogs Settings with name, photo, and social information. Keywords can be set from the publish screen.
Can I Have Separate Blog Pages For Each Category?
In the upcoming updates, we would allow users to create it in the funnel/website page based on a filter of Categories with the slug and SEO details
Can I Use My Own Custom Domain?
Yes! You can easily add your own custom subdomain like course.domainname.com or learn.domainname.com.
Can I Add Drip Content To My Course?
Yes! At any time you can add course content that will drip over a time period that you set. For example you can have content only be available every Tuesday Night at 7pm Est.
Can I Customize My Theme?
Yes! In-fact we just revamped our entire course themes. You can completely customize your membership theme just like you would when using our funnel/website builder.
How Many Course Members Can I Have?
You can have unlimited members in any of your courses for however long you use crmly for.
Can I Automate Course Onboarding?
Yes! You can set an automation that will automatically grant course access to any lead after they purchase. You can send them login credentials, a link to schedule a call and so much more in just a few clicks.
What Is MembershipAnalytics?
Membership analytics is where you can see what time, last login, course completion and so much more about how your customers are consuming your course.
How Many Forms/Survey's Can I Build?
There is no limit! You can build an unlimited amount of forms and surveys to run your business.
Am I Able To Create Custom Fields?
Yes! Every single custom field that you add to a form/survey can also be used on the thank you page. For example: If someone books a call, on the next page you can show their name and date of call.
Does CRMLYForms Track Attribution?
Yes all your attribution will be tracked and properly stored in the source section. You can also add custom fields that pull from the query string to properly attribution things CRMLY normally wouldn't catch.
Can I Make Sticky Contact Forms?
Yes! You can make forms that already fill out most of the info you already have on the client so all they have to do is answer the questions they haven't answered yet.
Can I Embed Forms On Something Other Than CRMLY?
Yes! All your forms give you an embed code that you can put anywhere you want.
Can I Add Custom Forms To Calendars?
Yes you can add custom forms to any of your calendars in 1 click.
How Long Does It Take To Customize The Chatbuilder?
There are tons of features you can customize to make your chat widget unique. You could customize everything and have the chat widget on your site in under 5 minutes.
Where Does The Chat Convo Go?
The chat widget conversation goes directly into CRMLYCONVERSATIONS.
Where Else Can I Add My Chat Widget?
Your chat widget can be on any page. You can add it to the body code of any website/page you want or you can simply copy the GTM code and add it to google tag manager.
Can I Set Up Automated Responses?
Yes although we don't recommend it at first. The reason why is the AI part of the software is still in it's learning phases which means there could be a few cracks where leads could fall through. We recommend adding automated responses once you have the data to determine which questions to ask.
Can I Integrate With Something Like Freshdesk?
Yes if you would rather use a help desk software like freshdesk you can easily integrate our chat widget with a 3rd party help desk software.
How Do I Add My Chat Widget To Wordpress?
All you have to do to add your chat widget to wordpress is click the button at the top that says "add to wordpress" then follow all the steps on the next page.
Can I Auto Send Review Requests?
Yes! You can automatically set up review requests based on what ever trigger you choose. For example you could have the trigger set whenever "someone completes 90% of the course".
Can I Customize My Review Widget?
Yes! Just like everything else, you can customize whatever you need in order for the widget to match your branding.
Can I Customize My Review Request Messages?
Absolutely! To do this all you would do is go to the reputation management tab then "click customize review request messages".
Can I Add More Than Just My Google Reviews?
As of right now you can only add google reviews. In the very near future you will be able to add facebook, BBB, trust pilot, and so many more.
Can I Send Review Requests To Past Customers?
Yes! All you would need to do is import all your past customers to CRMLY. Then bulk select the ones you want to send requests to.
Can I Build My Brand Reputation Through A Yext Listing?
Yes! In-fact we actually partnered with YEXT to seamlessly integrate with CRMLY.
What Reports Can I See?
Once you integrate everything you will be able to see reports on...Google Ads, Facebook Ads, Attribution, Source, Call Reporting, Agent Reporting, Appointment Reporting and much more!
What Can I Integrate?
You can integrate and see data from your google & facebook ads. We will be adding much more integrations in the near future like tiktok, linkedin and more.
How Accurate Is The Reporting Feature?
We use only the most accurate data we can find. The whole point of data is to make decisions, and when your data is skewed you make very costly mistakes. That will never happen again when you start using the reporting feature.
Can I Add More Than One Ad Account?
As of right now you cannot. We will be adding reporting for ads for the following platforms in the near future. Tiktok, snapchat, pinterest, linkedin, reddit and many others.
What Social Media Accounts Can I Connect To?
Right now, you can connect your crmly account to google my business, instagram, facebook, linkedin and twitter.
What Other Social Media Platforms Do You Plan On Integrating With?
In the very near future you will be able to integrate with tiktok, snapchat, reddit, pinterest and many others.
How Many Posts Can I Schedule In Advance?
You could schedule 100+ posts per day for each social media platform. In other words there is ZERO limit or restrictions with posting in advance.
How Does The Content Appear?
All the content you pre-schedule in advance, appears exactly how it would if you would post on that platform directly.
Do We Need To Get An SMTP Provider?
NO! You can use our's free of charge. However if you'd like to use your own you can connect crmly to mailgun.
Can I Reuse Templates?
Yes! In-fact we recommend it so you maximize the use out of your time. We recommend using custom fields and values in the emails so if a product or service you offer changes (which is very likely) all you would need to do is update the custom value... Not the entire email.
Do I Need To Know HTML?
Absolutely Not! There are 2 other ways you can build incredible looking emails.
Do We Get To See The Email Data?
Yes you get to see everything and can even create automations based on these triggers.... If the email is delivered, If the email is opened, If the email is responded to, If the email links are clicked, If the email is forwarded, and so much more...
Is It Possible To See Emails That Bounce?
Yes! You will be able to see when emails bounce and even set an automation that whenever an email bounces to automatically remove that email from your list.
How Many Emails Can I Have On My List?
Unlimited lists, leads and email's only available at CRMLYEMAILS.
Does CRMLY Charge An Additional Processing Fee?
NO! We would never do that. The fee you pay stripe or paypal is enough.
Does CRMLY Actually Collect The Payments Or Does It Just Act As A Middle Man?
CRMLY just acts as a middle man for you to collect payments with a 3rd party payment processor like stripe or paypal.
What Payment Processors Can I Integrate With?
As of right now you can only integrate with stripe or paypal. We will be adding another 3-5 payment processors over the next 6-12 months.
How Does Automating Product Delivery Work?
You would create a workflow and make the trigger fire > when an order form is submitted.
Will You Be Adding More Integrations?
Yes we plan on adding a bunch more integrations, but webhooks allow you to integrate with over 10,000+ apps.
Do Integrations Cost Money?
Absolutely NOT! You use CRMLY to run your business, not to pay us just to integrate stuff.
How Does Webhooks Work?
We recommend watching youtube videos on how to use zapier webhooks. We do plan on releasing tutorials in the future on exactly how to do this at a high level.
How Many Other Apps Can I Integrate With?
You will be able to integrate with over 10,000+ apps with zapier.
How Many Pipelines Can I Create?
There Is ZERO Limit! Create as many pipelines as your team needs.
Will I Be Able To See Data On My Pipelines?
Yes! In-fact there's a specific part of our reporting tool made just for pipelines.
Is The Pipeline Interactive?
Yes you can interact with the pipelines by simply moving a lead throughout the pipeline. You can also have workflow automations do this automatically based on a specific trigger you set.
My Pipelines Is Full Is There Any Way To Filter?
Yes! You will be able to filter things like....
-How long they've been rotting in a certain stage
-Any tag assigned
-If they purchased before
-If they sign a contract
Is There A Limit To How Many Contacts/Leads I Can Have?
NO! There is no limit on the amount of leads you could have.
Do You Guys Charge Money Per Contact/Lead?
Absolutely Not! We're not like other companies out there that charge money for everything.
How Many Smart Lists Can I Create?
Unlimited! We even give you some of our favorite lists.
Can I Import/Export My Leads?
Yes all you have to do is click the button import or export depending on what your trying to accomplish.
Can I Use These Lists To Create Custom Audiences?
Yes! That's what we love to do so are ads are hyper specific.
Can I Make Bulk Changes To Contacts?
Yes all you have to do is check the box next to each contact you will like to change/update. Then just pick what ever you want to change like tags, source ect.
How Many Calendars Can I Create?
There is NO Limit! You can create as many calendars as your heart desires!
Can I Integrate My Calendar With Google Or Hotmail?
Yes! In-fact you can connect your calendars in one click.
What Type Of Calendar Can I Build?
You can build individual, team, round robin and a few other types of calendars.
Is There Any Calendar Data?
Yes! You will be able to see things like avg call time, show up rate, closing rate and so many other very important call KPI's.
How Long Does It Take To Create A Calendar?
Creating a calendar is done in three very easy steps. It should take you no longer than 2-3 minutes to launch your very first calendar.
Can I Set Up Appointment Reminders?
YES! We even give you appointment reminder workflow templates so you don't have to reinvent the wheel.
Can I Create Texting Campaigns?
Yes! You can set up automatic message campaigns in our workflow builder. All responses will go directly into our conversations tab.
Is There A Limit To How Many Texts I Can Send In A Day?
There is NO Limit to the amount of messages you can send in a day!
Can I Send Mass Texts To Lists?
Yes! But that would be too simple for CRMLY. We also added triggers to segment your leads even more. For example you can even send out messages and wait for a reply. If the intent is positive send this message and if it is negative send a different message.
Do We Get To See The SMS Data?
Yes! You will be able to see delivery, open and ctr rate.
Can Leads Unsubscribe From My Texts?
Yes! All they would have to do is reply with a phrase like "STOP" and all messages for that lead will be on DND.
What Other Platforms Will Be Included In Convos?
You can integrate you phone, facebook, instagram, linkedin, twitter and so many more platforms.
How Many Tasks Can I Assign To A Team Member?
Unlimited! There is no cap on the amount of tasks that can be assigned to anyone.
Can I Create Task Templates?
Yes! In-fact we recommend it so you maximize the use out of your time.
Does The Tasks Automatically Remind The Team Member?
No! That is something you would have to set up. It only takes 5 seconds to set task reminders and due dates.
Can I See All My Tasks In One Place?
Yes! All your tasks for your entire team will be in one place. You can also use filters to see tasks assigned to any of your team members.
Does Task Notifications Go To The Mobile App?
Yes! All the tasks you create and assign will be sent to the mobile app so you can see everything on the go!
Does Tasks Work With Automations?
Yes! Just add the task feature to your workflows to automatically create tasks when something happens (ex a tag was added)
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support@CRMLY.ai