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Customer Success

How CRMX customers

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Reporting and Stats

All the Data, None of the Guesswork: Reporting Reimagined.

Why Built-in Reporting?

CRMX’s built-in reporting tools offer instant access to essential metrics, eliminating the need to juggle multiple platforms. Everything is centralized, allowing you to convert data into actionable strategies effortlessly. Whether you’re tracking team performance or optimizing campaigns, built-in reporting provides a seamless experience, ensuring you stay informed and in control.

Dashboard Diversity

Create multiple, fully customizable dashboards to suit your unique business needs. Whether you need an overview or a deep dive, tailor your dashboards to highlight the KPIs that matter most. Visualize complex data in clear, appealing formats that empower your team to make informed, data-driven decisions.

Pipeline Precision

Sales pipeline conversion reporting turns complex data into clear, actionable insights. Track every stage of your sales process, identify bottlenecks, and optimize your funnel for better results. With detailed conversion metrics, you can fine-tune your strategy to improve performance and drive revenue growth, ensuring that no opportunity slips through the cracks.

Web & Funnel Insights

CRMX provides detailed website and funnel reporting, giving you a clear view of visitor behavior, conversion rates, and opt-ins. Understand how your audience interacts with your site and funnels, identify what’s working, and make data-driven adjustments to boost performance. With these insights, you can optimize every step of your customer journey, from the first click to the final conversion.

Email Effectiveness

With CRMX’s email reporting, monitor the performance of your campaigns in real-time. Track opens, clicks, opt-outs, and more to understand how your messages resonate with your audience. These insights enable you to fine-tune your email strategy, improving engagement and conversion rates, ensuring your emails hit the mark every time.

Communication Clarity

Phone Call and SMS reporting gives you a detailed look at how your communications are performing. Analyze call durations, response times, SMS delivery rates, and engagement levels. With these insights, you can optimize your outreach, improve customer interactions, and drive better results, all while keeping a close eye on your team’s efficiency.

Social Success

Social media reporting provides a clear snapshot of your social campaigns’ performance. Track engagement, reach, and conversion metrics across platforms, allowing you to see what’s working and where improvements are needed. With these insights, you can optimize your social strategy, connect more effectively with your audience, and drive higher engagement and conversions.

Appointment Analytics

With CRMX’s Appointment Reporting, you gain valuable insights into your scheduling efficiency. Track the number of appointments booked, attended, and missed, as well as conversion rates from appointments to sales. These reports help you identify trends, optimize scheduling practices, and ensure your team is making the most of their client interactions. Stay on top of your appointment metrics to improve customer experience and increase sales.

Agent Accountability

Agent Reporting feature provides detailed insights into individual agent performance. Track call durations, response times, lead conversion rates, and more to ensure your team is hitting their targets. By identifying top performers and those who need improvement, you can provide targeted coaching and optimize your team’s efficiency. With this level of transparency, you’ll have the tools to enhance productivity, boost morale, and drive better results across the board.

Google Ads Insights

Google Ads Reporting gives you a clear view of your campaign performance. Analyze clicks, impressions, conversions, and ROI to see what’s working and where to optimize. With these insights, you can fine-tune your ads, allocate your budget more effectively, and ensure you’re getting the best possible results from your Google Ads campaigns. Maximize your advertising impact with data-driven adjustments.

Facebook Ads Focus

Facebook Ads Reporting provides detailed analytics on your social ad campaigns. Monitor key metrics like reach, engagement, conversions, and ad spend to understand your audience’s behavior and campaign effectiveness. Use this data to refine your targeting, creative, and budget allocation, ensuring your Facebook Ads deliver the highest return on investment. Stay ahead of the competition with precise, actionable insights.

What will CRMX Reporting do for you?

⚙️ Empower Your Decisions

Get real-time data insights that enable you to make informed, strategic decisions quickly and confidently.

🤑 Boost Team Performance

Monitor and improve team productivity with detailed reports, leaderboards, and customizable dashboards that highlight key metrics.

😊 Maximize Sales Conversions

Optimize your sales process by identifying bottlenecks and refining your strategy with in-depth pipeline conversion reports.

🙌 Enhance Customer Engagement

Track and analyze the effectiveness of your email, SMS, and social media campaigns to connect with your audience more effectively.

⌛️Optimize Your Marketing

Gain insights into website and funnel performance, allowing you to fine-tune your marketing efforts for better results.

📈 Simplify Your Reporting

Save time with centralized, easy-to-use reporting tools that bring all your crucial data together in one place, making complex analysis simple and accessible.

CRMX gives you everything you need to market, sell, and deliver your products effortlessly.

Plus save you more time to work on your business instead being stuck working in it.

Manage and communicate with your contacts, appointments, deals and more

Build and automate any business process for sales, marketing, and operations effortlessly.

Create unlimited websites and funnels with included hosting.

Easily manage affiliates, links, and commissions.

Use a universal inbox for email, SMS, chat, FB DM, IG DM, and WhatsApp.

Seamlessly connect all your tools through webhooks, API, or Zapier.

Get comprehensive dashboards and reporting for all your data.

Create forms and surveys to capture leads and more.

Build unlimited courses, free and paid access and more.

Host private, paid, and free communities online.

Manage multiple pipelines with custom sales stages.

Handle subscriptions and payments smoothly.

Convert more leads into sales automatically with built in follow up automations.

Schedule posts, stories, and reels across multiple platforms and channels effortlessly.

Schedule email and SMS broadcasts with automated timely follow-ups.

Handle leads, have real conversations, and book appointments directly into your calendar.

Create, publish, and manage engaging blog posts to drive traffic and boost SEO.

Customers manage orders, profiles, documents, and more.

Sell physical and digital goods, track inventory seamlessly.

Automate online reviews, plus AI-driven automatic company replies on each review.

Create individual or group calendars, round robins, group classes, bookings, and more.

Automatically create and send legal documents like proposals, agreements, and contracts.

FAQ's

Can I upgrade at any time?

Yes, you can upgrade or downgrade between Pro, Xtreme, and Unlimited within your account. Or just let our team know when you're ready to upgrade and we'll take it from there. [email protected]

What are data charges? And How Much Will It Cost Me Each Month?

Data charges are for Calling Texting, and Emails.

Text Messages

Text messages are charged per segment of characters sent. Without getting too complicated in explaining what that means, you can expect an average cost to be approximately $.0119 cents per text message. This charge applies for outgoing and incoming text messages. That's about $10 per 840 text message segments.

Phone Calls

Calls are $.021 cents per minute to make calls and $.0128 cents per minute to receive calls. That's about $10 per 475 outbound phone calls (averaging 1 min per phone call).

Emails

Outbound emails are $.0014 cents per email. That's approximately $10 per 7,145 emails sent (super affordable!). Incoming emails are free.

Phone Numbers

Phone numbers are $1.20/month per phone number.

Average: The average CRMX client spends approximately $20 per month on data charges.

If you plan on sending high volume text and email campaigns each month, then be sure to account for the data charges in your outbound marketing budget.

Note: All the prices listed here are subject to change at any time due to varying factors including fluctuations in carrier rates.

How do I cancel my free trial?

It's really simple. Log in to your account and cancel inside the settings menu. You can also click the support chat within your app and let us know, we'll help you out. Or email [email protected] to request to cancel your trial. Be sure to request to cancel your free trial 24 hrs before your trial ends.

Do you have an annual payment plan?

Yes, contact support to save 15% on our annual plans.

Are there start up fees or contracts?

There's a mandatory $350 setup fee. So your first payment will include the setup fee. After that, you pay monthly and cancel anytime right from within the app. Note: there are no refunds for partial months or if you choose not to use it for several months.

Do I own the data inside my CRMX account?

Yes, any data you add to your account is yours. We do not access, sell, or rent any data from our clients... That's illegal... And anyone that would do this should be tortured and made to eat worms for life.

Do you integrate with Zapier?

Yes, we give you a special invite to our custom Zapier integration once you enroll. You'll be able to connect to thousands of other applications via Zapier.

Do you have a mobile app?

Abso-freakin-lutely! We have iOS and Android mobile apps. Search for CRMX and download it. You'll use the same login as you do with the desktop browser.

Can I add users with Pro and Xtreme Editions?

Pro Edition includes up to 2 users. Xtreme Edition includes up to 10 users. Unlimited Edition gives you unlimited users.

You cannot add users for a per user cost. If you want more users than your current edition offers, you must upgrade to the next Edition. We designed the pricing this way so it saves you hundreds (if not, thousands) per month in "per user" fees.

You can also restrict sales reps to only see the contacts, sales opportunities, and calendar items assigned to their user.

How do I get support if I run into a problem or need help?

We have a full support team ready to help you Monday-Friday, 9am-6pm central. You can choose from our live super fast chat support or you can submit tickets anytime of the day and we'll get back to you with an answer and solution quickly. Unlimited Edition includes VIP support where you can request a live screen share with our support team during our support hours.

Do you have tutorials and trainings to help get started fast?

Absolutely! We help you in THREE ways.

One, we have a video tutorial library that is constantly growing to help every little question or solution you're looking for.

Two, we have live trainings/Q&A sessions several times per week with our expert team to show you how to do the "basics"... or "advanced" stuff you're wanting to do with your CRMX account.

Three, we have CRMX Academy. This is series of robust training courses that can train you and your team members on how to use the platform based on the role they play on your team. If they are an admin, they can go through the Administrative Course. If they are in sales, they can choose from our "Setter" or "Closer" courses to get them up to speed quickly. Plus many more courses that address the main roles inside a business.

Does this really include a funnel builder and website builder?

Yep, it does. You can cancel any other funnel builder accounts and save immediate money (saves at least $1,000 per year). It also includes your website hosting, so there's another $100-200 per year saved.

What if I already have a GHL account?

If you already have a GoHighLevel account (the platform/backbone software we use to build CRMX), we do NOT offer to share a copy of CRMX to your existing GHL account. If you want to use the extraordinary benefits of the CRMX system, you'll need to invest in our entire CRMX product that we've invested several years building. This is not just a copy of GHL, far from it. We've completely customized GHL to become CRMX and we're proud to bring it to the industry. We are constantly improving the system and adding more features on a weekly basis. Many of our clients cancel their current GHL account and transfer to CRMX because we've already done all the heavy lifting and built it for the home service industry to maximize their leads, sales, and raving fans.

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