How To Use The Systeme.io Pipeline (Simple CRM Tool)

Unlocking the Power of System.io's Pipeline Feature for Better CRM Management

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In this video, I explore my favorite new feature of System.io's pipeline, an integrated CRM tool that's perfect for coaching businesses or high-ticket sales. I walk through how to add and manage contacts, showcasing the brilliant Kanban board system for tracking leads, interests, and follow-ups.
You'll see how to manually add notes, send emails, and view the history of interactions with each contact, making follow-ups more personal and effective.

This is essential for those with a coaching business or promoting a high ticket affiliate opportunity or business opportunity.

This feature helps streamline your business processes and enhances client interaction to boost your sales. If you find this video helpful, be sure to subscribe and like it!

00:00 Introduction to the New Feature
00:37 Adding and Managing Contacts
01:13 Customizing Your Pipeline
02:42 Utilizing Contact Records
03:31 Email Integration and Follow-Up
04:42 Advanced Features and Conclusion

#systeme #crm #pipeline

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