New CRM in Yottled
We are excited to launch a Client Relationship Management (CRM) feature set in Yottled! Anytime a client registers for a class, we add them to your client list. Further, you can automatically notify your clients when you create new classes to help ensure they know about your offerings. Let’s check out what it looks like!
You can see the full list of your clients by accessing the clip board icon from the menu on the left hand side. Moving forward, anyone that registers for a class will automatically appear in the list of clients. In addition, you can manually add a client by clicking the three dots.
When creating a class, you can choose to automatically notify clients about your new offering. This is under the “Advanced Settings” option. Click the checkbox and we’ll handle the rest. Your clients will receive an email notification telling them about your new class.
Here is a sample of the email your clients will receive
How do I use this?
Right now, our plan is to keep the core CRM feature set available to both the Free and Coach platforms:
- The ability to send notifications about new classes will eventually be part of a premium tier however we’ve made it available in our Free edition for now.
- We’re exploring several other actions in the CRM. Those include bulk contact upload, one off email campaigns, discount codes, manually adding people to classes, and more. If there are use cases we can help you with, we want to know. Send us a note at [email protected] if you have ideas. These features will also likely be part of our premium tier.
Sign up for free at https://yottled.com!