Copy this high-end client onboarding experience for your high-ticket offers:
Fern CRM
The all-in-one tool that isn't one-size-fits-all
for small businesses that want room to grow
Spend more time doing the work you love, not fighting a CRM that doesn't fit.
Increase retention, referrals, reviews, and repeat sales with the CRM designed for how you do business.
You built this business so you could make your own rules and change lives.
But somewhere along the way, you started shifting the way you do things to fit the way your tech stack works.
And every time your business changes or you want to try something new, you have to go find a new tool. With a new learning curve.
And a new square-shaped hole to squeeze your star-shaped business into.
Fern CRM takes the shape of your business.
It changes shape to fit what you need today and where you're growing tomorrow.
When your business changes, it adapts.
When you want to try something new, try Fern CRM's features first.
When you add team members, give them their own login, roles, and permissions.
One learning curve, one monthly subscription, one incredibly supportive customer service team ready to help.
And, you'll be supporting a business that plants trees and donates 5% of every payment to social & environmental causes.
It's got one tool to rule them all vibes.
But in an ethical, "I LOVE THIS" kind of way.
Ok, great, it's an amazing business tool.
How exactly does it help with retention, referrals, and repeat sales...
Fern CRM builds better client experiences without sacrificing business performance.
It hooks up to your current sales system without migrating and delivers wildly personalized experiences at scale.
The kind of experiences that turn your buyers into brand champions who buy everything you sell and refer everyone they know.
With one dashboard that makes it easier for you and the humans you connect with (team members, clients, customers, peers, podcast guests, and more.)
So you can grow your business even bigger in an ethical, sustainable way.
Let's look at it in action:
CRM
See the full conversation, customer journey, and everything you know about each person on your list, at a glance.
In a single view, you can see every page they've visited, every form filled out, every answer provided, appointments booked, payments made, every tag they've been tagged with, and every automation they've been in.
Read and respond to any message ~ email, SMS, social media DMs, WhatsApp, and more ~ from one inbox.
Quickly and easily modify any info, add them to an automation, send them a message, book an appointment, make a payment, and more, without clicking away.
All-In-One Inbox
Get every email, SMS, social media DMs, phone calls, WhatsApp messages, and chat conversations for every contact in one place.
See all the messages sent to, and from, your business. Or use the filters to see what you want to see.
Read & respond to messages without clicking away and your reply is sent via the original messaging channel.
(Send an Instagram message and it shows up in your contact's Instagram DMs. Send an email and it shows up in their email inbox. All while you stay on the same page.)
Client Portal
The Client Portal is a multi-tool that can be customized for your business model.
Use it as a high-end 1:1 client portal where clients can access the contracts they've signed with you, invoices paid, documents shared (like a built-in Drive or Dropbox), built-in meeting software, and a private 1:1 community.
Or, use it as your course & community hub for selling workshops, courses, memberships, and hosting your free/paid groups.
Click play on the video above to take a peek or pop over to our Red Carpet Client Experience Demo:
The Red Carpet Client Experience You'll LOVE To Sell, That Boosts Results And Referrals
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Try it free, we'll plant a tree
When you sign up for a free trial, we plant a tree.
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When you purchase at the end of your trial ~ we plant 4 more!
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Every month that your CRM plan is active ~ we plant another tree.
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And, you can track the size of your forest in your Impact Tracker, built into your Fern CRM dashboard!
And, we donate 5% of every payment to social and environmental causes.
So you can feel good about where the money goes and how your business grows.
Fern CRM is the all-in-one tool you'll grow into, not out of.
Multi-million dollar businesses use this software, but we'll help you try to outgrow it!
Because it's such a feature-rich tool that can be customized specifically for your unique business, we offer every user hands-on 1:1 support to get it up and running. Every new account comes with:
1:1 Setup Session
Save time & protect your passwords
In this 1:1 meeting, we'll show you exactly where to click and what to do to get your new account setup for your success.
Without sharing a single password or opening a single Help Doc.
Office Hours
Every Tuesday, Wednesday, & Thursday
Get personalized, hands-on help with anything you want to set up, customize, or learn how to do. Come alone or bring your whole team.
Free for as long as you have an account.
Ongoing Support
Designed for accessibility
Asynchronous support in the private community, Help Docs, email support, Office Hours, video tutorials, and more.
Designed to work with different types of neurospicy, time zones, schedules, and learning styles.
With that much support, this list of features starts to look like future potential, not overwhelming options:
Automations
Automate almost anything
Social media posts, comments, & DMs; emails; contracts; invoices; math operations; webhooks; and more.
Email Marketing
Emails that land in inboxes, not junk
Send newsletters, receipts, appointment reminders and more ~ from your own dedicated sending domain on your URL.
Payment Processing
Online & in-person PAYMENTS
Wave a credit card at your phone or send people to a checkout form, invoice, payment link, or shopping cart.
Online Communities
Grow your movement
A private place to collaborate that feels familiar but safer, for your free group, paid memberships, summits, or 1:1 clients.
Optional community digest sent daily, weekly, or monthly to keep members in the loop and coming back.
Online Courses
No limits on how many courses you have
Whether you sell courses or share resources with 1:1 clients, you'll have an on-brand, password-protected library to share.
Fully hosted, unlimited courses, included in every account.
Calendar Scheduling Tool
Never double-book again
Easy calendar management, automated reminder sequences, 100% branded for your business.
I like to think of Fern CRM as a box of art supplies ~ you get to decide what to use and how it looks ~ to create the experience you've been dreaming of for your biz.
Contact List Segments
Personalize your outreach
Send a last-minute announcement to a specific group of contacts without notifying everyone, send sales emails only to those who haven't already purchased, and any other reason you need separate lists for separate purposes.
Reviews Management
Get more social proof
Automate review requests, respond to reviews, display reviews on web pages, and manage your online reputation ~ all from a single page in your dashboard.
Social Media Mangement
Schedule posts, comments, DMs
Post once & customize for each channel (hashtags on one but not the other, etc.), see stats from every platform side-by-side, automate comment replies and DMs, and more!
Online Stores
Sell anything
Make it easy for site visitors to binge and buy your digital or physical products. All the features you expect from an online store feature plus unique custom product page features.
Websites & Funnels
Fully hosted pages for any purpose
Build unlimited web pages and sales funnels with an easy drag-and-drop page editor. Fully hosted on your domain at no extra cost. Add your own header code, pixels, CSS, and anything else you need.
Referral/Affiliate Portal
Track leads, clicks, and sales
Let your happy customers help you grow your business with a fully-functional affiliate dashboard. Affiliates get their own dashboard to track leads, clicks, and sales while you can automate (or manually create) affiliates and payouts.
And more!
All of this included, plus no limits on how many contacts, team member logins, courses, communities, web pages, or features included in every account. Web hosting included. See the full list of features ~ with in-depth descriptions of each ~ on our Feature Page:
Woman-owned, mission-driven
Hi, I'm Mollie π
I created Fern CRM to help do-good businesses save money & boost profits so we can change the world together.
This isn't just another online platform, it's a movement.
To make sure your subscription fees don't secretly fund the things you stand against. And your business tools are aligned with your business values.
And, we walk our talk. Fern CRM (the business) is 100% built on and managed with Fern CRM (the tool.)
Every web page, email, automation, course, community, impact calculation, social media post, blog post, and more.
Fern CRM Plays Nicely With Others
INTEGRATIONS
As much as we want to be your all-in-one business management tool, youβll still want to connect to things like social media, payment processors, and more.
Natively integrates with:
π Facebook, Instagram, Pinterest, YouTube, TikTok, LinkedIn
π³ Paypal, Stripe, Square, Authorize, NMI, Razorpay
π Google Ads, Meta Ads Manager,
ποΈ Google and Outlook calendars
πͺ Google My Business
π Shopify
π QuickBooks
and more...
Everything else is built-in, no need for other tools!
And, if youβre worried about the things youβve already built on ClickFunnels or Kajabi, weβve got an import tool for that too.
Work From Phone
OUR MOBILE APP
The Fern CRM Mobile App
Access your Fern CRM account from your mobile device:
βοΈ Light mode or dark mode
π All-in-one inbox
π³ Point Of Sale with Tap To Pay and more
ποΈ Scheduling tool and appointment calendars
π Contact list and segmented lists
π Pipelines, analytics, transaction history, invoices, contracts, reputation manager and more!
If you've been wanting to delete your social apps for better mental health after hours, but didn't want to lose your DM's, this is the way!
A sales engine, networking, business multi-tool in your pocket.
YOUR MOBILE APP
Get A Mobile App For Your Business
It's never been easier to get your biz to be in the app store!
π« No code needed
β¨ YOUR branding, not ours.
π―οΈ Boost engagement
π Send push notifications
π iOS and Android
ποΈ Gives your members access to your private communities, courses, and client portal (all built inside Fern CRM, but branded for your business.)
Mobile app is an optional add-on feature at a very affordable price.
Some Assembly Required
Fern CRM is designed to fit your flow, which means it needs to be customed to match your freak.
You can DIY it, but you don't have to. We offer done-for-you customization services to turn this into the CRM of your dreams:
π οΈ Tell us how you want your sales pipeline to work and we'll build it for you.
βοΈ Need automations to send the email sequence your copywriter just provided? We'll set it up for you.
π¨ Need to duplicate the email marketing system you have in another platform? No problem.
π Need to migrate from another platform but the sheer size of the task keeps you from starting? We'll get it done and make the transition smooth.
π Want to build the CRM of your dreams but don't know how? Map it out with us and we'll create it inside Fern CRM.
βοΈ Need to fix whatever is causing double calendar entries every time a prospect books an appointment (or any other glitch)? No problem, we'll dive in and get it configured properly.
and more...
Not everyone will need extra customization, so we didn't bake it into the monthly price.
Instead, we've heavily discounted our customization services for Fern CRM members to make it cheaper than not switching. (More details on the pricing page here.)
Feel free to chat with us about specifics before starting your free trial. We'll whip up a proposal that includes prices & timelines so you can see what you're getting into before you get into it.
The Fine Print
We reserve the right to deny service to any brand found to be using Fern CRM for unethical business practices, not following FTC laws and other internet rules, and any business directly profiting from fossil fuels.
Our goal is to help ethical small businesses who care about people and the planet to outperform the soul-sucking, faceless corporations who have been wrecking the environment and treating employees like disposable labor. As such, we don't intend to kick anyone off of Fern CRM without notice or for making honest, fixable mistakes but we also won't tolerate misuse or abuse of the platform or the humans who engage with it.
If you feel your business would be considered unethical, bad for the planet, or otherwise not welcome on this platform, please reach out and have a conversation with us before signing up or making a purchase.
By signing up for the free trial or purchasing a subscription, you are agreeing to all the terms mentioned on the checkout form.
Our Values
We donate 4% of all revenue to social and environmental causes and another 1% to carbon removal.
Weβre committed to ethical marketing practices and customer success.
Weβre committed to working with businesses that aren't polluting the planet.
For The Planet π
Our blog is cleaner than 90% of web pages tested by Website Carbon Calculator. It emits the amount of carbon that ONE tree absorbs in a year at only 0.1g of CO2 per visit and is running on sustainable energy.
Our CRM platform offsets 5 times the CO2 pollution for every email and text message sent PLUS 250-1000kg of CO2 per month per account to offset all the time spent in the tool by every account user.
For The People βπΏβπΎβπ½βπΌβπ»β
We believe every human being should feel safe to express their identity however they choose. We support women, BIPOC, LGTBQIA2s+, and other underrepresented people.
We are committed to anti-racism, accessibility, and creating communities that actively work towards inclusion and safety.
Our Mission π
Our goal is to replace the Bezos, Musks, and DT's of the world with business owners who give back, who make a difference, and who actually care about people and the planet. Weβre here to show you how to outperform the greedy corporations that have been wrecking society for far too long.
We practice integrity, transparency, and sustainability in everything we do.
About
Fern CRM is an all-in-one customer relationship platform for ethical businesses that care about what their subscription fees are secretly funding.
Streamlines your sales, marketing, automation, and fulfillment tech so you don't have to open 20 tabs every day (and pay 20 different bills every month).
Woman-owned and operated, mission-driven, and filled with geeky Easter eggs for those who like to click around and find out.
Our main office is located on the beautiful, unceded traditional territories of the Ohlone, Muwekma, and Lisjan people and we are very grateful for this opportunity to raise awareness and help with stewardship of this land until it is returned. Learn more here: Indigenous Land Acknowledgement
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