Every Fern CRM Account Comes With ALL Of These Features
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Impact Tracking Hub
See the results of your individual actions and our collective actions inside your Impact Hub. We also share ways you can take action and speak up for the causes you care about.
We plant more trees, remove more carbon, and donate more money for every month that you have an active Fern CRM subscription.
AND, we reward action takers by giving you extra tree points that add up to more trees planted when you take action on certain CTA's.
Click around and find out!
Done-For-You Templates
Every Fern CRM account comes with access to our growing library of done-for-you customer relationship processes and account setup systems that easily install into your account.
With a couple clicks, you can add an automated coaching calendar with appointment reminders, an abandoned cart nurturing sequence, a post-purchase onboarding experience, and more.
We add at least one new template to the library every month and Founding members of the Tree or Forest tiers can request a template anytime.
Built-In Support
Whatever your business needs Fern CRM to do, we're here to help.
Instantly access the Help Docs, tutorials, and/or 24/7 community of members and experts using the links in the left sidebar of your account.
Use the search function to find any information and post in the community to ask any question that hasn't been answered yet.
For more personal/confidential questions, use the chat widget to contact us directly with questions and we'll respond during business hours.
(We'll expand to 24/7 support as soon as we switch from the Founder's pricing to full-price because we'll be able to afford to hire more help at that time!)
All-In-One Inbox
The omnichannel inbox can receive all messages sent to your business email addresses (the ones connected to your Fern CRM account), Instagram DM's, Facebook Messenger, WhatsApp, text messages, contact page form, and chat widget. (LinkedIn will be added in Q4.)
Reply to any message from within the same inbox and it's delivered via the platform it came from!
It's easily my favorite feature in Fern CRM because it saves me so much time, energy, and stress.
Customizable CRM
Of course you're getting an in-depth CRM that's flexible to meet your unique needs.
Choose what information you want to include at a glance in each contact's profile and arrange it the way you prefer it.
Use automations to fill in the blanks or manually edit as your contact shares more details with you.
Without clicking away, see which automations they're currently in and which they've completed. See every tag they're tagged with, every course they have access to, every payment they've made, web page they've visited, form they've filled out, and more!
When you pre-pay for 14,000 emails ~ we remove enough carbon to cover 80,000 emails read on a laptop. That's 100kg of carbon removed for every $10 you spend!
Email Marketing
One of the most powerful email marketing tools for ethical small businesses.
Fern CRM sends emails from a subdomain on your own site, so you can establish your own email reputation and keep it clean & ethical so more of your emails land in the inbox instead of the junk folder.
When used correctly, you'll enjoy higher open rates, higher click-through-rates, and more sales.
Emails are billed separately (using a "Wallet" system inside Fern CRM with itemized views of what's being charged) in a pay-as-you-go system at "wholesale" prices that are cheaper than most Email Service Providers.
The current cost for emails is $7 for 10,000 emails but may change at any time. Some businesses will pay less than $10/year for email marketing!
Text Messaging & Phone Calls
Buy a phone number for your business and start sending and accepting text messages and phone calls directly to your Fern CRM dashboard!
So many automation options, IVR, and more, including missed-call text back to instantly send a text when a phone call goes unanswered.
Texts and calls are billed separately (inside Fern CRM) in a pay-as-you-go system at "wholesale" prices and require carrier approval costs that you can manage inside your Fern CRM account, but we don't control the prices.
The current cost for texts is $0.0083/segment and calls are $0.0089-$0.0180/minute in the US and Canada, but may change at any time.
Smart Lists
Create different lists of your contacts based on different criteria so you can customize what each segment receives or ensure the people on your "no Mother's Day" list don't get your Mother's Day promo emails.
We call them "smart" lists because the automations can add and remove contacts as needed to keep each list clean and active for better experiences and open rates.
Every Fern CRM account gets unlimited smart lists so get as creative as you like!
Automations
Your Fern CRM account comes with unlimited automations to keep your business running smoothly, personalize at scale, and organize everything you know about the unique human beings on the other side of your sales pitches.
The easy-to-use VISUAL automations editor lets you choose from a wide selection of triggers, actions, wait steps, If/Else branches, webhooks, custom codes, and more.
Includes easy editing options like "copy one step" or "copy all steps below", "move one step" or "move all steps below", and more.
Automated Social Media Responses
Send automatic comment replies and/or DMs when people comment on your Facebook or Instagram posts to boost engagement and/or drive traffic to your web pages.
Super easy to set up, just connect your social media accounts with a couple of clicks and use the pre-built automations recipes to tell the system what you want it to do.
You can also respond to social media comments personally from the all-in-one inbox (if you want to.)
Social Media Scheduling Tool
Schedule posts, stories, reels, pins, and videos ahead of time and either schedule them to be approved first, schedule them to be published, or publish right away.
Works with Instagram, Facebook, TikTok, Pinterest, LinkedIn, and YouTube. Best of all, you can edit a single post for each platform without starting a new post and publish all of them with a single click.
Includes the option to automatically post the first comment (with hashtags, links or whatever else you don't want to include in the post itself.)
See the stats for all posts on all platforms side-by-side (so you can see when a post goes viral on TT but tanks on IG.)
Shortcodes For Personalization
Create custom values and custom fields for ANY information you want to display and use shortcodes that instantly update every use whenever the info changes.
For example, you can track how many trees we've planted based on your actions AND see how many trees we've planted collectively by looking at your Fern Impact Page.
These Impact Pages use shortcodes that instantly update when you or another user earns a tree. The automations change the info in the CRM which changes what is displayed on every web page, email, and anywhere else the code is used..
Appointment Scheduling Tool
Fern CRM has different calendar types for different business models.
If you run a salon with a different calendar for each chair and need clients to choose which services to add on, we've got a calendar for that.
If you manage a sales team and need the automations to assign to different sales people based on a rotation, we've got a calendar for that.
If you're a coach and need clients to book their coaching calls and/or sales calls, we've got a calendar for that.
If you offer live classes and need a calendar that closes once you've filled all the seats, we've got a calendar for that.
If you need customers to schedule time with you, we've got you covered!
Marketing Forms & Surveys
Opt-in forms, webinar registration forms, onboarding forms, user surveys, review requests, market research surveys ~ any data you need to collect from your audience is easy with the drag-and-drop forms and surveys builder.
The info your contact shares is easily viewed in their contact profile and you can organize it so it stays uncluttered.
The website and funnel editors make it easy to add any form to any page by choosing it from a dropdown menu. And embed codes/links make it easy to embed/share anywhere else on the web.
Use automations to kick off a series of actions as soon as the form is filled out and/or use conditional logic to show different pages based on their answers.
Online Communities
Ditch Facebook for good and host all your groups on your own website!
No more trying to get your members' attention while they're served ads for your competition or bombarded with family drama.
Fern CRM also makes it easy for your members to toggle between your courses/resources and groups.
Your community members can leave comments, like posts, publish posts, and all the things you're used to having on those other apps.
Courses And Client Portal
Depending on your business model, you can use this as a course platform, a client portal, or both.
Organize your courses, freebies, library of resources, or onboarding tutorials.
Clients can also upload documents, access their invoices, and more.
Create unlimited courses and upload your videos to the built-in video player (so you don't need Vimeo anymore.)
Affiliate Management Tool
Want your audience to help you sell your offers?
Give each contact their own unique referral link and a dashboard for tracking the success of their shares, payments processed, and more.
Makes it easy for you, your JV partners, and summit hosts to track and pay affiliates.
Payments, Contracts, Proposals
Whatever you sell, Fern CRM has a way to get paid for it.
Create invoice templates or project proposals so you don't have to create start from scratch every time.
Copy and paste your contract into Fern CRM and use the signature field to collect electronic signatures that turn into a certificate of signing afterwards.
Manually email the link to pay/sign or let the automations handle everything from the moment you agree to work with someone.
Create order forms for the things you sell with a fixed price or create payment links to sell something with a one-time price.
AND, use the mobile app as a point of sale machine with Touch To Pay capabilities!
Shopping Cart & Online Store
Whether you sell physical products, digital products, or you just want your customers to be able to bundle offers together into one shopping spree, Fern CRM has presentation and purchase tech to help you do it.
Choose from pre-built design templates or build your own. Categorize products, offer coupons, charge sales tax based on which state the customer is in, and more.
Order confirmation pages have the option to show itemized receipts, shipping info, and more.
Customizable Chat Widget
Host your own chat widget on any website, funnel, or blog and get all your chat messages delivered to your omnichannel inbox.
Answer chat requests from the mobile app when you're away from your desk.
Choose from live chat, asynchronous chat, or WhatsApp chat. No code needed and easy to customize.
Cross-Channel Reports
Get all your data in one dashboard so you can see the full picture of how your traffic, ads, sales, and support efforts are doing.
Includes Facebook ads reporting, Google ads reporting, as well as easy-to-read visual reports of your sales team's (or customer service team's) progress.
Tags, Labels, Segmenting
Use tags to add contacts to different lists, segment your lists, or simply see which touchpoints they've had with your brand.
In addition to tags, you can add as many (or as few) labels as you want to each contact profile and either fill them in manually as you learn about a person or let your automations fill them in as your contact takes various actions.
You can use the tags and labels to segment your contact list in all kinds of ways to create personalized experiences or simply see who your highest LTV customers are.
Pipelines For Every Purpose
Track where your leads are in each stage of their customer journey whether you're tracking engagement, purchases, touchpoints, sales stages, or anything else.
Works like a Kanban board (or Trello) where you can manually move a contact from one column to another or let the automations move them through each stage when CTA's are acted on.
Perfect for coaches tracking the journey from first contact to final coaching call; course creators tracking which students complete a course and where others got stuck; ecomm companies tracking which products are most popular; and oh-so-much more!
Trigger Links For Segmenting
Create a "trigger link" to use in emails or text messages.
When one of your contacts clicks the trigger link, it kicks off the automation of your choice.
You can use it to poll your customers, segment your email list, add them to different campaigns or different automations based on what they clicked, add to their engagement score, gamify their experience, or any number of different possibilities!
Website & Funnel Builder
Create unlimited web pages and sales funnels using the easy drag-and-drop page builder.
"Elements" are the building blocks that make it easy to insert different assets from the menu on the left and then edit the settings for each element in the menu on the right.
Includes the ability to add your booking calendars, opt-in forms, countdown timers, checkout order forms, blog posts, videos, and more.
If you already have pages or funnels on ClickFunnels or Kajabi, use the importer tool to migrate them to Fern CRM.
Built-In Blog
If you want maximum control over your blog's features and you don't mind managing the monthly security updates, we recommend using a self-hosted Wordpress installation.
But for those who want an SEO-friendly blog without the hassle, we recommend using the Wordpress-based blog feature inside Fern CRM.
It's ridiculously easy to use, optimized for search engines, and requires no tech skills at all.
Fern CRM Mobile App With POS & Tap To Pay
Keep all your CRM tools in your pocket when you're working away from your desk - including the ability to take payments in person!
If you've ever wanted to delete your Facebook app from your phone for mental health reasons, but didn't want to lose access to your DMs and group members, this is your chance!
Optional: Get A Mobile App For Your Brand
If you've been wanting to add your courses, client portal, or offers to the app store, we've got an easy, "no code" way to do it.
Anything you can create with the Communities, Courses, Client Portal, and/or Affiliate Manager features can be accessed from your mobile app, completely branded to your business.
To keep the cost of Fern CRM subscriptions low for everyone, we didn't include this in the monthly price, so you'll pay an affordable extra cost per month if you decide to use this feature.
Team Member Access
No more sharing your password with contractors, social media managers, and team members.
Instead, give each user their own profile and login and choose what they have access to (and hide the rest.)
Give your social media manager access to the social planner and omnichannel inbox so they can create and schedule posts and respond to comments and DMs, while hiding every other feature from them.
When it's time to stop working with that person, simply delete their access or reassign it to a new name, email, and password.
Easy Upgrade/Cancel
We don't hide the steps needed to cancel your account or make you email us to cancel.
You can cancel your subscription anytime within your dashboard and we won't send you "come back" or "get the next 3 months at a discount" types of emails to beg for your business.
You can also upgrade to any tier with a quick couple of clicks when you need to add more contacts or team members.
(Downgrading is also super easy, if you ever need it!)
Our Values
Weβre committed to working with businesses that aren't polluting the planet.
Weβre committed to ethical marketing practices and customer success.
We donate 4% of all revenue to social and environmental causes and another 1% to carbon removal.
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 200-750kg 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.
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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