Fern CRM Features
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 impact inside your Impact Hub. We also share ways you can take action and speak up for the causes you care about.
We plant trees, remove carbon, and donate money for every active Fern CRM subscription, every month.
AND, we reward action takers by giving you extra tree points that row into more trees planted when you take action on certain CTA's.
Click around and find out!
Expert Customer Experiences
Fern CRM's whole purpose is to help you deliver stand out customer experiences and build deeper customer relationships that grow your business from the inside out.
From high-touch to fully automated to AI-assisted or anything in between.
Expertly designed checkout processes, welcome pages, and onboarding automations that leave your clients and customers feeling thrilled they bought from YOU instead of the competition.
Chat bots, missed-call text backs, and personalization at scale that helps them feel deeply supported so they'll rave about your brand when they receive an automated review request.
On your end, you'll see exactly who is at each stage of the customer journey, confident that none of them are falling through the cracks or waiting for a response.
Pretty soon you'll be so familiar with all the features that you'll build things as quickly as you dream them up!
Until then, choose from our pre-built CX templates, follow our tutorials, ask AI (right inside your dashboard), come to Office Hours, or hire the Fern CX team to set up your account for success.
Done-For-You Templates
Every Fern CRM account comes with access to our growing library of done-for-you customer experience and customer relationship systems that easily install into your account.
With a couple clicks, we can add an automated follow-up system, an abandoned cart nurturing sequence, a post-purchase onboarding experience, and more.
Or purchase a done-for-you package and we'll build exactly what you need for your unique business.
Built-In Support
Whatever your business needs Fern CRM to do, we're here to help.
Instantly access Help Docs, tutorials, or our 24/7 community of members and experts using the links in the left sidebar of your account. We also have Office Hours 3 days a week for hands-on help.
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, 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 multi-channel inbox keeps all your customer communications organized, no matter which channel they came from, or which team member they interacted with.
Send & receive all communication from a single inbox!
One inbox for emails, SMS, phone calls, social media DM's and comments, WhatsApp, contact page form, chat widget, AI-powered interactions, and more.
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.
You choose what information you want to know about your clients/customers and how you want it organized.
Use automations to fill in the blanks or manually edit as your contact shares more details with you.
See the entire history of your business' interactions with each contact in one thread. Use filters to find specific info quickly.
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 (subject to change.) 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, AI agents, 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.
The current cost for texts is $0.0091/segment and calls are $0.0094-$0.0180/minute in the US and Canada, but may change at any time.
Smart Contact Lists
Create different contact lists 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 marketing 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.
Super helpful for creating hyper-personalized marketing campaigns based on what each contact is interested in and ready for.
Includes easy editing options like "copy one step" or "copy all steps below", "move one step" or "move all steps below", and more.
Reviews Management
Manage your brand's reputation, respond to every review, publish reviews on your webpages, and oh so much more ~ right from your Fern CRM dashboard.
Choose whether you want AI-powered responses to each review or if you'd rather be notified so you can respond yourself.
Use the customizable reviews widget to display reviews on any webpage and choose whether you want an AI-generated summary at the top.
Automate sending out review requests based on any criteria.
Integrates with dozens of review websites including BBB, Google, Facebook, Yelp, Amazon, GoodReads, Trustpilot, Airbnb, TripAdvisor, and many 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 your Fern CRM dashboard. (No need to open the apps and get sucked into the doom scroll!)
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 at a specific time/date, or publish right away.
Works with Bluesky, Threads, Instagram, Facebook, TikTok, Pinterest, LinkedIn, and YouTube. Best of all, you can publish a single post with altered text for each platform (like hashtags in some posts, not others) and publish to all the platforms with a single click.
Includes the option to automatically post the first comment (with hashtags, links, or whatever else you don't want in the post itself.)
See comments and 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.)
Respond to comments from your Fern CRM dashboard (no need to open the apps!)
Story responses go directly to your all-in-one inbox (if you want them to.)
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.
GREAT for creating personalized Thank You/Welcome pages after someone buys, detailed and personalized custom dashboards for 1:1 clients, and various customer experience pages for different stages of their journey with you.
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 an easy way for anyone to schedule time with you, we've got you covered!
And of course you can style it with your brand colors to make every experience feel seamless and trustworthy.
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.
Also works great for marketing quizzes that turn leads into clients! Give each answer a different score and show a different results page 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 the different courses and forums you offer.
Your community members can leave comments, like posts, publish posts, tag and DM each other, and all the things you're used to having on those other apps.
Go live in your group (no other software or subscriptions needed!) Choose from a meeting-style room your members can join (like Zoom) or broadcast to the group where anyone in the group can see you without seeing each other (like Facebook live.)
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 upload documents, access their invoices, update their payment methods, and more.
Create unlimited courses and upload your videos to the built-in video player (so you don't need Vimeo anymore.)
Track how much of each video your members have watched and trigger automations based on the percentage watched.
If you already have courses built in Kajabi, use the importer tool to migrate them to Fern CRM.
Referral 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.
Choose which products/services qualify for rewards, whether rewards are a fixed amount or percentage, one-time or ongoing.
See at a glance how much of your income comes from referrals and who refers the most.
Celebrate your top earners, inspire & motivate your street team, and get everyone ready for upcoming launches.
Makes it easy for you, your JV partners, and summit hosts to track and pay affiliates and brand champions.
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 deliver a time-stamped 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 different price each time.
AND, use the mobile app as a point-of-sale machine with Touch To Pay capabilities for in-person events!
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 the presentation and purchase tech to help you do it.
Build your online store from pre-built design templates or build your own. Categorize products, offer coupons, charge sales tax based on which state the customer is in, zone-based shipping rates, and more.
Order confirmation pages have the option to show itemized receipts, shipping info, and more. All fully automated based on your unique criteria.
Customizable Chat Widget
Host your own chat widget on any website, funnel, or blog and get all your chat messages delivered to your all-in-one inbox.
Answer chat requests from the mobile app when you're away from your desk.
Choose from live chat, asynchronous chat, WhatsApp chat, Voice AI or all-in-one and let your users choose!
No coding skills 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.
Phone & SMS Features
Whether you're a brick and mortar business with a landline or an online business with a phone-based sales team, Fern CRM makes it easier to manage incoming and outgoing phone calls & SMS.
Route calls from existing contacts to the team member they're assigned to, forward calls to your cell phone, or let your AI receptionist answer them for you.
Let the automations add contacts to a "manual call list" so your sales team can click play and sit back as the system dials each contact (and document the results of each call) one after the other.
See all inbound and outbound calls and texts in the all-in-one inbox, no matter which team member or automation interacted with the contact.
Automatically send a text to missed calls before they call your competition.
Get too many spam calls? Let Fern CRM's automations mark them as spam and block them from calling back.
AI-Powered Communication
100% optional artificial intelligence-powered interactions with your leads, customers, and visitors.
Use AI agents as the front desk for your human-powered support team or toggle all AI-options off so you never have to see them.
Choose from agentic customer service bots, AI receptionists that answer and route phone calls, an AI sales team that books calls on your calendar with prospective clients, and more.
Fern CRM has a robust suite of AI features to help you create better customer experiences that leave your people feeling supported, not yelling, "Let me speak to a human!!!"
Customer Service & Support
Fern CRM's customer service features ensure your clients and customers get the support they need on their schedule without exhausting you and your team.
Features include automations that create customer support tickets and ping the right team member to look into it; live or asynchronous chat with you, your team, or AI-powered customer service assistants; knowledge bases to ensure all support agents (human and otherwise) are providing the right information; and more.
Let your team members or AI bots answer and route phone calls to the right team member, answer questions during a live event, or search the links you provided for answers to FAQ's.
Customer support should feel like its growing your business, not draining it!
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.
You can also trigger automations to fire whenever a contact moves to a new stage, completes a stage, etc. or pop off a quick email to every contact in a specific stage.
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. Web hosting is included, no extra charge!
Create, publish, and track delightful customer experience pages that help your leads fall in love with buying from you!
Insert different assets from the menu on the left and then edit the settings for each asset in the menu on the right.
Easily add your booking calendars, opt-in forms, countdown timers, checkout order forms, blog posts, videos, and more by choosing from a dropdown menu. No code needed!
Use custom values to personalize each page with ANYTHING you know about your visitor. First name, pet's name, birthday, the last thing they bought from you, their goals and dreams, or anything else.
Web hosting is included for websites, funnels, images, videos, online stores, courses, communities, client portal, blogs, forms, surveys, and more.
If you already have pages or funnels on ClickFunnels, 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.
Mobile App With POS & Tap To Pay Features
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.
Let the automations (or your AI agents) route emails, phone calls, and/or questions to the right team member so you don't have to.
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 Downgrade/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 downgrade to a smaller plan with a quick couple of clicks if you need more time to build things out or your business is just getting started.
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 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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