Before you steam ahead setting up your CRM, here's some good-to-know information that will ensure you understand how the CRM works in Ivorey™.
Think of the CRM as the single source of truth for your business. Every lead, client or customer lives here, along with their full activity history including emails, messages, bookings, purchases and notes.
The CRM allows you to:
Store and manage all contacts in one place
Track where each contact is in their journey
View conversations across email, SMS, WhatsApp and social DMs in one place
Trigger and automate follow-ups, reminders and internal tasks
Create visibility for you and your team
Capture leads automatically from forms, funnels, calendars and ads
Assign contacts to pipelines, workflows, tags and custom fields
Almost everything in Ivorey™ — site pages, funnels, forms, calendars, automations, courses and communities — feeds into or is triggered by the CRM.
Contacts are the individual records of people in your system, including their name, email, phone number, tags, notes and activity history.
The CRM is the system that organises and manages those contacts, allowing you to:
Track their journey
Automate communication
Move them through pipelines
Assign ownership and tasks
Analyse performance
Automate things like emails, reminders, sms, etc.
In short: Contacts are the data. The CRM is how you use it.
The CRM gives you a complete view of every interaction your clients have with your brand. You can track conversations, assign tasks, book appointments, share documents, review their payment history and more - without leaving their client file. Watch this video for a visual walkthrough inside the Ivorey™ CRM.
Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.
Import your contacts (if you haven’t already)
Understand what you can view and manage in contact profiles
Manage DND (Do Not Disturb)
Manage contacts and more on the go using the free LeadConnector App (optional)
Yes - use the messaging options inside their contact profile to send email, SMS, WhatsApp, Instagram or Facebook DMs depending on what you and they have connected.
Absolutely - when creating or editing a task, link it to a contact so it appears in both the task dashboard and their contact file.
Yes - check the “Automation” tab in their contact profile to view all active and completed workflows tied to that contact. Refer to our Contact Profiles guide for everything you can view and manage inside contact profiles.
Open the contact profile and scroll through the “Messages” feed or use the “Activity Log” for a complete timeline. Refer to our Contact Profiles guide for everything you can view and manage inside contact profiles.
To delete a contact, go to Contacts, select your contact, then click the bin icon along the top of your screen.
Head to their contact profile and open the “Payments” tab for a full transaction history, including invoices and subscriptions. Refer to our Contact Profiles guide for everything you can view and manage inside contact profiles.
From the “Payments” section, select the subscription and choose “Cancel” or “Edit Subscription Details.”
Absolutely. Save time by creating pre-written customisable templates using Snippets, available across email and SMS.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
