Getting Started With Ivorey™ CRM
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™.
Learn the basics of the CRM
Learn the basics of the CRM
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.
What's the difference between the CRM and contacts?
What's the difference between the CRM and contacts?
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.
A Visual Walkthrough of the Ivorey™ CRM
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.
How to Set Up and Manage Your 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.
Manage contacts and more on the go using the free LeadConnector App (optional)
How to Use and Manage Your Contact Profiles
What You Can See in a Contact File:
Each contact profile includes their:
All messages (Email, IG, FB, SMS)
Tags and custom fields
Form submissions
Courses and communities they have access to
Booked or cancelled appointments
Documents (uploaded by you or them)
Payments, invoices, and subscriptions
Activity logs (e.g. what they viewed, clicked, submitted)
You can also:
Send emails, SMS, or Instagram DMs
Use pre-written templates with snippets
Leave internal notes for your team
Create, assign, and track tasks
Frequently Asked Questions
How do I merge duplicate contacts?
How do I merge duplicate contacts?
Go to the contact list, select the duplicate entries, and choose “Merge Contacts” from the actions menu. You’ll be able to review and confirm which data to keep before finalising the merge. Note this is irreversible so use caution
How can I see what tags a contact has?
How can I see what tags a contact has?
Open the contact’s profile and scroll to the “Tags” section on the left. You’ll see a full list of applied tags, which you can edit or remove at any time.
Can I bulk tag multiple contacts at once?
Can I bulk tag multiple contacts at once?
Yes! From your contact list, select the contacts you want to tag, click “Bulk Actions,” and choose “Apply Tag.”
Can I link a task to a specific contact?
Can I link a task to a specific contact?
Absolutely - when creating or editing a task, link it to a contact so it appears in both the task dashboard and their contact file.
Can I see which workflows a contact is currently in?
Can I see which workflows a contact is currently in?
Yes - check the “Automation” tab in the contact profile to view all active and completed workflows tied to that contact.
How can I view a client’s payment history?
How can I view a client’s payment history?
Head to their contact profile and open the “Payments” tab for a full transaction history, including invoices and subscriptions.
How can I cancel or update a client’s subscription?
How can I cancel or update a client’s subscription?
From the “Payments” section, select the subscription and choose “Cancel” or “Edit Subscription Details.”
Can I send a message to a client directly from the CRM?
Can I send a message to a client directly from the CRM?
Yes - use the messaging options inside their contact profile to send email, SMS, WhatsApp, Instagram or FB DMs depending on what you and they have connected.
How do I see all past communication with a contact?
How do I see all past communication with a contact?
Open the contact profile and scroll through the “Messages” feed or use the “Activity Log” for a complete timeline.
Can I set up message templates for quick replies?
Can I set up message templates for quick replies?
Absolutely. Save time by creating pre-written customisable templates using snippets, available across email and SMS.
How do I delete a contact?
How do I delete a contact?
To delete a contact, go to Contacts, select your contact, then click the bin icon along the top of your screen.
Need Help?
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 🤍