ClickFunnels CRM Explained

How ClickFunnels CRM, MessageHub, Appointments and Opportunities fit around a funnel workflow.

A CRM built around the funnel

ClickFunnels currently positions its CRM as integrated with the funnel workflow. Its public CRM pages highlight MessageHub, Appointments and Opportunities.

MessageHub

MessageHub brings customer conversations from channels such as email, text and social messaging into one place, according to ClickFunnels' current product page.

Appointments

The Appointments app is designed for scheduling meetings from the funnel, with reminders and follow-up.

Opportunities

The Opportunities app is the pipeline layer for tracking leads through stages and keeping records tied to the sales process.

Who should care?

This matters most when customer conversations, booked calls and opportunity stages are integral to the same funnel that creates the lead.