You’ve probably heard of ClickFunnels. The digital marketing agency started as a side project for Joe Mastrien and Bill Britt in 2012. Since then, they’ve grown to become one of the biggest players in the industry. In 2020 alone, they processed $18 billion in sales.

If you’ve been paying attention to the online marketing landscape, you’ll know that ClickFunnels is a bit of a phenomenon. They help businesses of all sizes and stages leverage digital marketing to grow revenue. They provide a complete spectrum of services, from SEO to content strategy to email marketing and automation.

Even better, they’re known for being extremely generous with their 18% commission. So if you’ve ever purchased a product on their website, you know what I mean. When you sign up for a free account with ClickFunnels, you’ll immediately see a discount offer for any future purchases. (It’s a great place to make money online!)

But let’s be honest, not every business will be able to benefit from digital marketing. For those that need help, how can they find the time to learn what tasks need to be performed and who to hire to get the job done?

That’s where you come in. In this article, we’re going to teach you everything you need to know about how to download and install the ClickFunnels app so you can get started optimizing your marketing efforts right away. (Also, make sure you check out our bonus resource at the end of this article to get even more value from this guide.)

The Most Popular And Trusted Free CRM For Small Businesses

ClickFunnels’ main competitor in the CRM space is Bitrix24. These are the top two free CRM software platforms for small businesses. (Forbes has ranked them as such.)

But while both platforms are excellent choices and have a lot of features, I’d still choose ClickFunnels. Here’s why:

First off, let’s look at pricing. Bitrix24 is definitely more affordable, starting at just $5 per user per month. But the truth is, you’re not really buying much with that price. The basic plan comes with pretty limited functionality. (You can access your data via an Excel spreadsheet, for example.)

On the other hand, the ClickFunnels pricing is very competitive, at just $5 per user per month plus an additional $2 per user per month for all the features. Plus, you get a free trial, so there’s no risk of choosing this option.

The second reason why I’d recommend ClickFunnels is due to the fact that it is one of the most popular applications in the industry. As a matter of fact, according to a recent study performed on more than 500,000 businesses across the globe, more than 99% of businesses have adopted or are testing automated marketing using ClickFunnels.

Businesses of all sizes use ClickFunnels to automate marketing and sales. And the fact that it is so highly regarded in the industry makes it an obvious choice for those who need a free CRM.

What Is A CRM, And Why Is It Important?

If you’re not familiar with CRM, it stands for Customer Relationship Management. Basically, a CRM is a tool that helps you manage your customer’s experience from start to finish. It tracks all the interactions that take place between you and your customers, from their first contact with your brand to their final purchase or donation. (And everything in between.)

So how does this help improve your business’ operations? Let’s look at the example of a customer who visits your website. When they reach the bottom of the page, they hopefully encounter some compelling content that will encourage them to stay on your site and read more. But once they’ve immersed themselves in your blog posts, you want to make sure they continue to feel comfortable interacting with you and your team. (Hence, the CRM.)

For instance, if they reach out to you via email, you want to be able to quickly respond and provide them with the best possible service. Or if they call your hotline and leave a message, you want to be able to easily get back to them.

Once they’ve established a casual connection with your brand, the next step is to get them to subscribe to your newsletter. You might promote upcoming sales and special offers, as well as what’s new in your industry. By doing this, you’re building a relationship with the individual who has expressed some interest in your product or service.

Now, how does a CRM differ from an email marketing platform? Let’s look at the similarities first: Both involve sending automated emails to customers. But a CRM also provides you with a dashboard that allows you to monitor and manage all the conversations that take place between you and your customers. This includes email communications as well as social media interactions (if you use those platforms).

When it comes to email marketing, you usually have one person on your staff who is responsible for sending out your emails. You provide them with a list of email addresses and, bam, they start sending out emails. (Unless you outsource this function to a service.)

In a CRM, the interactions are automated and can take place between multiple people. So someone has to monitor all these conversations. But that person can’t be in multiple places at once, checking email, Facebook, and Twitter. So the software will save that person a lot of time. (And let’s face it, with so much information floating around online, there’s always more than one thing going on. If we’re not careful, we can lose track of important details. Having all your conversations recorded in one place is invaluable.)

Installing The App

Like many other applications, you can download the ClickFunnels app to your phone or tablet. And just like that, you have a functioning CRM that you can take with you wherever you go.

Before you do that, you should know that there are a few different ways that you can access your data. The first one is via a web browser. If you have a Mac or an Android device, you can try the ClickFunnels mobile app. (For iOS users, you can use a tool like MAMP to manage your application’s access on a personal computer.)

Another way is to use the ClickFunnels API. This is a tool that lets you access all the data within the app using code (a “software engineer’s best friend”, in other words). You can use a service like Postman to connect to the ClickFunnels API and download all the contacts in your database as a.CSV file. This file can then be imported into a spreadsheet program like Excel. (I’d recommend using CSV Files instead of relying on a database program to input your information manually. Not only is it much faster, but you can also easily update the data in the future.)

Getting Started

Once you’ve downloaded the app to your computer, the next step is to log in. (You can use the email address and password you used to sign up for a free account.)

This will bring up the main dashboard and set of menus. From here, you can click on the “Get Started” tab at the top of the page to bring up the onboarding process. (Or, you can click on the “CRM” option in the menu bar at the top of the page to go straight to the dashboard.)

On this page, you’ll find a brief tutorial explaining how to use the app. Make sure you read it before you begin using the tool. Once you’ve gone through the tutorial, you’ll be brought back to the dashboard.

From this point, you can click on the “Getting Started” tab to bring up helpful links and shortcuts that will make getting to know the app a little easier. There’s also a link to our user documentation, which you can find by clicking on the “Help” option in the menu bar.

You’ll notice that the Getting Started page is slightly different from the rest of the app. This is because you’re not actually using the full power of the tool just yet. You’re just getting started. So the app wants to make sure you know how to use it correctly.

To begin using the tool, you can click on the “CRM” option in the menu bar at the top of the page. This will take you to the dashboard, where you can click on the “Sites” option. (If you have multiple sites, you can click on the “Multisite” option at the top of the page.)