Fitness4 Sales CRM User Guide

In this document, we explore the CRM functionalities of Fitness4. The CRM section of Fitness4 provides comprehensive tools for managing sales activities, including tracking leads, tasks, and prospects. This guide will walk you through each feature to effectively utilize these capabilities.

Step 1

To explore Fitness4's CRM capabilities, navigate to the CRM section. This will provide you with an overview of all sales CRM functionalities.

Step 2

Within the CRM section, you will find tools like the sales pipeline, tasks, prospects, sales calendar, trials, contacts, and central inbox. Let's delve into each of these tools to learn how to effectively engage with the sales CRM.

Step 3

Proceed to the sales pipeline. Here, you can view the status of all current leads in a unified opportunity view. For example, you may see 16 leads worth $500 in total. The dollar amount represents a sum of all opportunities, which you need to input manually.

Step 4

Opportunities with a value of zero will not be included here. You will see leads with whom contact has been made or tours have been booked.

Step 5

Once a tour is completed or a trial is booked, you can view a forecast indicating when you expect to close the leads. Leads are automatically filtered by your name; however, if you possess elevated permissions, you can view opportunities belonging to other client representatives or sales executives as well.

Step 6

Next, access the core of the sales CRM: tasks. In this section, you will see all tasks due today. Again, you can adjust filters to include tasks assigned to other team members.

Step 7

These tasks include those due today, overdue tasks, tasks due tomorrow, this week, next week, and completed tasks.

Step 8

Working with tasks is user-friendly. Simply click the checkbox, and you'll be prompted to record the outcome of an interaction. For example, if a call was attempted but unanswered, you can mark it as "No answer."

Step 9

You can also indicate if a message was left and schedule a follow-up date. If contact was made, add notes about the interaction and schedule the next steps. If an appointment was set, such as booking a tour, enter the tour date.

Step 10

If a client is ready to sign up, initiate the integrated sign-up process. The CRM is linked with billing and membership management. Alternatively, mark tasks as completed if the prospect is not interested.

Step 11

The prospects section provides access to all prospects you can manage. You can view profiles, communication history, activity feed, transactions, and tasks from a central location.

Step 12

The sales calendar displays all appointments and calls by date and time in a calendar view. Switch between day, week, or executive views to manage schedules by staff member.

Step 13

The trials section is for managing free trials. Initiate new trials, entering details in this section. You can also manage trials directly from a prospect's profile.

Step 14

Navigate to a prospect's trial section to assign or create a trial directly. Contacts not yet classified as prospects, such as those who contacted you via email or text, are managed here.

Step 15

Use the action button to convert contacts to prospects. This ensures that only genuine prospects are considered, keeping conversion metrics accurate.

Step 16

The central inbox is designed for two-way communication, displaying messages sent and received from members. This section also includes an activity report.

Step 17

Access the reports section to review the task done report. It provides a comprehensive view of member interactions, including the staff involved, task categories, and outcomes, along with any notes.

Step 18

The report also shows rescheduled tasks and their frequencies, offering a clear view of task management.

Step 19

This concludes the overview of how to utilize the CRM section in Fitness4. Thank you.

Updated on: 04/12/2025