The Only CRM Customized For The Thought Leadership Industry
Your CRM should be more than a glorified spreadsheet. We’ve spent thousands of hours customizing this to be the hub for your entire business. Every revenue stream, interaction, and process – all under one roof.
Track every revenue stream
Thought leadership businesses are complex and you need one place to keep track of it all. From speaking to coaching, consulting, coursework, products, and more, you’ll be able to organize your data in one place.
Personalized outreach
Your CRM should be more than a glorified spreadsheet. It should tell you a story of every interaction you have with someone. Making personalization a breeze.
Email syncing made easy
SpeakerFlow integrates with every email service on the planet. There hasn’t been an email we haven’t been able to connect. Enjoy a two-way sync with your inbox and say goodbye to back and forth.
Task Automation
Have the same tasks to do for every new lead or every new client you bring on? Stop entering all of that manually. No more reinventing your wheel. Let task automation handle that for you!
Pipeline Management
Nothing like the smell of money bags in the morning. Your deal pipeline prevents anything from slipping through the cracks and helps you close more, faster.
Advanced Lead Tracking
Just like your deal pipeline, you need an area to keep track of all those folks who aren’t quite ready to have a conversation yet. Organizing your leads doesn’t get easier.
Drag & Drop Customization
Your systems are designed to grow with you. No code, just a drag and drop builder to customize any area of the CRM.
Reporting & Analytics
Your numbers tell you a story. A story about how people find you, what gets the most engagement, who hires you the most, how long it takes to sell something. These stories make your business go round.
Infinite Expansion
As your business grows, so will the capabilities of your CRM. This is the last CRM you’ll ever need.
Customer Relationship Management On The Go
Got a mobile app for that? You bet!
Integrations
Frequently Asked Questions
You sure can! We know that thought leadership business can be complex in the number of offerings they have.
Many of our clients do more than just speaking. By default, our system allows you to keep track of speaking, coaching, consulting, product sales, courses, and more.
On top of that, during our implementation process, we’ll customize the CRM further to match your exact business model.
This depends on the Getting Started tier you chose.
Power Up customers have to do the migrations themselves. We set up the system, make sure emails are connected, and make sure everything matches your brand.
Flow Zone customers, however, experience white-glove implementation. This includes migration from their current CRM, rebuilding of any automations, and integrating it to other tools they use.
We sure do!
In fact, it’s the most robust integration eSpeakers has ever had with a CRM.
We worked for over 18 months to create the perfect integration with their event management tool, eventCX.
You can learn more about the integration here.
That’s totally fair. CRMs can be tricky if you haven’t made use of them before.
One thing we get on a soapbox about when it comes to CRMs is that 80% of it is behavior.
You need to form the right habits of using it on a regular basis.
CRMs go to die when they’re treated like spreadsheets.
The biggest difference with us, is we’ve already designed it to your business. You don’t need to spend 100s of hours customizing your own CRM.
This means, you can focus on the behavior and not the tech.
The biggest difference between our CRM and others is that it’s been fully customized to the thought leadership industry.
You can keep track of speaking event details, coaching clients, consulting clients, product sales, recurring revenue sales, courses, and much more.
On top of that, we’ve designed this to be the hub to your entire business. You’ll be able to see every interaction someone has with you.
For example, which marketing emails they’ve opened, contracts signed, invoices paid, etc.
Want To Learn More?
Schedule a demo with us! We’ll explore the operating system and how it can use it to run your business in one place.
Note: We’re not a coaching company, speaker agency, or bureau. If you’re not interested in systems, we’re probably not a fit yet.
