How To Navigate Your New Fern CRM Account

Get a quick overview of the features and where to find them so you can decide which feature you want to learn first and start using right away.

Note: this tool is designed to be flexible and customizable! As such, it has a TON of features and you don’t need to use all of them or learn all of them.

Try not to get overwhelmed by ALL the options. You may end up using all of them someday, one at a time.

Instead, we highly recommend picking one thing that you’re most excited about, learn it, use it, and get results from it before moving onto the next thing.

Video Walkthrough

In this first video, I’ll give you a bird’s eye view of most of the current features and where to find them. To learn more about any specific feature, click the links in the video or search these Help Docs.

Features List

Here’s a list of all the chapters:

0:00 Customizable Dashboards
1:10 Settings (including your billing settings, My Staff roles and permissions, etc.)
2:15 Omnichannel Inbox (email, text, chat, social media DM’s, phone, opportunities, etc.)
3:15 CRM (contact profile showing custom fields, contact info, notes, appointments, touch points, and more)
5:24 Contact Lists (including how to create a smart list, filter by tags, merge contacts, bulk actions, etc.)
7:34 Calendar Tool (including the different types of calendars and what they’re used for)
9:00 Pipelines and Opportunities
11:06 Contracts & Coupon Codes (including invoices, orders, payment links, transactions)
12:22 Payment Processors & POS (Paypal, Stripe, NMI, Authorize, Square, and more)
13:18 Social Media & Email Marketing (social media scheduling tool, sending emails to your list, canned responses, trigger links)
14:20 Affiliate Sales Tool (a dashboard for your affiliates to track their sales and another for you to track your sales and payouts)
14:40 Automations (including pre-built “recipes” and automating comment responses & DMs on Instagram or Facebook)
17:00 Sales Funnels, Websites, Blogging (including an “easy mode” version of WordPress blogging)
17:32 Forms, Surveys, Quizzes (opt-in forms, engagement forms, and more)
17:53 Chat Widgets (including the one built into your Fern CRM account as an example of it in action)
18:45 Courses & Communities (course platform and online community platform)
19:44 Reviews Manager (reputation tab)
19:55 Reports (Facebook ads, Google ads, Google Analytics, sales team reports, leaderboards, and more)
20:10 Fern CRM Mobile App (to use Fern CRM to keep in touch with your contacts from your phone)
20:30 Your OWN Mobile App (to let your customers and contacts access your courses & communities from their phones)
20:45 Help & Support (Help Docs, the Action Center, Fern CRM Brain Trust community, and more)

These links are also included in the video description on YouTube, so you don’t have to toggle back and forth each time.