Clixio Overview
Our Service
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Purpose/Objective
This page shows you how clixio functions, its different features, and how it can be used to supplement and streamline your business.
What you will learn
Where to find the people in your database and your interactions with them
How to import contacts from other CRMs
Where to find your sales pipeline and how to customise it
Where to find the templated workflows and emails that we have prepared for you to launch
Where to find funnels and websites, accessing the pages we built ready for you to customise
Where to find calendars and how to set it up
Where to find forms and how to customise them
How the onboarding process works
Where to setup client payments if you have a payment portal
Video
Watch this video to see the entire Clixio overview:
What Success Looks Like
Have a basic understanding of where to locate the different functions of your clixio account.
