Nate Tilley walks through Shift CRM's Funnels and Websites tabs. Funnels are mini-sites that move people from awareness to closed deals, like a real-estate funnel with a survey and thank-you page that includes a phone call button. You can use templates for your industry or build from scratch.
Alright, so going down the list, we got funnels right here and websites and then memberships. Funnels are a little more complicated, but if you know what they are, if you ever use the software clickfunnels or another software like that, this one completely replaces it. If you don't know what that is, I'll show you real quickly. A funnel is just pretty much a mini website that lets people go down and funnel them from brand awareness all the way till closing a deal. So for this one, this one is real estate and going through it quickly, I'll have a whole separate videos for funnels and how to make them. But they click on that and they could actually this is a survey, they could click on it. Yes, Home address and they could go through that and then it'll take them to the next page. And this is one of the more basic funnels and says pretty much just a thank you page has a phone number. They could click on that and they could call straight to it. So that's the most basic funnel page of going through there. So you could add new funnels. We have some templated already. If you want to go to our template library, start with them. Say you're an auto dealer, you could do that one, martial arts store, hair salon going through that. Or you could just start from scratch, create funnel. And I'll go through all this stuff later and what that means. But websites, you can build your website here as well and it'll be the same process, all your pages, stats, settings for it.
