Kajabi

Kajabi offers Contact CRM, a tool which captures emails, customer progress, and engagement data in one interface. This gives a unified view of customer relationships. To single out specific customers and contacts, users can utilize tags, filters, and segments to target relevant audiences. Through automated rules, businesses can trigger emails, coupons, and product access based on customer actions. Engagement analytics, on the other hand, track open rates, clicks, and subscriber growth to help you evaluate campaign performance.

Kajabi Backstage is a private client portal that combines assignments, curated lessons, live sessions, and direct chats to give users a central platform to rely on. Through its content library, they can reuse existing lessons and place them into individual goal-specific client paths. Meanwhile, recorded sessions and AI-generated summaries help clients keep up with the content, and voice memo transcription that converts coaching notes into written and audio feedback personalizes client support.

Through Digital Downloads, coaches and creators can upload and sell PDFs, templates, eBooks, guides, and other digital resources. This helps them turn their expertise into a sellable product. Customers can get instant access after purchase as downloads remain in a protected repository through secure delivery. With built-in email automation, files can be delivered, relevant follow-up offers can be sent, and prospects can be re-engaged. That said, bundles, upsells, discount codes, and payment plans help increase the revenue on each sale.

AI Cofounder is an agent that runs an analysis of your expertise and audience to identify potential courses, programs, and products that you can sell, while providing roadmaps and drafting emails. Meanwhile, MCP connects Kajabi with tools like Claude and GPT to manage business tasks, manage offers, and approve AI-generated work before publishing. Kajabi also provides Expert Agents that make use of existing data to offer customer and student support – like the Teaching and Sales Assistants.

Through this functionality, users can create their own custom mobile app with personalized branding, layout, design, and interface, giving customers a dedicated destination to access content, connect, and purchase products. It lets users capture leads, manage product sales, and send custom notifications to help with customer engagement and promoting offers directly through the app.