Is Convertkit a CRM? Clarifying its Role in Simplifying Client Onboarding for Service-Based Businesses

In the realm of service-based businesses, one thing remains constant: the need for effective client management. As your client base grows, so does the challenge of keeping track of their details, preferences, and interactions. This is where Customer Relationship Management (CRM) systems usually come into play.

Convertkit is a widely-used platform in the email marketing realm and some wonder if it can double as a CRM. Let’s dive into ConvertKit and its role in simplifying client onboarding for service-based businesses.