Leverage Client Management Tools for Growth

Use client management tools like our CRM to streamline admin, monitor client engagement, and gather valuable insights to guide business strategy.

Engage with your clients and grow your community.

Streamline Admin

OfferingTree’s client resource management (CRM) feature tracks attendance, payments, purchases, and details all in one place. Collect custom data from clients to create more personalized messaging that seamlessly funnels them along their customer journey to become a long-lasting member.

I was doing too much, there had to be another way. Now with OfferingTree, it’s so great to look at your roster and people have already signed up and paid.”
— Bobbi B.

Easily Monitor Customer Engagement

It’s hard to keep a close eye on all of your customers. Are they using their membership? Are they reading your emails? Are they engaging with your content?

OfferingTree gives you the tools to automate this monitoring process and send automated messages to your customers who need an extra nudge to stay engaged. This feature ensures that you can contact your clients whenever you need to, fostering a stronger connection and engagement.

The integration of the waiver has been a major game-changer for me. I don’t have to print out that crap anymore and keep files on hand. The streamlined integration of adding contacts is also excellent.
— Stephanie W.

Build Offerings Based on Client Data

OfferingTree lets you drill down into sales of packages, memberships, and store items. It also allows you to see who attends what classes and how often. This data-driven approach also allows you to build a schedule full of classes your clients love, making your business decisions more informed and strategic.

It’s really good to be able to look and see who’s coming to class and how often they’ve come to a class and things like that. It helps me make scheduling decisions.”
— Debra R.
Everything You Need

Improve Client Relationships and Simplify Your Day

Domain Customization

Having a custom domain for your website establishes credibility from the start, making your site a trustworthy resource for visitors.

Fast and Reliable Web Hosting

Ensuring your website is hosted by a reliable source like OfferingTree is essential. No need to purchase hosting from an outside provider.

Embeddable plugins & widgets

If you already have a website, not a problem! Embed OfferingTree tools into your site without code or any tech skills at all.

Mobile responsive templates

Not only does our software come with various templates to help you breeze through the setup process, but the templates are also mobile responsive so you website looks across all screen sizes.

Easy to use pagebuilder

With our drag-and-drop page builder, we make it simple for you to set up a beautiful website in no time. No coding needed—just need to add your content & branding in et voila!

All-in-One

Saves You Time and Money

Save hundreds of dollars a month and ditch all those other tools

Try Everything FREE for 7 Days

Overwhelm is no longer a barrier. What are you waiting for?

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