Communication tools with the CRM

WodBoard CRM makes it easy to communicate with your leads and customers without having to leave your pipeline. When you open a lead within your pipeline, you can contact them directly using a range of communication options, keeping your conversations and follow-ups organised in one place.

Communication Options

WodBoard CRM offers four main ways to communicate:

• Email – Send emails directly to your leads or customers from within the CRM (lead pipline or Inbox).  Ideal for answering enquiries, sharing membership information or following up after a trial.
• SMS – Send text messages directly to a lead's phone. Perfect for quick follow-ups, booking reminders and checking in with potential members. A virtual phone number must be set up before SMS can be used.
• WhatsApp – Communicate with leads and customers using WhatsApp, making it easy to have quick, convenient conversations. Your WhatsApp account must first be connected to WodBoard. See our WhatsApp Setup Guide.
• Phone Calls – Make and manage phone calls through your CRM using a virtual phone number. This also includes the option for leads and customers to leave a voice message if you're unable to answer their call. See our Phone Calls Guide.

Setting Up Your Virtual Phone Number

To use SMS and phone call functionality within your CRM, you'll need a virtual phone number.

A virtual number allows your gym to communicate with leads and customers directly through WodBoard, rather than relying on a staff member's personal phone number.