Kartra is an end-to-end sales funnel platform that provides services to online businesses. One of its most vital features is its Customer Relationship Management tool. The platform is fully automatic; it helps in saving time and earning more. It also assists in managing the entire customer database seamlessly.
In this article, I will provide a detailed Kartra review so you will learn what Kartra can do.
Kartra Review
Founded in 2018 in California, Kartra is a powerful sales funnel tool used to market, sell, and deliver online services. If your business has several segments and you do not want to integrate multiple systems, Kartra is the tool for you. It provides services like email marketing, creating converting landing pages, and customer flows.
The form builder, or as they like to call it, the “online business” builder, has an intuitive interface. Navigation is simple, and so is the usage. It includes customizable templates that new marketers can use. This makes their work stand out.
Kartra Features
1. Page Builder
Kartra’s robust page builder comes with a strong editor that allows you to build what you want to see. Its drag-and-drop page builder helps you create creative pages that attract customers. The platform has over 500 page templates that fit every business niche. All you have to do is drag-and-drop the different parts of the template and edit it as per your choice. You can edit the logos, images, headers, buttons, social media icons, and more with Kartra’s page builder.
You can start customizing the page from scratch if you do not wish to work with a template. Utilize the blank canvas and use your imagination! You can also import personal branding elements like fonts, color schemes, and logos. This will let you build a business-friendly webpage.
Every page you build on the platform is smartphone, desktop, laptop, and tablet responsive. Everything built is formatted to suit different screen sizes without extra effort.
Just click on the green ‘+’ button at the lower right of the page and start building your website page. It offers templates for all kinds of pages, like squeeze, coming soon, product launches, and more.
You can make device-specific changes and/or hide some elements on specific devices. For example, if you don’t want to show an image on a mobile device, you can hide it from mobile, but it will show on tablets and desktops.
Kartra’s page builder replaces popular page builders like ClickFunnes, InstaPage, Lead Page, etc.
Click here to open your account with Kartra
2. Kartra Checkouts
With Kartra checkout, you can sell unlimited products. All the features you need in a checkout solution are available in Kartra checkouts. From upsells, downsells, cross-sales, order bumps, and cart abandonment, multiple price points, all necessary features are included.
Kartra comes with several categories of payment gateways and product types. This assists the user in creating various products suiting different product styles. The product style could be eBooks, online services, and more.
You can add different price levels to your products with Kartra’s checkouts. Choose from individual, installment, or recurring plans.
You can add a one-click transaction button to the page. This allows recurring customers to complete transactions with a single ‘confirm order’ button.
You can have multiple pricing points, subscription, upsell, downsell, order bump, and cross-sell. You can add discount coupon codes, add a PayPal button, etc. Kartra allows you to offer as much convenience with the payment as possible. If you want to offer a trial period to your customers, you can.
You can have single-step or multiple-step checkout forms.
It auto-calculates sales tax and adds it to the cart using geographic location.
It allows you to edit every part of the checkout form.
3. Split Testing
Split testing, popularly termed A/B testing, lets you create two slightly different versions of the same landing page. Then, you can automate the analysis process and see which of the two designs does better. The comparison is made based on user activities. The design that wins among the visitors and converts more customers can be finalized.
The platform is highly flexible and allows split testing even for the smallest element. After analyzing, you can see if you want to remove a video, add an element, or change the entire page. The more you focus on what the customer likes, the better you can serve them.
Both pages are compared, and the platform provides a precise report telling which page does better and why.
4. Products and Carts
Since the primary function of Kartra is to sell your product, it comes with an efficient product and cart tool. This tool helps in selling products and services seamlessly. You can also track your product sales data easily with the tracking link.
Kartra’s built-in shopping cart feature allows you to create main products and upsell/downsell them. With this feature, you can set up easy payment gateways, trial structures, thank-you pages, cart abandonment rules, and more.
Its membership feature allows you to sell both digital and physical products. It also allows you to structure content pieces and create learning paths. This makes the customer experience easy and seamless.
It allows you to create your products and maximizes profits by creating an end-to-end sales funnel. It also offers a secure checkout technology that protects customers’ data. The self-billing feature allows you to grant refund and cancellation requests automatically.
5. Email Marketing
Kartra’s email marketing feature, also known as Kartra mail, helps you gain strong leads. Email broadcasts, tagging, behavioral-based automation, and sequences are some services Kartra provides in its email marketing feature.
Kartra provides email templates with converting elements such as content blocks, countdown timers, testimonials, video thumbnails, and more. These templates are beautifully designed and easy to get started with.
Kartra Mail can replace your email marketing software such as MailChimp, MailerLite, AWeber, ConvertKit, etc.
This feature allows you to create an email list by importing leads from a file or adding them manually.
Its broadcast feature lets you send thousands of emails with a single click. You can also use the SMS function in this feature to broadcast messages.
It provides intelligent automation, split testing, custom tagging, multiple triggers, etc.
It provides all the email marketing functions you will need to grow your business.
6. Flexible Affiliate Program
Kartra’s affiliate portal allows you to make your customers your promoters. Your buyers can promote each product or service you sell through this feature. Not only does this improve the relationship between you and your customers, but it also gives them affiliate benefits.
You can screen potential affiliates through questionnaires and surveys. Provide them with custom URLs or codes that help you track each affiliate’s progress. You can analyze their data, payout history, and referrals to pay them accordingly.
Kartra provides an overview of customer visits, cancellations, sales, customer value, revenue, and refunds. Its advanced tracking helps you control your ROI by letting you assign specific cost-per-clicks. Its laser-accurate tracking adds tracking IDs to all links and tells you which link has generated more goals.
You can also create custom landing pages for your affiliates to use. Or ask joint ventures to hire affiliates for you, which you can manage through Kartra Affiliate.
This feature lets you decide which affiliate program to continue and which to stop.
7. Funnels and Campaigns
Kartra has a strong sales funnel and campaign feature. It has a drag-and-drop builder that helps you create intuitive sales funnels and campaigns.
You can connect all pages to the funnel flow. Its ‘if and then’ function helps you define rules. These rules control the marketing strategy and increase the number of converting customers. You can also integrate advanced mailing sequences into your emailing campaign.
There are also pre-set marketing campaigns and funnel templates. These are called “done-for-you” campaigns. These help you create profitable campaigns and attract more customers with a few clicks. You can import these pre-defined campaign templates and have your sales funnel ready in minutes.
You can build everything from scratch with full automation if you are an expert.
Its intuitive dashboard has separate windows for my campaigns, available campaigns, and marketplace. It lets you create marketing campaigns with different tags, automation, email sequences, and pages that fit the product/service need. You can also share or sell the campaign to other Kartra members so they can import the campaigns and assets and earn money.
8. Kartra Leads
Kartra Leads is one of the most crucial CRM features of Kartra, and it comes with several tools. It builds your customer database and organizes them in groups. It also adds custom tags to segregate leads.
You can follow their journey and tag them with scores according to their interactions with your business.
You are provided information like what newsletters leads are subscribed to, their buying history with you, whether they have any open support tickets, etc. Kartra interconnects everything to show you each detail about the lead. This helps you generate more substantial leads and cater to the existing ones. It helps in building stronger customer relationships.
9. Kartra Marketplace
Kartra Marketplace is a feature that allows you to share all the campaigns you have created. You can also discover unique campaigns here for a fee. Discover different angles for your business and how to take it up a notch.
The marketplace has different products, services, and campaigns, giving you better business ideas. You can sell your marketing campaign here after adding all relevant assets. Users pay for these assets and use them in their businesses. This way, you earn over and above your core business.
10. Opt-in Form Builder
The opt-in form builder is known as Kartra Form. It lets you design forms that help in collecting new leads. This is one of the best features for people new to email marketing. The interface is simple and easy to navigate. It provides templates, with over 50 templates you can choose to build the form. All these templates are responsive to mobile, tablet, and desktops.
You can customize the form as much as you like. Customizations can be done by writing a thank you message, a welcome message, tags and automation, form behavior, and more.
Once the template is selected and edited, you can start working on capturing leads. Not only that, but you can also embed forms on your blog or anywhere online. The code automatically updates based on where you embed it. All changes are synchronized between the main content and the embedded content.
You can choose custom fields that help collect specific information in the form. The more fields you add, the more specific information you can have about your customers and serve them better.
11. Kartra Calendars
This feature sends and receives automatic updates from the Google Calendar. Since it is always in sync, you never overlap an event. It allows a calendar integration for each team member working on building the business. This integration never mixes two calendars, irrespective of the number of shots or team members. This way, you can cater to all your customers without mixing up a single appointment.
It lets you organize one-to-one sessions with customers from a single integrated dashboard. This avoids any double booking and ensures you provide quality services only. It comes in four modes: consultant, recurrent class, gym, and live event.
You can have real-time booking management with dynamic time zone conversion.
You can define your schedule in the calendar and create a pre-configured template reply. This will help you maintain consistency whenever someone books your calendar. The calendar has a centralized dashboard that lets you reschedule, approve, manage, and cancel sessions.
12. Kartra Surveys/Quizzes
Kartra’s surveys and quizzes help in providing the best quality products. It uses lead segmentation to fulfill customer needs. You can build surveys and quizzes within minutes with its drag-and-drop builder.
When potential customers take these quizzes, they are automatically navigated to the membership level that suits them the best. This enhances the customer experience and ensures that people get what they want. Results from these quizzes and surveys are automated.
You can have as many questions as you wish and choose from eight variations: multi-option text, single-option text, short text answer, long text answer, multi-option image, single-option image, binary (“yes” or “no” answers), and rating score (rate up to 5 stars).
You can create a traditional survey to gather market data and expand your lead profiles. Or you can create a scored quiz to test students and manage their learning process. Both survey models come with a pre-decided template.
The results are then evaluated with comprehensive data analysis. You can also optimize the survey to get on-point answers.
13. Video Hosting
Kartra offers a video hosting platform as well. This feature lets you upload product content videos and marketing footage directly to the portal. Then, you can embed these videos on different pages.
You can watermark video, optimize for mobile devices, and add a call to action button.
Kartra supports membership portals, WordPress blogs, and landing pages for video hosting. There are unique features like call-to-action pop-ups that you can use while playing a video. Opt-in, offer, and sales page videos can also be created with this feature. You need to compress the video footage while uploading to avoid buffering hassles.
Click on the ‘My Videos’ button on the left panel of the platform to upload new videos. You can upload single or multiple videos on the platform together. The platform lets you add opt-in forms to your videos and convert viewers into leads. It also provides video analytics like average watch time, dropout time, etc.
14. Analytics Board
Kartra’s analytics board helps you in tracking precise sales. It comes with a calculator that calculates earnings per annum, revenue for specific periods, and subscriber value.
The analytics feature also allows you to calculate how long, on average, it takes to deal with a customer’s question. This helps you manage the business time efficiently and cater to each customer independently. Each ticket can be automatically added to a mailing list with specific tags. This helps you create a pattern of common questions.
15. Centralized Agency
Kartra allows you to manage several customer accounts from a centralized window. With this feature, your entire agency’s portfolio and clients can be viewed in a single view. This helps you manage and track multiple client accounts.
You only need a secure master login with a one-click login process. Tracking multiple profiles is unnecessary because it offers a unified billing profile. You can easily add new clients to your portfolio and generate personalized reports for them individually. This gives them their account key metrics, enhancing your CRM process.
You can choose the agency model that suits you best: in bulk and linking to existing accounting. Client reports tell the account’s performance and where you can do better. Clients can also co-manage their accounts through this platform.
16. Memberships
With Kartra, you get a membership feature that helps you sell services, especially courses, publish premium video, audio, or text content, and even offer group services like coaching. This brings exclusivity to the consumers and makes the buying process exciting.
It provides different themes for membership sites with a particular structure and customizable layout. It also gives multiple access levels to customers: bronze, silver, and gold, depending on the accessible sections.
You get beautiful templates, which you can further edit with the drag-and-drop editor. All these templates are 100% mobile responsive.
The courses you create in Kartra can go live immediately and be scheduled to be released later. You also get a cross-selling feature here that helps you boost your sales.
The platform also creates a centralized portal for your membership sites wherein you can grant/lock access, use a single-login tool, and display membership content on the dashboard.
17. Integrations and API
The platform has multiple integrations that link you with big names in the industry. Here are some of the integrations offered by Kartra:
- Payment gateways like PayPal, Stripe, and more
- Email gateways like MailGun, Postmark, and more
- Hub connectors like Zapier
- Membership platforms like S2Member Kajabi, Wishlist, and more
- SMS gateways like Twilio and more
- Calendar apps like Google Calendars
It also offers custom integrations that let you code your custom apps. From API and IPN to any app you require, you can code it with Kartra. Instant Payment Notifications is third-party software that notifies you every time there is a transaction. This means you never miss out on tracking sales and revenue. Select the product funnel and product type to link it with the IPN.
18. Helpdesk
A CRM tool is successful if and only if it can answer users seamlessly via an email inbox. This is precisely what the Kartra helpdesk does brilliantly. It allows you to create a trackable ticket whenever there is any inquiry about the business, service, or product.
With its email management system, you can quickly answer each question with a specific ticket generation. Customers can contact you via live chat, ticket, phone call, or Skype. All tickets are trackable based on their current status. Live chat support is also available via the Kartra browser.
19. Webinar
Kartra has added a new feature to its offering. This feature is available to Silver and above members. You can hold live events on your marketing platform with the help of Kartra Webinar and attract new leads and new customers. Many options are available to help you keep your audience engaged, like a live poll, a drawing board, fly presentations, etc.
You can automate registration messages, email notifications, and reminders. You can also generate a one-click registration.
You can schedule single or multiple sessions on a scheduled date or recurring dates. And, of course, you get detailed analytics of the numbers you would like to see.
Kartra webinar is a great addition to their feature list.
Kartra Pros
- It integrates your sales, website, marketing, and communications systems into one
- It offers several features for customer relationship management
- It comes with a free trial, so you can try it before making a decision
- It offers end-to-end automation and customization
- It provides you with all the tools and training materials to build a business
- Its straightforward interface and pre-made templates make it easier to work on
- It saves time and reduces costs
- It comes with explanatory videos
- It provides a 30-day money-back guarantee
- It allows you to host a video internally
- It lets you tag your buyers automatically
- It helps in managing clients and lead relationships
- It is an all-in-one builder
- It is GDPR and CCPA compliant
- It hosts all sizes and niches of businesses
- It manages payment subscriptions automatically
- It offers multiple support avenues
Kartra Cons
- It does not allow you to create blogs or run ads
- The platform is ideal for services but not product-based businesses
- The form editor is not fully customizable and only allows simple changes
- Its video hosting capability does not have a competitive advantage in the market
- The customizing of the layout is limited for membership sites
- There is no live chat support for the mobile app
- The interface may be clunky and darker than its rival firms
- The onboarding process is helpful but very lengthy
- The interface is simple but extremely traditional-looking and boring
- Data import in email marketing takes longer than usual
- To link landing pages to Facebook, you need to add the Facebook pixel to each page separately
- Each section has a further sub-section of features that are not evidently visible unless the main feature’s dashboard is opened
- There is no search button on the dashboard to navigate to a particular section directly
- When you visit the platform, it looks primarily school/course-based, which may not be all-business inclusive
- It may be a little on the expensive side for beginners
Support
Kartra offers a solid support function. It has a community of thousands of helpers ready to assist you through it all. Everybody in the Kartra community thrives and helps each other out. You can get help on troubleshooting issues, take advice on funnels, and much more. You get access to live support and email 24/7. Their email ticketing is also helpful, even though they are slower than the live chat.
The four three ways Kartra supports you:
1- Facebook Group
Kartra’s Facebook group has over 18,000 people ready to help you through issues. It is accessible to everyone, even users on a free trial. You can ask anything on this group, and rest assured that your query will be solved.
2- FAQs
Kartra’s frequently asked question section provides insights into everything. It discusses everything from freezing an account to requesting a refund and tracking payments. It is almost like Wikipedia for the platform. It does not have detailed answers but enough information to solve your problems.
3- Concierge Services
Concierge services offered by Kartra give you tools you can use, and they teach you how to use them. They also provide you with market training and do your work at no additional cost. They set up your landing pages, sales funnels, and much more for a limited fee. Hence, to start your business with Kartra, there is no experience required.
4. Kartranaut
If you are a new bee and want to learn everything from head to toe in Kartra, Kartranaut is for you. Here, you will get step-by-step training on the platform.
Kartra Pricing Plans
Now, we come to the last section of this Kartra review.
1- Starter Plan
Kartra’s starter plan is its most basic plan. It is ideal for people starting a new online business. It works best with small companies with an email list of 2,500 or fewer people.
The plan costs 119 per month and includes:
- Maximum 2,500 contacts
- Unlimited pages
- Unlimited email & SMS
- Unlimited products
- One custom domain
- Unlimited video hosting
- 50 GB bandwidth
- Two membership sites
If you subscribe to the plan, you can avail of the Starter plan for 99 USD per month.
2- Growth Plan
Kartra’s Growth plan is the second-level package costing 229 USD per month and is one of their most popular plans. It suits medium to large businesses wanting to sell products or services online.
The package includes the following:
- Maximum 12,500 contacts
- Unlimited pages
- Unlimited emails per month
- Unlimited product hosting
- Unlimited connection to helpdesks
- Three custom domains
- 300 webinar attendees
- Unlimited bandwidth
- Unlimited membership sites
Its annual plan is available for 189 USD per month.
3- Professional Plan
Kartra’s professional plan is for companies with a larger emailing list and scalable businesses. It suits people who already have some knowledge about their business.
The plan costs 549 USD per month and includes:
- Maximum 25,000 contacts
- Unlimited emails
- Unlimited pages
- Unlimited helpdesk connections
- Unlimited products
- Unlimited videos
- Unlimited bandwidth
- Unlimited membership sites
- Five custom domains
- 1000 webinar attendees
You can avail of this plan at a lower rate of 429 USD per month.
These were the three plans in Kartra. You can try these plans for free, as Kartra provides a 30-day trial period. Previously, they used to charge 1 USD for a 15-day trial. But now it’s a risk-free 30-day trial period. So, you can try any of the plans and decide whether the platform is working for you.
Kartra Alternatives
This Kartra review would be incomplete if we didn’t discuss the Kartra alternatives.
I can think of five alternatives for Kartra:
- Systeme.io
- Simvoly
- ClickFunnels
- Groove.cm
- Builderall
#1. Systeme.io
Systeme.io is a newer platform offering all the features you will need to create your sales funnel or CRM. It is an affordable platform that has a free plan.
Click here to open your free systeme.io account
#2. Simvoly
Simvoly is a cheaper alternative to Kartra. It is a straightforward sales funnel platform that provides all the features you can use for your business growth. For example, you can build your website, sell products, run marketing campaigns, manage CRM, etc.
The basic plan costs 18 USD monthly. For a yearly subscription, you will pay 12 USD per month.
#3. ClickFunnels
ClickFunnels is the oldest sales funnel platform and provides many good features. However, it lacks video hosting, and you need integration with email software for email marketing.
Most importantly, its support is not up to par. If you have any complex queries, support personnel cannot help you. I am a member of a sales funnel software group and regularly see how ClickFunnels users are frustrated with the support.
#4. Groove.cm
This latest sales funnel software claims to be the best and biggest sales funnel program. Because of their promises, I became a lifetime premium member. Unfortunately, I regret this decision. It has been years, the software is still in beta, and many features are not ready yet.
They have a limited knowledge base and tutorials. Most of it is obsolete, and groove.cm is constantly changing the platform.
They claim to have 24/7 email and 12X5 chat support. I recently contacted their chat support many times while online, but they did not respond. Afterward, I sent them many emails; initially, they responded that they didn’t have a solution to my problem, and later, they completely stopped responding to my emails.
I tried posting my message in the Facebook group, but they blocked it.
I contacted their key employees using Facebook Messenger and received no response. Finally, I contacted Mike Filsaime, and he also has not responded.
I would recommend you stay away from this platform.
#5. Builderall
Builderall is a feature-rich sales funnel platform that can be a good alternative to Kartra. It is the most affordable among all sales funnel platforms discussed here and provides responsive support.
I follow a few forums and groups and have not seen any complaints about Builderall support.
Click here to visit Builderall
Conclusion
Kartra is a powerful CRM and sales funnel tool that offers high automation and customization. If you want to start an online business, Kartra is your tool. It does everything for you, from building pages, email lists, and funnels to managing tickets, payments, and more.
Here is where this Kartra review ends. Let me know if this review was useful to you.
Some links in this post are affiliate links, and I will earn a commission if you purchase after clicking. Please understand that I recommend these resources because they are useful, not just because of my commissions. Please do not purchase unless you need the materials to achieve your goals. Read the disclaimer.
I am Mohammad Fahad Usmani, B.E. PMP, PMI-RMP. I have been blogging on project management topics since 2011. To date, thousands of professionals have passed the PMP exam using my resources.
