CRM Lite Overview | Exercise.com Knowledge Base

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With CRM Lite in Exercise.com for Business, you can customize the lifecycle stages that people move through on your platform—from a brand-new lead to a paying client. This guide explains what’s changing, what’s staying the same, and where to find the new Lifecycle tools. Learn more about Exercise.com’s CRM.

CRM Lite Overview Video
What’s changing with CRM Lite?
What’s NOT changing with CRM Lite?
What will happen to my existing clients and non-client accounts?

1. Review what’s changing with CRM Lite.

CRM Lite introduces Lifecycle Stages across your platform. You’ll be able to filter accounts by stage, set default views, message leads, and use automations to move accounts from stage to stage.

2. Use the Lifecycle Stage filter in Accounts.

On the Accounts tab, use the Lifecycle Stage filter to switch between stages and view accounts across your platform.

3. Select a Lifecycle Stage.

Click the down arrow to view available Lifecycle Stages. Select the stage you want to see (for example, “Lead”).

4. Set a default view using Lifecycle Stages.

Select the “Lifecycle Stage” filter and choose “Lead” (or any stage you prefer). Then click the heart icon and select “Use Current Filters as Default.”

5. Choose a Lifecycle Stage when adding a new account.

When you add a new account, you can choose which Lifecycle Stage they start in. Click “+Add New Client” to see the available stage options.

6. Select the starting stage for new accounts.

In the add account flow, select the Lifecycle Stage you want the account to start in.

7. Manage billing for more than just Clients.

If you primarily use ecommerce features, CRM Lite gives you more control over billing for all customers—not just accounts in the Client stage.

8. Open the new Lifecycle menu under the Account tab.

Under the “Account” tab, click “Lifecycle” to customize the Lifecycle Stages on your platform.

9. Click “Create Lifecycle Stage.”

Click “Create Lifecycle Stage” to add a new stage.

10. Customize a Lifecycle Stage.

The only required field is the stage name. You can edit stages at any time, but some default stages (like Leads and Clients) are required for your platform.

11. Use “Disable Emails? (excludes purchase receipts)” if needed.

If you don’t want accounts in a specific stage to receive emails, enable “Disable Emails? (excludes purchase receipts)” for that stage. Purchase receipts will still send.

12. Set the default stage for new accounts.

Enable “Make Default?” for one stage to make it the default for newly created accounts. You can still override the default when adding accounts manually or through actions like automations.

13. Message leads and other non-client accounts.

CRM Lite expands Messaging so you can communicate with leads and other non-client accounts.

14. Send bulk messages by Lifecycle Stage.

On the Messages tab, you can message leads directly and send bulk messages to everyone in a specific Lifecycle Stage.

15. Use Automations with Lifecycle Stages.

CRM Lite also adds new options in Automations so you can target and manage accounts by Lifecycle Stage.

16. Limit who an automation applies to using “Lifecycle Stage.”

When creating an automation, use the “Lifecycle Stage” filter to apply the automation only to accounts in specific stages.

17. Use “Assign a Lifecycle Stage” to move accounts automatically.

Use the “Assign a Lifecycle Stage” automation to move accounts from stage to stage based on common automation triggers.

18. Review Lifecycle history in “Manage Client: Lifecycle.”

Use the “Manage Client: Lifecycle” view to see the full Lifecycle Stage history for an account.

19. Review what’s not changing with CRM Lite.

CRM Lite changes how you organize and manage accounts, but key client behaviors and account history stay the same.

20. Your Clients list stays the same.

If someone was on your Clients list before CRM Lite, they will still be on your Clients list after the update.

21. Client-creating actions still add people to your Clients list.

Actions that previously created Client accounts will continue to create accounts and add them to your Clients list. Examples include:

Buying a package
Booking a visit
Purchasing a plan, group, or product that is set up to add the purchaser as a Client

Client-creating actions still add people to your Clients list.

22. Understand what happens to existing accounts.

During rollout, existing accounts will be organized into Lifecycle Stages based on their current status. You will still have access to account history and billing details.

23. Existing accounts are migrated to a matching Lifecycle Stage.

Existing accounts will be migrated to a Lifecycle Stage that matches their current account status. After rollout, review a few accounts to confirm stages look correct.

24. Active and inactive clients are separated into different stages.

Active clients will be added to the “Client” stage. Inactive clients will be added to the “Inactive Client” stage.

25. Some paid non-client accounts move to “Non-Client Paid Account.”

If someone is not on your Clients list but purchased a group membership or workout plan, they will be added to the “Non-Client Paid Account” stage.

26. Product-only purchasers move to “Free Account.”

If someone is not on your Clients list and purchased only products, they will be added to the “Free Account” stage.

This guide covered what CRM Lite changes on your platform, including Lifecycle Stages, messaging updates, and automation improvements. You can now organize accounts more clearly, communicate with leads more easily, and track stage changes over time. If you have questions or feedback, contact support@exercise.com.

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CRM Lite Overview Video
What’s changing with CRM Lite?
What’s NOT changing with CRM Lite?
What will happen to my existing clients and non-client accounts?

1. Review what’s changing with CRM Lite.

CRM Lite introduces Lifecycle Stages across your platform. You’ll be able to filter accounts by stage, set default views, message leads, and use automations to move accounts from stage to stage.

2. Use the Lifecycle Stage filter in Accounts.

On the Accounts tab, use the Lifecycle Stage filter to switch between stages and view accounts across your platform.

3. Select a Lifecycle Stage.

Click the down arrow to view available Lifecycle Stages. Select the stage you want to see (for example, “Lead”).

4. Set a default view using Lifecycle Stages.

Select the “Lifecycle Stage” filter and choose “Lead” (or any stage you prefer). Then click the heart icon and select “Use Current Filters as Default.”

5. Choose a Lifecycle Stage when adding a new account.

When you add a new account, you can choose which Lifecycle Stage they start in. Click “+Add New Client” to see the available stage options.

6. Select the starting stage for new accounts.

In the add account flow, select the Lifecycle Stage you want the account to start in.

7. Manage billing for more than just Clients.

If you primarily use ecommerce features, CRM Lite gives you more control over billing for all customers—not just accounts in the Client stage.

8. Open the new Lifecycle menu under the Account tab.

Under the “Account” tab, click “Lifecycle” to customize the Lifecycle Stages on your platform.

9. Click “Create Lifecycle Stage.”

Click “Create Lifecycle Stage” to add a new stage.

10. Customize a Lifecycle Stage.

The only required field is the stage name. You can edit stages at any time, but some default stages (like Leads and Clients) are required for your platform.

11. Use “Disable Emails? (excludes purchase receipts)” if needed.

If you don’t want accounts in a specific stage to receive emails, enable “Disable Emails? (excludes purchase receipts)” for that stage. Purchase receipts will still send.

12. Set the default stage for new accounts.

Enable “Make Default?” for one stage to make it the default for newly created accounts. You can still override the default when adding accounts manually or through actions like automations.

13. Message leads and other non-client accounts.

CRM Lite expands Messaging so you can communicate with leads and other non-client accounts.

14. Send bulk messages by Lifecycle Stage.

On the Messages tab, you can message leads directly and send bulk messages to everyone in a specific Lifecycle Stage.

15. Use Automations with Lifecycle Stages.

CRM Lite also adds new options in Automations so you can target and manage accounts by Lifecycle Stage.

16. Limit who an automation applies to using “Lifecycle Stage.”

When creating an automation, use the “Lifecycle Stage” filter to apply the automation only to accounts in specific stages.

17. Use “Assign a Lifecycle Stage” to move accounts automatically.

Use the “Assign a Lifecycle Stage” automation to move accounts from stage to stage based on common automation triggers.

18. Review Lifecycle history in “Manage Client: Lifecycle.”

Use the “Manage Client: Lifecycle” view to see the full Lifecycle Stage history for an account.

19. Review what’s not changing with CRM Lite.

CRM Lite changes how you organize and manage accounts, but key client behaviors and account history stay the same.

20. Your Clients list stays the same.

If someone was on your Clients list before CRM Lite, they will still be on your Clients list after the update.

21. Client-creating actions still add people to your Clients list.

Actions that previously created Client accounts will continue to create accounts and add them to your Clients list. Examples include:

Buying a package
Booking a visit
Purchasing a plan, group, or product that is set up to add the purchaser as a Client

22. Understand what happens to existing accounts.

During rollout, existing accounts will be organized into Lifecycle Stages based on their current status. You will still have access to account history and billing details.

23. Existing accounts are migrated to a matching Lifecycle Stage.

Existing accounts will be migrated to a Lifecycle Stage that matches their current account status. After rollout, review a few accounts to confirm stages look correct.

24. Active and inactive clients are separated into different stages.

Active clients will be added to the “Client” stage. Inactive clients will be added to the “Inactive Client” stage.

25. Some paid non-client accounts move to “Non-Client Paid Account.”

If someone is not on your Clients list but purchased a group membership or workout plan, they will be added to the “Non-Client Paid Account” stage.

26. Product-only purchasers move to “Free Account.”

If someone is not on your Clients list and purchased only products, they will be added to the “Free Account” stage.

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