Product Features / CRM

With BIRCH, You Can Easily Keep Track of All Your Relationships!

Keep tabs on every potential customer's interactions with your company using our CRM tool!

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I'll Show You How It Works...

What are the benefits of using a CRM ?

While attracting new customers is always great, the key to real business growth is keeping them. Fortunately,

with BIRCH CRM, building relationships with your customers has never been easier.

Understand What Your Contacts Are Doing

Because each person on your contact list is different, with a CRM you can collect data points and use them to design a more personalized experience for that individual.

Developing stronger relationships

CRM allows you to remain in communication with your contacts, panelists, etc., throughout their time cooperating with you. The more information you have about what interests each person, the better able you will be to create trust and a relationship of mutual respect.

Communication that is Personalized

Store notes of each contact in order to track a history of your most important conversations. This is great for:

  • Forming relationships through personal details - (for example, "You recently went to Maui, right? How was it?")

  • Documenting what was communicated during a conversation - especially when multiple team members are connecting with your contacts - is essential. For example, “Jenny wants to BUY the course, but needs to wait until after the 1st of the month.” By having this knowledge readily available, you can easily follow up and close the deal.

  • Accountability - Use this feature to track a client's progress over time, and help them stay on target by documenting their goals, actions, obstacles, etc. (i.e. “Last week, you committed to drinking 80 ounces of water each day. How did that go?”)

Keep all your contacts in one convenient place

With our software, you can view an entire contact's journey with your company at a glance. This allows you to manage them in real-time more effectively. You'll have access to key billing details, enrollments, and orders all in one place.

Try BIRCH For Free!

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Our Loyal Customers' Opinions of


Within four hours of signing up for

BIRCH, I had a live website that was gathering leads for me. Thanks to BIRCH, we were able to fill our gym within 30 days and open our second location on day one at full capacity.

— Neil Chén, Verified BIRCH User

Did you know that BIRCH provides

everything you need to take your

product online, from start to finish?

Plus, Funnels That Drive Customers To Find You!

Convert your online visitors into actual paying customers

Create your web presence

exactly the way you want

Turn your knowledge, passion or experience into revenue

Manage your students or leads and turn them into fans

Reach and engage with your audience where they are

Run A/B tests on your website, funnels or email campaigns

Create a blog that positions you an expert in your industry

Get all the data you need to

grow your business

Easy and powerful drag and

drop page editing experience

Create powerful workflows to automate your marketing

BIRCH offers a free trial so you can test out the benefits for yourself!

With BIRCH, Over 100,000 entrepreneurs
can get their products and message out worldwide with ease!

No Contracts • Cancel Anytime • Powered by BIRCH

Matt Plapp

The ROI Engine

"This helped my agency get away from $2000-3000 in expenses, but I also have a lot of agencies that I trained that don't have the need for the softwares. When I got them into the software, they were able to build in the efficiencies into one place right out the gate."

Debbie DuBois

Compass Marketing Creative

"I felt completely supported as soon as I join the platform...Birch cares about my business and has taken my business to the next level. Technology is continuing to shift and change while getting better and better. They are providing new services and things that I love."

Christine Seale

President & CEO of NerdLevel

"It's been a complete game-changer for me. We've built our whole business around this software. We'll never go back."


Do updates cost anything?

BIRCH is on the cloud, so any updates or new features we add will automatically appear in your account--and you'll get all of this for free!

Is my website secure?

We built BIRCH with security as our primary focus so you can rest assured knowing your funnels, subscribers, and members area are well-protected. With us, there's no need to anxiety about plugins that could be hacked - we keep everything updated for you.

What is the duration of your contracts?

BIRCH offers a flexible payment plan- you can use BIRCH month to month and cancel at any time with no long-term contracts or commitments!

Can I speak to somebody if I have questions?

Yes, we have a support team who can answer your questions 24/7! Just click on the "support" link at the bottom of any of our pages or go to BIRCH

If I deactivate my account, will all of my data be lost?

Your data won't be accessible after you cancel your account, but don't worry- you'll have the opportunity to download CSV files of your contacts and members before taking that step.

Can I integrate my favorite autoresponders / shopping carts?

We recommend that people use BIRCH to run their company, though we understand that some of our customers have favorite tools they used in the past. Therefore, we integrate with most top service providers to make building a funnel even more enjoyable!

Will I need to download anything?

BIRCH was created for people who want to build a website without having an entire IT department! You can log in and start clicking to create all the pages you need for your funnel from our member's area!

Can you handle the workload?

Yes! With BIRCH being hosted on the world's biggest public cloud providers (AWS and GCP) we can auto scale in real time to meet any demand. So, whether you're sending 100 visitors or 10s of millions today, we won't break a sweat!

To put it simply, who will have access to the data / content / subscribers?Can I host the pages myself?

All content on your website (including user-generated content) is completely owned by you. BIRCH does not have permission to use that content or contact your users for any reason - it's simply a tool for YOU to deliver YOUR own unique content!

Can I host wordpress the pages myself?

Yes, we're a hosted software-as-a-service platform. This allows us to ensure you always receive updates and new features, and that your funnels won't break. You can also export the HTML from any of your pages or contacts at any time...

How do I cancel?

Simply send an email to

BIRCH family

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