Track Client Engagement & Get Valuable Insights
No more paper notes or spreadsheets. OfferingTree keeps track of all client interactions with your website so that you can create a top-notch client experience.
No credit card required.
Gain Insight into Client Activity
Search for clients and look at their dedicated page in order to see everything they have done on your website. Registration history, membership and package purchases, store item purchases and waivers signed. It’s important to know who your high-value clients are. No more guessing about who your loyal customers are.
“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
Measure What’s Working
It’s important to know who is interacting with your business. The OfferingTree admin page allows you to drill down into packages, memberships and store items to see who has purchased them. We create email lists so you can quickly send them a message.
“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
Stay in Touch with the Right Clients
Communicating with your clients is essential. OfferingTree provides built-in client email communications from a searchable contacts page. You can also send bulk emails to clients with built-in lists. Send an email to a class roster, package and membership holders, store item purchasers or to a class offering. Collect phone numbers so you can contact clients in a pinch.
“My clients were really good about the switch ’cause they liked the new site and could easily use it.” Tiffany G
Client Management to Track What Matters for You
Dedicated client page
See all purchases
Cancel a client membership
Client email lists
All-in-One Saves You Time and Money
Save hundreds of dollars a month and ditch all those other tools
Create a beautiful website that connects everything in business in one spot. No need to worry about integrating other software or plugins.
Offer memberships and packages to your loyal clients to generate recurring revenue so you can build a sustainable business.
Save time and stress scheduling your clients. Host in-person or online events, appointments, classes and webinars.
Grow your audience and keep them engaged without burning yourself out. Treat each of your clients with a personal touch.
Let OfferingTree remember every detail and interaction with your clients so you can give them the personal touch they deserve.
Create engaging video libraries, courses, and other digital content that can meet your clients and students anywhere at any time.
Getting paid shouldn’t be painful. With OfferingTree, accepting payments comes fully integrated into all our features.