Wix Studio: Using CRM Tools
3 min read
At Wix, we offer powerful CRM tools that help you communicate and manage processes effectively. Our CRM tools include Contacts, Inbox, Automations, Email Marketing, and more. These tools allow you to centralize your communication and streamline your workflows.
You can use CRM tools at either the site level or the workspace level. For example, on a workspace level, you can use Wix Contacts to manage your clients you are working with. On a site level, you can use Wix Contacts to manage a specific site's customers.
Everyone using Wix Studio has access to site level CRM tools. However, whether you can access workspace CRM tools depends on your Partner and Marketplace status, as well as whether you used these tools before joining Studio.
What are the CRM tools?
In this article, learn more about:
Accessing site CRM tools
Everyone who has access to a site in Wix Studio (including teammates and clients) can access site-level CRM tools. These enable you to manage contacts, send messages, create automations, and more.
These tools are specific to an individual site and accessed through that specific site's dashboard, not your Wix Studio workspace.
To access a site's CRM tools:
- Go to your site's dashboard.
- On the left of your dashboard, click the tool you’d like to use:
- Contacts: Hover over Contacts and click Contacts.
- Workflows: Hover over Contacts and click Workflows.
- Tasks & Reminders: Hover over Contacts and click Tasks & Reminders.
- Inbox: Hover over Communications and click Inbox.
- Chat: Hover over Communications and click Chat.
- Automations: Click Automations.
- Email Marketing: Hover over Marketing & SEO and click Email Marketing.
Accessing workspace CRM tools
Workspace CRM tools function at the workspace level rather than the site level. For example, you can use your Wix Inbox to communicate with all of your clients, or create automations that streamline tasks within your team relating to how you're managing your clients.
You can only access workspace CRM tools if you are:
- A member of the Wix Partner Program in the Marketplace.
- A member of the Wix Partner Program who used CRM tools before joining Wix Studio.
To access a workspace's CRM tools:
- Go to Marketplace Overview in your Wix Studio workspace.
- Choose the tool you want to use:
- Contacts: Manage all of your contacts (clients) in one place.
- Inbox: View and reply to all of your client emails and chat messages in your Wix Inbox.
- Workflows: Manage your workflows and simplify your sales lead processes.
- Automations: Manage your workspace's automated responses, tasks, and more using Wix Automations.
- Tasks & Reminders: Manage all of your workspace tasks and due dates with Tasks & Reminders.
- Email Marketing: Manage email campaigns that relate to your workspace rather than specific sites.
FAQs
Click a question below to learn more about CRM tools in Wix Studio.
Why can't I see CRM tools in the workspace?
Why can't I see CRM tools in a site's dashboard?
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