CRM & Workflow Automations

Put your business on auto-pilot.

Convert adventure clients faster—and automatically—so you can save time on routine operations and keep client conversations going, on their own.
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Streamline key moments of your customer’s journey

CRM Customer Relations Management

Visually Manage Your Leads With Drag and Drop Functionality

Manage your adventure clients with our intuitive drag-and-drop CRM software, designed to simplify the way you interact with leads and clients. This visually-oriented system allows you to effortlessly organize and prioritize your contacts by dragging them between stages of your sales pipeline. Visual management not only makes it easier to keep track of client progress but also provides a clear overview of your sales funnel at a glance. Whether you're nurturing new leads or following up with established clients, our CRM helps you see the entire customer journey, enabling you to make informed decisions quickly and efficiently.

Automations can be customized to trigger emails, set reminders, update lead statuses, and more, based on your interaction with a client or their movement through the sales pipeline. This level of automation reduces the time spent on manual updates and follow-ups, allowing you to focus on more strategic activities that grow your business.

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Workflow Automations

Customize Your Entire Marketing Via Drag-and-Drop Automation Workflows

Automate tasks and follow-ups to check in on how your adventure clients are doing, ask for referrals, or invite them to your newly created adventure course. Plus, with Outdoor Rush's website automations, you can send off a text to past customers who are browsing your site, warming up the conversation to convert again.

Create unlimited automations to help facilitate all of your marketing and business building efforts 

Pre-Wired and Ready to go Automations are Included!
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Innovative Features

CRM/Automation Features

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Drag-and-Drop Functionality

This feature simplifies the management of your leads and clients by allowing you to visually organize them within your sales pipeline. You can easily move contacts from one stage to another with a simple drag-and-drop action, making it straightforward to adjust to changing priorities or stages in the customer journey.

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Quick Access Client Details

Enhance your workflow with the ability to quickly access detailed information about each client directly from the pipeline view. With just a click, you can open a dedicated information box that provides a comprehensive view of all relevant client data, including contact details, communication history, notes, and upcoming tasks. This feature ensures that you have all necessary information at your fingertips, allowing for quick decision-making and personalized interactions without needing to navigate away from the pipeline screen.

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Automate Communication

Streamline your communication by automating emails, SMS messages, or notifications. Set up personalized communication flows that activate based on customer interactions, such as completing an adventure course, or a follow-up message after a trip. This ensures timely and consistent communication with all contacts, improving engagement and retention.

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Intuitive Interface

The CRM features a user-friendly interface that makes it easy for users of all skill levels to navigate and manage their contacts effectively. The interface is designed to reduce learning time and increase productivity, allowing users to focus more on strategic tasks rather than on figuring out how to use the software.

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Email Automation

Enhance your efficiency by setting up automated tasks that trigger based on specific actions or timelines. This could include automatically updating contact statuses, initiating follow-up reminders, or creating Review Request emails when a client moves to sold stage. These automations tied to the CRM helps ensure that all necessary actions are taken without manual intervention.

Automate repetitive tasks, and save hours every week

Streamline key moments of your customer’s journey

Automate Things Like a Missed Call Text Back Message

No more wasting time on hours of routine work, and start letting them run on their own. From adventure coaching appointments, to trip notifications, to review invites, set them up once, and watch them work while you tackle the rest of your tasks.
  • Pre-Wired/Pre-Built Automations: We have complete automations already pre-wired to get you started.
  • Visually Build Automations: No code necessary - visually build expansive automations.
  • Intuitive Interface: User-friendly interface that makes it easy to customize every aspect of your automations.
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Visually See Customer Progress

Watch How Your Customers Progress Through Your Funnels

Our courses are pre-wired so that you can watch their progress. The stages like "Course Purchased" to "Course Started" to "Course Completed". Watch how they progress and then reach out once they've completed a course.
  • Pre-Wired Pipelines: Our software comes with pre-wired pipelines with the automations behind them. Never start from scratch!
  • Easily Program Emails/SMS Messages: With our pre-wired pipelines you simply change what you want sent and the whom.
  • Interact Perfectly With Your Customers: Want to send a quick SMS message to a client? Do it right from within the CRM pipeline
  • Notes / Tasks / Calendars: Ready to use buttons offer quick access to add notes, tasks, and calendar invites.
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Pre-Wired CRM Pipelines & Automations Are Game Changers

Don't Start From Scratch - Get Going Immediately

There is no faster way to get up and running with your online adventure coaching business than with this platform.