How to Leave Private Notes in Systeme.io CRM (Pipelines, Contacts & Client Management Tutorial)

How to Leave Private Notes in Systeme.io CRM (Pipelines, Contacts & Client Management Tutorial)

Want to use Systeme.io as a simple CRM to manage clients, coaching sessions, and leads?
In this step-by-step tutorial, you’ll learn how to leave private notes inside Systeme.io, how to use contacts, pipelines, and CRM features, and how to organize your client communication professionally.

This video is perfect for:
✔️ Coaches
✔️ Freelancers
✔️ Agency owners
✔️ Course creators
✔️ Funnel builders
✔️ Online service providers

In this tutorial, you’ll learn:

✅ How to add notes inside Systeme.io contacts

✅ How to use custom fields for client information

✅ How to build pipelines for client management

✅ How to add and manage contacts inside pipelines

✅ How to leave dated session notes

✅ How to pin, edit, and organize notes

✅ How to automate pipelines using funnels

✅ How to manage coaching, services, and sales flow professionally

⚠️ Important: This CRM system is internal only (clients cannot see your notes) — perfect for private client management.

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⏱️ Timestamps (Chapters)

00:00 – Introduction to Systeme.io as a CRM
00:22 – Using contacts and basic notes
00:43 – Adding custom fields for client info
01:00 – Best use cases for contact fields
01:22 – What substitute variables are
01:45 – Using pipelines for better CRM
02:06 – Building a coaching pipeline
02:25 – Structuring stages (leads → fulfillment → completed)
02:46 – Editing pipeline stages
03:00 – Adding an existing contact to pipeline
03:14 – Viewing contact inside pipeline
03:36 – Leaving private notes on contacts
03:54 – Editing and pinning notes
04:12 – Organizing session notes & links
04:36 – Pinning important client info
04:54 – Moving clients through pipeline stages
05:22 – Examples of real business pipelines
05:38 – Using recordings & documents inside notes
06:27 – Important: Clients cannot access notes
06:46 – External tools for collaborative notes
07:07 – Final thoughts and tutorial summary
07:25 – Community invitation & outro

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