Ligna

What is Ligna?

If you're looking to scale your marketing agency, look no further than Ligna! This all-in-one platform offers everything a marketer or agency needs to succeed in today's competitive landscape. From CRM to project management, CMS, and marketing automation, Ligna has it all. The platform is designed specifically for agencies, with features like customizable portals for clients and a ticketing system for efficient communication. With over 8K customers and partners, Ligna is a proven solution for agencies looking to grow. Get started now and see the difference Ligna can make for your business!

One of the standout features of Ligna is its CRM, which is built with marketing agencies in mind. The CRM's AI capabilities help automate follow-ups, close more clients, and improve collaboration among team members. Project management on Ligna is seamless, especially for complex ongoing projects common in agencies. The CMS is designed to be user-friendly for designers, with full control over design elements and the ability to create template sites for easy reuse. Marketing automation is simplified on Ligna, with automation of social, email, SMS, and more.

With Ligna, agencies can create a fully customizable portal for clients, members, and employees, offering training and automation resources tailored to each audience. The platform also includes ticketing and knowledge base features to streamline communication and reduce call volume. Ligna offers different pricing plans to suit agencies of all sizes, with options for solo users up to unlimited users. With a 30-day money-back guarantee, there's no risk in trying out Ligna's technology designed by and for agencies. Partner with Ligna today and take your agency to the next level!

How to Use Ligna?

Step 1: Getting Started with Ligna

• Visit the Ligna home page at https://ligna.com.
• Click on the 'Get Started Now' button.
• Fill out the registration form with your first name, last name, email, phone number, and agency name.
• Select the number of clients your agency handles from the dropdown menu.
• Submit the form to create your Ligna account.

Step 2: Setting Up Your CRM

• Log in to your Ligna account.
• Navigate to the 'CRM' section via the main menu.
• Set up your sales pipelines by customizing the stages according to your agency’s workflow.
• Add team members and assign roles to facilitate seamless collaboration.
• Integrate your communication tools like email and SMS for automated follow-ups.

Step 3: Managing Projects Effectively

• Go to the 'Projects' section in your Ligna dashboard.
• Create a new project by clicking on the 'New Project' button.
• Define the project's objectives and timeline.
• Assign tasks to team members and set the frequency for recurring tasks such as social media posts and blog updates.
• Monitor project progress and adjust resources as needed.

Step 4: Utilizing the CMS

• Access the 'CMS' section from the main menu in Ligna.
• Import existing websites or create new ones using the CMS tools.
• Utilize the template builder to create reusable templates for clients.
• Make use of the global tag system for easy site-wide content updates.
• Add blogs or landing pages and synchronize them across different assets.

Step 5: Implementing Marketing Automation

• Navigate to the 'Marketing' section in your Ligna account.
• Create and schedule email campaigns using built-in SMTP or any SMTP relay.
• Set up SMS campaigns to broadcast messages to your entire list.
• Schedule social media and blog content to maintain a consistent online presence for your clients.
• Create personalized marketing workflows with email, SMS, and voicemail sequences.

Step 6: Creating Custom Client Portals

• Go to the 'Portal' section in Ligna.
• Set up customizable portals for your clients, members, and employees.
• Include training videos, webinars, and documentation to aid client onboarding.
• Define user roles and permissions to control access to portal content.
• Apply your agency's branding to the portal for a professional look.

Step 7: Utilizing the Support Features

• Access the 'Support' section via the Ligna menu.
• Set up ticketing systems to allow clients to report issues or request updates.
• Organize knowledge-based pages to provide detailed content and solutions to common problems.
• Encourage clients to use the ticketing system for faster and more efficient communication.
• Monitor ticket resolution times to improve client satisfaction.

Ligna Features

Agency CRM

Ligna's Agency CRM is a comprehensive customer relationship management system designed specifically for marketing agencies. It empowers sales teams to automate follow-ups, close more clients, and collaborate seamlessly. With over a decade of experience in lead management tools, Ligna's CRM is tailored for complex agency needs.

Function Detail

• Users can make and receive calls, send SMS, automate follow-ups, create proposals, manage opportunities, collaborate with team members, and generate detailed reports.
• The CRM includes AI functionality to streamline processes and improve efficiency in sales and client management.
• It provides a centralized platform for managing leads, accounts, and communication with clients.

Project Management

Ligna's Project Management tool is tailored to handle ongoing projects typical in marketing agencies. It facilitates immediate setup upon client onboarding and automates recurring tasks for efficiency.

Function Detail

• Users can set project frequencies, assign resources, automate daily tasks like blog posts and social media updates, and track project progress.
• The platform streamlines project workflows, communication, and task management for improved project delivery.
• It allows for real-time collaboration among team members and clients, enhancing transparency and accountability.

CMS

Ligna's CMS is a user-friendly content management system designed for agencies and loved by designers. It offers control over design elements, allows for site imports, and facilitates easy content updates.

Function Detail

• Users can create complete websites, landing pages, and templates for reuse, with full code access for advanced design customization.
• The CMS includes a blogging platform, global tag system for content updates, and Near Me sites feature for local SEO optimization.
• It enables designers to easily manage and update site content, ensuring a seamless user experience.

Marketing Automation

Ligna's Marketing Automation suite offers simplified automation tools to scale marketing operations effectively. It enables personalized customer interactions through email, SMS, voicemail, and social media channels.

Function Detail

• Users can create and execute marketing workflows, launch email and SMS campaigns, schedule social media posts, and curate content for clients.
• The platform supports trigger-based cadences, social media scheduling, and efficient campaign management.
• It helps agencies streamline marketing processes, boost engagement, and drive conversions.

Customizable Portal

Ligna's Customizable Portal allows agencies to create tailored resources for clients, members, and staff. It offers training materials, documentation, and onboarding resources in a fully branded agency portal.

Function Detail

• Users can create membership pages, training courses, user roles, and permission settings within the portal.
• The portal supports white-label branding, ensuring a cohesive and professional client-facing platform.
• It centralizes communication and resource access for clients and staff, reducing support calls and improving efficiency.

Support Services

Ligna's Support Services feature includes ticketing and knowledge base tools to streamline client and staff communication. It allows for efficient issue resolution and knowledge sharing within the platform.

Function Detail

• Users can create and manage support tickets, organize knowledge base content, and provide detailed information for clients.
• The feature reduces the need for direct client calls by offering a centralized support system for issue reporting and resolution.
• It enables agencies to build a repository of resources and information for better client and staff support.

Ligna Frequently Asked Questions