Systeme.io – The All-in-One Marketing Platform for Small Businesses

Many people find it challenging to choose the right all-in-one marketing platform for managing their small businesses. The options are endless, and almost every tool promises to “do it all” — from email marketing to funnels and automation. But here’s the catch: most of them come with hefty monthly fees that can quickly drain a small business budget.

For entrepreneurs who are just starting out — often with limited or no income — this can be discouraging. You sign up for one tool, then realize you need three more actually to run your business. Before you know it, you’re paying hundreds of dollars each month just to keep everything connected.

That’s the exact situation I found myself in — until I discovered Systeme.io, a platform that truly combines everything I needed into one simple, affordable system.

In this article I’ll walk you through how to use Systeme.io for email marketing, funnels, courses, a blog, automation and affiliate marketing. I’ll show real screenshots, share what worked (and what didn’t), and explain why I believe it’s the all-in-one marketing platform built for small businesses. If you’re tired of juggling tools, this might be the solution you’ve been searching for.

I'm going to walk you through the dashboard to show you the main features and how to use them.

Note that these are the features you'll receive on a free account. If you upgrade, you will access additional features.

If you log in to the main dashboard (after creating your Systeme.io account), this is what you see on the main menu bar

• Upgrade

• Dashboard

• CRM

• Sites

• Emails

• SMS

• Automations

• Assets

• Sales

• Help

• Bell icon

• User profile icon

• Language selector

What It Is

The Dashboard tab is the main hub of Systeme.io, where you can monitor all your business activities in one place. When you hover your mouse over the Dashboard menu, a dropdown appears showing three key options:

• Main Dashboard

• Affiliate Dashboard

• Student Dashboard

Each dashboard serves a specific purpose depending on what part of your Systeme.io business you’re managing.

What It Is:
The Main Dashboard gives you an overview of your entire Systeme.io account — it’s the heart of your operations. Here you can see your revenue, recent sales, new leads, and funnel performance in real time.

How to Use It:

• Check your daily and monthly sales figures.

• Monitor opt-ins and conversion rates across your funnels.

• Track your email campaign performance — opens, clicks, and unsubscribes.

• Use the date filter to compare performance over specific periods.

Why It Matters:

The Main Dashboard lets you measure progress, identify what’s performing well, and make fast marketing decisions without switching between tools.

This screenshot displays what your main dashboard looks like when you have leads.

What It Is:

The Affiliate Dashboard tracks all your affiliate marketing activities inside Systeme.io — whether you’re promoting other creators’ products or managing your own affiliate program.

How to Use It:

• View your affiliate commissions and payment status.

• Track clicks, leads, and sales generated through your affiliate links.

• If you run your own affiliate program, use this area to monitor your affiliates’ performance and see who’s driving conversions.

Why It Matters:

This dashboard helps you manage partnerships, optimize promotions, and ensure your affiliate marketing efforts are profitable and transparent.

This is how your affiliate dashboard looks after earning commissions; yours will be blank if you just signed up.

What It Is:

The Student Dashboard is designed for users who sell online courses or membership content through Systeme.io. It’s where you can access all the courses you’ve purchased or created.

How to Use It:

• View your active courses or training programs.

• Track student progress and course completion rates.

• If you’re a course creator, use this to preview the student experience and make adjustments to your content delivery.

Why It Matters:

It helps educators and students stay organized, making Systeme.io an all-in-one platform not just for marketing but also for learning management

I have purchased a course, which is displayed on my student dashboard in the screenshot above. Yours gonna be different if you create or purchase a different course

What It Is

The CRM (Customer Relationship Management) section in Systeme.io is where you manage all your leads, customers, and subscribers in one place. It’s the brain of your marketing system — tracking every interaction your audience has with your business.

When you hover your mouse over the CRM tab, you’ll see several dropdown options, such as:

• Contacts

• Tags

• Funnels

• Workflows

Each of these sub-sections plays a key role in organizing and automating your marketing relationships.

What It Is:
The Contacts page stores all your customer and lead data — names, emails, phone numbers, purchase history, and subscription details.

How to Use It:

• Add contacts manually or let Systeme.io capture them automatically through forms and funnels.

• View detailed profiles showing every email opened, funnel visited, and product purchased.

• Search or filter contacts by date, tag, or source.

• Export contact lists for offline use or analysis.

Why It Matters:

This is your audience database — the foundation for all marketing communication. Proper contact management ensures better targeting and customer retention.

What It Is:

Tags are labels that help you categorize and segment your audience based on actions or interests (e.g., “Webinar Attendee,” “Buyer,” “Cold Lead”).

How to Use It:

• Assign tags automatically when someone joins a funnel, buys a product, or clicks a link.

• Use tags to trigger automations or send personalized emails.

• Group contacts by tag for more effective targeting.

Why It Matters:

Tags make your marketing smarter and more efficient. Instead of treating all leads the same, you can deliver the right message to the right person at the right time.

Here’s how your tag dashboard looks if you have tags created.

What It Is:

The Pipelines section functions like a visual sales tracker — helping you manage deals and follow-ups through different stages of your sales process.

How to Use It:

Create pipelines to represent your sales process (e.g., “Lead → Demo → Proposal → Closed”).

• Add deals manually or automatically when a contact performs a key action.

• Move leads between stages as they progress.

• Monitor deal value and conversion rate for each stage.

Why It Matters:

Pipelines help you visualize and manage your sales flow, ensuring you never lose track of potential clients or missed opportunities. It’s a simple yet powerful CRM tool for closing more deals efficiently.

You can see mine is black because I've deleted them, so yours will look like this when you're new and have not created any. If you go ahead and click on the "Create" button, as shown here

A pop-up will appear where you can choose the stages to create based on your business needs. Remember to give it a name first in the "pipeline name" text box.

What It Is:

The Calendar feature lets you schedule and view all your meetings, calls, and appointments directly inside Systeme.io.

How to Use It:

• Set your available time slots and share your booking link with clients.

• Automatically sync appointments with your workflows or email reminders.

• Use it to plan internal team meetings or one-on-one coaching sessions.

Why It Matters:

The Calendar helps you stay organized and professional. It eliminates back-and-forth scheduling emails and ensures that your sales and coaching appointments are always on track.

To quickly create an event, just click the "create new event" button

Click on the type of event from the pop-up, as shown below, whether you want to create an individual or group event, just choose your need and click the confirm button.

A dashboard like this will show up

👇👇👇

Just take your time and go through the instructions, and put in your details.

What It Is

The Sites tab is where you build and manage the front-facing parts of your business — your pages, funnels, blogs, and membership/course areas. Everything related to website creation, landing pages, and content delivery lives here.

When you hover your mouse over the Sites tab, you’ll typically see these dropdown options:

1. Funnels

3. Blogs

5. Digital Store

(Some accounts may display slightly different names, but these are the core ones.)

Let’s go through them one by one.

What It Is

Funnels are step-by-step pages designed to guide visitors toward a specific action — like signing up, buying a product, registering for a webinar, or downloading a freebie.

How to Use It

• Create a new funnel using Systeme.io’s pre-made templates (opt-in, sales, webinar, evergreen, etc.)

• Add pages like:

  • Squeeze page

  • Sales page

  • Order form

  • Upsell / downsell page

  • Thank-you page

• Edit each page with drag-and-drop blocks (headlines, timers, forms, videos).

• Connect your funnels to email sequences, tags, and payments.

Why It Matters

Funnels are the engine of your online business — they turn cold traffic into leads and paying customers.
Systeme.io gives you unlimited funnel creation (depending on your plan), making it one of the strongest features of the platform.

What It Is

The Digital Store is where you manage all your digital products — eBooks, courses, templates, software, memberships, and more. This section acts as your online storefront.

How to Use It

• Add new products

• Set pricing (one-time, subscription, or payment plans)

• Upload digital files for delivery

• Connect products to funnels or checkout pages

• Manage product access and payment settings

• View product-level sales analytics

Why It Matters

Instead of paying for Shopify, Gumroad, or WooCommerce, the Digital Store lets you sell digital products directly through Systeme.io — with integrated delivery and automation.

What It Is

This is where you can create a full blog inside Systeme.io — without WordPress.

You can customize the layout, publish articles, and use it for SEO and content marketing.

How to Use It

• Create a blog from templates

• Customize your blog homepage, sidebar, and post layouts

• Publish SEO-friendly articles

• Add images, links, CTAs, opt-in forms, and internal links

• Use blog posts to drive organic traffic to your funnels and offers

Why It Matters

If you want organic growth, authority building, or passive traffic from Google, your blog becomes a powerful asset — and Systeme.io lets you manage it without needing a separate CMS.

Point the mouse at the site tab, and click on the "Blog" from the drop-down

A blank page will appear with a button "Create", click on it

A new pop-up will appear with the instruction:

Name: (put in the name you would like to give to your blog... example" Business Hub360)

Domain name: (Your blog domain)

URL path:

You will have an option to choose a blog theme

The best part is you can use systeme.io's subdomain instead of your own domain name, which is good for a beginner starting a new blog.

screenshot below:

What It Is

The Emails tab in Systeme.io is where you manage all your email marketing activities. This includes your automated email campaigns, one-time newsletters, and your email statistics.

When you hover your mouse over the Emails tab, you will typically see these two options:

1. Campaigns

3. Newsletters

5. Statistics

Let’s break each down clearly for your blog readers.

What It Is

An Email Campaign is a sequence of automated emails that are sent based on triggers.

For example:

• A welcome series

• A 7-day challenge

• A product onboarding sequence

• A course delivery email series

• A follow-up after someone opts into a funnel

Campaigns run on autopilot once someone enters them.

How to Use It

• Create a series of emails inside a campaign

• Add delays between each email (e.g., “send after 1 day”)

• Trigger campaigns using funnels, automations, tags, or purchases

• Personalize emails using subscriber data

• Track open rates, click rates, and delivery performance

Why It Matters

Campaigns allow you to nurture leads automatically, build trust, and convert subscribers into buyers without doing the work manually every day.

They save time and work 24/7.

What It Is

Newsletters are one-time email broadcasts sent to your entire list or a specific segment. Unlike campaigns, newsletters are not automated — they’re manually scheduled.

Examples:

• A weekly update

• A product announcement

• A flash sale

• A new blog post alert

• A holiday promotion

How to Use It

• Create a new newsletter and choose your audience segment

• Write your email using text or the drag-and-drop editor

• Schedule the send time or send instantly

• Track open rates, clicks, unsubscribes, and performance

Why It Matters

Newsletters help you stay in touch with your audience in real-time — making them perfect for urgent updates, promotions, and relationship building.

What It Is

The Statistics dashboard shows all performance data for both your Campaigns and Newsletters.

What You Can Track

• Open rates

• Click-through rates

• Bounce rates

• Unsubscribes

• Deliverability

• Link performance

• Overall email engagement

How It Helps Your Business

This section helps you:

• See which emails perform best

• Identify what subject lines get the highest opens

• Understand which offers get the most clicks

• Improve your email marketing strategy with real data

Statistics give you the insights needed to refine your content, test new ideas, and boost conversions.

Inside Systeme.io, the SMS tab has two sections:

• SMS Templates

• SMS Statistics

Here’s how each one works and what it’s used for.

What It Is

SMS Templates are pre-written text messages you can save and reuse anytime. Instead of typing the same message over and over, you create a template once and simply select it when building a campaign or sending a broadcast.

What You Can Do Inside SMS Templates

• Create new SMS templates

• Edit or duplicate existing templates

• Organize templates based on purpose (sales, reminders, follow-ups, onboarding)

• Insert personalization variables (like {{name}})

• Quickly choose a saved template whenever sending an SMS

Examples of Templates You Might Save

• Abandoned cart reminder

• Flash sale alert

• Webinar reminder

• Product launch message

• Thank-you message after purchase

How It Helps Your Business

Templates help you:

• Maintain consistent messaging

• Save time on repetitive tasks

• Avoid mistakes when sending mass SMS

• Speed up campaign creation

• Keep your brand voice unified

It’s especially powerful when you send SMS often or run recurring marketing campaigns.

Note: you need to connect third-party accounts like Twilio, Zoom, and others before you can set up your sms template

What It Is

This section shows performance data for all SMS messages you’ve sent.

It gives you a clear overview of how your text campaigns are performing so you can improve your messaging.

What You Can Track

• Delivery rate (how many messages successfully reached phones)

• Failed/bounced messages

• Open rate (if supported by the carrier)

• Click-through rate (for SMS with links)

• Conversion tracking

• Unsubscribe rate

• Cost per SMS sent

Why It’s Important

This data helps you understand:

• Which SMS templates perform best

• What type of messages does your audience respond to

• If your provider or number has delivery issues

• Which promotions generate the highest conversions

How It Helps Your Business

• Improves your ROI

• Shows what messaging works best

• Helps avoid wasted SMS costs

• Optimizes your timing and language

• Makes your campaigns more targeted and effective

The Automations tab is where Systeme.io handles all your business workflows, triggers, and automated tasks. It currently contains two core sections:

• Workflows

• Tags

(Depending on your plan, you may also see Rules, but the main two are Workflows and Tags.)

Let’s break them down clearly.

What It Is

Workflows are visual automation maps that allow you to create step-by-step sequences triggered by certain actions. Think of them as the brain that connects your entire marketing system.

A workflow can start when someone:

• Signs up through a form

• Makes a purchase

• Clicks a link

• Gets tagged

• Joins an email campaign

• Abandons a checkout

• And more

What You Can Do Inside Workflows

• Add triggers (e.g., “When someone subscribes”)

• Add actions (e.g., “Send an email”)

• Add delays (1 hour, 1 day, etc.)

• Add conditional logic (IF/Else)

• Add tagging

• Add internal CRM actions

• Start or stop email campaigns

• Send notifications to yourself

• Add SMS actions (if enabled)

Examples of Workflows

• Welcome Sequence
  Trigger: User submits a form
  Action: Add tag → Start campaign → Notify you

• Sales Funnel Follow-up
  Trigger: Visits checkout but doesn’t buy
  Action: Send reminder email 3 hours later

• Customer Onboarding
  Trigger: User purchases product
  Action: Send delivery email → Tag as customer → Add to membership site

• Lead Scoring
  Trigger: User clicks key link
  Action: Add score or tag

How Workflows Help Your Business

Workflows automate repetitive tasks so your business runs on autopilot:

• Follow-ups

• Lead nurturing

• Course delivery

• Tag organization

• Internal notifications

• Sales recovery

• Client onboarding

Workflows are where real automation power lives inside Systeme.io.

What It Is

Tags are labels you apply to contacts to organize and segment them. Think of them like stickers you attach to each subscriber to identify their behavior, interests, or level of engagement.

What You Can Do Inside Tags

• Create unlimited tags

• Assign tags manually or through automations

• Use tags inside workflows

• Filter contacts by tag

• Trigger actions based on tags (e.g., “When tag added”)

• Build segments of subscribers

• Control who receives campaigns or newsletters

Examples of Tags You Might Use

• “New Lead”

• “Downloaded Freebie”

• “Webinar Registered”

• “Course Purchased”

• “Cold Lead”

• “VIP Customer”

• “Clicked Offer Link”

• “Abandoned Cart”

How Tags Help Your Business

Tags allow you to:

• Personalize marketing

• Send targeted emails

• Trigger smart automation

• Separate customers from leads

• Track buyer intent

• Improve segmentation

For example, if someone clicks a link about a specific product, you can tag them “interested in product A” and later send a special offer.

This tab is the engine that makes Systeme.io a true all-in-one marketing system. It helps you:

• Save hours of manual work

• Build sophisticated customer journeys

• Automate sales + follow-ups

• Increase conversions

• Deliver products instantly

• Keep your CRM clean and organized

Inside the Assets tab, the dropdown contains:

• Physical products

• Coupons

• Courses

• Communities

• Files

Here’s what each section is, what it represents, and how small businesses use it.

What It Is

This section is where you create and manage tangible products you ship to customers—anything physical you sell online.

What You Can Do Here

• Add product name, price, and images

• Set shipping information

• Manage stock/inventory

• Attach upsells or downsells

• Connect to payment gateways

• View all physical product listings in one place

How Businesses Use It

Ideal for:

• Merch (shirts, mugs, journals, hats)

• Printed books

• Dropshipping items

• Branded products

• Handmade goods

Systeme.io handles the sales side while you ship the items manually or through a fulfillment partner.

What It Is

Coupons allow you to create discount codes that customers can use during checkout.

What You Can Configure

• Flat amount discounts (e.g., $10 off)

• Percentage discounts (e.g., 20% off)

• Expiration dates

• Number of times the code can be redeemed

• Which products or funnels does the coupon apply to

• Whether the coupon works automatically or must be entered manually

How Businesses Use It

• Seasonal promotions

• Flash sales

• Limited-time offers

• Launch discounts

• Exclusive VIP deals

• Holiday sales

Coupons help increase conversions and urgency.

What It Is

Courses is where you create and manage your online courses, modules, and lessons.
This is part of Systeme.io’s built-in learning management system (LMS).

What You Can Do Here

• Create new online courses

• Add modules, lessons, and video/text content

• Upload course materials

• Set access rules (free, paid, or membership-only)

• Organize course curriculum

• Enable drip content

• Track student progress

How Businesses Use It

Perfect for:

• Digital courses

• Mini-trainings

• Coaching programs

• Workshops

• Paid communities

• Membership content

Courses integrate directly with your funnels and automation.

What It Is

Communities allow you to build your own private or paid community inside Systeme.io—similar to a group or forum.

What You Can Do Inside Communities

• Create community boards

• Allow members to post, like, and comment

• Control access (free or paid)

• Organize lessons + community in one place

• Build student or member engagement

How Businesses Use It

• Private membership groups

• Coaching groups

• Course support communities

• VIP customer hubs

• Accountability groups

It's a powerful way to keep your audience active and connected.

What It Is

The Files area is your storage library.
This is where you upload and manage all the digital assets used across your funnels, emails, courses, and pages.

What You Can Upload

• PDFs

• Images

• Videos

• Audio files

• Zip files

• Downloadable resources

• Ebooks

What You Can Do Inside Files

• Upload new files

• Search for existing files

• Organize and reuse files across your projects

• Copy file links for downloads

• Replace or remove files

How Businesses Use It

• Store lead magnets

• Upload course resources

• Add images for landing pages

• Host downloadable checklists or templates

• Manage assets for funnels and email campaigns

This section helps keep your entire digital library centralized and easy to manage.

✔️ Summary (Perfect for Your Blog Section)

The Sales tab is where Systeme.io centralizes everything about money, payments, customers, and affiliates.
Each part helps you run a complete digital business smoothly:

• Orders: Every purchase

• Transactions: Every financial action

• Subscriptions: Recurring billing

• Affiliate invoices: Payout tracking

• My affiliate program: Your built-in affiliate system

Now, let’s fully explain each one clearly for your blog section.

What This Section Is

The Orders page shows every purchase made on your funnels, checkout pages, or store. It’s the heart of your sales tracking.

What You Can Do Here

• View all orders from customers

• Filter by date, product, or order status

• See customer details (name, email, purchase history)

• Check payment status (paid, pending, failed)

• Issue refunds

• View upsells, downsells, and order bumps

• Track where the order came from (which funnel or page)

How Businesses Use It

This helps in:

• Monitoring daily sales

• Managing customers

• Handling refunds or disputes

• Checking funnel performance

What This Section Represents

Transactions record all the financial movements, not just orders.

This includes:

• Successful payments

• Failed payments

• Refunds

• Upsell/downsells

• Recurring billing attempts

• Affiliate commissions

Why It’s Important

It gives you a complete financial history so you can:

• Reconcile revenue

• Diagnose failed payments

• Track affiliate payouts

• Understand cash flow

This is your business’s financial logbook.

What This Section Is

Subscriptions show all ongoing recurring payments in your business.

Used For

If you sell:

• Membership sites

• Monthly programs

• Coaching subscriptions

• Payment plans

• Any recurring product

It will appear here.

What You Can Manage

• Active vs. cancelled subscriptions

• Renewal dates

• Customer payment cards

• Failed renewal attempts

• Amount billed each cycle

How It Helps Your Business

You can:

• Track your MRR (Monthly Recurring Revenue)

• Manage payment plan customers

• Fix declined payments

• Cancel subscriptions when requested

What It Is

This section shows invoices generated for paying affiliates.

Whenever an affiliate earns a commission, Systeme.io logs it automatically.

What You Can See

• Affiliate name and details

• Commission amount

• Due payments

• Paid invoices

• Pending commissions

• Which product or funnel generated the commission

Why It Matters

It keeps your affiliate payouts organized and transparent.

Great for:

• Businesses running affiliate programs

• Influencers promoting your products

• Paying commissions on time

What It Is

This is where you manage your own affiliate program inside Systeme.io.

What You Can Set Up

• Commission rates (e.g., 40%, 60%)

• Cookie duration

• Affiliate links

• Payout settings

• Affiliate dashboard settings

• Rules and terms

What Affiliates Can Do

• Get their referral links

• View their clicks

• Track conversions

• See commissions earned

How It Helps Your Business

• Easily recruit affiliates

• Track affiliate performance

• Increase sales without spending on ads

• Build an army of promoters

This icon opens Systeme.io’s support resources. When you click it, you’ll typically see:

1. Help Center / Knowledge Base

A library of tutorials covering:

• How to build funnels

• How to set up automations

• How to create products

• How to set up payments

• How to build websites

• Account and billing help

This is your first stop when you want detailed step-by-step instructions.

2. Contact Support

If you're on a free plan, you can send a support ticket.
On paid plans, response times are faster.

3. Community

Links to the official Facebook user group where Systeme.io users share tips and ask questions.

4. Video Tutorials / Training

Access to quick training videos and walkthroughs.

This bell icon shows all important account alerts.
It helps you never miss what matters.

You Will See Notifications For:

• New sales

• Failed payments

• New affiliate signups

• Successful payment updates

• New contacts added to a list

• Automation triggers

• Subscription cancellations

• New comments or activities on your blog (if enabled)

Why It’s Important

This is your “real-time signal center.”
It lets you stay updated on everything important happening inside your business.

✔️ When you click the profile picture, the dropdown shows ONLY:

• Settings

• Sub-accounts

• Logout

Now we move into Settings

The Settings area in Systeme.io gives you full control over your account, business details, emails, payments, domain connections, integrations, and security. Here’s what each item does and why it matters for your business.

1. Profile

This is where you update your personal information:

• Your name

• Profile picture

• Email address

• Language

• Time zone

Use it for: Making sure your account reflects your correct identity and preferences.

2. Account

This section contains general business-level settings:

• Business name

• Address

• Billing information

• Default currency

• Regional settings

Use it for: Setting your business identity across the entire platform.

3. My Plan

Here you can see:

• Your current subscription tier

• Limits (emails, funnels, contacts, automation rules, etc.)

• Billing cycle

• Option to upgrade/downgrade

Use it for: Managing your subscription and unlocking more features when needed.

4. Payment Gateways

This is where you connect payment providers such as:

• Stripe

• PayPal

• Razorpay

• Paystack

• Flutterwave

• MercadoPago (based on region)

Use it for: Accepting payments for your products, courses, services, or memberships.

5. Manage My Subscriptions

This deals with your billing with Systeme.io:

• View invoices

• Update billing method

• Cancel or modify your plan

• Manage recurring payments to Systeme.io

Use it for: Handling your subscription to Systeme.io itself.

6. Emails

Here you set all email-related preferences:

• Sender email name

• Custom SMTP settings (if you don’t want to use Systeme.io’s servers)

• SPF/DKIM authentication

• Email deliverability settings

Use it for: Improving delivery rates and branding your marketing emails.

7. Courses

Settings for your online course system:

• Course themes

• Lesson page layouts

• Branding for student areas

Use it for: Controlling how students view and access your course content.

8. Payment Settings

System-wide payment-related preferences:

• Default currency

• Tax settings

• Invoice branding

• Refund rules

• Checkout preferences

Use it for: Ensuring all purchases follow consistent rules and branding.

9. Sales Funnels

This contains global funnel settings:

• Default funnel domain

• Tracking codes (Google Analytics, Facebook Pixel, etc.)

• SEO settings

• Funnel appearance defaults

Use it for: Applying global settings across all funnels without doing it manually.

10. Shipping Settings

Only relevant if you sell physical products:

• Shipping zones

• Delivery fees

• Shipping methods

• Handling rules

Use it for: Setting up delivery for physical goods.

11. Affiliate Program

Controls your own affiliate program:

• Default commission percentages

• Payment delays

• Affiliate agreement

• Affiliate dashboard settings

Use it for: Allowing others to promote your products and earn commission.

12. Custom Domains

Used to connect your own website domain (example: yourbusiness.com):

• Add or manage custom domains

• SSL configuration

• Domain routing

Use it for: Branding your funnels, blogs, and websites with your own domain.

13. Public API Keys

Developer-focused settings:

• API keys for external apps

• Access tokens

Use it for: Connecting external tools or custom-built software.

14. Webhooks

Automation for external apps:

• Send data to other platforms when events happen (new sale, new lead, new subscription)

• Used for automation with tools like Zapier, Make.com, Pabbly, etc.

Use it for: Triggering actions outside Systeme.io.

15. Integrations

Connect third-party services:

• Email tools

• Webinar apps

• Analytics

• Payment providers

• Automation platforms

Use it for: Extending Systeme.io’s functionality.

16. Affiliate Commissions Payouts

Manages payments you owe to your affiliates:

• Approve or reject commissions

• Mark payouts as completed

• Track pending payouts

• Export payout data

Use it for: Paying your affiliates correctly and on time.

17. Notifications

Manage notifications sent to you:

• Email alerts

• Payment notifications

• New leads and subscriber alerts

• Sales and order updates

Use it for: Staying updated about what happens in your business.

18. Workspace Members

Team management:

• Invite team members

• Assign roles (admin, editor, viewer)

• Control permissions

Use it for: Giving team members access without sharing your password.

19. Security

Security-related settings:

• Change password

• Enable two-factor authentication (2FA)

• Session management

• Authorized devices

Use it for: Protecting your account from unauthorized access.

The sub-accounts allow you to create a different account under your main account; in other words, it allows you to use multiple Systeme.io accounts.

The language button (EN, FR, ES, PT, etc.) allows you to change the interface language.

This does not translate your funnels — only the dashboard itself.

Supported languages include:

• English

• French

• Spanish

• Portuguese

• German

• Italian

• Polish

• Many more…

Useful if you're teaching a multilingual audience or working with a non-English team.

Here are the key differentiators I found, based on my use:

• Simplicity and Speed: The clean interface is designed for users who need to start fast without wrestling with numerous integrations. This is ideal for those managing email, funnels, courses, and a blog.

• Affordability: The platform offers a free plan and competitive pricing, starting with a Startup plan at $27/month, which is highly advantageous for small businesses on a budget.

• True "All-in-One" Solution: Unlike platforms that focus on just one or two features, this tool bundles essential functions, including email, funnels, landing pages, blogging, courses, affiliate management, automation, and website building.

• Streamlined Data: Having everything within one platform ensures all contacts, tags, funnels, emails, and courses are connected, minimizing data silos and broken links.

Here’s a quick breakdown of how Systeme.io stacks up:

My takeaway: If you need a singular tool for email + funnels + courses + blog + automation—and you’re a small business—Systeme.io delivers strong value. If you’re enterprise-level with highly complex CRM or deep BI needs, then a specialized tool might still win.

Here are some of my practical tips (based on what I learned):

• Start with one funnel: Focus on building one successful funnel rather than dozens at once.

• Use tags and segments early: As you collect contacts, tagging (“lead”, “student”, “affiliate”) makes follow-ups smarter.

• Leverage the blog: Even though you may be building funnels, writing blog posts helps with organic traffic and positions you as an expert.

• Set up the affiliate program: Even if you’re not fully ready, enable it early so future partners can join.

• Automate your welcome sequence: First impression matters—have an automation flow from day one.

• Keep your branding consistent: While it’s easier to use templates, make sure funnel, blog, and course pages all feel like your brand.

• Monitor results regularly: Use the built-in analytics to see open rates, funnel conversions, affiliate link clicks, and improve.

Can Systeme.io replace separate marketing tools like Mailchimp or ClickFunnels?

Yes, especially for small businesses.

Instead of managing separate accounts and data for different functions (like using Mailchimp for email and ClickFunnels for funnels), you can handle all these tasks within Systeme.io under a single login and unified data structure.

Is Systeme.io suitable for email marketing?

Yes. The platform supports essential email marketing functions, including:

• Unlimited email sends (depending on your plan)

• Creating automated email sequences

• Using tags and list segmentation for targeted outreach

How much does Systeme.io cost?

Systeme.io offers a free plan to get started. Paid plans begin at approximately $27 per month (for the Startup plan), with higher tiers available based on your required contact limits and advanced feature needs.

Is Systeme.io beginner-friendly?

Yes. While there is always a learning curve with any new software, the Systeme.io dashboard is notably simpler and cleaner than many specialized marketing tools, allowing users to get started and deploy essential functions quickly.

If you’re a small business owner doing digital marketing—emailing leads, building funnels, selling courses, blogging, automating workflows, maybe even managing affiliates—then Systeme.io is absolutely worth your time. It allowed me to consolidate multiple tools into one dashboard, reduce monthly costs, and spend more time on growth and less on tech.

If you’re ready to give it a try.

Here’s to working smarter, not harder—and finally using one platform to do it all.