Getting Organized with Infusionsoft

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Contact Management

Infusionsoft CRM lets you see everything about your contacts at a glance, including:

  • Contact information
  • Marketing & Sales history
  • Orders & account balance
  • Lead Source & lead score
  • Task & appointment history
  • Website activity history
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List Management & Segmentation

Use the information you know about your contacts to send targeted communications that convert. Create lists based on demographics, lead score, purchase, and behaviors like email clicks, purchases, and payment history.

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Calender & Task Management

Organize, prioritize, and work through your sales activities in one place. Manage your appointment, create to-do lists, set reminders for tasks and streamline your workday. Easily tie contact information and notes to each appointment and trigger automatic follow-up after completing a task.

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Lead Scoring

Spend more time with hot leads that are ready to become customers. Infusionsoft CRM will automatically score leads based on demographics and the action they take.

Email Integration

Organize, prioritize, and work through your sales activities in one place. Manages your appointments, create to-do lists, set reminders for tasks and streamline your workday. Easily tie contact information and notes to each appointment and trigger automatic follow-up after completing a task.

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Infusionsoft Mobile. Get it to go.

Take your business wherever life needs you with Infusionsoft Mobile. Manage contacts and automate marketing from anywhere. Access and edit contact information, Add tags to trigger automated follow-up and campaigns, and communicate with customers, all while on the go.

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Data Management

Easily import contacts and data into Infusionsoft with Wizards that transfer directly from Aweber, Constant Contact, iContact, 1ShoppingCart, or a CSV file. Infusionsoft CRM cleans up your list and eliminates duplicates based on email address.

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Return On Investment