Get Organized

Keep track of contacts, appointments, tasks and everything else about your business all in one place. Access Infusionsoft from any computer with an Internet connection and work from anywhere.

Get Organized

List Management and Segmentation

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

Calendar and Task Management

  • Organize, prioritize, and work through your sales activities in one place. Manage 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

Lead Scoring

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

Email Integration

  • Get more work done without leaving your email. The Infusionsoft sidebar for Gmail and Outlook gives you immediate access to contact information, tags and appointment history, and even lets you add notes and trigger follow-up activity.

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.

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 cleans up your list and eliminates duplicates based on email address.

Automate Marketing

Attract more leads and turn them into customers — while you do other things. Infusionsoft streamlines your processes by automating your lead capture and email follow-up.

Automate Marketing

Social Lead Generation (available with GroSocial by Infusionsoft)

  • Turn “likes” into leads. Customizable templates let you create Facebook contests and promotions that help you attract and capture leads. Monitor your feeds and schedule posts and tweets with content management tools that make social simple.

Email Marketing

  • Easily design professional emails that inspire customers to take action. Send a single email for special promotions or use autoresponders to send a personalized series of emails that nurture your leads. Spam scoring helps ensure your emails arrive in the inbox with a 99% deliverability rate.

Landing Pages and Web Forms

  • Attract and capture more leads online. Build landing pages that match your brand in just a few clicks. Publish your page instantly with Infusionsoft’s free hosting, then use SEO to get found online and share your page on social media. Add web forms to capture leads and Infusionsoft will automatically follow up.

Web Activity Monitoring

  • Make smarter marketing decisions by seeing what’s happening on your website and landing pages. Track visitor activity from first visit to purchase, take advantage of in-depth web analytics and track which sources produce the most leads.

Multimedia Marketing

  • Find the best way to reach your customers. In addition to email marketing, you can create automated voice broadcasts, direct mail letters and social media posts. Infusionsoft’s branding center helps you create and manage all of your communication templates.

Marketing Reports

  • Learn what’s working—and what’s not. Convert more leads into customers by refining your marketing efforts with reports that measure open rates, click-throughs and social reach. See real-time campaign results and make adjustments on the fly to maximize your marketing spend.

Close Sales

Close more deals, faster than ever. Infusionsoft helps business owners and sales teams spend more of their day growing sales with tools to get organized, quickly work through a list and automate follow-up.

Close Sales

Lead Scoring and Distribution

  • Identify hot leads quicker and boost productivity with visual lead scoring. The more flames, the hotter a lead is. Infusionsoft automatically keeps score and assigns leads to the appropriate salesperson.

Quotes and Orders

  • Save time quoting potential buyers. Create custom quotes and send them via email in a matter of minutes. Customers accept with the click of a button and Infusionsoft automatically converts it into an order.

Sales Automation

  • Spend less time working deals and more time closing deals by having all of your sales activities, tasks and appointments in one place. Kick-off follow-up emails, tasks, appointments and more automatically. It’s the fastest way to sell more.

Opportunity Management

  • Simplify your sales cycle. Manage your pipeline, sell to individuals or accounts, link multiple contacts, track deals through the process and forecast future sales. Free up your sales team to do more of what they do best.

Sales Reports

  • See what’s happening in your business. Pull comprehensive sales reports on conversions and revenue for later viewing or pin them to your dashboard and see them every time you log in.

Sell Online

Sell more online. Infusionsoft’s e-commerce tools help you manage your online store, inventory, fulfillment and billing from a single system. Offer upsells, discounts, payment plans and subscription plans.

Sell Online

Storefront, Shopping Cart and Order Forms

  • Let your website do the work with a professional storefront and shopping cart. Infusionsoft’s e-commerce tools use customizable templates to sell your products, services or subscriptions online.

Promotional Tools

  • Sell more by offering upsells and discounts based on customer purchase amount, date, promo codes and more. Generate more recurring revenue by providing free trials of your subscription products.

Payment Processing

  • Collect payments online through PayPal or with a credit card and automatically notify buyers of expired cards, failed charges and overdue balances. The option to offer affordable payment plans makes it easier to sell big-ticket items.

Post-Purchase Automation

  • Make your entire e-commerce process hands-free by letting Infusionsoft automate fulfillment and delivery, manage your inventory and send targeted marketing campaigns to buyers that get them to buy more.

Referral Program Management

  • Grow your business faster than ever with an army of referral partners. Create a custom referral program, provide partners a portal to access marketing materials and watch the revenue roll in. Infusionsoft keeps track of commissions for you.

E-Commerce Reports

  • Track orders, sales totals, accounts receivables, payment reports, revenue by product and more. Generate in-depth reports to share with the team or access reports direct from your Infusionsoft dashboard.

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