CRM for Small Business

Import and organize the contacts that come to your business (both online and offline) with tagging and segmentation. Collect data about your leads' behaviors, score them based on marketing interactions, and prioritize the leads that are hottest and ready to buy. Track engagement and customize follow-up messages based on unique customer profiles.

CRM for Small Business

Get organized and grow your business

  • Collect data about your leads and organize your contacts to make your sales and marketing more efficient. Create, store, and manage detailed individual contact records that include:
  • Contact information
  • Marketing and sales
  • Orders and account balance
  • Lead source and lead score
  • Task and appointment history
  • Website activity history

Data management comes standard

  • Drowning in a sea of contacts? We’ll help you import your data into Infusionsoft, clean up your list and eliminate duplicates. Data management might be boring, but it shouldn’t be complicated—let us help you organize it so you can get to value faster.

List management and segmentation helps you send the right message, to the right audience, every time

  • With custom segmentation, you'll be able to connect with your contacts when they are ready to act. Create lists based on demographics, lead score, and behaviors like email clicks, purchases, and payment history.
  • Remember key details about every customer, right down to their last purchase or conversation with you, and impress them with incredible customer service and personalized messages. It's the professionalism and polish of a company with an entire marketing department, with the personal touch of your small business. That's the power of CRM for small business.

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 you’re on the go.

Calendar and task management tools that prioritize for you

  • Organize, prioritize, and work through your sales activities—in the same place. You can manage your appointments, create to-do lists, set reminders for tasks and streamline your workday.

Use lead scoring to maximize your time

  • Use Infusionsoft to score leads based on behaviors, demographics and interactions, so you spend more time following up with hot leads that are ready to become customers (and less time following up with people who will never buy).

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.

Marketing Automation

Never worry about missing an opportunity to generate leads again. Build relationships and engage your audience with personalized, automated follow-up that helps you market smarter, not harder.

Marketing Automation

Yep, there's a campaign for that

  • Be as creative as you want with a system that's built to adapt. With the Campaign Builder in Infusionsoft, you have the power to create entire follow-up marketing campaigns, triggered by a single action, profile, or contact. No marketing idea is too granular. How about customers with abandoned shopping carts? There's a campaign for that.
  • If mapping out custom campaigns isn't in your wheelhouse yet, or if you just don't have the time, use one of our proven templates to get your next campaign up and running fast. With the Campaign Builder, you can also automate repetitive external processes—from new hire onboarding to purchase fulfillment. Once you have the power of automation in your business, you'll see possibilities everywhere.

Send emails that your customers will want to read

  • Gone are the days of hoping your message applies. Use the contact information you've organized in Infusionsoft's integrated CRM to personalize your emails and inspire your customers to take action. Send a single email for special promotions, or use autoresponders to send a series of seamlessly personalized emails to nurture the leads that aren't quite ready to buy. With Infusionsoft, your customers will never feel like just a name in your database.

Build professional landing pages and web forms without a developer

  • Landing pages and web forms help you capture user data, like name and email address, so you can connect with the people who visit your website with marketing materials later. With Infusionsoft you can create professional, branded landing pages for different campaigns or promotions, modify them quickly without a developer, and test them against each other, all within your application.
  • Publish your page instantly with Infusionsoft's free hosting, and then leverage SEO to increase your visibility online.

Use Infusionsoft to track website activity

  • The Infusionsoft tracking tools give you a holistic view of your sales and marketing results, so you can make smarter marketing decisions by seeing what's happening on your website and landing pages.
  • Get a comprehensive picture with the most important data from all of your tools, including the number of customers you were able to generate from your latest online marketing effort. Track visitor activity from their first visit to latest purchase.
  • Automatically assign a lead source to each website visitor so you know where they originate
  • Capture and calculate an average time on page per visitor
  • Identify individual browsing trends using visitor system information
  • Track the number of contacts who have visited each web page

Infusionsoft automatically collects and analyzes data on every email you send—and so much more

  • Learn what's working—and what's not. Email statistics and broadcast reports tell you the number of emails that get delivered, opened, clicked, skipped, etc. Marketing reports will help you evaluate web form activity, landing page performance, reach, and campaign effectiveness.
  • You'll see real-time campaign results, be able to make adjustments on the fly, and refine your marketing efforts to maximize your dollars spent.

Convert fans and likes on social media into leads and customers

  • 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.

Sales Automation

Spend less time working deals and more time closing them by having all of your sales activities, tasks and appointments in one place. Infusionsoft will automatically kick off follow-up emails, tasks, appointments and more. Whether sales is just one of the many hats you wear or you have a whole sales team behind you, sales workflow automation is the fastest way to sell more.

Sales Automation

Automate how you score leads, and the hottest prospects will be distributed to your sales team in priority order

  • That's right–you'll never waste time cold calling again. Automatic lead scoring is an objective way of assessing a prospect's level of interest based on how engaged they are with your marketing. Lead scoring allows sales reps (or you, if you don't have a sales team) to focus on the hottest leads, and prioritize your daily call list.
  • In Infusionsoft, a score is automatically assigned to a contact record based on tags applied, web forms submitted, links clicked, and emails opened. Once enabled, the scoring process runs constantly in the background. When a tag is applied or removed, the score is updated in real time, adding and subtracting points from contact records based on the criteria you've defined. Plus, you can adjust the settings in your lead scoring process, so it’s totally customized for your business.
  • Imagine having the ability to send specific information to your leads—details that you know they're looking for—before they even ask. With Infusionsoft, you'll know which leads are ready to buy, and when to reach out with the information they need. You can truly anticipate their next question and speak to their specific level of interest. It's the ultimate level of customer service.
  • The sooner you bring your sales and marketing systems together, the sooner you (or your salespeople) can update leads with scoring and sales cycle information—data that will be immediately available to the marketing side of things.

A faster way to create quotes and orders

  • You can create, manage and share custom quotes and proposals with potential buyers directly from Infusionsoft via email automation. Your customers can accept with the click of a button, and Infusionsoft will automatically convert the quote into an order and create a balance. It's like having another employee, helping you move and track customers through your pipeline.
  • After a quote is accepted or declined, a notification email will be sent to the sales person, streamlining your processes and saving you time.

Free up your sales team to do more of what they do best

  • Plus, when it comes time to train new sales team members, you'll have a scalable system already in place.
  • With Infusionsoft managing your sales pipeline, you can set up actions that trigger when a sales rep updates an opportunity record. This allows you to create strategic, automated follow-up sequences that are specific to the prospect's stage of the cycle.
  • You (or your sales team) can create an opportunity record for each prospect that enters your sales pipeline. From that point on, you can guide the prospect through the sales stages, nurturing them until they are ready to buy. It's your sales cycle, simplified.

Sell Online

Introducing your upgraded digital storefront. Easy to sell. Easy for customers to buy.

Sell Online

Let your website do the work with a professional storefront, shopping cart, and order forms

  • With Infusionsoft’s e-commerce tools, you can use customizable templates to sell your products, services or subscriptions online. Use Infusionsoft’s storefront, or build your own—either way, your customers can checkout through the Infusionsoft shopping cart.
  • Ever gotten an email that tells you to buy something that you’ve already purchased? That won’t happen with the Infusionsoft shopping cart. Every purchase in a contact’s order history is communicated back to the CRM and stored in their profile, so you can create promotions you know your customers will love.

Flexible tools for your most creative promotional ideas

  • If there’s a special offer you’d like to send out, you can use order forms to create a unique check-out link—that way, you can send your special offer only to specific groups on your list (with separate pricing, messaging, etc). This allows you speak directly to your customers’ behaviors without having to personally call or email every contact in your database. You can even segment your promotions by events, holidays, locations, purchase history, date, promo codes—the sky’s the limit.
  • If you’re interested in setting up a recurring revenue stream, you can even offer free trials on your subscription products.

Total control over your e-commerce and payment processing, no code necessary

  • Regardless of how your business operates, you need to get paid—and we've made that a whole lot easier for you. Send quotes and invoices, process one-time or recurring transactions, and manage inventory and fulfillment in the same system.
  • With our reliable and secure payment processing, you'll be able to collect payments online through PayPal and accept all major credit cards. Automatically notify buyers of expired cards, failed charges and overdue balances. Plus, with the option to offer affordable payment plans, it's now easier to sell big-ticket items (and we'll never impose transaction fees).

Refine your e-commerce process with the professionalism of post-purchase automation

  • Use Infusionsoft to automate fulfillment, delivery and inventory management. Create a seamless customer experience from end to end with targeted marketing campaigns and upsells that keep your customers coming back for more.

Referral program management: word-of-mouth marketing accelerated

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

View Reports

Powerful reporting makes it easy to quickly assess what’s working and what isn't. The days of guessing are behind you. Make data-driven decisions to improve your marketing and business.

View Reports

Integrate Systems

No two small businesses are exactly alike. If you use multiple software systems in your business, you'll find hundreds of integrations in the Infusionsoft Marketplace. It's a growing platform of service and technology partners that will help you extend the value of Infusionsoft and streamline your business.

Integrate Systems

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