- Centralize your contacts.
- Track everything in one place.
- Know what you said last time.
- Know when to follow up.
- Make a good impression.
Centralize Your Contacts
Stop juggling multiple systems. Put your contacts in a single, online address book.
Get all your leads, prospects, customers, and partners into one database. Heck, you can even store your in-laws in there if you want. Organize them any way you want. Give anywhere, anytime access to your employees. No more spreadsheets, sticky notes, or notepads. Just sweet organizational bliss.
Track EVERYTHING
Use Infusionsoft as the hub of literally ALL your prospect and customer information.
Who filled out the signup form on your site? Who responded to the last email campaign? Who has talked with your co-worker? What did they say? Who is supposed to follow up with whom and when? Who has bought something? Who owes you money? All of this and more, in a single, centralized and secure database.
Track Tasks and Appointments
Keep track of what needs to get done, who needs to do it, and when it's due.
Manage your calendar and your to-do items. View appointments for today, this week, or this month at a glance. See who needs to be followed up with today, and what needs to be said or done. Create a reminder to call a customer on his birthday. Assign a task to a co-worker to call a prospect to answer her questions about a product you offer
Each Person Gets a Page
View ALL the information you need for each contact on a single page.
Store phone numbers, email addresses, mailing addresses, and even fax numbers. Record conversations, meetings, and any other important information for each contact. Need to know something about a contact? About to get on the phone with a contact you don't know? Get access to any information you need by looking at his/her contact record.
Manage Companies
Group conversations, tasks, and files for contacts from the same organization.
Create company records to get an aggregate view of everything that is going on with all the contacts from a particular company or organization. See notes, conversations, meetings, and other important information in a roll-up summary view of each company with multiple contacts.
Easily Import/Export Contacts
Import from AWeber, Constant Contact, and 1ShoppingCart in a single click.
Use Infusionsoft's import tools to easily import contacts from AWeber, ConstantContact, and 1ShoppingCart. All you have to do is export your lists and with one click, we'll import them for you. If your customer and prospect data is in a spreadsheet, we got you covered. Our spreadsheet import tool is grandma tested and approved.