Infusionsoft Implementation

What is Infusionsoft

Infusionsoft is a powerful software solution, developed to help small businesses accelerate and grow through technology, sales and marketing. It allows you to combine CRM, marketing automation, e-commerce and payment solutions with apps, integrations and partners.

What can Infusionsoft Do

As a CRM platform, let Infusionsoft organise your contacts that come into your business, whether it online or offline. Tag and segment them accordingly to create a database of contacts’ behaviours, score them based on marketing interactions and prioritise leads that are hottest and ready to buy. Track their engagement and customise follow-up messages based on unique customer profiles.

Leverage marketing automations to build relationships with personalised follow-ups to engage audiences and streamline your process of communications. Develop lead nurtures and follow-ups with new customers through triggered, personalised communications based on email sends, opens, clicks, form submission and payment history. These will deliver more timely messages relevant to specific customer needs.

Create a sales workflow automation to increase efficiency by having all your sales activities, tasks and appointments in one place. This gives you more time to spend on other areas of the business than managing deals and contact information. Trigger personalised, automated sequence of communication when someone makes a purchase

Grow your revenue faster with a sales triggered automation to increase efficiency. You can spend more time on other areas of the business but having all your sales activities, tasks and appointments in one place.

When it comes to online sales, manage your store, shopping carts, inventory, fulfillment and billing all from a single system. Infusionsoft allows you to create discounts, subscription places, promotional offers all while keeping track of customer interaction to create the most seamless experience possible.

Use powerful analytics and reporting to make data driven decisions to see what’s working well and what isn’t. This way you evaluate the impact of your marketing activities and see the return on your investment. Know who is converting the most leads, by what method and accurately calculate current and projected revenues.

Fully integrate your payments system to manage invoicing, billing, collection and related communications all in the one place. Use APIs to connect Infusionsoft with your existing technology whilst syncing data between the app and popular business software solutions. You’ll be spending less time connecting systems and more time operating your business. Connect transactions with contact records to enable a 360-degree customer view.

Let Infusionsoft automate everyday tasks that would otherwise slow you down. Experience agile business operations with the Infusionsoft mobile app, allowing you to access your account anywhere on any mobile or tablet device. Create mobile optimised lead forms, pages and emails with the functionality to design mobile responsive templates. Moreover, collect payments anywhere with the integrated mobile card reader.

Key features

  • Intuitive interface
  • Designed to automate otherwise manual business tasks
  • CRM focused automations
  • Analytics & reporting on campaigns and automations
  • Powerful integrations with a huge range of business platforms
  • Insightful analytics and reporting abilities

Need help with a platform?

  • Drop your details in below and one of our strategists will get in touch.