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
List Management & 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.
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
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.
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.
Contacts on the Go
Save a Contact to Infusionsoft simply by taking a picture of their business card. Download the Snap by Infusionsoft app to your smartphone and add contacts at networking events and tradeshows.
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.