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
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.
Plus, when it comes time to train new sales team members, you'll have a scalable system already in place.