Contact Management

An extremely robust and easy-to-use contact management system lies at the heart of Infusionsoft. Our customer-centric approach to contact management will enable you to track all of your emails, faxes, appointments, tasks and phone correspondences in one place so you can close more sales by maintaining better relationships with your prospects and customers. Additionally, you get an entire picture of your prospects and customers because you have immediate access to marketing campaigns, received invoices, order and payment history, and more all in one place!

• Consolidate all of your contacts from your spread sheets, legacy software, databases, and other systems into one place!
• Manage, group and segment as many lists of contacts as you want
• Organize contact groups and lists into categories
• User Permissions protect sensitive data and limit access to authorized users
• Automatically add contacts through online and offline response forms
• Easily add contacts through data imports from your existing systems, lead providers, and list vendors
• Store communication details (phone, e-mail, etc.) in the contact's Call Log
• Automatically track referral sources, click history, and marketing campaign(s) a contact has received and their responses
• Finally have a full picture of your contacts including a full history of purchases, payment plans, invoices and payments
• Attach documents to a contact's File Box
• Link multiple contacts to a "Company" or "Account"
• Link contacts together and form relationship "trees"

• Easily search, locate, view and modify your contacts
• QuickSearch Box--search for contacts from anywhere within Infusionsoft
• Search for multiple contacts based on lists, segmentation, demographics, purchases, event attendance, or any number of criteria
• Deselect individual contacts from search results
• Save searches and add them to your "Favorites" for any-time/real-time searching
• Search results can be automatically e-mailed to you any day(s) of the week
• Effortlessly apply a wide variety of actions to your search results such as:
  • Run a series of automated actions
  • Export the contact data in CSV format
  • Send a batch e-mail
  • Add to a multi-step, multi-media campaign/sequence
  • Add to a new or existing list
  • Send a fax
  • Send a letter
  • Print labels
  • Send a fulfillment list

• View and manage your daily tasks right from your homepage
• Create tasks, prioritize tasks, and attach tasks to contact records
• Assign tasks to other users
• Notify other users of task actions

• View daily and monthly appointments and meetings from your homepage
• Easily create new appointments for yourself and others
• View other's calendars

• Create and store text, HTML and multi-part e-mails
• Send personalized e-mail templates from any contact's record
• Manage all your inbound and outbound e-mails with our web-based e-mail client
• Categorize and store your received e-mails in folders
• Create rules for effective inbound e-mail management
• Emails are documented in the contact's history