We needed a web-based CRM for salespeople across locations. What I didn’t expect was that Infusionsoft’s powerful marketing automation would give ability to nurture contacts in a way I just couldn’t before. It’s doubled my lead conversion.
Richard Hite
The Barber School
Through a powerful CRM, or customer relationship management, system small businesses can track all customer demographics as well as behavior and preferences. Infusionsoft allows you to leverage the data collected in your small business CRM to market more effectively.
Infusionsoft’s small business CRM is a dream come true for small business owners attempting to keep track of all prospects and customers who are in different stages of the customer lifecycle. A good CRM solution offers the ability to automatically segment a customer database based on activity, demographics or preferences.
Infusionsoft's customer relationship management system improves the efficiency of your sales team by centralizing your contact information in one place, eliminating redundant sales activities and making it easy to find and work hot leads. Combined with our robust marketing and e-commerce tools, our CRM small business software will help you sell more by automating sales workflows and nurturing leads until they are ready to buy.
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Infusionsoft's Interactive List View and Inline Editing features make it easy to view and update contact information and quickly work through a list of leads. Trigger follow-up actions with a single click, such as adding a note, scheduling an appointment, sending an email and starting a campaign.
Infusionsoft helps you increase sales by identifying the right time to connect with hot leads. Place intelligent motion sensors in your marketing—such as Web forms, emails and online shopping carts—which can automatically assign leads and schedule follow-up tasks, ensuring no lead will slip through the cracks.
Automate common sales tasks to increase efficiency and keep your team focused on selling. Your team can create bundles of common sales tasks that can be triggered at the click of a button. Plus, they can easily send messages targeted to a prospect's level of interest and engagement.
Infusionsoft provides numerous sales reports to analyze conversion rates, find bottlenecks in the sales process, track progress against sales goals, measure performance and more. Post reports you reference most on your report dashboard for an easy at-a-glance view.
Infusionsoft's opportunity management gives your team tools to standardize sales processes, automate follow-up, monitor performance and forecast revenue. Our tools enable your sales team to more efficiently manage the sales process from end to end.
Infusionsoft's Drag & Drop Web Form Builder allows you to design and publish attractive forms in minutes. Post the form code on your website or use our hosting feature to publish your form instantly. You can even easily make changes after it's live with real-time updating.
With Infusionsoft, you can add tags, or labels, to contact records when they interact with you. Combine simple search criteria like company size or customer location with these enhanced tags and you've got ultra-targeted marketing and sales capabilities.
Use Infusionsoft's calendaring and task management tools to stay organized by tracking what needs to get done, who needs to do it and when it's due. Create appointments and trigger reminders when important events are approaching.
Easily get your data into Infusionsoft from any contact management, CRM or CSV file or use our import wizards to import directly from AWeber, Constant Contact, iContact, 1ShoppingCart and Outlook. Once your data is moved over, we help you keep it clean with our duplicates management tool.
