I can segment customers like never before so that I can sell specific memberships. There’s no other application that can do this.
Scott Palangi
Palangi Kickboxing
Sales and Marketing Automation
In addition to sales and marketing automation features such as lead nurturing, Infusionsoft includes a host of workflow automation features that allow users to complete routine daily tasks with the click of a mouse. Infusionsoft’s automation software allows the business to run on autopilot, allowing the business owner to work on the business instead of in it. Employ automation software today to grow your business and find your freedom.
Business Process Automation
Automation
The best companies grow fast by harnessing automation to enhance the customer experience. With Infusionsoft, you can leverage automation to nurture leads, trigger behavior-based communications, streamline workflow and more, saving you time and creating a more consistent, timely system for managing your sales and marketing processes.
Build Smart Campaigns
Infusionsoft is so much more than a simple email responder. Our visual Campaign Builder makes it easy for you to create, launch and monitor marketing campaigns that educate leads and convert them into customers-automatically. The Campaign Checklist and Readiness Indicators ensure your campaigns are configured properly, while our built-in reporting widgets provide the real-time data needed to make informed decisions.
Build Smart Email Campaigns
Easily create, launch and monitor automated multimedia marketing campaigns using Infusionsoft's Campaign Builder.
Build Smart Email Campaigns
Start a campaign when a contact submits a Web form, buys a product or moves to a new sales stage purchase. Campaigns can also be triggered manually or when a note is added to a record.
Build Smart Email Campaigns
Rest assured that your campaign is ready to go by using the color-coded Campaign Readiness Indicators and Campaign Checklist to identify items that need attention.
Build Smart Email Campaigns
View campaign results directly from your Infusionsoft homepage.
Qualify and Distribute Leads
Infusionsoft helps your team stay focused on hot leads by notifying salespeople when a contact is ready to engage. Leads can be assigned based on a variety of factors, and the system can automatically send reminders for the salesperson to follow up with their leads.
Qualify and Distribute Leads
Place motion sensors in your marketing materials that detect when leads are ready to engage with a sales person.
Qualify and Distribute Leads
Assign leads to a specific sales person via round robin or through smart rules based on lead source, territory and more.
Qualify and Distribute Leads
Trigger follow-up actions such as assigning the lead, scheduling a call and more.
Automate Workflow
Increase the amount of time your sales team is actively selling by automating common tasks. Using Infusionsoft, you can schedule certain actions to deploy or bundle frequently performed tasks into one "action set," all of which can be activated with a single click.
Automate Workflow
Bundle common sales tasks into an action set that can be triggered with one click.
Automate Workflow
Create actions that deploy automatically when you move a lead into a new sales stage.
Create Smart Promo Offers
Infusionsoft allows you to offer discounts and upsells based on what you know about your customers and their buying behaviors. Our smart upsell feature allows you to suggest related products and services in the shopping cart when specific criteria are met.
Create Smart Promo Offers
Create discounts based on the order total, product or subscription being purchased, shipping costs and more.
Create Smart Promo Offers
Create upsell offers to place in the shopping cart.
After the Sale
Infusionsoft's powerful automation engine can trigger post-purchase actions, helping you develop better customer relationships and increase repeat business. Our smart upsell features can help you boost response rates by letting you personalize communications based on customer purchases, interests and other factors.
After the Sale
Kick off a series of actions to welcome new customers to your company.
After the Sale
Kick off a series of actions to welcome new customers to your company.
Invoice and Collect Automatically
With Infusionsoft's billing automation features, you can easily manage your billing and collections processes. Infusionsoft can tie directly into your existing merchant account and can automate many accounting tasks that take up precious time, such as notifications for card expirations or management of subscription renewals.
Invoice and Collect Automatically
Create electronic invoices and receipts automatically.
Invoice and Collect Automatically
Create electronic invoices and receipts automatically.
Invoice and Collect Automatically
Trigger campaigns to collect late payments, alert customers when a charge fails, stop fulfillment on products if there's a billing issue, and segment customers based on billing issues.
Track and Deliver Products
Take better stock of your inventory with Infusionsoft's inventory tracking feature. Receive alerts when product quantities reach a specified threshold. Automatically deliver downloadable links for digital fulfillment. Or streamline product fulfillment by having delivery details automatically sent to the person or company in charge of shipping.
Track and Deliver Products
Track inventory levels and get notifications to restock.
Track and Deliver Products
Deliver digital product downloads.
Create Personalized Communications
Infusionsoft's automation engine gives you the ability to automatically engage with contacts by deploying targeted, personalized multimedia messages based on specific behaviors and interactions. You can also start and stop campaigns with just the click of a button.
Create Personalized Communications
Place motion sensors in your emails that detect when reader clicks a link and trigger follow-up actions such as adding a tag, starting a campaign, sending an email and more.
Create Personalized Communications
Start or stop campaigns based on customer actions, such as registering for an event, clicking a link or purchasing a product.
