Infusionsoft Upgrades Look and Feel of Its Automated Follow-Up Marketing Software to Improve Usability and Sharpen Focus on the Needs of Small Businesses

Oct 20, 2008

Extensive User Testing Results in a More Intuitive, Easy-to-Use Interface and Layout, to Help Small Businesses Grow More Quickly and Easily

PHOENIX, AZ (October 20, 2008)—Infusionsoft, the leader in marketing automation software for small businesses, has completed the most comprehensive update to its award-winning Automated Follow-Up Marketing solution thus far, providing customers with an improved user experience that focuses on the needs of entrepreneurs and true small businesses. Infusionsoft rolled out the update to its customer base of more than 8,000 small business users over the last month, supporting the update with video and text guides through the Infusionsoft Fusebox to bring current users up to speed quickly. Major updates include a redesigned look and feel and streamlined menus for faster navigation, all with the goal of putting the most important tools at users' fingertips.

Infusionsoft undertook extensive user testing to ensure that the update addresses the needs of small business users. In addition to a completely updated interface and redesigned look and feel, Infusionsoft dramatically streamlined the menu system. Current users will welcome the simplified main menu that makes more frequently used items, such as sending a broadcast or adding a new contact, more accessible. For new users, Infusionsoft created a separate setup menu that dramatically shortens the time it takes to get up and running. Infusionsoft also created a new pop-out menu for accessing email, files, calendar and tasks as well as recently viewed items. Users can save custom searches to the new pop-out menu for quick access to the searches that they use most frequently.

Other updates to the Infusionsoft Automated Follow-Up Marketing solution include:

  • Simplified terminology
  • Simplified/guided setup with progress meter
  • Increased working real-estate on the page
  • AJAX technology employed to speed up searches, page displays
  • Enhanced calendar
  • Shortcuts to find a single record
  • Search tool is updated and enhanced
  • New reporting section with dozens of reports (marketing, sales, orders/ecommerce, affiliate/referrals, etc.)
  • Send a broadcast (email, fax, direct mail, voice broadcast, etc.) more easily from any page in the application
  • Built-in wizard to simplify creation of follow-up sequences

"Before Infusionsoft, my company would rely on marketing methods that were not as strategic as I would have liked. Now my system does not only function strategically, it is on autopilot! Infusionsoft eliminates so much additional work that I would have had to do manually with another system," said Charles Mack, Jr., vice president of V.I.P. Auto Appearance Center. "With the way today's economy is suffering, I often think 'What would I do without Infusionsoft?' but it just keeps getting better. The updated interface is faster and easier to navigate, and for small businesses signing up for the first time, it will be extremely easy to get started with the new startup guide and built-in wizards."

Infusionsoft provides automated follow-up marketing software for entrepreneurs and small businesses with anywhere from 2 - 25 employees who need a solution to the all-too-common problems of unconverted leads, no repeat sales from customers, and having to add more staff in order to get things done. Unlike other software for "SMBs," Infusionsoft's Web-powered, automated follow-up software was built specifically for today’s small businesses and entrepreneurs that want to grow quickly and profitably without needing to add an extensive sales and marketing staff. The Infusionsoft Software-as-a-Service (SaaS) delivery model allows Infusionsoft users to enjoy a lower cost-of-entry, quick implementation, increased security, increased productivity and price stability. Because the software is accessed via the Web rather than requiring installation, existing Infusionsoft customers receive the upgrade immediately and without any added cost.

“Revolutionizing small business growth is our passion and caring for our customers is at the core of what we do,” said Clate Mask, president and CEO of Infusionsoft. “The thought, time and effort we spend improving the Infusionsoft solution on a daily basis is dedicated to empowering and liberating entrepreneurs and small businesses so they can enjoy doing business, wow their customers and better serve their families and communities. Although this update is the culmination of months of careful consideration and hard work, we're proud to continually push the limits of available technology to put the best solution in the hands of small businesses every day.”

Infusionsoft’s Automated Follow-Up Marketing solution goes far beyond static SMB CRM solutions, providing small businesses and entrepreneurs with tools to automate, streamline and centralize basic business processes from marketing and advanced contact management to sales force automation, e-commerce, billing and accounting and affiliate/referral program management.


Brett Weiner or Monica Miller
[email protected]

About Infusionsoft

Infusionsoft is on a mission to simplify sales and marketing for millions of small businesses. The company focuses solely on empowering small business success and provides a powerful, integrated sales and marketing automation solution. Combining CRM, marketing automation, e-commerce and payments solutions into one platform, with a vibrant marketplace of apps, integrations and partners, Infusionsoft helps small businesses scale their sales and marketing and accelerate growth. The privately held, eight-time Inc. 500/5000 company is based in Chandler, Arizona and is funded by Goldman Sachs, Bain Capital Ventures, Mohr Davidow Ventures and Signal Peak Ventures. For more information, visit, or the Infusionsoft blog.

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