Organization is control

See all your contacts, track customer activity, and follow the money.

Keeping it together shouldn’t be a struggle

Methods some small business owners use to record and store customer information:

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File folders

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Shelves & drawers

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Storage containers

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Sticky notes

83% of small business owners believe organization is a vital part to their business.

Organize your customer information in one place

Detailed contact records give you all the information you need about your customers in one place. the wealth of features all in one place. It's great to not have to use multiple platforms." Joe A. via G2 Crowd

Every contact action is recorded and updated

Activity Stream shows all customer activities and interactions as they happen.

Infusionsoft is a great way to systemize marketing automation and to keep a track on leads, prospects and clients." Business owner in health, wellness and fitness

Easily organize your contacts into lists

Specific lists for specific customers

Organize all your contacts for more effective messaging.

...I am able to track interactions and data on my contacts, send emails to customers and leads... segment my leads and customers, set up automation... [to] make sure none of my leads fall through the cracks." Johnathan S.

63% of small business owners believe organization equals profitability

Reporting dashboard for at-a-glance view of contact activity

See how many contacts you have and how they respond to your marketing campaigns.

Infusionsoft has allowed me to see the REAL pulse of my business and hone in on my best customers and leads generated." Business owner in health, wellness and fitness

Integrates with the tools you already use

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