Organization is control

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

66% of Infusionsoft customers reached their growth goals.

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.

Make the right decisions with more confidence

See how well different marketing programs perform.

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

Make a bill, send a bill

Easily create branded, professional-grade invoices while keeping an electronic trail of which customers have paid and who still owe.

Seamlessly integrates with Infusionsoft and the money automatically shows up in my account the next day! I've had zero issues with it." Doug Sinning - My Music Expert

Integrates with the tools you already use

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