Unclutter your day
Eliminate the time-consuming, manual upkeep that eats up valuable selling time.
Infusionsoft has helped me to customize my sales campaigns to fit the needs of my audience. - Jeremy W. via Advocately
The streamlined, repeatable path to closing sales.
- Automate follow-up reminders to reach revenue goals faster
- Create reports by product, lead source, and dozens of other metrics
- Train new sales team members with a repeatable and scalable system
- Forecast creation based on prospect needs, trends, and more
Quotes & orders
Create, manage, and share custom quotes directly from the Infusionsoft app. It's like having another employee helping you move and track customers through your pipeline.
- Send email notifications to sales reps when quotes are accepted or declined
- Allow customers to accept a quote with one click and pay online
- Automatically convert quotes into orders and create a balance