Better than spreadsheets

Spreadsheets hold information, and that's it. Upgrade to a tool that groups and tracks your leads and customer info in one place.

One place for all your sales stages

Whether you’re tracking a new lead or ready to get paid, a customizable dashboard shows you where each customer is in your sales process.

Pipeline dashboard with cards.

91% of users say that Infusionsoft has helped organize their lead and customer data in one place. That’s huge!

Source: 2018 Infusionsoft Value Survey

Contact record quotes view.

Manage leads with ease

A real-time feed reminds you of the latest lead activity, so you know next steps to take.

  • View details in your pipeline or on the contact record
  • Take notes or send an email to move a lead through your process
  • Forecast sales by adding the value and an estimated close date
  • Add team members with the click of a button
Lead clicks Accept Quote button and payment processes

Win more business fast

Seal the deal by creating and sending easy-to-accept quotes.

  • Customizable follow-ups remind prospects to view your quote.
  • Recipients use the “Accept quote” button, which notifies you right away
  • When it’s time to get paid, convert an accepted quote into an invoice in one click

Try an online demo