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.
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
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
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