CRM for small business

Organize contacts and speak to their needs

Find everything you need to know about your leads and customers in one place, so nothing is overlooked.

  • Import and organize the contacts that come to your business (both online and offline) with tagging and segmentation
  • Collect data about contacts' behaviors, score them based on marketing interactions, and prioritize the leads that are hottest and ready to buy
  • Track engagement and customize follow-up messages based on unique customer profiles
More about CRM
Infusionsoft CRM overview for single contact

Marketing automation

Maximize engagement, minimize workload

With small business marketing automation, you can build relationships and engage your audience with personalized, automated follow-up that helps you market smarter, not harder.

  • Streamline the way you market to new customers by automating lead capture and follow up
  • Trigger personalized communications based on email sends, opens, clicks, form submissions, and payment history
  • Send timely messages relevant to customers' needs

Sales automation

Grow revenue faster

Whether sales is just one of the many hats you wear, or you have a whole sales team behind you, sales workflow automation is the fastest way to sell more.

  • Spend less time working deals and more time closing them by having all of your sales activities, tasks, and appointments in one place
  • Automatically kick off follow-up emails, tasks, appointments and more
  • Trigger a personalized, automated sequence of communication when someone makes a purchase
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Online sales

Keep the cash flowing

With an upgraded digital storefront, it's now easier than ever to sell online (and your customers will appreciate how easy it is to buy from you, too).

  • Set up online shopping carts and manage your online store, inventory, fulfillment, and billing from a single system
  • Create discounts, subscription plans, and promo offers to sell products or services
  • Keep track of customer interactions and create the most seamless experience possible
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Make informed decisions

Tired of guessing whether your efforts are successful? Powerful reporting allows you to make data-driven decisions so you can quickly assess what's working and what isn't.

  • Get all the data points you need to evaluate and improve the impact of your marketing activities
  • Know which sales reps are converting the most leads, and review call logs
  • Calculate current and projected revenues


Smarter solutions for every device

Don't let your desktop tie you down. Now you can conduct business wherever you are and reach your customers wherever they are with Infusionsoft mobile capabilities.

  • Use the Infusionsoft mobile app to access your account anywhere
  • Collect payments wherever you go with an integrated mobile card reader
  • Create lead forms, pages, and emails with templates optimized for mobile display
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Eliminate complexity from collecting payments

Collecting the sales you worked so hard to generate should be simple and seamless. The Infusionsoft platform is fully integrated to enable invoicing, billing, collection, and related communications all in one place.

  • Get up and running with the mobile card reader in a matter of minutes
  • Know exactly how much you're earning with 100% transparent pricing
  • Connect transactions to contact records for a 360-degree customer view
More about Payments


Tap the full power of Infusionsoft

Spend less time connecting systems and more time focused on your business with Infusionsoft platform integrations designed to make your business processes as straightforward as possible.

  • Use APIs to connect the Infusionsoft platform with your existing technology
  • Sync data between your Infusionsoft app and popular accounting software solutions
  • Access hundreds of third-party apps and partners in the Infusionsoft Marketplace

Ready to get started?

See how Infusionsoft can help your business get organized, grow sales and save time.

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