Small business CRM

Customer relationship management to stay organized as your business grows

One place. Every contact.

With Infusionsoft customer tracking software, you'll know key details about every customer—right down to their last purchase or conversation with you—and impress them with incredible customer service and personalized messages. It’s the professionalism and polish of a company with an entire marketing department, with the personal touch of your small business. That's the power of a small business CRM.

Contact management

Collect data about your leads and organize your contacts to save hours of work. Easily upload, store, and manage detailed individual records that include:

  • Contact information
  • Orders and account balance
  • Lead source and lead score
  • Task and appointment history
  • Website activity history
  • Interactions with your brand

Data management

Drowning in a sea of contacts? Infusionsoft CRM software simplifies and speeds up data management, so you start enjoying the benefits faster:

  • Add contacts on-the-go from your mobile device
  • Get help importing data into the platform
  • Update, edit, export, or trigger automation in batches
  • Automatically check for duplicate records

Segmentation

Segmentation is the secret to sending the right message, to the right people, every time. Create a stronger connection with your customers with lists based on criteria like:

  • Demographics
  • Lead score
  • Email clicks
  • Purchases
  • Payment history

Infusionsoft Mobile

Manage contacts and automate marketing any time, anywhere. Infusionsoft Mobile works where you work, how you work, with features designed for small businesses on the go:

  • Upload, access, and edit contact information
  • Add tags to trigger automated follow-up and campaigns
  • Communicate with customers
  • View, create, and complete tasks

Calendar and task management

Infusionsoft offers tools that bring sanity to your chaotic life. Organize, prioritize, and work through your sales activities—all in one place. You can:

  • Manage your appointments
  • Link tasks to individual contacts
  • Automatically generate tasks based on contacts' behavior
  • Set reminders for tasks
  • Streamline your workday

Lead scoring

With lead scoring, you can spend more time following up with hot leads who are ready to become customers and less time with people who will never buy. Assign a score to every contact based on:

  • Behaviors
  • Demographics
  • Interactions

Ready to get started?

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

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