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Features

Get Organized
Keep track of contacts, appointments, tasks and everything else about your business all in one place. Access Infusionsoft from any computer with an Internet connection and work from anywhere.
- Contact Management: See everything about your contacts at a glance
- List Management & Segmentation: Use the information you know about your contacts to send targeted communications that convert.  
- Calendar & Task Management: Organize, prioritize, and work through your sales activities in one place. Manage your appointments, create to-do lists, set reminders for tasks and streamline your workday.  
- Lead Scoring: Spend more time with hot leads that are ready to become customers.  Infusionsoft will automatically score leads based on demographics and the actions they take.
- Email Integration: Get more work done without leaving your email. The Infusionsoft sidebar for Gmail and Outlook gives you immediate access to contact information, tags and appointment history, and even lets you add notes and trigger follow-up activity.

Automate Marketing
Attract more leads and turn them into customers — while you do other things. Infusionsoft streamlines your processes by automating your lead capture and email follow-up.
- Automated Campaigns: Map out a custom campaign in seconds or use one of Infusionsoft’s proven templates to get your next campaign up and running fast.
- Email Marketing: Easily design professional emails that inspire customers to take action. Send a single email for special promotions or use autoresponders to send a personalized series of emails that nurture your leads.
- Landing Pages & Web Forms: Attract and capture more leads online. Build landing pages that match your brand in just a few clicks. Publish your page instantly with Infusionsoft’s free hosting, then use SEO to get found online and share your page on social media.
- Multimedia Marketing: Find the best way to reach your customers. In addition to email marketing, you can create automated voice broadcasts, direct mail letters and social media posts. Infusionsoft’s branding center helps you create and manage all of your communication templates.
- Social Lead Generation: Turn “likes” into leads. Customizable templates let you create Facebook contests and promotions that help you attract and capture leads. Monitor your feeds and schedule posts and tweets with content management tools that make social simple.

Close Sales
Close more deals, faster than ever. Infusionsoft helps business owners and sales teams spend more of their day growing sales with tools to get organized, quickly work through a list and automate follow-up.
- Lead Scoring & Distribution: Identify hot leads quicker and boost productivity with visual lead scoring.  
- Quotes & Orders: Save time quoting potential buyers. Create custom quotes and send them via email in a matter of minutes.
  - Sales Automation: Spend less time working deals and more time closing deals by having all of your sales activities, tasks and appointments in one place.
- Opportunity Management: Simplify your sales cycle. Manage your pipeline, sell to individuals or accounts, link multiple contacts, track deals through the process and forecast future sales. Free up your sales team to do more of what they do best.
- Sales Reports: Pull comprehensive sales reports on conversions and revenue for later viewing or pin them to your dashboard and see them every time you log in.

Sell Online
Sell more online. Infusionsoft’s e-commerce tools help you manage your online store, inventory, fulfillment and billing from a single system. Offer upsells, discounts, payment plans and subscription plans.
- Storefront, Shopping Cart & Order Forms: Let your website do the work with a professional storefront and shopping cart.Infusionsoft’s e-commerce tools use customizable templates to sell your products, services or subscriptions online.
- Payment Processing: Collect payments online through PayPal or with a credit card and automatically notify buyers of expired cards, failed charges and overdue balances.
- Referral Program Management: Grow your business faster than ever with an army of referral partners. Create a custom referral program, provide partners a portal to access marketing materials and watch the revenue roll in.

Customer Reviews
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Infusionsoft is now the backbone of our operations.

As a result of our automated sales funnel and tagging capabilities, we’re now tracking every lead’s progress, then creating tasks for sales floor follow-up and ongoing communication. We can even target these interactions toward the areas where the lead showed the most engagement.

With Infusionsoft, we spend more quality time with our families than ever before

I went in thinking Infusionsoft was just software. But it is more than that—it's the salvation of small businesses. Infusionsoft has changed my life!

Infusionsoft allows us to provide far better service, measure and track data, and generate more leads and referrals


Infusionsoft is our sales force. It's unbelievable how it automates the sales process and follow-up.

Infusionsoft was so monumental in helping me grow my business that I want to tell everyone I know about this exceptional service.

Without Infusionsoft, I don't think we could effectively nurture our prospects or our existing client base as well as we do.


Infusionsoft allows me to market to thousands of people automatically. If I had to do that manually, I wouldn't have a business.

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