Infusionsoft

Owned by Janica Daryanani (Unlicensed)
Dec 20, 2018
4 min read

This tool has solely been researched by the WilsonHCG Innovation team.

Summary

Small business is our focus

We build the technology that accelerates small business growth. We provide the support, coaches, and partners, while fostering communities you can rely on, to make your dream of being your own boss, a reality.


Paving the way

Our team is helping change the world for small business.


Small business to the core

We don’t just believe in small business—we live it. Over half of our employees have owned or worked for a small business.


Passion. Growth. Responsibility.

We’re serious about helping small businesses succeed

145,000+ users count on Infusionsoft to provide what other solutions can't: consulting and support that is mission-critical to success. Whether it's one-on-one consulting, live training, or large-scale events, small businesses know that Infusionsoft is more than software. It's a way to connect to the small business movement.

Product summary


CRM

CRM stands for Customer Relationship Management, and it performs the sales and marketing automation tasks you use to maintain relationships, store and segment data, and analyze information tied to your customers, leads, and prospects. CRM collects data about your leads and organize your contacts to save hours of work. Easily upload, store, and manage detailed individual records that include: Name, Address, Email, Type of customer, Phone number, Purchase history, and Website.


Market Automation

A simple drag-and-drop interface has you creating marketing campaigns tailored to your specific promotions and business needs. To accelerate the setup process, we offer ready-made campaign templates in the Infusionsoft Marketplace.


Sales Pipeline

Spreadsheets hold information, and that's it. Upgrade to a tool that groups and tracks your leads and customer info in one place.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.A real-time feed reminds you of the latest lead activity, so you know next steps to take.

Appointments

With Appointments, sending a link is all it takes. Your clients pick an available time to meet while you move on with your day.Set up your calendar, email the link, and see how easy it is to schedule and manage appointments. No more time-consuming calls, emails, or text messages.Once a time’s booked, a confirmation email gets sent and your Google Calendar updated automatically. Everyone is on the same page and properly prepared.Appointments is built into Infusionsoft, giving you one place to access your customer or prospect data, notes, and calendar before the big meeting.

Analytics

Use analytics to analyze, control, and forecast.Visualize traffic, data, conversions, and more using our updated analytics dashboard. Gain the valuable insights your data can provide to make smart business decisions.Let the software comb through your millions of data points.Generate real-time reports on Conversions by sales stage, lead source, and other criteria. Form completion, email open rates, click-throughs, Marketing and campaign performance, and contact action.


Integrations

With over 230 native and supported integrations, you are the master of monitoring and managing your business.Infusionsoft integrates with your ecommerce, email, and websites. As the leads pour in, they automatically populate your data fields, saving you valuable time.Plug Infusionsoft into Shopify, BigCommerce, Magento, WooCommerce, and more to target customers with the right email at the right time. The system does the work for you.


Payments

Infusionsoft payments is your all-in-one payment and invoicing tool. Accept credit cards, sends quotes and invoices, and track whose paid, in the app. Create and track quotes and invoices to see which have been viewed, and which invoices are paid or past due.Customize quotes or invoices in the same tool you use to manage your customer info. Plus, send email reminders automatically to notify customers when an invoice is due or past due.


Invoices & Quotes

All you need to send quotes, track activity, and collect payment is in one place.Faster than cut-and-paste and more professional, customize documents with your logo, services, and more in just a few clicks. Then track if it’s been viewed to see which are outstanding.Once you’ve sent a quote, we’ll notify you when the client views or accepts it. You’ll also get a pre-written reminder email you can quickly customize and send to help get your quote accepted.


Online Sales

E-commerce tools to create customizable templates that sell your products, services, or subscriptions.Speak to your customers without having to call or email every contact in your database. Segment your promotions by events, holidays, locations, purchase history, date, promo codes, and more.


Infusionsoft Pro

The all-in-one power marketing, sales, and business suite. Infusionsoft Pro automates your sales, marketing and business processes, giving you the flexibility and power you need to grow your business with confidence.You and your team see every contact detail, all in one place, always up to date, on any device. Get true line of site to the latest status on tasks, sales opportunities, and email results.