Streamline your data management process with the Infusionsoft by Keap + Insightly Education CRM integration

Infusionsoft by Keap is a leading marketing automation platform that allows you to increase your leads and manage your contacts base, with the goal of growing your sales volume. Infusionsoft by Keap was designed as a small business CRM, sales, and marketing automation software, yet it is widely used by companies of any size.

First of all, Infusionsoft by Keap allows you to acquire more leads in different ways. You can upload a list of contacts manually, or create opt-in forms that will be included on your website, blog, or landing pages, in order to get more leads. Moreover, you can integrate Infusionsoft with other online platforms that you use to generate leads online. By doing so, the contacts will start receiving your email follow-ups and newsletters.

With Infusionsoft by Keap, you can assign tags to your leads, in order to identify their preferences and behaviors. When you tag a contact with Infusionsoft by Keap, you collect crucial information about your leads that you can use to send more specific offers and more relevant messages, which generally increases conversion rates.

Insightly’s education CRM is a cloud-based solution that can be customized for the education industry to facilitate prospective student lead management, enrollment planning, recruiting territory management, alumni engagement and donor outreach. Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others.

With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Insightly extends the benefits of a traditional CRM by wrapping these essential product capabilities in a customer relationship platform that helps you deliver relevant and meaningful interactions at every stage of the customer lifecycle, from the very first email and beyond.

Insightly provides customer relationship management software to small and medium sized businesses worldwide. Businesses of all sizes leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices.