What is Infusionsoft? Infusionsoft is a comprehensive CRM platform that provides advanced marketing and sales features such as automation, campaign design and delivery, extensive integration, and various management tools.
The program allows users to create landing pages for their sites from a library of pre-designed mobile-first responsive templates which can be edited to meet individual requirements.
These templates come pre-built with various forms and interactive elements designed to follow an intuitive sales funnel to lead customers to greater engagement with the site.
Furthermore, Infusionsoft landing pages collect user information through forms and elements to automatically build contact lists segmented based on interest and send automated marketing and follow-up emails to potential customers.
Infusionsoft offers a campaign builder feature that adds new leads to segments sorted by tags based on the contact's interactions, automatically assigns tasks relative to the contact, and sends promotional, marketing, or follow-up emails based on the level of customer interaction and interest.
The platform allows users to automate the repetitive process in the sales cycle and allows users to assign specific tasks to their teams for follow-up automatically.
Infusionsoft integrations include the ability to link e-commerce platforms with the Infusionsoft CRM that allows users to automate one-time and recurring payments through the platform itself by integrating with such services as PayPal or Venmo.
The platform allows users to store comprehensive information for each contact, company, opportunity, and visitor that interacts with the site.
Infusionsoft also allows users to create automated email campaigns integrated with their e-commerce sites to send promotional emails to potential leads featuring products or services from the online store or website.
Infusionsoft CRM integration also allows users to link their social media accounts, online websites, and any other online resource to bring contacts and leads to a single place for better management.
The Infusionsoft automation features allow users to initiate follow-up paths for each new contact, including them automatically in upcoming campaigns sorted based on the extent of interaction and tags that are automatically added by the AI-backend of the program.
This allows users to send timely, targeted, relevant, and personalized emails, and information to each contact to drive leads to fruition.
The campaign builder feature also contains a visual workflow designing tool to help users automate sales processes from the beginning to the end.
These workflows can be designed using goals and triggers that initiate actions relevant to the contact based on their interaction history and lead score.
The platform also offers around 350+ pre-built templates for the campaign builder that can be deployed to automate the sales pipeline.
The platform also offers intuitive features for sales management that let each user visual their daily tasks, appointments, and flagged actions on a single dashboard, which displays relevant information for each task or contact.
The program also lets users add custom and pre-built notes to each process to include additional information for future reference.
These notes can then trigger automated follow-up tasks and include contacts to predetermined campaigns allowing the user to enter the contact or task into a specific workflow automatically.
Infusionsoft allows integration with various standard programs like Google Sheets, Microsoft Outlook, and other such products to efficiently share information and data between platforms without having to switch to a different application.
Infusionsoft LinkedIn integration also allows users to create posts and generate leads through marketing on this popular social platform.
Overall, the platform is aimed at helping small to medium-sized businesses handle every aspect of their workflow, from lead generation and tracking to marketing and sales, and offers various features to help users achieve these tasks.
The platform allows users to automate marketing processes by sending timely emails to potential leads automatically based on their tags and lead score.
The platform allows users to use custom or pre-designed workflows to automate sales processes and to increase contact interaction.
Infusionsoft CRM integrates with popular e-commerce platforms, payment services, and standard programs such as Microsoft Outlook and Google GSuite to bring user data to a single place.
The platform automatically creates new contacts through forms integrated into the landing pages and automatically tags them and initiates follow-up actions to help drive sales.
Want to get the most out of Infusionsoft? Here's the always-updated list of the best integrations available for Infusionsoft and LeadsBridge.