A Whole Business CRM Package With InfusionSoft

For a small business or even a medium sized business, streamlining your systems and having all the information you need in one software package is a plus. For our customers interested in a complete CRM or customer relationship management package with a lot more than the basics, we recommend you consider InfusionSoft.

At first glance what you will notice about this software is that it is really easy to navigate and to read. The entire system is intuitive to use and automatically moves all the information from the point of data entry into all other parts of the software where it is relevant.

From the top of the page you can access everything from templates to reports as well as keep track of appointments, contact information and even make notes to yourself about what you need to remember to do in the future.

Tracking Leads

Besides generating emails that are very professional looking and allow you to focus in on the target audience, InfusionSoft also allows you to track where people are finding you from. Those leads source reports are invaluable to you as a business owner and make it easy to decide which campaigns, social media marketing programs or other types of online marketing programs are actually resulting in high conversion rates.

Reporting

The software is also incredibly important in being able to provide you with a range of different reporting options. These can be reports about specific customer behavior, the amount of purchases your customers make by specific criteria, the amount of time they spend reading your emails, and just about anything else in the way of their behavior as a consumer.

Marketing Automation

No one wants to have a bunch of autoresponders in their inbox, but when you use marketing automation through InfusionSoft, you can create personalized messages and follow-ups for customers.

Each customer will feel personally appreciated and greeted, and you can choose a message that meshes with your company culture from casual and chatty to friendly and with a more professional or business approach based on the information gleaned at the time of lead generation.

Other features of InfusionSoft include the option to use their digital storefront to be able to handle payments, manage online inventory and even ensure fulfilment is completed on time. As the system will add new customers to the CRM component, you will continually keep building your customer base and learning more about your customers, providing a more personalized and informed relationship.

See what other people think about InfusionSoft and share your own experiences at DiscoverCloud.com!