Get Organized: Keep track of contacts, appointments, tasks and everything else about your business all in one place. Automate Marketing: Attract more leads and turn them into customers while you do other things. Close Sales: 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. Sell Online: Manage your online store, inventory, fulfillment and billing from a single system.

Notification Feed: View real-time buyer responses to anything sent or shared and get immediate notifications on key buyer actions. Opportunity Reports: Bring clarity to your top opportunities with simple visuals. Filter and view your pipeline according to factors like deal size, engagement strength and opportunity velocity. Player Profiling: Differentiate between supportive, engaged buyers and those whose resistance is holding up the deal. Plan plays and follow-up strategy accordingly to lock down and keep up consensus. Engagement History: See the events and items shared with each buyer over time. Determine how individual buyers respond - who's opening, viewing, downloading and sharing your content, with whom and when - and get next-step recommendations. Collaborate with Team Members: Leverage the team's collective experience, strengths and skillsets by reaching out to reps for help and advice on specific sales situations, or by adding specific members to your opportunity selling team. Collaborate with Marketing: Keep up with approved value messaging, request specialized sales materials, offer feedback and provide content suggestions informed by the frontlines of your pipeline. Collaborate with Buyers: Use the private buyer portal to respond to questions, discuss specific needs or value points, attach voice messages to documents and check live notifications when buyers interact with your content. Classify Resources: Review content ratings, and even add your own feedback. See which materials other reps, especially those in similar buyer situations, deem most useful via comments and recommendations. Single-Source Storage: Access all sales materials (stored, tagged and scored) in one centralized Sales Resource Library – available from anywhere, at anytime, with any device. Recommendation Engines & Instant Access: Get strategic recommendations on the most relevant content to send your buyers, refined by the specifics of each sales situation. Always know which resources are available, approved and appropriate, and then surface those materials instantly. Guided Sales Playbooks: Steer reps through the sales process with Sales Playbooks. From conversation guides and coaching tips to game-changing SMEs, playbooks keep reps primed for action with everything they need – when and how they need it. Custom Sales Kits: Build custom documents, kits and sales presentations with on-the-spot, drag-and-drop ease. With personalization on deck, your reps are primed for buyer im