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.

Major Account Business Rules dynamically dictate the flow of every transaction. On-Line Customer History inquiry with Item Detail Special Tax features (Non-taxable up to $ amount, etc.) Customizable Split Tender Options with integrated credit card and gift card approval. Combined Sales/Refund on one transaction (exchanges) Item inquiry before and during sales using look up tables Department and Vendor name on sale screen for easy reference Look up tables for Customers and Salespeople by name Unlimited Transaction hold / release keeps your lines moving Powerful Layaway/Approval procedures and reporting Sale Reprints and Voids (password protected) Change Amount displayed on screen Credit Checking for in-house charge accounts View/Edit Customer and Inventory Notes Discounts by percentage and/or multiple prices Automatic "on sale" price management Manual adjustments available for shipping and tax New items can be added to inventory from point of sale screen Inventory may be searched on multiple criteria (width,size,etc) Bar Code Scanning and Printing for speed and accuracy Sales tracking by Customer, Vendor, Item Number, Dept, etc Paid Out of Drawer tracking Cash Drawer reporting and management Complete Sales Tax calculation and reporting Special Tax features (Non-taxable up to $ amt, etc.) Dynamic Accounts Receivable updating Prints full page invoice style and/or paper tape receipts (both are 100% user definable with the Form Definition Utility) Payments on charge accounts with printed receipts Multi-level password security Optional On-Line credit card authorization Sales Order management Create retrievable quotes and convert to sale Sub Inventory for Kit/ Package sales