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Product Quick Facts

Industry Specialties
All Industries
Works Best For
Small Sized Businesses

About Infusionsoft

Infusionsoft, founded in 2004, provides CRM, marketing automation, ecommerce, and a payment solution, in addition to a vibrant marketplace of add-on applications, integrations, strategic consultants, and a growing library of educational resources. This powerful combination of products and services has allowed Infusionsoft to rise to the top of the small-business marketing/CRM software marketplace, and lead thousands of small businesses to success.

Infusionsoft’s platform enables small businesses to quickly and easily create a sales and marketing strategy, mapping out each step along the way. Infusionsoft customers use the system to centralize customer interactions alongside daily activities, capture new leads and automate follow-up (based on preferences and/or needs), identify the best leads and close more sales, faster. Your employees will love Infusionsoft thanks to the intuitive interface and automation of repetitive tasks like follow-up, contact management, billing, and payment. You’ll love it because it’s a system they’ll actually use.

Optibike started in 2008 as a company selling enhanced electric bikes. It switched to Infusionsoft after using two separate applications for CRM that were not proving adequate. This assisted in growing Optibike’s sales from $532k to $1.45 million. Leads increased by 83 percent, and as a result the company’s employees enjoy 10 extra vacation days per year.

Not sure if Infusionsoft is the right system for your business? Want to find out more about CRM systems or marketing automation software? Call, click, or email to speak with an unbiased Technology Advisor for a no-cost, no-obligation consultation on your unique requirements.

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Compare Infusionsoft to other CRM solutions

Features and Integrations

  • Contact Management
  • Customer Management
  • Lead Management
  • Sales Forecasting
  • Task Management
  • Custom Fields / Forms
  • Email Marketing
  • eCommerce
  • Order Management

Platform Features

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  • Analytics
  • Dashboards
  • Mobility
  • Cloud Platform
  • Mobile Application
  • Collaboration Tools
  • Document Management / Sharing
  • Real-time Analysis
  • Time Tracking
  • Access Control
  • API
  • Automatic Notifications
  • Report Builder
  • Google Drive
  • Social Media Integration
  • eCommerce Integration
  • Microsoft Outlook
  • Zapier
  • Gmail
  • Google Calendar