Marketing Automation > Infusionsoft by Keap
Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Marketing Automation
Infusionsoft by Keap
Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
You’re busy and need a better way to keep track of everything about your business. Your contacts. Tasks. Events and appointments. Notes about your last meeting with the client, and details about where your deal negotiation stands. Automated marketing to stay in touch with new leads. Even tools to make sure your team gets paid for your work and can sell products easily.Infusionsoft does it all in one app. It plans your schedule, tells you who you need to followup with, automatically sends out marketing emails, can mail-merge paper letters, and even lets you sell products online from the same app. It’s a jack-of-all-trades that happens to work quite well together.Read MoreWhen you start your day at work, you likely open a half-dozen apps and websites and spend quite a bit of time just figuring out what needs done and finding the info to do it. Not with Infusionsoft. Every time you open Infusionsoft, you'll see your tasks organized by when they need finished, a report on your most recent marketing campaigns, an overview of your sales pipeline, and more. You can dig into the info from your Tasks, Pipeline, or Contacts page, each with the same info organized based on what you need. Tasks pulls the to-dos from all of your contacts and organizes them based on when they're due. Contacts combines everything, for quick details about everyone related to your business complete with your appointments, tasks, notes, emails, files, and even payments.The pipeline is where you'll keep track of the deals you work on with contacts—the ones that hopefully will turn into payments. Infusionsoft's pipeline is a kanban board there you add in-progress deals and move them through the columns as the deals progress. Each deal is tied to contacts, so you can click through to see details about your meetings, tasks you need to complete to finish the deal, and the payments from your clients when they come through. Need more leads to pitch on deals? Infusionsoft's landing pages and forms can help you gather contacts, with marketing automation to start them thinking about working with your company.Selling individual products instead of deal-driven services? Infusionsoft's eCommerce tools can help there too. For an additional $59/month, you can add eCommerce tools to your account to build an online store and manage sales right from Infusionsoft, using the same payment processing to process orders as you would client invoices.Everything in Infusionsoft is geared towards helping you get sales, of your pipeline-driven deals or your eCommerce store visits. Its Campaigns tool lets you lay out automations based on contact action. Say you want to reach back out to contacts if they don't reply in a certain amount of time. You can drag a delay element to wait 3 days, say, then an email element to send a personalized email to that contact, and a task element to remind you to check back on them. Make workflows for any part of your sales process you want, and Infusionsoft will take care of the tedious parts of sales for you.Infusionsoft includes everything you'd need to identify your customers' needs, customize marketing to them, actually sell your real products, and make sure you're staying on top of everything you need to do at the same time. And it’ll even let you know how you’re doing at marketing.Originally published October 2, 2014; updated June 13, 2018 with new pricing and features
Integrações
New Action sequence
Triggered when a new action sequence is added.
New Affiliate
Triggers when you add a new affiliate.
Auth Test
Used to verify your Infusionsoft account.
New Campaignee
Triggers when you add a new campaignee.
New Company
Triggers when you add a new company.
New Contact
Triggers when you add a new contact.
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Tag Added to Contact (Legacy)
Triggers when a tag gets added to a contact for the first time.
Tag Added to Contact
Triggers when a tag gets added to a contact.
Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
New Expense
Triggers when you add a new expense for an opportunity or leadsource.
New Invoice
Triggers when you add a new invoice (with line item support).
New Opportunity
Triggers when you add a new opportunity.
New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
New Product
Triggers when you add a new product.
New Subscription
Triggers when a contact subscribes to plan.
Cancelled Subscription
Triggers when a contact unsubscribes from plan.
New Subscription Plan
Triggers when you add a new subscription plan.
New Tag
Triggers when you add a new tag.
User prefill
Used to power prefills for "User" fields
Create Company
Create a new company.
Create/Update Contact
Creates a new contact. Can be used to update existing contacts too.
Tag Existing Contact
Applies a tag to an existing contact.
Send Email
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Create Note
Creates a note on an existing contact
Create Order
Creates a new order.
Create Product
Create a new Product.
Update Contact
Updates an existing contact.
Find a Contact
Find a Contact by their Email Address or Username.
Find an Invoice
Find an Invoice by specifying a Contact and Invoice details.
Find or Create Contact
Finds or creates a specific contact.
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