All-in-one CRM Video

360° Contact View

Contact data from every angle, including conversations, call notes, social presence and web activity.

Timeline

Know when and why, with chronological views of contact interactions. One screen gives you information about the buyer’s journey.

Calendar

Sync with Google calendar and stay informed about upcoming meetings. A striking feature under appointment scheduling software in Sales Automation CRM.

Events

Create events in your Agile calendar for calls, meetings, sales demos and more. An easy way to track them using Sales Automation.

Deals

Deals are the heart of any sales process. Sales Automation CRM helps you in Deal tracks, stages and milestones to keep your sales process on track.

Documents

Sales Automation enables you to attach relevant documents to deals, contacts, companies and emails in Agile CRM.

Marketing Automation

Advanced marketing automation with a drag-and-drop designer.

Web Engagement

Custom popups, signup forms, coupons and surveys to increase conversions.

Analytics

Contact-level analytics and campaign metrics for higher ROI

Email Campaigns

Complete email marketing with newsletters, personalization, A/B testing, automation and analytics.

Email Tracking

Track email opens and campaign performance with metrics and instant notifications

Social Marketing

Easily integrate social media into marketing campaigns and contact views

Ticketing

Resolve every issue in the shortest possible time with powerful ticketing feature.

Groups

Categorize tickets according to the issue and send them to respective groups – sales or support.

Smart Views

Assign conditions to prioritize tickets and view them on the dashboard.

Service Level Agreements

Trigger campaigns when the ticket resolution time exceeds the due date.

Workflows / Campaigns

One click automation to define priorities for tickets, set their status and assign them to the support team.

Ticket Labeling

Create and use labels to organize your tickets into categories to make them more searchable and streamline the process.

Your Infusionsoft is Good for Marketing,
But Does It Automate Your Sales and Support