What is Infusionsoft CRM?

Infusionsoft CRM is a completely web-based marketing automation solution focused on small- to mid-sized organizations. In this article, you will be getting an insight on the Infusionsoft CRM features The system offers a broad range of modules to support sales and marketing such as lead management, email marketing and e-Commerce. The system is an ideal solution for smaller companies that have grown out of their email marketing system, but are not ready to invest in an enterprise level system.


Infusionsoft CRM remains committed to its narrow focus on smaller organizations in the B2B space. Yet, its broad set of capabilities makes it suitable for a wide range of industries. Infusionsoft currently has 6,500 clients globally in industries ranging from consulting and accounting to fitness and education. Let us get an insight about the Infusionsoft CRM features,benefits and product strengths.

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Infusionsoft CRM Features, Benefits, Product Strengths

CRM, Marketing and Sales Automation – Infusionsoft web-based solution has customer relationship management features that enable users to organize their contacts, and find everything about their leads and customers, all in one place. Users can import and organize their contacts through tagging and segmentation. They can collect data about their behaviors, score them and prioritize the hottest leads. Marketing process can be streamlined by automating lead capture and follow-up. Users can send timely messages relevant to their customers’ needs based on triggers. Sales automation features include custom quotes and orders, and pipeline management that enable teams to spend less time working deals and more time closing them.

Online Sales, Analytics and Payment –This sales and marketing software enables users to set up and manage their online store, inventory, fulfillment, and billing from a single web-based platform. Users can easily create discounts, subscription plans and promo offers. They can track customer interactions that will allow them to create the best experience possible. Analytic features allow users to evaluate and improve the impact of their marketing activities. Users are able to know which sales reps are converting the most leads. They can also review call logs, and calculate current and projected revenues. The software is also capable of invoicing, billing, collection and keeping related communications in one platform.

Mobile Apps, Integrations and more –Infusionsoft mobile apps for iOS and Android platforms enable users to work away from their desk. They are able to collect payments with an integrated mobile card reader on the go. Users can also create lead forms, pages and emails with templates optimized for mobile screens. The API allows users to connect with their technology and other apps they are using. Users can sync data between the software and popular accounting solutions. The Apps Marketplace also offers hundreds of 3rd party solutions that can help users extend the feature of the software for various purposes, such as attracting leads, conversion, follow-up and more.

The following are the  Infusionsoft CRM Features :

Landing page and form builder

  • Lead nurturing
  • Email marketing
  • List management
  • Customizable workflows
  • Multi-step campaign logic
  • Multi channel campaigns
  • Telemarketing
  • Drag-and-drop email builder
  • Campaign analytics
  • Lead management
  • Behavior-based segmentation
  • Sales pipeline management
  • Task and appointment management
  • Triggered auto res-ponders
  • Shopping cart
  • Integrated payment and billing
  • Partner/affiliate management

About Company –  Infusionsoft

Infusionsoft is a private company that offers an e-mail marketing and sales platform for small businesses, including products to streamline[buzzword] the customer life-cycle, customer relationship management, marketing automation[buzzword], lead capture and e-commerce. It is based in Chandler, Arizona.

In 2013, Great Place to Work and Fortune Magazine ranked Infusionsoft 17th Best Medium Workplace. In 2011, it was ranked 15th Best Small to Medium Workplace in America.

Infusionsoft was founded in 2001 by brothers Scott and Eric Martineau and Clate Mask. The company began as a start-up in Mesa, Arizona with an office next to a mattress store. In 2004, the company wrote a script to automate sales leads, which became the foundation of Infusionsoft’s SaaS product range.

Infusionsoft offers an integrated email marketing platform designed for small businesses with fewer than 25 employees. Specific features of the platform include lead scoring, web tracking, and social media tools.

The company is now based in an 90,000-square foot facility with a small football field in the facility’s center and a cereal bar for employees. Infusionsoft has a customer base of 25,000 and 87,000 software users. The company operates an additional office in Lehi, Utah that it opened in June 2014.

Infusionsoft offers a subscription based all-in-one sales and marketing SaaS product for small businesses with fewer than 25 employees. The integrated platform lets users manage their small business by pulling together data points related to sales, marketing, leads, payments, customers, and more.

Zepur Tchokaklian

Author Zepur Tchokaklian

Born and raised in Beirut, now living in Yerevan Armenia. I am always on the edge of rising, I never like to stay where I am in a job, evolution is the reason of my changes. We will live once, life is the prettiest thing earth gave us... I am enjoying it by rising and evolving...

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