Highlights of Contents
Overview
Infusionsoft is a 24/7 CRM solution, which is specifically crafted for small as well as mid-sized conglomerates. It has been majorly used by various domains such as manufacturing, media, publishing, wholesale distribution, retail, etc. This CRM software enables you to customize your dashboard, user interfaces and forms. It has interesting features like automatic follow ups with clients that help in generating more sales.
Features of Infusionsoft
The Dashboard Appearance: If you take a first look at its dashboard, you can get to see the most important diagrams/charts that provide you with an overview of your work performance. You can easily navigate to sales reports, invoicing, customer database, and business forecasting, which helps you know if you are meeting your annual or quarterly sales tragets or not.
Customization: There may be times when you feel that the setup of data fields or forms are not up to the mark, and consuming a lot of your time. But, we observed that this software enables the user to customize the dashboard, forms for data maintenance and user interfaces as per the business requirements.
Work-flow Management: You can set your work-flow rules such as creating projects, assigning tasks to the team members, evaluating performance, and send notifications as per your work schedule. We also found another impressive integrated feature, namely “Call Management”, which lets you communicate with your customers with a
click.
Pricing
If it is about pricing, this software is a little high as compared to other CRM software available in the market. InfusionSoft has various software versions including “Essential”, “Deluxe Sales”, “Deluxe E-Commerce”, and “Complete”. And, they can can be purchased as per your work requirements. These versions are varied on the basis of number of contacts, emails, users, etc. The basic version of this software starts from $199.
Alternatives of Infusionsoft
Insightly
Zoho CRM
Salesforce
