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Keeping track of client info shouldn't be hard

Our customer relationship management (CRM) platform is customizable and is your one place to capture leads, store and segment contacts, and more.

Automate your lead-capture process

Online or on the go, you can automatically add contacts in a variety of ways:

  • Customizable landing pages
  • Web forms
  • Infusionsoft by Keap mobile app
  • Importing a list
  • Connecting to our API

Add a web form to capture site visitors.

Get the right message to the right client

Segment and tag your clients based on status, behaviors, or characteristics (e.g., location). Then send targeted marketing communications automatically.

All your client info, always on hand

Fully customizable contact records give you and your team a true line of sight into the latest status on tasks, sales opportunities, and email results.

91% of users say Infusionsoft helps organize their lead and client data in one place.

Keep client communications
 flowing smoothly

Email Sync automatically adds all client communications from your Outlook, Microsoft, or Gmail accounts to the proper Infusionsoft contact record.

  • Every email is added to the right contact so all critical client info, notes, and tasks are in one place
  • Your client communications and activities are always up to date
  • View all your email and never miss an opportunity to follow-up

Know who to follow up with right away

Robust lead-scoring capabilities help you identify interested leads. Then set up automated email workflows to nurture them to a point of sale.

Gauge interest with a lead-scoring system.

Track what matters to you and your clients

Up to 100 custom fields let you organize and track detailed client info in a way that makes sense for your business—like their diet restrictions if you’re a caterer.

Kevin Barcena

Salad, Healthy Alternatives

Shellfish, almonds

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