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03.09.2020

Master Contact Notes to Create a Robust Audit Trail

What are contact notes? Infusionsoft has so many great features that many of them get lost along the way. Like any sophisticated and robust platform, there are many hidden gems that most users never discover. Contact notes are exactly that type of hidden gem in Infusionsoft. In this blog post, we're going to go deep into understanding how to utilize contact notes in some creative ways you’ve likely never thought of.

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03.09.2020

CRM Data Migration to Infusionsoft: Components of an Effective Switch

There is an increasing emphasis on customer satisfaction quality, which can easily get lost in a world where speed matters. Business owners aim to achieve desired results and gain profits in a short term. However, companies often forget to keep up with the times regarding technological innovations and customer requirements. With constant advancement of CRM systems, the number of organizations considering a data import to more advanced solutions, and migration to Infusionsoft is not an exception. So, let’s take a critical view of the main steps of the transition and discover how to avoid the data transfer pitfalls during the process.

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03.09.2020

How to Increase Sales with CRM Retargeting

CRM retargeting represents, beyond a doubt, the new frontier of Facebook advertising. It allows you to create high-performing Facebook ads, thanks to amazingly detailed customized features. Discover how you can use Infusionsoft to increase your sales with Facebook ads.

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12.12.2019

Keap CTO Rajesh Bhatia explains product development focus for 2020

As we exit 2019, reflecting on the past 4-5 months I see we’ve made progress in many areas but there’s more to be done in 2020. We’re seeing good trac...

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12.05.2019

How to scale your small business using Infusionsoft and Automate.io

As a small business owner, think about how much time you devote to menial tasks that take away from being able to plan the future of your company or t...

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