Customer relationship management

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Post It Reminder

Send Appointment Reminders in Infusionsoft

Wouldn’t it be great if you could automatically send appointment reminders via phone call or SMS text message? With the Infusionsoft software, you can. Setting up appointment reminders is quick and easy process that should take no more than about 10 minutes, and we’re going to walk you through theRead More

Aweber vs Infusionsoft for Email Marketing

Can’t seem to choose between Aweber and Infusionsoft for your business’s email marketing needs? While they may offer similar features and functions, they are two very different services with their own unique purpose. So before you make a hasty decision by signing up for one, you should read our AweberRead More

Sales Automation Tips and Tricks

Is your business’ sales process automated? If not, you could be wasting time, money and resources. Unfortunately, many small business owners and entrepreneurs run their daily operations by hand, manually fulfilling orders that come through. While this may seem harmless enough, it can restrict your ability to grow, which shouldRead More

Infusionsoft Tags vs Custom Fields: Which Should I Use?

One of the many reasons why Infusionsoft is the preferred choice of customer relationship management (CRM) software is because it allows for deep-level customization of contacts. Rather than simply building a single, massive list of contacts, you can split it up into several groups based on behavior, country of origin,Read More