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infusionsoft tips, to-do list

4 Things to do After Signing Up for Infusionsoft

Congratulations on your decision to use Infusionsoft! Its signature customer relationship management (CRM) software is designed to automate many tasks that go into running a business, allowing you to focus your attention elsewhere. Upon creating an account, however, there are a few things you should do. Import Contacts Hopefully, youRead More

duplicate contacts, road sign

Dealing With Duplicate Contact Records in Infusionsoft

One of the perks of using the customer relationship management (CRM) software Infusionsoft is the ability to segment your leads with contact records. You can create a contact record for each prospective client, placing them in various groups depending on their behavior or other criteria. But as your list ofRead More

widgets icon, customize infusionsoft dashboard

Customizing Your Infusionsoft Dashboard

Tired of looking at the same generic dashboard each time you log in to Infusionsoft? The popular customer relationship management (CRM) software allows users to customize their homepage dashboard using a variety of widgets. Much like WordPress has interchangeable widgets, so does Infusionsoft. So today we’re going to reveal theRead More

infusionsoft to mailchimp, apples to oranges

Infusionsoft vs Mailchimp: Which Should I Choose?

This is a question that many small business owners and entrepreneurs ask. Both Infusionsoft and Mailchimp are powerful tools that can be used to boost sales and grow your business. However, there are some key differences between the two that shouldn’t be overlooked. To learn more about Infusionsoft and Mailchimp,Read More

referral partners business handshake

What are ‘Referral Partners’ in Infusionsoft?

Referrals is a powerful yet often overlooked feature within the Infusionsoft ecosystem. Whether your goal is to sell a physical product, sell a digital product, produce leads, or even generate newsletter signups, you can boost your conversions by recruiting referral partners. To learn more about this feature and how itRead More

marketing strategies graphic for infusionsoft

Tips on Using Infusionsoft’s Campaign Builder

One of the most notable features of Infusionsoft is the campaign builder tool. Using this tool, entrepreneurs and small business owners can set up a sales funnel, guiding visitors through the checkout process. If you really want to take advantage of Infusionsoft’s campaign builder, however, you should check out theRead More

infusionsoft mobile phone app

Are You Using Infusionsoft Mobile?

If not, you should be. The popular customer relationship management (CRM) software maker released a companion mobile app earlier this month. What Is Infusionsoft Mobile? Dubbed “Infusionsoft Mobile” (for obvious reasons), the app is designed to offer an on-the-go contact and account management system for small business owners. So whetherRead More

email icon

How to Set Up Lists and Reports to Be Emailed

Tired of logging into your Infusionsoft account to check a list each time it is updated? Doing so is a time-consuming, monotonous process, especially when you are dealing with multiple lists. Thankfully, Infusionsoft allows users to set up automatic list/report emails. So anytime a list or report is updated —Read More

cash being refunded

How to Issue a Refund in Infusionsoft

Looking to issue a refund to one or more customers using Infusionsoft? If you are reading this post, I’m assuming this answer is yes. Infusionsoft is a powerful customer relationship management (CRM) tool that’s loaded with features, including the ability to issue refunds. For a step-by-step walkthrough on how toRead More