What is Infusionsoft/Keap?
Infusionsoft is a marketing and sales system for small businesses. Typically this is for businesses who have the following problems:
- Lost revenue – lost leads and sales opportunities, therefore lost revenue due to inconsistent capturing of details or follow up of leads
- Manual/inconsistent processes – manual workarounds or multiple systems not talking to each other or undefined or inconsistent business processes that aren’t automated.
Infusionsoft Functionality includes:
- Customer Relationship Management – manage your contacts and communication with each contact in one central location
- Segmentation & Triggers – split and target your list according to your own criteria, e.g. demographics, behaviours, purchases and more
- Landing Pages & Web Forms – capture names, emails and other additional information on contacts
- Drag & Drop Campaign Builder – map out your marketing and sales processes from landing pages, email, tasks and more
- Email Delivery – send emails through this industry leader, Infusionsoft with 99% email deliverability rate
- Lead scoring – determine which contacts are cold, warm and hot and target your contact according to the criteria that you define
- Dashboard, Reports & Analytics – customised dashboard, meaningful reports and web analytics to monitor critical metrics for your business
- Appointment & Task Manager – track appointments and tasks related to contact on their report and have these consolidated in your master calendar and task list
- Products & Subscriptions – Create and manage products, including features, pricing, free trials and ongoing subscriptions
- Billing & Payment Information – setup your payment methods, including setting up and collecting payments via credit card
- Upsells & Discounts – target customers with relevant offers and discount to increase sales
- And more… Including opportunity management and referral partners If you’re a business owner who knows you have a lot of money sitting in your business from inefficiencies or from lost sales OR you want to take your business to the next level, Infusionsoft may be your answer.