Infusion Product Overview

Infusion Product Overview

Infusion CRM is an all-in-one sales and marketing software program that helps small businesses quickly double their sales. It automatically manages the entire sales process from generating leads, to following up, to processing orders and collecting the cash. The end result is that Infusion customers make more money in less time, without getting bogged down in the daily details of business operations.

Unlike traditional CRM software that was designed for larger companies, Infusion combines the best of CRM, direct response marketing, e-commerce and small business management into one complete system that enables small businesses to automate and improve their sales, marketing and customer management.

Infusion CRM is packed with features to help you automate your marketing, sales, billing, customer follow-up, and much more.  With regular updates, Infusion CRM ’s feature list continually grows to meet the wants and needs of our customers. 

Marketing Automation

Create a steady stream of business by putting all of your marketing on auto-pilot! Craft and coordinate multi-step marketing sequences that include email, direct mail, fax, voice broadcast and tasks. Let this powerful marketing system follow up with your customers and prospects automatically!

Sales Force Automation

Maximize your direct sales by tracking all of your leads through a fully customizable sales pipeline. Set up sales teams, automatically distribute leads and build automated triggers into your sales process to ensure that your leads are being followed up with appropriately and on time.

Email Management

Utilize email as an effective tool to market your business. Mange newsletters, auto-responders and more with our robust email tools. Take advantage of our Email Deliverability Assurance programs to ensure that your emails bypass spam filters and get delivered straight to the inbox!

Contact Management

Our customer-centric approach to contact management will enable you to track all of your emails, faxes, appointments, tasks and phone correspondence in one place so you can close more sales by maintaining better relationships with your prospects and customers.

Affiliate / JV Programs

Create a multi-tiered affiliate structure to manage all of your partnership needs. The Affiliate Resource Center allows your affiliates to view their referrals and commissions, set up tracking links and download resources to help them promote your products and sell more effectively.

E-Commerce, Shopping Cart & Offline Ordering

Our fully integrated shopping cart allows your to track and process online sales as well as consolidate all of your orders into one system. Effectively utilize up-sells, cross-sells, specials, pay plans and custom html to maximize your online sales. Process credit cards automatically thorough your existing merchant account or via Paypal. Coordinate all of your online and offline sales with your marketing campaigns, follow up and more!

Billing & Accounting

View standard sales and accounting reports or set up custom reports to keep tabs on the most important financial information. Automate your recurring billing programs and set up notifications for failed credit cards or other important indicators. Export all of your orders into comma delimited format for integration with 3rd party accounting programs.