Infusionsoft Overview

My Nav

The MyNav portion of the navigation pane lets you bookmark top used features for easier access. These might include such items as Basic Training with resources to get you started using Infusionsoft, and shortcuts to make you more productive, getting where you need to be in less time.


CRM

The Customer Relationship Management, or CRM area, contains all the customer related items including contacts, companies, opportunities, referral partners, visitors, and Zapier Integrations. This is where you can see your promoters, raving fans, and those folks that need a little more attention.

Marketing

The Marketing area includes Campaign Builder, Email & Broadcasts, Lead Generation, templates and more. This is where the heart of your marketing lives!

E-Commerce

Selling products or services online or through email is easy with Infusionsoft’s eCommerce service.  In eCommerce Setup you create products, sign up for Keap payments, or connect to one of the many available merchants accounts. You can also set up billing automation to cue actions based on successful purchases, failed purchases, or credit card expirations. This is where the revenue lives!

Administration

The Admin area is where you set up your branding, billing and account information, add users, import data, and clean up your database. This is the face of your business!