Users · Permissions · Importing & Merging Contacts · HIPAA · GDPR

Branding Center

Add legacy template branding and your company logo so they feed into emails, web forms, landing pages, and thank you pages.

Billing and Accounts

Review your current plan and pricing with upgrade options to increase your contacts, add users, and to see usage for the current billing cycle.

User Management

Allows you to add new users, deactivate users, add Infusionsoft Partners, and edit permissions for any of your current users.

Importing Data

Importing data is easy from the Data Import area. Here you import your data files for contacts, companies, products and tags.

User Permissions

View and modify user permissions.

Data Cleanup

Modify existing records, check for duplicates, merge duplicate contacts and view or roll back previous imports.


Creating custom dashboards is time consuming. Learn more about your business with less effort.

Admin Settings

Configure HIPAA and GDPR settings