InfusionSoft

Infusionsoft is a customer relationship management (CRM) and marketing automation software designed for small businesses. It helps businesses automate repetitive tasks, manage customer data, and streamline their sales and marketing processes. It combines a variety of tools, including email marketing, e-commerce, and contact management, into one platform.

Some of the main features of Infusionsoft include:

  • Email marketing: allows businesses to create and send targeted, personalized email campaigns to their contacts.
  • E-commerce: allows businesses to process payments and manage orders directly from the platform.
  • Contact management: allows businesses to store and manage all of their customer data in one place, including contact information, purchase history, and communication history.
  • Marketing automation: allows businesses to create automated workflows that trigger specific actions based on certain conditions, such as sending an email when a customer makes a purchase or adding a contact to a specific list when they fill out a form.
  • Sales automation: allows businesses to track leads and manage their sales pipeline, including creating quotes, invoices and sales order.

Infusionsoft can be used to automate repetitive tasks, such as sending follow-up emails, tracking customer interactions, and managing sales and marketing efforts. It is intended for small businesses in industries such as e-commerce, coaching, consulting, and professional services.

Users can access Infusionsoft through a web browser, or through a mobile app, and the system can be integrated with other apps and software, such as payment gateways, CRM, and website builders.

Infusionsoft supports several payment gateway options that allow businesses to process payments and manage orders directly from the platform. Here is a list of some popular payment gateways that integrate with Infusionsoft:

  • Authorize.net
  • PayPal
  • Stripe
  • NMI
  • Braintree
  • 2Checkout
  • First Data
  • Square
  • PayTrace
  • USAePay
  • Moneris

It’s worth noting that depending on the country or region you operate on, availability of some payment gateway options might vary. Also, Infusionsoft allows for custom integration of payment gateways that are not natively supported, this can be done with the help of a developer.

Cash discount merchant account
A cash discount for a merchant account is a pricing strategy that involves offering a
Setup AliPay on Shopify
Steps to Integrate AliPay on Shopify: Important Considerations: Related Articles: AliPay Why do I need
AliPay
Alipay, also known as AliPay, is a third-party online and mobile payment platform developed by
2C2P payment gateway
2C2P is a payment services company that provides a range of financial technology solutions, including
Kava Payment Processing
Kava is a beverage made from the root of the kava plant (Piper methysticum), which
How to integrate Authorize.Net in Klaviyo
Integrating Authorize.net with Klaviyo allows you to automate email marketing and communication based on customer
What do I need to setup a merchant account?
Setting up a merchant account for a business involves several steps and requirements, as it
Why do I need a payment gateway and a merchant account?
In an ecommerce store, you typically need both a payment gateway and a merchant account
Real-time payments
Real-Time Payments: Real-time payments refer to transactions that are processed and settled immediately, usually within
Payment Authorization
Payments Authorization: A payment authorization is a process in which a merchant (business) verifies if