Infusionsoft Mobile

We started Infusionsoft to get you out of the office, away from your desk, and back to your life. That doesn’t mean you aren’t working… it just means you’re working smarter, with automated sales and marketing. But we see you, you hooked-on-Infusionsoft, can’t-stop-automating, gale-force-winds won’t keep you from Campaign Builder, you. Small business doesn’t stop when your Out of Office Reply starts. We get it, that’s why we’re so excited to introduce Infusionsoft Mobile. Infusionsoft Mobile keeps you connected to your contacts like never before. The wait is over — Infusionsoft Mobile makes it easy to access and communicate with customers while on the go. Quickly add, edit, and message contacts, from your commute, your errands or your vacation. Can’t remember what a vacation is? Get away from your office and start assigning tags and triggering automated follow-up from your iPhone. There’s a whole world out there. Don’t let us keep you. Stay in touch with Infusionsoft Mobile, the best way for small businesses to manage contacts, get connected and automate marketing from anywhere. App Features • Simplify contact management with the ability to search by first name, last name or email. • Add a contact’s information directly to your phone address book with the ‘Save to Phone’ feature. • Add, edit or view recent contacts based on a series of interactions. • Add contacts by taking photos of business cards. • Capture lead sources by adding new contacts and creating detailed notes for each, including: name, company, job title, phone numbers, emails, and billing and shipping addresses. • Call, email, text or map directions to a contact directly from their contact record. • Add tags to trigger actions and campaigns from your mobile device. Search existing tags or create new ones and add them to contact records. • View, complete, and create tasks on the go. • Keep contacts updated by writing and accessing notes. • View your recent orders as well as orders for a specific contact • Create new orders and accept payments • View and manage your opportunities