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Offer a reference bonus
1.00

Infusionsoft Marketing Automation

Infusionsoft is the leading sales and marketing software for small business owners that helps them get organized, grow sales and save time. Infusionsoft makes it easy to create and execute a sales and marketing strategy; centralize customer interactions; capture new leads; close sales faster; and automate repetitive tasks like follow-up, contact management, billing and payment—all from one place. Infusionsoft combines everything your business needs—contact management, CRM, marketing automation and e-commerce—into a single online system. It’s the easiest way to grow sales and save time.

The platform can create and host Web forms and links, execute automated campaigns and track ROIs, provides real-time customer updates for sales, lets users manage customer databases, and includes e-commerce functionality letting users manage shopping carts, product pages, dynamic discounts and coupon codes.

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ROI-
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7
17
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Offer a reference bonus
1.00

Keap CRM

Ditch the spreadsheets Get a tool that houses all your client activity and communications in one place. Let the software handle the follow-up, update your client records, and get you paid, while you focus on providing great service. Stop running your business out of your inbox Connecting your Gmail or Outlook inbox to Keap automatically updates your Keap contact record with every sent or received email message. No more leads falling through the cracks Keap software promptly responds to incoming leads and existing contacts by sending highly personalized communications that drive action or sales.
  • Set an automatic process for sending messages to new leads—being the first to respond sets you apart from the competition
  • Save time by choosing from pre-written emails
Store client information including:
  • Contact info like name, phone number, email, social media details, address(es), birthday
  • Any shared files, documents, images, contract, proposals, folders
  • History of all meetings, payments, quotes, conversations, emails, any logged notes
  • Tags (for quick, easy categorization)
  • Follow-up tasks
Master multitasking without trying With Keap, you personalize your messages then time your communications to send when new leads come in—even while you’re working with other clients. Collect the client data you need now Use Smart Forms to help you collect the specific info you need right away when you add a new lead.
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ROI-
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12
17