Screenshots

Description

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

What's New

Version 1.11.0

- Bluetooth Card Reader support
- Bug fixes

Ratings and Reviews

2.5 out of 5

6 Ratings

6 Ratings

Needs more functionality

Kristina6697

It’s nice to be able to add contacts and orders on the fly, but it would be great if I could pull reports of new contacts, daily payments received, cash forecast, etc... and be able to look email blasts/campaigns opens and bounces.

Bombs on iOS 11

looneyitooney

I just downloaded the app for the very first time today and was met with an instant error 301. Apparently it doesn't work with this version of iOS (11+). I hope they fix this quick. It's a terrible experience for a new customer.

Biased Review - Yes, I Love it!

brianjambor

I work for Infusionsoft so this review may be a little biased. I do not work on our mobile team and I had zero influence on the development of this app.

This app is AWESOME! You can apply tags to a record and trigger campaigns on the fly. I really like how all of your notes are available at the palm of your hand. Perfect for mobile appointments out of the office or impromptu networking sessions.

Simple and easy to use.

Information

Seller
Infusion Software, Inc.
Size
49.5 MB
Category
Business
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2017 Infusionsoft
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

You May Also Like