Overall Satisfaction
- The automated campaigns make it very easy to keep up with which clients are at which stages of a marketing cycle.
- The notifications made it easy to track client's birthdays, anniversaries, policy renewals and other items to stay in contact.
- Infusionsoft was great about listening to user feedback and incorporating that feedback into product features. They were constantly developing new features and functionality.
- Infusionsoft helped convert new client leads to sales.
- The automated notifications also helped me keep in contact with my clients for add-on sales opportunities.