Customer Relationship Management

Getting Started or growing

Everyone needs a way to manage customer information

That is where a CRM comes in

I have worked with every major CRM software out there. I have extensive knowledge with ActiveCampaign and I am an Infusionsoft Certified Partner. I personally think these two CRM’s are the best available. For most people ActiveCampaign is the winner, but for a select few that need every feature imaginable, Infusionsoft takes the cake.

Why Should You Choose ActiveCampaign?

Email

Manage and send emails from one central location. This can be one off emails such as a weekly newsletter, or they can be automated emails such as after a product or course purchase.

Automation

ActiveCampaign makes it easy to automate anything you can imagine. From simple to seriously advanced, if you can dream it, AC can help you automate it.

sales

ActiveCampaign integrates with WooCommerce, enabling you to sell anything you can think of. Physical products, digital products, online courses, and more.

Branding

Managing all customer relations in one spot makes it easy to keep consistent branding. Consistent branding makes your customers more comfortable and more likely to spend money.

Best Form Builder

ActiveCampaign has the best form builder of any CRM I have worked with. They make it easy for you to build a form exactly the way you want it to look and then integrate it on your site anywhere.

Site Tracking

By enabling site tracking you can kick off automations for your contacts when they visit your web site. Such as sending someone a coupon when they look at your ebook but did not purchase it.

Why Should You Choose Infusionsoft?

Email

Manage and send emails from one central location. This can be one off emails such as a weekly newsletter, or they can be automated emails such as after a product or course purchase.

Automation

Infusionsoft makes it easy to automate anything you can imagine. From simple to seriously advanced, if you can dream it, Infusionsoft can help you automate it.

sales

Infusionsoft has a built in e-commerce module. You can sell anything you can think of. Physical products, digital products, online courses, and more.

Branding

Managing all customer relations in one spot makes it easy to keep consistent branding. Consistent branding makes your customers more comfortable and more likely to spend money.

#1 All-in-one CRM

With Infusionsoft you can manage everything in one place, instead of needing to pay for and use multiple services to get the job done.

Advanced Reporting

There is a report for everything, making it easy to see any metric you want to see quickly at a glance. You can even customize the main page to show these at login.

How do you get all of that?

do it yourself

You can struggle through it yourself. Searching for answers about how to manage these powerful system. You can even read about getting started right here on this site. Lot’s of people go this route. Infusionsoft even includes a kickstarter program where they help walk you through getting started and setup. But it lacks the details that most people need to truly get the most of such a powerful CRM.

hire a professional

Hire me and I will guide you through the process, answering your questions. I will ensure your CRM account is setup correctly from the start, saving you time and money. I will get your automations in place so that you start the process of receiving income as quickly as possible and with minimal to no work on your part.

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