After using Infusionsoft for awhile, you’ll soon learn that to make the most out of the application you’ll need some additional tools. Below are just a few of the add-ons that the Smart to Finish Team recommend and can set-up for you too!
Graphly
If you need better reporting and quality business metrics, this app is for you. By adding Graphly to Infusionsoft you’ll be able to make better decisions for your business. Here are just some of the reports available:
- Value reports: You can determine how much your new buyers spend and how much you spent to acquire them. You can use this data to ensure you’re getting the right new customers, the right way.
- Lead source: You can see which lead sources generated sales of a particular product and/or view the net income of each lead source. This will help you determine where to spend your time (and money!) marketing.
- Campaign email stats: Easily see the opens, clicks and conversions for every email in a campaign. How nice would it be to see at-a-glance what emails are really driving your conversions?
Imagine having your Infusionsoft dashboard look like this:
Fix Your Funnel
If you want to set-up a one-click upsell easily – this is the perfect software. Instead of using the various Infusionsoft work-arounds to create a one-click upsell, Fix Your Funnel does it quickly and allows you to monitor your conversions too.
Plus, other features like SMS messaging means that any extra cost for the software will be offset quickly by the extra sales you’ll make – how great is that?
ScheduleOnce
This is a favorite of our very busy clients. If you want to schedule any type of appointment, ScheduleOnce can help and it integrates with Infusionsoft seamlessly.
You’ll have the ability to determine which appointment slots you want to make available to potential clients, you can offer different appointment lengths and types and so much more.
The best part is that you can make this part of an Infusionsoft campaign and automatically send out your booking link!
Memberium
If you have or want to set-up a membership site, Memberium is a great solution. It’s a WordPress plug-in that integrates with Infusionsoft and we’ve found it to be more flexible than other Infusionsoft membership solutions.
You can create unlimited membership levels, drip content, use shortcodes to pull in contact details, alert a client if their payment failed, embed an order form and so much more. Memberium is easy to use and has tons of video tutorials. Plus, their support is incredible – timely responses that actually answer your question!
PlusThis
It does just about everything! There are so many ways you can use PlusThis, here are just a few of our favs:
- SMS message: Add contacts with a text-to-opt-in feature and tag them based on their responses.
- Video triggers and tagging: you can track who is watching your videos and how long they watched too. Use this data to send custom follow-up emails.
- Webinar integrations: Register, track and follow-up with GoToWebinar, Zoom or WebinarJam attendees.
- Email survey: embed a simply survey directly into an email and tag replies that you can then use to send automated emails.
- Filebox upload: A simple way for contacts to upload files to their Infusionsoft contact record. And 45 other options too!
If you can only get one tool for Infusionsoft, get PlusThis!
As you can see there are a variety of tools available that will make your Infusionsoft work smarter for your business. The Smart to Finish Team can help you select and set-up the best tool(s) for your business. Contact us today for a free consultation to get the help that will work best for you.
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