The power of Infusionsoft from the comfort of your email inbox. View, edit, and tag contacts. Manage opportunities, tasks & more!
Infusionsoft Sidebar for Email™ brings the power of Infusionsoft right where you already work - your inbox. Access your Infusionsoft CRM records, add contacts to marketing campaigns, create or complete tasks and automate back office workflows right from the comfort of your email inbox*. With your CRM only a click away, you’ll boost productivity, save time and get your entire team actually using Infusionsoft to get the results that create success.
*Supported email clients include: Gmail, Inbox by Gmail, Office365
With Infusionsoft Sidebar™ you can:
- Add or edit contact records (contact info, notes, etc.)
- Create or update sales opportunities, including opportunity checklists
- Create or complete tasks in Infusionsoft
- Track unique opens for emails sent from your inbox
- Trigger automation with task completions or tags
- Segment contacts for targeted follow-up by adding or removing tags
To use Infusionsoft Sidebar for Email™, you must be a current Infusionsoft user and log in with your Infusionsoft ID.
Infusionsoft is the leading sales & marketing platform built exclusively for growth-minded small businesses. It multiplies success by helping small businesses to leverage automation to get more customers, grow sales and save time. The privately held, six-time Inc. 500/5000 company is based in Chandler, Ariz. and is funded by Bain Capital, Goldman Sachs, Mohr Davidow Ventures and Signal Peak Ventures. For more information, visit www.infusionsoft.com.