Infusionsoft - #8 of Top Financial Advisor CRM Software

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Infusionsoft

Infusionsoft is a customer relationship management tool for business owners. Infusionsoft is a software app that has the explicit goal of helping business owners conduct sales and transactions over the computer without having to do a lot of extra work. The app also works as a financial advisor of sorts, keeping track of how many sales take place, to what party they go to and how much revenue is brought in as a result. The software can be used by anyone, particularly those who are business savvy, and can be accessed from any device. Keeping track of all client data becomes a big help with this because now all contact information is stored in one location and users will also know how to cater to their wants and needs. Furthermore, customer feedback is also a helpful tool here because users can also adjust their sales settings in response to feedback.