Infusionsoft, a CRM software solution catered to the needs of small businesses, boasts a number of simplified features that streamline processes related to customer interactions. As a company that began as a small business itself, Infusionsoft's staff members have relevant experience. Automation is used to organize contacts, follow-up on promising leads, and more. Lead capture and follow-up are automated, thanks to customized communications that are based on emails, clicks, payment history, and other relevant data parameters that provide a window into the interests and needs of the customer at hand. Sales funnel automation is part of the software. The visual presentation of the funnel, which is widest from a marketing perspective at the top, eventually narrows down to the actual customer making a purchase at the end. Awareness activities that expose customers to the product are tracked with care.