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Small-business CRM and e-mail marketing leader Infusionsoft has just introduced a free plug-in for Microsoft Outlook. The add-on enables users to access their contacts’ information and add them to automated marketing campaigns and follow-up sequences quickly and seamlessly without ever leaving Outlook.
Active subscribers can download the plug-in from their Infusionsoft application and start using the new features immediately, while non-subscribers can visit Infusionsoft.com/trial to sample the service for 15 days. The new Infusionsoft for Outlook plug-in allows small-business Web professionals to perform the following tasks:
• Add new contacts to their Infusionsoft databases from within the Outlook application, or find existing contacts with a single click
• E-mail Infusionsoft contacts directly through Outlook
• Segment or “tag” all contacts and create new tags on demand
• Engage and disengage automated marketing campaigns
• View all messages, saved notes, completed tasks and saved files associated to each contact
• Set reminders within Outlook and in the Infusionsoft web-based application
• Add and manage all attachment types in Infusionsoft
• Automatically record follow-up tasks and reminders from Outlook to Infusionsoft