Connect your Infusionsoft account and build dashboards to keep track of contacts, referrals, campaigns, payments, and more. The benefits of using Bold BI with Infusionsoft include:
- Track your CRM and marketing automation activities like conversions by sales stage, lead sources, and revenue earned by category.
- Manage your contacts. This usually requires a lot of searching and organizing. A grid widget lets you easily manage your contacts via features like search, filter, and sort.
- Combine KPIs from relevant data sources like Google Analytics, Buffer, Sendible, and WordPress to create an integrated dashboard. Track how your business is performing with up-to-date data