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Get More Out of Infusionsoft With macanta

Posted by Wes Schaeffer | Oct 27, 2017 2:21:29 PM

Elegant Interface for Infusionsoft

"Open source, multi-lingual 're-skin' for Infusionsoft."

Stream below or right click here to download the episode. 

[ LISTEN NOW ON ITUNES ]

What You'll Learn In This Episode of The CRM Sushi Podcast...

  • macanta sits on top of Infusionsoft
  • Came out as a real-world assignment from a client of his
    • They had Infusionsoft and an enterprise billing system
    • They needed a single interface
  • Set permissions for users
  • Create Saved Searches
    • Contacts
    • Opportunities
    • Tasks
  • Lock Tags to limit mistakes by inexperienced users
  • Make recorded calls from inside macanta
  • Infusionsoft is contact-centric

Catch Up on Previous Episodes of The CRM Sushi Podcast

Support The Families of Our Fallen Navy SEALs Here

The Navy SEALs and their families need your help. Please donate to my Tampa Bay Frogman swim here to benefit the Navy SEAL Foundation.

Links Mentioned In The CRM Sushi Podcast

  • Get a two-week free trial of macanta

What Did You Think About This Episode?

Please share your appreciation by letting my guest and me know on Twitter and by leaving a 5-star review on iTunes. It helps more than you would think.

What did you think of this episode? Please let me know below.

Topics: Lead Generation, Digital Marketing, CRM Sushi Podcast, Keap Infusionsoft CRM, Entrepreneur

Written by Wes Schaeffer

Wes and his wife just celebrated their 25th wedding anniversary. They have seven kids, which means Wes is motivated to find what works and help you apply it to grow your sales so he can buy diapers, groceries, braces...and bourbon.

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