manage customer data, track interactions and boost sales efficiency
Streamline Customer Interactions with Our Powerful CRM
Infinity3’s Advanced CRM Solution streamlines customer interactions, enhances satisfaction, and drives sales growth with intuitive tools and powerful features, helping you manage leads, communications, and data seamlessly.
We Help Small Businesses Stay Lean & Efficient by Unifying and Streamlining Back-End Systems on a Single Platform.
Eliminate the hassle of juggling different logins and struggling with customer data. Infinity3 brings all your information into one platform, making it effortlessly accessible and user-friendly.
Contacts & Smart Lists
Managing Your Contacts with our platform offers a robust foundation for managing contacts and creating audience segments with ease.
Use tagging and built-in filters to efficiently narrow down specific segments. Internally, you can manage your team by creating and assigning tasks directly within the platform. For B2B services, add companies with multiple employees to track them as a group.
Each contact profile provides detailed insights, including their activity history, customer journey, attributions, custom notes, and upcoming appointments, ensuring you have all the necessary information at your fingertips.
Automation & Workflows
After someone signs up to your list (or is manually added), you can include them in a Workflow. These automated processes schedule a sequence of actions triggered by events, like joining the list or purchasing a product.
The intuitive visual builder simplifies creating workflows, allowing you to choose from various triggers, such as contact actions or birthdays, and set immediate or delayed actions.
Similar to CRM tools like HubSpot or ActiveCampaign, you can create advanced automations with If/Else conditions and define goal events that streamline your processes and achieve specific outcomes.
Opportunities & Pipeline
Opportunities in the sales pipeline represent potential deals, capturing leads ready for conversion. Managed within customisable pipelines, they progress through stages like “Prospecting” “Qualification”, “Proposal” and “Negotiation” with statuses such as “Open”, “Won”, “Lost” or “Abandoned”.
Pipelines streamline business processes by creating structured sequences of actions and guiding leads through predefined steps for efficient communication and engagement.
Common stages in pipelines include “Lead Capture”, “Qualification”, “Appointment Setting”, “Follow-up” and “Closing” ensuring a consistent and organised sales process.
+ So Much More!
Conversation AI
Email Campaigns
Invoicing, Estimates and contracts
Integrated Calendars
Marketing Automation
Reputation Management
Membership Builder
Google My Business Integration
Seamlessly Connect with Your Everyday Apps
Transform Your Customer Relationships with Infinity3 CRM
Enhance your customer interactions and streamline your sales processes with Infinity3’s powerful CRM features. Our all-in-one solution helps you manage customer data, track interactions, and boost sales efficiency.