Automatically Sync Keap Invoices with QuickBooks Online or Xero
No Complex Settings. No PhD in Rocket Science Needed. Make manual replication of invoices into your accounting system a thing of the past!
Check out others who we recommend - solid vendors and products that could benefit your business today.
Automatically Sync Keap Invoices with QuickBooks Online or Xero
No Complex Settings. No PhD in Rocket Science Needed. Make manual replication of invoices into your accounting system a thing of the past!
Check out others who we recommend - solid vendors and products that could benefit your business today.
Don't panic! If you bought your Infusionsoft app when it was still called "Infusionsoft," you know the company changed its name from "Infusionsoft" to "Keap" a couple of years ago. At that time, they changed the product called "Infusionsoft" to "Infusionsoft By Keap." Now, with their products adding and restructuring, "Infusionsoft By Keap" is renamed to "Keap Max Classic." Same functionality, same everything you are used to.
If you need help with your Keap Max Classic app or feel you aren't getting as much out of it as you'd like to, give us a call or contact us online.
We have been in an ever-evolving battle against internet bots….it’s almost like like a sci-fi thriller….we put up an anti-bot shield and the bots defeat it, so we put up a better one.
This anti-bot shield is known as CAPTCHA. You have all seen the different things on forms, such as typing in the letters that appear, or doing some arithmetic.
It’s worth poking around in now and not waiting till you're up against a deadline and desperate for an answer. Some of the familiar links you’ve been using have changed, so beware.
It’s all good though! Infusionsoft took the various help platforms that they provided and created a whole new integrated, easy to use Help Center which they launched in April.
To make it easier for you to get familiar with where to find what you want in the Help Center, we put together a list:
Infusionsoft is getting ready to do another Implementation Accelerator on June 18-20, 2014 in Chandler AZ.
If you want to get more done in 3 days than you ever thought possible, then this is the place for you!
To find out more, check out the description by clicking HERE.
To start the registration process click HERE.
As an added bonus, Kerry and/or I will go with you if you want us to help you get the most out of it. Just let us know.
Kerry and I have done this before and I can tell you it is hard work, but the results are amazing. Highly worth the blood, sweat and tears!
Hope to see you there.
P.S.To see the descriptive PDF, click here. And to start the registration process click here.
Training and consulting - your way!
Some members of the New England Infusionsoft User Group that we facilitate told us, in a recent survey, that they need more help getting their Infusionsoft application to do more work for them. So we decided to post all the resources we could think of here.
Infusionsoft recognizes the need for robust training to support their customers, along with the fact that different people learn differently and have different timelines and availability. For those reasons, Infusionsoft offers a wide variety of options for you:
Automatically Sync Keap Invoices with QuickBooks Online or Xero
No Complex Settings. No PhD in Rocket Science Needed. Make manual replication of invoices into your accounting system a thing of the past!
Check out others who we recommend - solid vendors and products that could benefit your business today.
Automatically Sync Infusionsoft Invoices with QuickBooks Online or Xero
No Complex Settings. No PhD in Rocket Science Needed. Make manual replication of invoices into your accounting system a thing of the past!
Check out others who we recommend - solid vendors and products that could benefit your business today.
Featured Resource this week - InvoiceSync
Automatically Sync Infusionsoft Invoices with QuickBooks Online or Xero
No Complex Settings. No PhD in Rocket Science Needed. Make manual replication of invoices into your accounting system a thing of the past!
Check out others who we recommend - solid vendors and products that could benefit your business today.
I Don’t Think That Word Means What You Think It Means
Well since Jordan* (www.jordanhatch.com) is still on the email kick, I thought I'd stick with it as well. Again just like Jordan*, I often get asked, "How does email actually work?" or "How come my email is not being delivered when Infusionsoft says it is?", or "How do I measure my email deliverability rates?". Or many variations on these themes.
Well ,as Jordan points out in his excellent blog post (http://www.jordanhatch.com/email-deliverability-i-dont-think-that-word-means-what-you-think-it-means/) how email actually gets out of your system (your Outlook, Gmail, Infusionsoft, Mail Chimp, whatever) and into your recipient's email server is pretty complicated....and it hasn't even gotten to your recipient's inbox yet.
Are you a business who sells through a website, a retail/office location or a sales team?
23,000 thriving small businesses use Infusionsoft. Discover how Infusionsoft, the only all-in-one automated sales & marketing software built exclusively for small businesses, has helped them manage their leads, grow sales, save time and stay on top of it all.
A big exciting announcement about JoomFuse!!
Many of you know about our recent launch (Fall 2013) of JoomFuse, the slick new app we created for Infusionsoft users to integrate with their Joomla! websites. JoomFuse totally and silently manages memberships and member access for the Joomla! site owner who has Infusionsoft.
So... drumroll please!!
JoomFuse has been accepted into the Infusionsoft 2014 Battle of the Apps contest -- and we've made it to Round 2 of the judging!!
If you are a JoomFuse client -- please, please go right now to the Infusionsoft Marketplace and give us a great review. We need your help for the judging! (Thanks in advance !)
If you are NOT a JoomFuse client - and you want a hands-off membership integration between your Joomla! website and Infusionsoft - you can sign up for JoomFuse at joomfuse.com.
Either way, we appreciate your support. Keep your fingers crossed and check back here or on www.joomfuse.com for Battle of the Apps updates!
For more about JoomFuse, go to joomfuse.com.
Your productivity just went through the roof.
We just got back from InfusionCon2013 aka ICON2013 and were wow'd once again. This annual conference of Infusionsoft users, consultants, and vendors was packed full with Infusionsoft news and business growth strategies.
The Infusionsoft Spring Release, to be rolled out this month, will take your productivity to a whole new level.
My Day - Organize your day - or your sales teams day - using My Day with tasks, appointments, and calendar at your fingertips.
Quotes - Finally a simple way to quickly and easily send a quote for your product or services to your prospect or client. And track it all within your Infusionsoft app.
Interactive List View - Pull up a contact and check out the new integrated tasks and options. Awesome.
GroSocial - the newest acquisition by Infusionsoft. GroSocial makes it incredibly easy to build professional fan pages and promote your business on Facebook and Twitter. Bring your key employees when you access the Kickstart program, no extra charge.
Branding Center - The new central location in your Infusionsoft application to easily make all your default templates (email, landing pages, web forms) display the same branding for your company. Fabulous. Productive. Consistent.
New Template Builder - (See me jumping up and down with excitement?!!?) Finally what we've all been waiting for. New editor. Squashed bugs. Easier navigation. Smile on my face.
Infusionsoft Marketplace - This is a new and unique FREE marketplace with a library of marketing campaigns and content that you can download into your app with the click of a button. End-to-end campaigns. Pre-written landing pages, emails, and forms. Can you say jumpstart?
New Campaign Reports - Newly enhanced to include a date or date range.
New Lead Source Performance Reports - New Trending report to track your leads and their activity.
Interactive Product Training - These are new training tutorials to help get you or your staff up to speed on Infusionsoft features, enhancements, and best practices.