How Can I Customise Infusionsoft?

Unlike many other types of software, Infusionsoft is very customisable. In fact, it comes with so many customisation options that new users often find it a little daunting. [Ed note: The reason the unflattering nickname "confusionsoft" began circulating the Internet. ]

Customising Infusionsoft Contact Records with Custom Fields

First, custom fields. This is the most basic way to customise your installation of Infusionsoft. Infusionsoft comes with up to 100 custom fields possible per customer record. This is a strength when you customise Infusionsoft. It means each customer contact record can have all the special information you wish to capture.

Customise Infusionsoft by Integrating Other Apps

The main area in which the customisable options come into play, is integration. Infusionsoft is built to be used with your other software automatically. If, for example, you’re using form-building software to gather new leads from your social media and website, you can plug that software into Infusionsoft so that the data gathered is transferred automatically. Not only does this save you time, on importing and exporting data. It also saves you from the crashes and occasional lost data those processes are prone to. No more of your customer leads or transactions falling through holes!

Infusionsoft API Development is the Ultimate Way to Customise

Got a software need, but no software to fill it? You can customise Infusionsoft by linking purpose-built widgets (apps and software too) to your installation. Discover a world of possibilities with Infusionsoft API development. Getting the right software built to do exactly what you need.

An Infusionsoft Customisation Story

There are more fun options with customisation as well. The Credit Pros is a credit repair company based in the US. Marketing manager Taurean Casey uses the company’s Infusionsoft software to keep his sales team motivated. "When a sale goes through in Infusionsoft, we send out a notification to our sales team's chat room in HipChat. It's a great motivational tool."

"We also took it a step further and started playing music customized to the individual sales rep," Casey says. "They love it!" (And here’s how his company did it.)

Infusionsoft calls its customisation options a relief from ‘communication overload’. Although it might not seem like that when you’re setting your options up! It is true.

Once you have your customisations in line, Infusionsoft will get your data to self-filter, messages to fire off automatically and organise your sales force. Now that's pretty cool!