Get More Out of Keap (Infusionsoft) With macanta

Elegant Interface for Infusionsoft

“Open source, multi-lingual ‘re-skin’ for Infusionsoft.”

Stream below or right click here to download the episode. 

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What You’ll Learn In This Episode of The CRM Sushi Podcast…

• macanta sits on top of Keap (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

Links Mentioned In The CRM Sushi Podcast

• Get a two-week free trial of macanta