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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.
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
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