Get More Out of Keap (Infusionsoft) With macanta

Elegant Interface for Keap CRM

"Open source, multi-lingual 're-skin' for Infusionsoft."

Stream below or right click here to download the episode. 

[ LISTEN NOW ON ITUNES ]

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