The Business Fixer Blog by Wes Schaeffer, The Sales Whisperer®

Get More Out of Keap (Infusionsoft) With macanta

Written by Wes Schaeffer | Oct 27, 2017

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