About Today's Guest onThe Sales Podcast Jon Ferrara has been in sales and marketing his entire...
Elegant Interface for Keap CRM
"Open source, multi-lingual 're-skin' for Infusionsoft."
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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
