Macanta is an Infusionsoft add-on that allows you to trigger automation, create tasks and merge data about multiple opportunities.
And, unlike Infusionsoft, Macanta allows you to merge relevant opportunity data into emails, notes and tasks.
Love, love, love Macanta!
It says, “Infusionsoft. Simplified” on the tin, and that’s exactly what it delivers. If you and your team have any amount of day-to-day interaction with your clients and prospects, Macanta will almost certainly make things quicker and easier for you. And if any of your team are external to you, i.e. not employees of your business, you’ll love how Macanta can restrict access to contacts, custom fields, forms and tags. Highly recommended.
Macanta is an Infusionsoft add-on that gives you fine-grained control over who can see and do what.
And, unlike Infusionsoft, external or outsourced users don’t need Infusionsoft user licences.
We have implemented Macanta on multiple clients (AND ICPs) to help simplify and streamline businesses….and SERIOUSLY help businesses that have sales teams.
It allows the business to hide all of the complexity of Infusionsoft, and sales teams to stay focused on their calls and businesses to stay focused on the SPECIFIC workflow for that specific role in the company…I.e. not every field and internal form possible in Infusionsoft…ONLY what is important to them.
It also allows (especially with InfusionLabs) to handle complex scenarios like 1 to Many relationships. Think of mortgage broker keeping track of multiple loans expire dates for clients and wants follow up to start happening before that expire date….for ALL if that clients loans. And that is like one scenario.