Macanta is an Infusionsoft add-on that effectively gives you unlimited custom fields.

And unlike Fieldspace, Macanta allows you to merge all these fields into emails, tasks, notes etc…

 
Christian Wiles Automate Today LLC

If you’re trying to understand “What is Macanta”, think of it as a simplified dashboard for Infusionsoft that can be customized to meet the needs of the basic user (any number of users). This is a way to open Infusionsoft to literally 100s of users in one application, using the standard 3 seat configuration. There is a c^*p load of other functionality, like building forms that can be used internal purposes, easy tags, easy custom data views, etc.

This application is saving one of my clients 80+ custom fields, condensing them to 12.

This client was on the verge of opening a 2nd Infusionsoft app and going down the road of trying to sync the data between two apps. That sounds like “multiplying the chaos” not conquering it .

Macanta stepped in to SAVE THE DAY. Now we are keeping one Infusionsoft app for EVERYTHING.

Seriously, if you haven’t given Macanta a test drive, do it. You need to see what this app can do.

Macanta is an Infusionsoft add-on that gives every user their own simple, personalised interface.

And unlike even KEAP – where the interface is simpler, Macanta allows you to customise the interface to each user’s role.

 
Ann Flynn Improved Results

I have a multi-million dollar client running their marketing through Infusionsoft (of course) and now running their ENTIRE INTERNAL PROCESS using Macanta, added onto Infusionsoft.

They have over 100 users at any given time in about 5 or 6 different teams and each team has access to their own set of forms, views, etc.

So of course that’s AWESOME and something we never could have done with Infusionsoft alone.

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.

 
Insa Winkelbrandt Caldon Consulting Ltd

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.

 
Nathan Paris On The Fuze

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.