Infusionsoft

Infusionsoft sales and marketing automation software built exclusively for small business success. Grow helps you unify and visualize your Infusionsoft data with your other key data, so that you can see the full picture of your business.

Get More with Grow — Your Infusionsoft Reporting Tool

  • Gain powerful insights when you add Infusionsoft to your all- in-one business command center in Grow.
  • Connect, blend, customize, and monitor data from Infusionsoft alongside your other essential business data in real-time, in the palm of your hand.
  • Strategically visualize your data to focus your team around the goals and objectives that matter most.
Infusionsoft dashboard

Jim Crowell
Director of Business Dev & Ops
OPEX

“We at OPEX use Grow with our Infusionsoft data because we are able to visualize our metrics much more effectively. The functionality of Grow allows us to easily pull Infusionsoft reports into a format that is far more effective than what we were getting inside of Infusionsoft. I would recommend Infusionsoft users take a look at Grow because it can help you interpret your data in much more helpful way to build your business.”

Questions You Can Answer With Infusionsoft + Grow

Are we going to hit quota next month?

How many leads do I have?

Where are my leads coming from?

Which lead source is performing best?

How many active/canceled accounts do I have?

What are my leads by source?

Reports and Data Available From Infusionsoft

You can access your Infusionsoft data in one of two ways: through saved reports or table queries.

Saved Reports: Any saved report you’ve created on your account, with the associated fields, is available in Grow. This is the best and easiest option for most clients, as it organizes your data exactly as you need it.

Table Queries: You can bring data tables from Infusionsoft straight into Grow. Some available tables include: company info, contact information, invoices, leads, lead source, product information, and recurring orders. Using tables may not bring in data exactly as you want it, so using the reports you’ve created in your account will be much easier.

Example Metrics From Infusionsoft

  • Invoices – Last 30 Days
  • Total Sales Year to Date
  • Sales Pipeline by Stage
  • All Active Prospects
  • Total Cancellations – Last 30 Days
  • Leads by Day
  • Sales by Rep