This feature provides de capacity to track the leads through a fully customizable sales process/pipeline. Setup sales teams, automatically distribute leads, and build automated triggers into the sales process to ensure that the leads are being followed up with appropriately and on time.
Sales Management - For Sales Managers:  This tool add, edit, search for leads and assign them reps in bulk or one off.

Lead Tracking - For Sales Reps: This tool add, edit, search for leads, prospects or suspects,  also use “My Pipeline” a tool to prioritize daily calls and actions, the tool “Quick edit” allows view a lead list and quickly call/edit those leads.

Sales Reporting: This tool permits obtain reports about stagnant leads to do something about it.
 
Contact Management

Infusionsoft used by Infusion CRM provides track emails, faxes, appointments, tasks and phone correspondences in one place so is possible close more sales by maintaining better relationships with your prospects and customers.

Contacts: With this tool is possible link multiple contacts to a company or account and contact together and form relationship trees. Additionally is possible manage, group and segment the list of contacts. Also is possible add contacts through data imports from the existing systems, lead providers, and list vendors

Search and Perform Actions: Infusionsoft allows search, locate, view and modify contacts of the organization. Also is possible save search for future uses. Automatically e-mailed to the user assigned the report the pick day(s) of the week.

Tasks: Infusionssoft allows view and manage the task directly of the homepage, create tasks, prioritize and attach to contact records, also is possible assign tasks to users.

Calendar: Infusionsoft provides a calendar where is possible visualize  daily and monthly appointments and meetings from the homepage, visualize other’s calendars and create new appointments.

Email Management: Infusionsoft allows create and store text, HTML and multi-part e-mails also is possible send personalized e-mail templates from any contact's record.
Additionaly permits manage, categorize, create rules concern to e-mail. The emails are saved in the contact’s history.