Infusionsoft is a CRM that offers marketing and sales automation for small businesses. Many law firms use Infusionsoft to assist with managing their marketing and sales and now with NextChapter's integration with Infusionsoft, new contacts can be easily imported into NextChapter once the lead becomes a client.

By importing new clients into NextChapter, new cases are automatically created with the basic data already entered into Infusionsoft, eliminating the need to reenter that same data. The following information can be imported from Infusionsoft into NextChapter:

  • Contact Name

  • Address

  • Phone Numbers

  • Emails

  • Notes

  • Documents

This is integration is especially helpful for firms with remote or virtual assistants and for firms with multiple locations by creating seamless work flows when converting a lead to a new client.

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