This app is for Max Classic (formerly Infusionsoft) users. The mobile version of Max Classic is the best way for small businesses to manage contacts, get connected and automate marketing from anywhere.
App Features
• Simplify contact management with the ability to search by first name, last name or email.
• Add a contact’s information directly to your phone address book with the ‘Save to Phone’ feature.
• Add, edit or view recent contacts based on a series of interactions.
• Add contacts by taking photos of business cards.
• Capture lead sources by adding new contacts and creating detailed notes for each, including: name, company, job title, phone numbers, emails, and billing and shipping addresses.
• Call, email, text or map directions to a contact directly from their contact record.
• Add tags to trigger actions and campaigns from your mobile device. Search existing tags or create new ones and add them to contact records.
• View, complete, and create tasks on the go.
• Keep contacts updated by writing and accessing notes.
• View your recent orders as well as orders for a specific contact
• Create new orders and accept payments
• View and manage your opportunities
Max Classic End-User License Agreement: https://keap.com/legal/mobile-eula
Max Classic Privacy Policy: https://keap.com/legal/privacy-policy
Max Classic Terms of Use: https://keap.com/legal/terms-of-use