Max Classic Status

The mobile version of Max Classic is the best way for small businesses to manage contacts, get connected and automate marketing from anywhere. • 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.  MaxClassic is for Max Classic (formerly Infusionsoft) users.  Search existing tags or create new ones and add them to contact records. • Keep contacts updated by writing and accessing notes.