Features for Consultants

Hi, we’re Charlie and Keith, the creators of SegMetrics.

We’re marketing automation experts who became frustrated with how impossibly hard it is to pull trustworthy, complete and actionable data out of Infusionsoft.

That’s why we created SegMetrics — to give our clients the real metrics that drive their businesses in an easy-to-use format.

We want SegMetrics to be the best solution that you can use to get actionable reporting for all of your clients. That’s why we’ve added a number of features just for marketing experts like you.

Affiliate Program

We want to help you make money! You’ll get 15% recurring revenue for every client you sign up to SegMetrics, even if they’re you’re client.
You can see the details, and sign up here.

Multiple Accounts With a Single Login

We make it easy for marketing consultants to manage all their clients in one place. SegMetrics lets you quickly switch from one client account to another without having to re-login or manage multiple passwords.

Automated Email Reports

Best of all, Custom Segments are delivered to you in your standard SegMetrics Email Report. Save a Segment, then automatically get reporting on the key metrics for that Segment – New Leads, Revenue, Lead Value, Conversion Rate – delivered to your inbox.