Go with Infusionsoft all the way. It can do all of those things and more. If you need a deal on the software, let me know and I'll hook you up. If you'd like a demo, add me on Skype: startdoingbusiness

I like to look at what's known as "Customer Lifetime Value." Now, if you do not have any customers, this can be a bit difficult to come by. For me and my businesses, I'll pay up to 75% of the CLV to acquire a new customer. So, for example, for this particular business (See screenshot: http://screencast.com/t/aMHBTGKBH7O), during our September/October launch, I determined that our Customer Lifetime Value (CLV) was $3,936.32. Once I had this number, I was able to spend 75% of that amount on things like PPC and Affiliate/Referral Partner traffic to acquire more customers (Knowing full-well that I had 25% profits in store). I was able to go forward confidently with my marketing as I had already "done the math" behind this figure. I give up to one (1) year for a customer to become profitable. However, using some of the strategies I employ, 90% of the time, I can acquire a customer and become profitable within the first 30 days. I hope this helps answer your question. If you'd like to do a quick call to finalize any other questions you may have, I'd love to chat. Just let me know and we'll go from there.