Infusionsoft CRM Software


 

Infusionsoft offers an online sales and marketing solution built exclusively for small businesses.

It features lead generation tools and marketing automation, email and social media tools to engage and convert leads. Customer relationship management (CRM) functionality aids users in attracting leads, streamlining sales and closing deals. E-commerce tools help with online sales, automate fulfillment and get repeat business.

In addition to the software, Infusionsoft provides personalized, one-on-one coaching services to help users get up and running.

 

Infusionsoft - Campaign builder
 
  • Infusionsoft - Campaign builder
    Campaign builder
  • Infusionsoft - Campaign builder
    Campaign builder
  • Infusionsoft - Lead generation
    Lead generation
  • Infusionsoft - E-commerce
    E-commerce
  • Infusionsoft - Lead dashboard
    Lead dashboard
  • Infusionsoft - Opportunity search
    Opportunity search
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

174 Reviews of Infusionsoft

Showing 1-20 of 174

 

from Priority Solutions
Specialty: Consulting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Just started with it to do marketing and email campaigns.

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Likes Best

Marketing automation functionality.
Great tutorials and training.

Likes Least

Not very intuitive and user friendly.
Expensive support

Recommendations

Make sure you know what you want to do with the software. Do not get confused around CRM, marketing automation and managing sales process. They all do things very differently.

 

from Rollins
Specialty: Education
Size of portfolio: Single user Portfolio size: Single user

More than a CRM system

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Infusionsoft's CRM system is build on three pillars: "E-Commerce", "Marketing", and "CRM". What I liked about the CRM system is the modern user interface and the many features the browser-based product offers. For example, Infusionsoft allows you to customize your navigation menu. You can easily drag&drop menu items/features from E-Commerce, Marketing, and CRM and build your own quick-access menu. That turned out to be very helpful during the review session.

Infusionsoft offers more functionally than a regular CRM system which might explain the confusion with the three pillars. I particularly liked the "landing page builder". It allows you to build different landing pages and analysis the success of each on individually. While it is not as sophisticated as professional A/B testing services, it offers a sufficient range of functionality.

Likes Least

Infusionsoft requires an internet connection at all times, which might be an issue when traveling internationally or in areas with bad connection.
The "all in one place" approach might be attractive for some people. I personally find the various pages too cluttered with information. I usually don't need all information all the time. A "business case" view would be helpful.

Recommendations

I strongly recommend to develop a set of business cases before testing this (or really any) software, especially when you compare it to other systems. It makes it easier to quickly see differences and allows you to stay somewhat objective. When comparing platforms, I also suggest to assess whether mobile access to the CRM system is a crucial element or not. A "beautiful" app can sometimes be misleading.

 

from Informed Marketing Solutions LLC
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Best thing I never knew...Until NOW!

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Likes Best

Infusionsoft is a great program to know and learn. I love that when I think I've mastered it there is something else to learn. It is like never ending knowledge that makes my job much easier.

Likes Least

Sometimes like with anything else there are a few glitches but nothing that can't be worked around.

Recommendations

Do your research! Infusionsoft is definitely not that complicated. It requires the ability to pay attention to details and a high level of commitment to learning and improving.

 

from Pure Salt Design
Specialty: Software / IT
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Steep learning curve but well worth it

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Likes Best

I love infusionsoft because of its functionality and because of how powerful the software is. I love the fact that it can be use in just about every type of business and its multi-purposes. I love their customer service as they generally try hard to help you with any issues that you have.

Likes Least

It is really hard to learn and any mistakes that you make can be disastrous. Somehow it takes too long for this product to even seem user friendly. I wished it were easier to use.

Recommendations

Take a test run first and get your feet wet. Additionally talk to others who have used the software before. Read about the pros and cons as Infusionsoft like anything else has its flaws.

 

from Katipo Solutions Ltd
Specialty: Consulting
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Use at your peril. Does not perform as sold.

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It's clunky, difficult to store/find data and issue resolution from support is either poor or non-existent.

Likes Least

The product does not perform as sold. The customer support is non-existent. Once they have your money they don't care about you.

Recommendations

Run away! The salesmen are very good at their jobs. The theoretical functionality of the system sounds great - but my business has not been able to make it work AT ALL.

Because we are in a different time zone than the US, we are unsupported and left wondering why we paid so much money for a system that is ill conceived, poorly executed and unsupported.

 

from SAVI Health
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Content Creator loves the Power of Infusionsoft

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Likes Best

The marketing automation and logic paths available in Infusionsoft are worth the price of admission. From (nearly) set and forget it campaigns to behavior-triggered drips, Infusionsoft has all the bells and whistles one needs to proactively target an audience. It has made our out-bound marketing much more effective.

Likes Least

The learning curve is steep-ish. Those bells and whistles take some time to master, and to get the most value from the platform, you'll need to spend time it almost every day. And, the reporting takes some getting used to.

Recommendations

Maybe it's quite obvious, but be sure to consider all the time this platform will save you. There will often be times when a campaign or drip has to be adjusted, but a well-crafted campaign can, in essence, run itself once it has been set. How will that help you and your team down the road?

 

from Roxanne Oates VA Services
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

All in one software for customer relation management

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Likes Best

How a lot of things can be automated with this software. My customers can feel engaged and I can have more time to focus on building my business.

Likes Least

Sometimes the functionality aren't intuitive. This is definitely a program where you have to learn/train/practice with in order to have the full capabilities.

Recommendations

Take the time to learn the software. Once you do that, this software will open up new worlds to you

 

from Hire and Retain Good People
Specialty: Software / IT
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Confusionsoft - stay away.

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Likes Best

They have great sales people. They convinced me that a demo was not a good idea for understanding their software, and unfortunately for me (but fortunately for their commissions), I believed them.

Likes Least

Their software is not ready for prime time; clunky, buggy.

Recommendations

Ignore the slick marketing, charming sales people, and demo before you buy.

 

from Freshorize USA LLC
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Infusionsoft Review

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Likes Best

It has the capabilities to run both email, billing, and track accounts with multiple customers.

Likes Least

It is a more complex platform and it took a while to learn. There are other CRM softwares that are easier to use.

Recommendations

You will need to understand that this is going to take a while to get used to but once you understand it you will see its value.

 

from Association Marketing
Specialty: Consulting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

I enjoy working in Infusionsoft. It has many features that make my day.

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Likes Best

It has everything we need to run our business. We can perform automated emails, recurring billing for our membership, fulfillment etc

Likes Least

This product is so multifaceted it can feel overwhelming. Once, you learn the different functions and you are over the initial learning curve it is wonderful.

Recommendations

Look at the content and the support. A support team is usually not as well advertised and can make or break your experience. The support team for Infusionsoft is phenomenal.

 

from Primal Fitness Pittsburgh LLC
Specialty: Other
Size of portfolio: Single user Portfolio size: Single user

Small Business Boom!

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Likes Best

They work with you to continue to support your business no matter your circumstances.

Likes Least

Infusionsoft is very extensive and it takes a while to really understand.

Recommendations

Make sure it is user-friendly and easy to understand.

 

from Jonathan Manske LLC
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

tremendous customer support

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Likes Best

There is definitely a learning curve and infusionsoft does a tremendous job in supporting its users. The staff has always been able to easily answer my questions and show me exactly what I need to do next.

Likes Least

Uploading new contacts from outlook to infusion soft could be easier

Recommendations

They offer a ton more than a service like constant contact

 

from Beraca Insurance Group
Specialty: Insurance
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great Company from software ease of use to customer support.

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Likes Best

I like the light heart knowledgeable and rapid response personnel that I have interacted with at Infusionsoft.

Likes Least

As an insurance broker, there are some areas that could be tailored a bit more to fit our company need but overall the customization is easy and vast.

Recommendations

For an all in one: top of funnel marketing to post sales & support software standpoint its a great product that can really grow with your small business. This software was built with your business in mind.

 

from Watchful Software
Specialty: Software / IT
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

My Go-To Tool for everything marketing!

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Likes Best

Their commitment to continuous growth and improvement.

Likes Least

Sometimes basic things are more complicated than they should be, but with that said their support team ROCKS and can usually accomplish fairly quickly what I set out to do.

Recommendations

Dedicate yourself to learning the resource but know what you want to accomplish before you start. Having a clear vision makes the process infinitely easier.

 

from Noble Manhattan
Specialty: Education
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Three years of increased effectiveness and client acquisition

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Likes Best

Using Infusionsoft has helped our team to be far more effective not only in creating marketing campaigns but especially in the follow-ups and customer service; it has really proved itself invaluable - much better than the previous CRM we had been using.

Likes Least

To be honest I really can't say anything bad about this product. The customer care team has always been extremely helpful and quick whenever we have had questions.

Recommendations

Take your time getting to know the product; it is worth spending time going through the many short helpful videos.

 

from Quick Shift Deva pty ltd
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Best decision EVER

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Likes Best

The support for someone like me starting out is incredible. The staff are highly knowledgeabale, patient and willing to bend over backwards to support. The platform has already started showing me what I have been missing out on all these years by being to scared to shift. It isnt as expensive as I always imagined, and the value for money in terms of what the platform can actually do, is mind boggling. I am still a new user but in just 5 months can see the difference to my business.

Likes Least

Felt a little overwhelming at first but was guided expertly through kickstarter. Just had to breathe. One day when we had bad connection and it all got too much, my coach simply re-scheduled. I didnt have to feel like an idiot for not "getting it" quickly

Recommendations

Just switch now. They are always implementing new ideas. The platform is actually easy to navigate and there are great incentives fro new users. I have also just found a local user group in JHB South Africa to get additional support from people using it. I have already personally recommended this to 6 colleagues I know will benefit.

 

from Verdurous Me
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Needed automation for small businesses

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Likes Best

The software is allowing me to focus on other things in my business (and my life) that need to be priority. The customer service at Infusionsoft is one of the best to deal with. They are always very knowledgeable, extremely friendly, and willing to help in any way that they can.

Likes Least

Infusionsoft definitely has a learning curve. I know I have to put in effort up front to learn the system and best practices, but the customer service is top notch and is making every step as easy as possible.

Recommendations

Know your own business, inside and out. Have best practices already in mind. And don't underestimate the power and value of amazing customer support!

 

from Superfici America
Specialty: Manufacturing
Size of portfolio: Single user Portfolio size: Single user

Wouldn't use any other product

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Likes Best

Love the easy use of the product and if I need help tech support is always there offering answers they truly go above and beyond.

Likes Least

The only thing I don't like is it doesn't really work on a Mac I have to use Firefox to get the full product

Recommendations

If you need something to save time so you can reach your customers this is the product for you

 

from BenGlassLaw
Specialty: Legal
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Long time customer - watched them grow

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I was one of Infusionsoft's first 300 customers, so I am a long-time user. I've trained my staff to run the software and it not only runs the marketing but also a lot of the internal workings of our law firm. I like that Infusionsoft has invested heavily not just in their software but in the entrepreneur. They aren't just a "software" company - they are a company dedicated to the success of the entrepreneur.

Likes Least

It can take a little while to wrap your arms around all the software can do. I personally have not found this too difficult, but others have reported that the software seems complex. Infusionsoft does have great training materials and today there are any number of "gurus" who can help you implement it for your small business. The only other thing that is sometimes frustrating is that they change a part of the software so that now I have to go look and find where they "hid" a feature. A call to customer service usually gets the answer quickly

Recommendations

You need to understand that this is not a purple pill. You can't just invest in Infusionsoft and think your life will change. You need to understand marketing in general and "Lifecycle Marketing" in particular. They will teach you but this software will do you no good if you don't have some basic understanding (or are not willing to learn) of what makes for good marketing. Whatever your business is you can probably find another business owner in your industry who is using Infusionsoft.. try to track them down..sometimes they are featured at different Infusionsoft events or in some of their marketing materials. If you can get ahold of Infusionsoft's "marketer of the year" materials, get them.. they are golden as they show the inside story of how other small biz owners are using the product.

 

from Flight Media
Specialty: Media
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Infusionsoft = SalesSoft

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When I first stepped into the glorious world of email marketing, I got a cheap, $19/mo service, assuming it would help us automate our email marketing to generate more subscribers, and ultimately, sales. Boy, was I wrong. For 3 years, I used low-end softwares that yielded a couple consultation requests PER WEEK. After setting up our campaign funnels in Infusionsoft, our consultation requests went to 3-5 PER DAY. Infusionsoft's sales automation tools, lead scoring, 'if this, then that' functionality, and tagging ability has turned our small email list of 1,300 to over 4,700 in 6 months and thousands of dollars in sales. Infusionsoft? More like, SalesSoft.

Likes Least

Although Infusionsoft has a plethora of tools, integrations and features, it can be difficult to use IF you don't have proper training or the right people running it. I've heard it a MILLION times: "Infusionsoft is Confusionsoft." It's true.. ONLY if you don't try. I'm not a consultant or specialist and even I was able to effectively build out our company funnels. If you're going to join the best CRM out there, make sure you dedicate the time to do it right.

Recommendations

Stop using Mailchimp, Aweber, Constant Contact, Get Response, or any other cheap software that only 'does the job.' Every minute you don't have PROPER, effective campaign funnels in place, you're losing out on potential sales, customers and referrals. Join the 20,000 of us doing it RIGHT.

 
 
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