Infusionsoft CRM Software


 

Infusionsoft is a web-based customer relationship management (CRM) software suitable for small and midsized businesses which help them to build better connections with customers and new leads. The software is equipped with sales and marketing automation tools which help in tracking new opportunities and converting more leads in less time.

With Infusionsoft, business users can import and store both online and offline contacts at one place in an organized manner. The solution automatically logs of every engagement with the customers and customize follow-up messages for different customer segments based on the level of engagement. The solution also provides tools for setting up a digital storefront to sell goods and services to the customers. Businesses can manage customer shopping carts, manage in-house inventory, generate bills, manage payments and create promotional offers from a single system.

Infusionsoft offers advanced analytics tools to generate valuable business insights from business and customer engagement data and make informed decisions. Users can also access Infusionsoft from their Android and iOS enables smartphones and tablets.

 

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)

324 Reviews of Infusionsoft

 

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Software Advice Reviews (239)
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Showing 1-20 of 239

Samanth from Moakler Wealth Management
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great integration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Pros

Web and email integration worked seamlessly. Conversion from other CRM was painless. Customization is fairly simple and tagging helps.

Cons

It was expensive. When we went to cancel, they offered to drop the price by $/month. Umm truly feel like we were taken advantage of as far as pricing.

 
 

Brad from CreditSense
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Feature Rich

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

The amazingly powerful program, that has all the features I could ever imagine, and then some. It is not the most intuitive program and requires a high level usability to take advantage of everything it offers.

Pros

Feature rich
Many integrations that ease workflow

Cons

Not intuitive and requires expert level assistance for setup.

Advice to Others

Make sure you take advantage of the initiation calls, or onsite visit for setup, unless you are the expert.

 
 

Rebecca from Go Straley Group of eXp Realty
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

What's So Automated About Infusionsoft?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

I have researched CRMs and Marketing Software for the past several years. As a REALTOR, the company software had changed multiple times, leaving my personal system outdated, which prompted me to see if it was time to invest and make a commitment to something I would know nothing about until I jump in with two feet and my pocketbook. So I did. I reviewed and tested a multitude of software and found many that I liked but none quite suited for the money vs. the features vs. my unique business needs. Hatchbuck, DaPulse, and 17 Hats are a few I can remember and recommend to varying degrees but each fell short of my specific needs and desired growth. And while several appeared cheaper at the onset, when estimating cost after growth (which would be the "long term") I realized paying a little more now for a consistent pricing may well be the best option.

My group has 4-5 users and looking at 5,000 contacts - which need sorted and categorized and updated. So although I may not be concerned about limits on number of emails sent monthly - I did need to cap my user costs and contact costs hoping to grown to about 35,000 contacts. I spoke with all the professionals and most just didn't know what to do and each thought one was as good as another based on personal experience.

Pros

I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing.

Cons

The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm.

Advice to Others

My advice is two fold depending on your abilities and established levels of business. If you are young in your business go with the easier to use as speed and ease are of high value. However, as the business matures and you are able to begin setting Vision Statements for 10 years or more then you should shut off the desire for easy and focus on strength and endurance. I am not certain of my success with Infusionsoft in the first three months but I am determined it is a system that I will not outgrow. My intent to nurture my contact list is based on building blocks and one step at a time is not so bad - because God Willing there is no end in sight to Abundance and my focus is like marriage - commitment and kindness. The great news is I begin simple, like all things. Build upon a strong foundation. Establish basic needs and evolve. Infusionsoft is my bet - after three years of considerations and many false starts based on free trials and past corporate decisions I am ready to get on with the business of business and stay true to my decision.

 
 

Eric from the market bytes pty lte
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Follow up is always key

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

After a stringent review of the various CRM packages out there I came across infusion soft which uses a canvas to help you create various initiatives to keep in contact with clients. ON the surface it looked good and for a business with a simple business model it looked good. Having spoken to the representative about the needs of my business. I was promised that it would help me connect stakeholders to customers. After investing in the software and training I found that the canvas is just a way of doing simple tools and tasks and that anything a little bit complicated is out of the realms of possibility. If you are looking for a CRM that is just about connecting sales to your business it is probably ok, but make sure that you get the most out of the training. They tend to talk you through a few items then send you to their videos. What they don't do is follow up. In fact, they won't even talk to you. InfusionSoft promises an online chat facility which is never staffed, well not for anyone overseas, and the people that can help you charge like a wounded bull to resolve your issues.

InfusionSoft makes a lot of promises. For my business... the outright lied and then won't even call me back to discuss resolution!

Pros

It's a good sales connector and can provide an easy format to automate various proactive sales elements (spiffs and special campaigns)

Cons

The follow-up is lacking and working with the client becomes very expensive very quickly for anything out of the norm.. (and the norm is a very narrow band of sales activity - any marketing with kickbacks becomes a bit too difficult for their system so it's a bit of a waste if you are looking for something to help challenge the status quo).

Advice to Others

If you are looking for something that helps control your sales and sales clients. It can be a good software. However my experience has shown that trying to go into more difficult terrain (such as a complex marketing campaign) they are expensive and lack the ability to deliver on their promises.

 
 

Belinda from YOST INC
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great CRM product with a ton of support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Infusionsoft is a one of a kind company that is dedicated to your success! They approach their customers as if you are successful then so are they! Which is a great value added the feature to their CRM program.

Pros

Everything about this software is a win-win for the customer.

Cons

There is nothing about infusion soft I don't like.

Advice to Others

Well worth the investment! If you need someone to support your business Infusionsoft will be there!

 
 

Rob from ph9
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Full of bugs, lacks basic functionality, and the support is TERRIBLE

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Genuinely the worst SaaS product I've ever used.

Looks good on the outset, but it's lacking so many basic features it's just not funny. Whenever you approach a task which you believe should be basic, Infusionsoft simply can't live up to the task. You then speak to their chat support, who, are literally the most incompetent people I've ever had to deal with. If they can't help, they'll pass your query on to their advanced support, who you can only speak to by email. The IQ of the people working in their advanced support must be lower than that of my dog.

If you complain and ask that an account manager gives you a call, you are told that they'll "try" to get someone to give you a call, but can't promise anything. They literally show that they don't really care. I don't think even the staff have much faith in the company.

Ironically, when you become a prospect of Infusionsoft's, they don't even use Infusionsoft to manage you as a lead... they use Salesforce to manage their sales! That speaks VOLUMES!

Their system is also full of NUMEROUS bugs.

WORST of all, I'm tied into Infusionsoft for 12 months now, so I can't even cancel

I hate this company beyond belief as a result of my terrible experiences.

 
 

Nicole from ITHACA
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Great lead management software

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

InfusionSoft is a great software for managing a lead and communicating the new offers to them. It automates campaigns to help people know about our company. the campaigns can be easily management and leads can be set with an email.
Good system to keep us in touch with leads.

Pros

I like how the CampaignBuilder works within this software.

Cons

Do not know of something which does not work well.

Advice to Others

Nice to have campaign management software.

 
 

Neha from Themis Medicare
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Helps Connecting with customers

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Infusionsoft is a great CRM tool to help to connect with your customers. We can import and export customers easily based upon provided functionality. It helps to keep the contracts with the customers and let us manage the Bills and payments as well.

Advice to Others

Ofcourse, it has been 1 of best sales CRM and can be used by any team.

 
 

Zachary from Co-construct
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Great Value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

One of the best values for your money in the CRM market. Not as robust as an enterprise CRM, but a fraction the price. Great for companies under $5MM in annual revenue. Ability to segment data with custom filters is nice.

Pros

Nice history and tagging features for viewing a contact's life cycle. Unlike sum SMB solutions this platform has lead scoring.

Cons

Lead scoring is not as robust as it could be. Can be bug-prone at times.

Advice to Others

A great all-around tool for email, marketing automation, CRM, and lifecycle metrics.

 
 

James from 1 on 1 Lessons
Specialty: Education
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

Weak CRM but campaign builder is very easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Bottom line is that Infusionsoft works great for building email marketing campaigns with if/then logic, especially for e-commerce websites. As far as a CRM goes, I would highly recommend finding a separate CRM to integrate if you end up using Infusionsoft.

Pros

Very easy to learn how to build campaigns.

Cons

Very difficult to mold the CRM into something friendly for salespeople.

Advice to Others

Use a different CRM. If you are looking for marketing automation software, compare your options here too but make sure to not rely on InfusionSoft in regards to CRM.

 
 

Tina from OMSG
Specialty: Advertising
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

January 2017

January 2017

Scalable software that proves ROI at every stage of Implementation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

This software is one of the easiest to implement and use. The phone support is great. Every representative I spoke to was knowledgeable and eager to assist with my issue. I don't feel like I am "nickel and dimed" for every discovered need and solution.

The reporting is excellent as well!

Pros

Under-resourced teams, time and money are all too common in today's marketplace. This software allows for integrated online marketing, using ONE system. We use it for campaign reporting, to measure what is working and what is not working by source/channel, and deploy email campaigns. Measuring campaign interactions and sharing an activity with sales through text SMS, Outlook 2016 and Survey Monkey enables the sales team to act fast and have better more informed sales conversations.

Cons

I wish more integrations were out of the box, and not just custom APIs.

Advice to Others

You will get a positive ROI for the money!1

Be sure to measure your baseline goals, and work closely with sales team to define goals are with a CRM. This is a very powerful tool, most companies are stuck only using it for a very expensive email campaign sender. Launch this software with an agile approach. Add on the advanced as you go and communicate these phases and success as you go. You will want to communicate your progress to justify budgetary needs and management support.

 
 

Travis from Strategic Marketing Solutions, LLC
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Great Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

The software is great for so many uses. Mainly for keeping up on leads and automated emails to keep leads hot and capturing them. If you are looking for a software to only keep all your contacts in and chart note for each client, don't get this one. It's too expensive for doing only that. But if you want all the tools to really go after leads and have them automatically nurtured, then definitely look further into buying this software.

Pros

Does almost anything that helps keep track of leads and lock them in.

Cons

Cost if you don't use all the tools.
Customer service costs you to have help learning or remembering how to use all the tools.

 
 

Kaitlyn from Insys
Specialty: Pharmaceuticals
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2017

January 2017

Infusionsoft Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

This software is very good and easy to use. Made my day-to-day work much easier and organized.

 
 

Hannah from Keller Williams KC North
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Review for Infusionsoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Good quality, and great customer service. I also listened to an ISA position, and it was a helpful review.

Pros

Functionality

Cons

Don't know of any

Advice to Others

Get in and use it

 
 

Gurdial from Sun softwares
Specialty: Advertising
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

Review for infusion crm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

It's one of the easy to use CRM. I get easily merge it with social sites. It has made email marketing an easy task.

Advice to Others

I recommend to use it if you are new user.

 
 

Erika from ECRET - Keller Williams Real Estate
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Infusionsoft CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

As a showing assistant, I am looking forward to using the CRM on showing appointments to be able to see the notes from other agents about our clients and what they are specifically looking for. This will be much easier than Excel sheets and trying to remember things off of the top of your head!

 
 

Jamie from Eric Craig Real Estate Team
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Good CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

As the Team Manager of our team, this CRM looks to be a great way to keep track of all of the contact information and notes for each client. I look forward to being able to easily access the Information from my computer as well as almost any other device. This mobility is especially important as we are always on the go in the Real Estate Market.

 
 

john from Stern & Dragoset
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Not worth the effort

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

I was doing this product as an upgrade to my previous software. I purchased the full year ahead so as to save money. This product is best described as a spam generator. You have to watch videos in order learn how to properly use it. The database does not link to internet profiles such as linked in or twitter. I decided to abandon the program due to the difficulty and asked for a return of my unused portion they stated to me that I could find someone to take it over otherwise they would return it to me. After weeks go by and I call again they tell the computerized contract has a no refund policy. If you are small business don't bother.

Pros

It appears to be very versatile.

Cons

You have to spend a lot of time inputting the data into it and learn how to make it work for you. Coming away from it is an email generator.

Advice to Others

Don't buy it.

 
 

Jessica from Eric Craig Real Estate Team - Keller Williams
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Infusionsoft CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Our real estate team is in the early stages of learning to use the Infusionsoft CRM and we couldn't be more happy with the customer service that we have received so far. As far as the functionality goes, we have not gotten a chance to go through the whole site yet because we have not set up our marketing and campaigns, but everything that we have explored to this point has been wonderful!

 
 

Jimmy from Jim Kutzer Insurance Agency, Inc.
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Independent Insurance Agent

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

InfusionSoft has helped our agency tremendously in the short amount of time we have been using it. It has made the rest of the agent's life's easier/freed up time. I would recommend this software, and we haven't even touched the email marketing portion of the software yet (still inputting our client's information into the system).

Pros

I love the ability to search for clients, store their policy information, the document notes through interactions we have with them, save email conversations and create tasks to complete for future days/weeks.

Cons

I don't like how quickly you are logged out when you are not active in the software. I also think it would be cool to be able to customize your user face with different colors/make it easier to read.

Advice to Others

I would recommend InfusionSoft for smaller companies. Definitely, makes life easier for our agents and we are excited to get to understand the email marketing portion of the software in the future.

 
 
 
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