InfusionSoft CRM Software


 

Infusionsoft simplifies your sales and marketing efforts by delivering everything you need in a single online system. Built exclusively for small businesses, Infusionsoft includes all aspects of lifecycle marketing.

Start with lead generation tools to attract and capture website visitors. Use Infusionsoft’s marketing automation, email, and social media features to engage and convert leads. Robust CRM functionality allows you to score hot leads, streamline sales and close more deals. E-commerce tools help you boost online sales, automate fulfillment and get repeat sales.

In addition to powerful software, Infusionsoft provides personalized, one-on-one coaching services to help you get up and running quickly. Infusionsoft can help redefine the way you achieve your marketing and sales goals.

 

Supported Operating System(s):
Web browser (OS agnostic), Mac OS

120 Reviews of InfusionSoft

 

from Local Internet Leads
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

InfusionSoft is a very robust tool and we enjoy using it!

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Likes Best

Limitless options it offers for email campaigns and sequences .

Likes Least

Limited email building and customization options.

Recommendations

Make sure they have good customer support and tutorials, because software like this may be confusing at first.

 

from Lime Pi
Specialty: Media
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Seems Great on Front End, Til You Get In

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Likes Best

They have a great sales team. They will sign you up for a kick start program that can get some sales process working. There's lots of communication before the sale.

Likes Least

Support was poor. They have ridiculous hold times and have to put you on hold a lot to get answers they should know. Gmail integration was an issue. If you live in Gmail I would look elsewhere. Their apps from Chrome were not very good, and some of their systems were hard to use.

Recommendations

Try something else. They push this Kickstart Program which will help get part of the software working, but cannot assist with technical issues. Fees are non-refundable, even if you don't use them all or they can't even solve your problems. It took almost 2 weeks to cancel and lots of calls and emails. Way High pressure. I would have considered going back if they improved, but will try anyone else.

 

from Wernic Distributors
Specialty: Other
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Effective for small businesses, but not for growing companies

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N/A

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Likes Best

It has enough tools available to effectively manage contacts and clients. The calendar items and reports are also available in the same program which is useful.

Likes Least

The mobile app that is offered is terrible. Maybe they have updated it since I used it last, but it did not offer very many utilities.

Recommendations

I would recommend this program for smaller businesses. But if you want to do any marketing work through it, I would suggest looking elsewhere.

 

from Transforming Performance
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

Infusionsoft Review

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Likes Best

This is a fully integrated system that will help you run your business from marketing sales funnels, to managing clients and keeping in contact. It is a great system.

Likes Least

It does take a while to get used to all that it can do and can be overwhelming at first.

Recommendations

Make sure you know what you want to achieve, join a user group and keep at it.

 

from The Loken Group
Specialty: Real Estate
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Game changer

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Likes Best

We're in real estate, and Infusionsoft offers a much better CRM than any real estate-specific application. We like to say that Infusionsoft helps us build business down the road. The system makes it SO EASY to follow up with prospects and past clients efficiently (in most cases cutting out manual work that we did in previous systems). If I had to choose one feature that was my favorite in the system it would be the customization, specifically where campaigns are concerned. Very powerful possibilities!

Likes Least

My only complaint in regards to Infusionsoft is that I didn't find it sooner!

Recommendations

Be aware that because of the system's powerful capabilities, it's not super easy to learn. The CRM part is self-explanatory, but the campaign builder is difficult. Be prepared to get training! I I highly recommend Infusionsoft University.

 

from Evolved Finance
Specialty: Accounting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great product relative to other CRMs that I have experience with.

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Likes Best

Infusionsoft is setup in a way that makes sense for a novice. Navigating CRM software is half the battle and Infusionsoft makes that REALLY easy.

Likes Least

Customer support is always there to help. But sometimes I get support but it's not complete in some manner because they either say a) "we can't figure out the problem and will get back to you when we resolve the issue" or b) "the next update will fix the issue - until then, there's nothing that we can do right now."

Recommendations

Try out Office Auto Pilot, 1ShoppingCart, etc., and you will find that nothing comes close to Infusionsoft's interface.

 

from Evolved Finance
Specialty: Accounting
Size of portfolio: Single user Portfolio size: Single user

Infusion Review

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Likes Best

The product is very comprehensive and robust, but can be complicated. I like the merge contact records feature.

Likes Least

Sometimes it's slow when moving form one screen to the next. We sent a help request and that made a big difference in the speed. It doesn't interface with all merchant providers.

Recommendations

You just won't know until you play around with it, so I recommend trying it out before you make a decision.

 

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

Infusionsoft makes us successful.

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Likes Best

It allows you to create and maintain your business online. Beyond that - it helps you communicate and market to your target audience - which generates more money for you.

Likes Least

I wish they were more integrated with payment gateways/processors. They do have an approved list of people they integrate with, but there's a few that aren't on that list so it makes it hard to help clients with the integration.

Recommendations

Once you learn how to use the system - it's a machine and works for you. If you run an online business, have products/services to offer, and want to market to specific people/lists - this is for you. It's like the cadillac for all CRM systems.

 

from Functional Therapy Magazine
Specialty: Healthcare / Medicine
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Infusionsoft is my new Autoresponder, and I'm very pleased so far.

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Likes Best

This is a very comprehensive solution to auto-responding with emails and setting up other tasks. The campaign manager has amazing potential that I'm eager to learn more of. I am also pleased with the partnership with DigitalMarketer to integrate Ryan Deiss' "Machine". This type of innovation is very exciting. I'm pleased to be a part of it. I have tried several email solutions and I am hoping this is the last one I will need.

Likes Least

I think the price is high but probably fair. They put a lot of effort into support and innovation. I'm optimistic that it is worth the cost. I wish it had a just getting started option for people to attempt to learn it over a period of time.

Recommendations

I have used several systems including self hosted programs and larger systems, and I think you need to have a plan on how you can sell things and ensure that your investment is effective. The more you have this plan and put it into effect you will benefit. If this is just a hobby maybe you can get by with a less expensive option. If you want to change the world, you need to get a budget and use powerful tools like Infusionsoft.

 

from Renagade Marketing
Specialty: Real Estate
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

User-friendly

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N/A

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Likes Best

It has helped me to increase my productivity by at least 30%, and I also use it as a tool to monitor billing due dates so that I can contact our clients to let them know of their upcoming bill. It has greatly been beneficial for all. Our clients appreciate a courtesy call.

Likes Least

The system can be very slow at times, which is frustrating when you have to multitask and can't waste time waiting.

Recommendations

The best advice is to try it for yourself. It's user-friendly and has the capabilities to help small businesses to increase.

 

from White Lion Social
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Love Infusionsoft

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N/A

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Likes Best

It does everything in one place - CRM, Board-cast Emails, tracking, etc. The market place is a good place to get good ideas for your next campaign. I love being able to see what links someone clicked on when they open my email.

Likes Least

I want the mobile app to work with the calendar. Single use "quick email" should have a signature line at least.

Recommendations

I do not have any recommendations.

 

from Ed Phillips Group
Specialty: Consulting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Don't Wait As I Did To Get Infusionsoft

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Likes Best

Infusionsoft combines multiple tasks and computer programs all in one place. You can do everything in CRM, emailing and customer service and payments all in one place.

Likes Least

There is a learning curve. You will have to be serious about some learning to make the best use of Infusionsoft. None of it is hard, but there is work involved. And the time invested pays off!

Recommendations

Look at what you are trying to do to manage leads, customers, payments, etc. See if Infusionsoft isn't the best solution to handle everything to grow your business. If you are trying to "scale up" your business and take the drudgery out of repetitive work, it is the way to go.

 

from MaryRuth Organics
Specialty: Healthcare / Medicine
Size of portfolio: Single user Portfolio size: Single user

It's been great. Challenging, but worth it in the end.

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Likes Best

It is an all comprehensive system. It has everything you need.

Likes Least

Nothing really. Except for the fact that it is a bit pricey, but in the end it is actually worth it.

Recommendations

Give it time and take time to learn it in the beginning.

 

from King & Allen
Specialty: Retail
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Really great product that works perfectly for us

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Likes Best

The sales pipeline is easy to use, and once automated, it looks after itself.

Likes Least

The criteria for uploading contact lists is too strict.

Recommendations

If you want to nurture your leads to increase conversion, this is for you.

 

from Ellen Butler Consulting
Specialty: Consulting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Are you ready to REALLY to growing your business?!

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Likes Best

Infusionsoft is great for setting up sequenced marketing campaigns and facilitating wonderful, automatic post-purchase follow-up. I love the ability to highly target groups of prospects and customers based on past history - what links they've clicked, what products they've purchased, their geographical location, and more. It has many options to make your business more efficient and legit!

Likes Least

The Infusionsoft initial account setup may be challenging to learn for the non tech-savvy (or less enthusiastic). One-to-one account management or a serious talk about setup and expectations may help the success of both the customer and Infusionsoft.

Recommendations

As a business owner, learning a new software is not always a top priority. I've worked with a number of clients who purchased Infusionsoft in an effort to grow their business only to be completely overwhelmed and scared about how to get it setup and operational. Best case scenario, block out time in your schedule to commit to the one-on-one setup tutorial sessions and find a trusted Infusionsoft Certified Partner to help bounce ideas, look over your shoulder, and help optimize your setup.

 

from Power Marketing
Specialty: Advertising
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Infusionsoft is taking my organization to another level in several way

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Likes Best

The Infusionsoft engine and software are powerful and useable. I am very happy with the software. My biggest reason for recommending the software is Infusionsoft's relentless, sincere, and credible focus on small and mid-sized businesses.

Likes Least

The product is a little slow, but overall it gets to it.

Recommendations

I recommend you join the Infusionsoft team and get on board.

 

from The Social Leadership Academy
Specialty: Education
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Infusionsoft is helping us grow into a profitable and sustainable busi

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Likes Best

We love the campaign builder. We are just now getting into e-commerce and the customer hub, so we will be needing help with that beginning in April.

Likes Least

It is a very complex product, so it requires that we constantly pay attention to it.

Recommendations

You need at least two people looking after this product at all times. I cannot imagine one person trying to run Infusionsoft by themselves.

 

from Katherine McIntosh International
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

The multitasking 24/7 Employee!

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Likes Best

Infusionsoft covers so many aspects of online business and marketings so easily and integrates it all with each other. You can practically set up your business to run itself from the marketing to payment to delivery and after care.

Likes Least

As I travel, I'd love 24/7 Customer Service online - what would it take?

Recommendations

Look at what your business really needs - do you need to have everything in one system? If your a technophobe - are you willing to get over it? It's actually really easy if you set your mind to it.

 

from Ease Your Mind Business Solutions
Specialty: Consulting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Highly recommend!!

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Likes Best

I love the workability, the amazing customer support, and the vast array of ways you can use this program.

Likes Least

When typing, occasionally it stops recognizing that you are, so it will skip things. So after you've created an email, or landing page, etc. Read through it and make sure it reads right.

Recommendations

This is a great place where you can have your shopping cart, CRM, marketing, etc. all in one place for one price. I have found that if you look at all the other places you are paying, and combine them into this one program, you are usually not paying more. In fact, it may end up saving you money!

 

from Michelle Fifer International
Specialty: Consulting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

I Love Infusionsoft

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Likes Best

I love the customer support and the fact you can actually talk to a human. It has awesome Marketing Automation and segmentation of my customers.

Likes Least

There's an extra cost to get plugins, text marketing and appointment software. The cost increases to get everything working.

Recommendations

It's the only way to go for sales and marketing. Build a sales and marketing funnel for more time freedom in your business.

 
 
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