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

49 Reviews of InfusionSoft

 

from Research Emotion Design [RED]
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great Tool for Staying Organized!

Ease-of-use

Once your campaign is set up (assuming it's done right the first time), this makes work so easy!

Functionality

I'm certain I haven't unlocked the full potential of InfusionSoft, but so far it's been fantastic!

Product Quality

The layout is clear and simple. Functions can be renamed to fit more appropriately to our uses and company.

Customer Support

Outstanding! I have always been able to have my questions answered clearly and in a timely manner! Every employee I've communicated with has been friendly, professional, and extremely helpful.

Likes Best

The My Day function has become my best friend at work. It is easy to use and keeps me organized with little effort on my part. The online chat service is fantastic! The people are knowledgable and very helpful!

Likes Least

Occasionally, the Campaign Builder can be confusing, but I don't know that it can be further simplified. I would love to have the ability to copy and paste a contact's picture to their profile. Some features (like alphabetizing contacts) seem to be buried and require a deeper understanding of the software, but the online chat help is good for things like this.

Recommendations

Be sure to utilize the training videos and online help as you set up the software to what you need. It is very adaptable to various functions, but be patient. That flexibility also means a lot of knowledge or help is required.

 

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

I love InfusionSoft

Ease-of-use

I didn't have any training, and I was able to use the program's basic functions.

Functionality

For what I know now, the program meets my basic needs. As I get deeper into the program, I am sure will learn about a number of other features.

Product Quality

I've never had a problem yet; that makes the program pretty good.

Customer Support

There are lots of help features, but, truthfully, I haven't had to use any yet.

Likes Best

InfusionSoft is very user-friendly and will allow me to manage my customer data better.

Likes Least

It's not a problem, but I wish when I entered the Company Name in a Customer Contact, I could pull up the Company when I click View Company. Right now, I have to manually link the two. As I said, it's not a real problem, though.

Recommendations

Just use the program; you'll see how easy it is. Once you use the program, you will see how easy it is.

 

from CH Ellis
Specialty: Manufacturing
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

InfusionSoft user with two companies

Ease-of-use

Once you learn the navigation, it is very easy. The dashboards are extremely helpful.

Functionality

We are looking at an API integration to talk with our ERP.

Product Quality

They are continually working to improve its functionality and to add standard features.

Customer Support

They are always extremely helpful and will continue working with you until you have reached a resolution.

Likes Best

I have been an InfusionSoft user for four years with two different companies. I appreciate its ease of use and that it combines CRM, marketing automation, and e-commerce in one platform.

Likes Least

I would like to be able to use UPS when entering an order manually.

Recommendations

Think about how you will use it everyday, and lay out a blueprint for how each SaaS will work for you.

 

from Xcell Global, Inc.
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

InfusionSoft User

Ease-of-use

It's very self explanatory. If you are coming from Salesforce, little things might hang you up, but it's much quicker to get used to it.

Functionality

The functions of InfusionSoft are excellent out of the box and can be enhanced with added features available in the marketplace.

Product Quality

The value of the features collected and offered in InfusionSoft is outstanding.

Customer Support

Support is top-notch. They are available via the phone or live chat, and wait times have always been pretty short. I think I may have waited 6 or 7 minutes on a live chat queue. The reps are very knowledgeable and provide pertinent links in the support answers they provide.

Likes Best

The automation opportunity makes sure that things don't get forgotten, provided you have your campaigns setup correctly. They are constantly updating and upgrading things. Tags and saved searches make it easy to setup common tasks or provide a jumping off point for new users or when setting up a new office.

Likes Least

On the sales side of things, you are not able to have a subscription item with a setup fee. It must be a bundle of a one time charge service combined with the subscription. This bundle then needs to have a special link created so that the purchase is handled correctly. There isn't any way to make a manual order and combine the two.

Recommendations

Like any CRM, you need to use it for it to be effective. If you don't, it's very hard for it to do what it was made for.

 

from ES2
Specialty: Engineering
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

I have used IS for about six months now to track contacts and leads

Ease-of-use

It's not very intuitive on the campaign side of things.

Functionality

It gives us good data based on the ability to pick up marketing where we left off with the recording capabilities.

Product Quality

The quality is good, but as a designer, I sometimes have to put myself in my client's shoes and see if what makes total sense in my mind and my way of thinking is easily understood by the end-user.

Customer Support

I talked with customer support and it seemed like they didn't have an answer to the issue I had, but I gave them a work around that I figured out.

Likes Best

I like the ability to record tasks and emails in one place so that when I call a client, I have the history in front of me. I also like the weather widget showing the weather in their location, because you can always have a conversation about the weather!

Likes Least

I don't like how I cannot sort the contacts alphabetically (at least I can't figure out the way if there is one). I also don't like how I have to scroll back up to the top of the page to click on the next page. It would be nice if the next page could be selected at either the top or bottom of the list of contacts on the page (does this make sense)? I also don't like how when applying a tag, I have to click "Apply this tag" instead of just clicking save. It seems like an extra step that is easily overlooked and frustrating. It's not very intuitive (at least for my brain) on the campaign setup and implementation.

Recommendations

Give yourself some time to get use to it.

 

from Essential Education
Specialty: Software / IT
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

I am a new user to the program-usage approximately three months

Ease-of-use

The quick add and quick search feature at the top right of the screen are extremely useful!

Functionality

I love the tagging feature and the fact that the most recent search shows up on the Dashboard.

Product Quality

I have had no technical problems, and all of the features are very easy to use.

Customer Support

This is not applicable, because all of our training has come from my boss.

Likes Best

I love the tagging feature and the fact that the latest searches appear on the Dashboard. I also like how easy it is to send a mass email and the fact that you can track who opens the emails. This product is very easy to use and the Help feature is actually very helpful!

Likes Least

I would like to be able to use the quick add feature at the top right of the screen and have it completely add the street address and state as well.

Recommendations

Look for ease of use of the features like quick add for customers, quick search, tagging, and diagnostics for mass emails.

 

from Engineering Systems Solutions
Specialty: Engineering
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Good Marketing Software

Ease-of-use

It is very intuitive and easy to use. What else can I say.

Functionality

I like the campaigns that allow you to automate many of the mundane marketing tasks.

Product Quality

My only complaint is that sometimes it is hard to find some of the actions or commands I would like to use. I like the filtering capabilities.

Customer Support

I have not had an experience using the customer support yet, but others in our office say it is good.

Likes Best

I like the campaigns that allow you to automate many of the mundane marketing tasks.

Likes Least

The add-on for Microsoft Outlook seems to be a bit buggy.

Recommendations

Make sure it has all the features you will need to market to your given demographic.

 

from Southwest Metal Systems
Specialty: Manufacturing
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Pleasantly enthusiastic!

Ease-of-use

The drag-and-drop campaign and email builders are awesome. I love the new quick add for contacts too.

Functionality

It does everything they said it would. Sometimes, I do get a bit frustrated when building and editing documents that usually consist of more content, though, like a newsletter. It would be nice if you could place multiple snippets in a line horizontally to create three photo links at the bottom of the newsletter. Other than that, I love it. Newsletters have never been so easy.

Product Quality

I love InfusionSoft. As they continue to perfect it and work out kinks, it is continuously becoming a more effective tool.

Customer Support

Customer Support was very helpful through training in the kickstart package. They did always seem rushed, though, which was pretty frustrating. I tried to be prepared for our phone conferences, but some introduction and a slower walkthrough or demo would have been helpful.

Likes Best

I love that Infusionsoft is full of down-to-earth and friendly small business people catering to small business people. Those I had contact with were very passionate about their job and enthusiastic about everything. It was a total joy getting to work with them.

Likes Least

When working with marketing campaigns, errors sometimes occur. I can't always locate where the error is rooted from, which makes me think that InfusionSoft is still working out some glitchy things from being newer software. However, we just sent out our first email broadcast to 250+ prospects and are excited about the simple customization of marketing tools and campaigns that InfusionSoft offers.

Recommendations

Just dig in and learn it. InfusionSoft is a powerful tool if you are willing to jump in and learn. It will operate on its own, but not until you initially tell it what to do!

 

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

Use it to track customer database

Ease-of-use

Fields are clearly named. The pages are clean and uncluttered. It loads quickly and easily.

Functionality

It's still too soon to tell. So far, it does well in terms of customer data entry.

Product Quality

It's still too soon to tell, but it works much better than Sugar.

Customer Support

I haven't used it yet, but the help page is okay.

Likes Best

It's easy to enter new contacts. The graphics are simple and clean.

Likes Least

The tag system is clunky. Extra steps are required between adding a tag and then moving on to the next task.

Recommendations

Use it for a while. There are many options I have yet to explore.

 

from Essential Education
Specialty: Education
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Great multi-tasking product; a little tough to learn.

Ease-of-use

As I said above, this product just does so many things that it's a little tough to learn.

Functionality

It does pretty much everything we want it to and more. It's very impressive in that way.

Product Quality

InfusionSoft has a pleasant interface that's easy to explore and find what you need.

Customer Support

I like that the support is very available, and there are a number of ways to ask questions and get information. I did attend one of their training webinars, and I thought it was pretty boring.

Likes Best

The ability to customize the product to your needs.

Likes Least

It does so many things that it's a little difficult to learn how to use it.

Recommendations

I think InfusionSoft is the best product of its type available. Just be prepared for a learning curve.

 

from RED Research Emotion Design
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great Product

Ease-of-use

It takes a little training, but they have ongoing support that is awesome. I've been very satisfied with their customer support.

Functionality

My only complaint is that we can't receive emails directly to IS. It would be nice to have one place to check emails to and from our customers. But, I think that may be because of our specific email client.

Product Quality

It does what it says it will. We have been very satisfied with InfusionSoft! Great product!

Customer Support

Excellent! We have used the customer support several times, and they have always been very helpful!

Likes Best

Ease of use. One place to keep track of customer info from contact info to notes and where they are in the sales system.

Likes Least

I only have a small complaint. When you search for a customer, click on a field, and start typing, it will jump to the first name field when you are part way through. So you have to click again on the field you were typing in and start over or just wait longer to start typing. It's not a big deal, but when it happens over and over, it's annoying.

Recommendations

For a small company, InfusionSoft is the best option. We looked at several different software options. After researching and talking with several different vendors, we went with InfusionSoft. We have been very satisfied.

 

from Strongpoint Marketing
Specialty: Advertising
Size of portfolio: Single user Portfolio size: Single user

Powerful and Professional

Ease-of-use

It's not intuitive. I spend a lot of time looking for things that should be clearly evident, especially on the Contacts page. I still don't understand tags after all this time.

Functionality

It meets more than my needs. I wish I could use all the features, but I don't have the budget, time, or the internal support from the sales team to put it all to use.

Product Quality

This product is not WYSIWYG. It's complicated to learn, and the jumpstart trainers often talk in jargon since they're so used to the product. The video tutorials are cumbersome and a little too superficial.

Customer Support

The jumpstart startup support is great, and the available online and phone support is also excellent.

Likes Best

Customer training and support is great. This product/service does everything and then some. They have a great response time to inquiries. It gives good analytics.

Likes Least

It may be too powerful for my needs. There's a lot in this package that I won't ever be able to use because we are such a small business. Each user costs additional, so that limits the usefulness for small businesses with small budgets.

Recommendations

Be sure you need something this powerful. The demos don't cover all the capabilities or all the costs. And make sure you have adequate time set aside to learn it inside and out. It could use a half-time person just to use InfusionSoft to its fullest.

 

from Xcell VIP
Specialty: Other
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Infusionsoft has given us the ability to maximize our efforts

Ease-of-use

The navigation is easy and it doesn't take long to get familiar with most of the functions.

Functionality

The software serves as a full-time employee once you get it up and running.

Product Quality

The quality and value are both very good. Additionally, it seems to be very stable.

Customer Support

We have been happy with the attention they provided. However, we would like more coaching in the kick start program over a longer period.

Likes Best

It provides intuitive functions that help you layout plans and execute those plans.

Likes Least

The contact manager searches for people and companies separately, and that is sometimes frustrating.

Recommendations

Look around and make InfusionSoft one of your last choices to review.

 

from JDT International, LLC
Specialty: Hospitality / Travel
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Well worth the investment

Ease-of-use

It did not take us long at all to upload contacts and begin using the software.

Functionality

This product rates highly in meeting our needs. We have learned to build campaigns that suit our individual business needs.

Product Quality

They have done a great job of developing this product to be intuitive and easy to use for all users.

Customer Support

We can find no fault with the support we have received during the initial start and today as we continue to explore how to use the software to expand our business.

Likes Best

Once you get the hang of this software, it is powerful and can really help a company capture and maintain it clients. We are excited to start a new selling cycle and have the ability to use this amazing tool to assist us in keeping track of contacts/leads and more importantly, helping us close deals.

Likes Least

The ability to tell your story that best suites our business is very important. The vendor has a great library of information to pull from if you need help with the software or coming up with campaigns.

Recommendations

The ability this software has to deliver to an inbox is higher than competitors. The vendors support team is helpful. The video tutorials are amazing and provide insights on how to use the software and build a successful campaign.

 

from SouthWest Metal Systems
Specialty: Construction
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

InfusionSoft does what they say it will do!

Ease-of-use

Navigation is easy; I like the dashboard. Being able to set up email blasts and track them took no time at all.

Functionality

It makes automation really have a personal touch without taking up a bunch of man hours.

Product Quality

Everything that I see with InfusionSoft is quality. They did a very professional job helping us craft emails.

Customer Support

I find the help videos to be the best customer support. I like to find out on my own, but I still had the back up of talking with a person if I needed too. Their training upfront was great to walk through the basics.

Likes Best

InfusionSoft was upfront about what their program could do and what its restrictions were. We use it in a couple of ways within our company, and they have been very helpful with training on their system. I really find their help videos to be valuable because I can look up something, and I don't need to wait to contact someone.

Likes Least

I would like to be able to use the system remotely, but that is one thing it doesn't do; you have to have an internet connection.

Recommendations

Make sure you look at all the options and take your time to find the right fit.

 

from Engineering System Solutions
Specialty: Engineering
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

InfusionSoft Rocks!

Ease-of-use

Once you spend some time in the software, it is pretty intuitive.

Functionality

It will do almost everything we need it to do. On the occasion that we have needed something that InfusionSoft couldn't do, we have been able to find a workaround to get close to the desired outcome.

Product Quality

The user interface is intuitive. It is easy to get into the nuts and bolts of the campaigns and tweak things as needed. It's very user-friendly. The feedback it gives regarding tracking email marketing is great!

Customer Support

Anytime I have needed assistance, the help desk has been there with answers. On a few occasions, I have had to wait up to 10-15 minutes for assistance to be ready, but usually, it is really quick. The help desk folks have been ready with solutions every time.

Likes Best

InfusionSoft has really streamlined our marketing efforts, making it much easier to track leads, as well as organize and stay on top of follow up efforts. Their initial strategy coaching was super helpful in getting our campaigns up and running. Anytime I have had questions or wasn't sure about something, the InfusionSoft help desk has been really helpful in finding solutions.

Likes Least

The only thing I would rate poorly is the initial learning curve of getting used to a marketing software. We jumped from excel sheets and outlook calendars to InfusionSoft, and the transition was a bit uncomfortable for a few members of our marketing team.

Recommendations

Take a look at the basic functionality of the software. If that meets your needs, then focus on the bells and whistles. For us, this software has been great!

 

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

Easy to Use!

Ease-of-use

The buttons are labeled in an easy-to-understand manner. The help links are good, and there's live help available.

Functionality

The product easily allows us to manage all of our contacts and campaigns.

Product Quality

Almost everything runs smoothly all the time. It provides a lot of functionality.

Customer Support

The customer support is awesome; someone is always available to help!

Likes Best

It's easy to navigate, and there's lots of help.

Likes Least

Sometimes, the pages are a little slow loading, but other than that, the website runs smoothly.

Recommendations

Always use the Live Chat when looking for help. The respondents are very informative.

 

from Essential Education
Specialty: Education
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

InfusionSoft for small business

Ease-of-use

It's very intutitive and does not overcomplicate things. The basics of everyday use are super easy to find and work.

Functionality

There are just a few areas that we struggle with where it could be more integrated. Some aspects are more focused on individual customers and not on institutions like we deal with regularly.

Product Quality

It's always up and running. Improvements are seamless, and the online university exceptional.

Customer Support

They are easy to contact. Support is great. Salespeople know the product and provide good information.

Likes Best

Having used some of the bigger named CRMs at large companies, I find InfusionSoft to be exceptional. It doesn't clutter you with data, although you can mine all you want. It also doesn't make my sales reps think they are supposed to be sitting at their computers all day updated pipelines. The integration of E-Commerce and Marketing tools is awesome for a small business. The help and support offered through online videos and webinars is really good.

Likes Least

A few of the features seem set up for people running very small businesses or online stores.

Recommendations

We looked at several providers for our small business and found the InfusionSoft people very easy to work with on the whole. The pricing was excellent, and they have a strong customer service ethic. Compare and do your homework.

 

from MarketingPro, Inc.
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Looking forward to seeing the fruits of our efforts with Infusionsoft.

Ease-of-use

The campaign setup process was fairly difficult. The contact upload was easy though.

Functionality

We need some time to see how it really works for us once the campaign is running.

Product Quality

It looks good visually, but is a bit complicated to figure out.

Customer Support

Our kick start rep was great. He was always responsive.

Likes Best

I like the ability to build multi-step campaigns. When we reach out to our strategic partners, it is nice to have an automated process in place. In the past, we relied on Outlook and many prospects slipped through the cracks.

Likes Least

It was extremely difficult to setup one fairly basic campaign.

Recommendations

Our kick start rep was very helpful in holding our hands to get the campaign up and running.

 

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

Infusionsoft - Great CRM

Ease-of-use

Great. InfusionSoft makes it very to easy to navigate through your day-to-day tasks, as well as the design pieces.

Functionality

So far, so good. As we have just got into using the various pieces, it has met our needs. I look forward to getting further into the system.

Product Quality

There's lots of functionality. It's easy to navigate and business-friendly.

Customer Support

They're great. I love the live chat. The customer rep is willing to assist with any concerns.

Likes Best

InfusionSoft is a very business-friendly, easy-to-navigate CRM. Everything is at the click of a drop-down menu, and it allows you to add the important pieces to your dashboard. Developing email templates and creating campaigns for customers is simple and not a lengthy process. It allows you to see your day at a glance and the recent activity from contacts. Another great feature is the live chat option, which is a great way to get the answers to questions you may have.

Likes Least

A few things I would like added to InfusionSoft would be in the area of reporting. It would be nice to have a report for individual tags rather than the full list. Being able to pull an activity report per email template would also be helpful.

Recommendations

When we were evaluating CRMs, a major concern of ours was ensuring there would be adequate customer support with adequate learning resources and actual people behind the system. Our last CRM offered the software, but if you ran into problems, there was no one to help or guide you to the solution or resources.
Also, look for ease of use. If it looks difficult and time-consuming in the demo, it probably will be once you start using it.
Make sure to have a product demonstration from an actual person. Have them walk you through all the various pieces. If they are not willing to provide you with a product walkthrough because your company is too small, that shows that amount of customer service you will receive.

 
 
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