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)

191 Reviews of Infusionsoft

Showing 1-20 of 191

 

from 21st Century
Specialty: Telecommunications
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Complete and has everything we need.

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Likes Best

The automation process. The support team is really good as well.

Likes Least

It's complicated for new users, and if you wanna do advanced learning it's really expensive. It's understandable though but I am hoping that those who are not capable of purchasing will still have a chance to learn too.

Recommendations

Use the software depending on your company needs and as well as you company goals.

 

from Billing Precision
Specialty: Healthcare / Medicine
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great for email marketing

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Likes Best

InfusionSoft has helped our company tremendously. It's a great CRM tool with awesome features and benefits that you wouldn't be able to find anywhere else.

Likes Least

It's a bit pricey. Even if you don't use one of the functions included in the price they still charge for it.

Recommendations

I would go with Infusionsoft if you plan to use it to its fullest potential.

 

from Empower Yourself by Molly
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

Helpful and honest salesperson

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Likes Best

I like that the salesperson I worked with was friendly, honest, and visionary.

This is so important for small business owners.

Likes Least

The price was out of my range but may be ideal for another customer.

Recommendations

Give a demo a try, it will help you better understand if the product is right for you.

 

from Arctic Zero
Specialty: Food / Beverage
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Infusionsoft Review

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Likes Best

integration of crm and email marketing tool, custom tags, simple u/i for crm, customer support chat function is convenient

Likes Least

a little glitchy at times, not too fond of my "coach" because she's a bit difficult to get a hold of.. meanwhile, my sales person was amazing, wish the packages lent itself better to small businesses and allowed more users than 3

Recommendations

look at other web-based crm software with built-in email marketing tool

 

from TradersClub24
Specialty: Education
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

A lot of money for poor performance

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Likes Best

For Email-Marketing, infusionsoft offers great tools.

Likes Least

As CRM-System for small companies it is totally unsuitable. The usability is very poor, every second updates they made changes, that you have to adapt your processes, which needs a lot of time and mostly they made it much more complex.

Recommendations

If you only want to sent out emails, it's ok. If you need a real CRM-System search for another tool. We are using this tools since 6 years and it's a great effort to change our system, but

 

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

Decent product...requires a lot of manual set up, support not so great

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Likes Best

The flexibility of the campaigns...email template builder is fairly easy to use.

Likes Least

Chat support. See comments in support comment section.

The product is also very easy to misuse if you have not been properly trained. Be careful who you give admin rights to.

Recommendations

If you are using this for B2B, consider another product with a better CRM system.

 

from Femanna
Specialty: Other services
Size of portfolio: Single user Portfolio size: Single user

Only useful if you have a team

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Likes Best

It is a huge machine that helps systematize your marketing

Likes Least

The sales person on the first call should never have sold this program to me knowing the status of my business. Even though I had read reviews that stated this was a massive undertaking to get started, I didn't know how much time and energy it would actually take. Most reviews were great but these were large businesses with a team. This product takes a lot of time to set up and it's really for a business making over 200k with an assistant. It is not for smaller businesses that are just starting out.

Recommendations

Sales people will tell you what you want to hear when you are considering a purchase so it's up to you to do the homework.

 

from Mahoney Media Group, Inc.
Specialty: Media
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Infustionsoft was the missing link to our companies future success!

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Likes Best

We are a documentary film company that distributes films and books to a growing customer base. Until Infusionsoft we didn't have a good way to track communication with all of our customers, potential customers and vendors. The other missing link was the ability to do email campaigns specifically designed for segmented target audiences. So we no longer had a one size fits all message that didn't really work. What we found best with Infusionsoft is that in one software we were able to organize all of our efforts of marketing and communication in on product. What also makes it all work is the training and coaching support that Infusionsoft brings to the party. We have great hopes for our future with this new tool.

Likes Least

So far we have nothing that we don't like Infusionsoft has great training, they set context very well, they have coaches and are reasonably priced.

Recommendations

Take the time to look at all the options. I almost made a decision early in the process because I just wanted to get the task done and move onto my normal duties. I am glad I took the time to be thorough.

 

from Metaspire Consulting & Coaching
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

Pretty Horrible

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Likes Best

The CRM portion has a comprehensive yet complex way to customize email marketing campaigns.

Likes Least

For a CRM I don't think they have done very much to build relationships with their small business customers. Maybe a small business that has an infusionsoft resource but certainly not one that is just starting the product.

Recommendations

Look at all things from the customer's perspective. The system is too expensive to be so complicated. Small businesses especially solo-entrepreneurs need ease when they are paying top dollar for a product.

 

from Ooka Island
Specialty: Education
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Decent Marketing Automation System but some glaring holes in product

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Likes Best

They are at a great price point if you are a small business and don't need something very sophisticated.
We like that there is a CRM included.
Campaigns are pretty intuitive to set up and use.
Their support chat is reliable and available nearly all the time.

Likes Least

There are some GLARING holes in the product: email reporting is decent on email blasts, but I was sold on campaigns, which are easy enough to set up and use, but reporting on those is abysmal. There is no way of obtaining the number of sends, opens and clicks of a given email over a given period. Not even with a zillion manual workarounds. Which kind of seems like a big deal for a Marketing Automation System.

Recommendations

Figure out what features you need/want from the product, and prioritize them.
Get actual screenshots of the features from the sales rep you speak to to make sure they aren't BSing you.

 

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

Great, robust system

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Likes Best

The fact that InfusionSoft could do everything we need as a smaller firm, and yet can scale up to provide everything we WILL need as we grow.

Likes Least

The only negative I perceived was that it really required support help to get set up and going, and that while the early set up support was part of the package, later usage weren't included and would cost extra.

Recommendations

Decide what you need right now. Find what will help you solve those problems. If you are just getting started, be sure you are using software that is intuitive and can be scaled up.

 

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

Infusionsoft is a valuable tool

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Likes Best

The best part of this product is the ease of use and the ability to maintain proper contacts

Likes Least

Some of the features have a learning curve, although, I also believe the vast majority of the features are easy to learn and once you understand them it is all easy.

Recommendations

I recommend that if you need a proper tool for contact with e-mail blasts, this is the way to go.

 

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

Infusionsoft = Good Email Marketing

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Likes Best

I like the features and capabilities Infusionsoft offers. I love the tracking capabilities.

Likes Least

The user interface is very confusing. You have so much available and it's very complicated to understand.

Recommendations

Definitely work on they user interface and easier ways to create the steps you want your campaign to go.

 

from Flying Woks Australia Pty Ltd
Specialty: Hospitality / Travel
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Is Infusionsoft any good?

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Likes Best

It has a lot of potential, could be very powerful if you have a lot of money to invest in it

Likes Least

Service is abhorrent, cost is way way out of proportion to functionality and other options

Recommendations

Do you homework, i got burnt by these guys big time. They signed me up to a plan that ended up being more than i had agreed too, the software is very very clumsy ( and I have built web sites, run accounting databases etc) and service is very slow. I ended up employing external specialists who are very expensive and beware, trying to cancel your plan with Infusionsoft took me months as they will not put you in contact with the right party to do so. Test it out before you buy, you will see that you need to invest a lot of time and money to reap benefits. I spent $xxxx in two months with them and got no return. If you test it out for your self like me you will probably discover how clumsy their software is. Little things were annoying me as I was building pipelines and campaigns as the software is advanced if we were back in the 90's. Beware to, a lot of the review out there online are from people who are affiliated with Infusionsoft.

 

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

Love it, awesome product!

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Likes Best

I love their customer service, no matter my challenge they take the time to figure out the best way to achieve my goal.

Likes Least

The application has become very slow. Takes an average 2-3 minutes between screens/tasks, so when doing some complex building, reporting or testing I am easily losing 30-90 minutes in my day.

Recommendations

Have defined goals going in, know what you are trying to achieve and what kind of reporting you will need. This a great tool for multiple departments.

 

from National Education Alliance
Specialty: Education
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Don't Just Walk Away, RUN! Unethical, Missed all Deadlines, Forced...

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Likes Best

The platform seemed to have robust functionality but Infusionsoft's third party providers missed every deadline, failed to provide training, all required programming, and implementation services. Unfortunately it took seven months for us to figure out we'd been taken for a ride. We just made the decision to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft (Our website was intentionally designed and built along side our signing with Infusionsoft CRM to insure all technologies aligned). In short, this has been an incredibly slow, frustrating, and expensive lesson.

Likes Least

The Infusionsoft sales person and sales tech flat out lied about the cost required to set-up/program our CRM system. We provided 100% of our specs in writing, reviewed them between a prospective web developer, my internal IT director, and Infusionsoft. After spending 10-hours over a period of two months reviewing specs, building campaigns, etc etc we signed an agreement on the basis that they could do everything we discussed. Only after you sign an agreement do they tell you they do not train or provide programming themselves. Rather, customers are forced to repeat all the same specifications (4-hours including 4 highly paid vendors & staff = 16-man hours) again with a third party provider. Infuriating! The first third party provider (Success Engine) provided a statement of work on March 2. The end date was April 2. The statement of work communicated they were to complete a total of 10-hours of programming work. Long story short, they slow rolled the build out, missing deadline after deadline, and in June (yea June - to do 10-hours of programming?) provided us with a new quote (bait & switch) stating there was an additional 15-25 hours of programming work required to complete the build out per our specifications. Keep in mind those are the same specifications that we provided and reviewed with them in painstaking detail in February. Infuriating! After receiving the new quote in June we felt we had no choice but to push ahead because we were so far behind schedule and had invested so much time and money into the project. We gave them a deadline of July 1 and they quickly turned down the work because they said they wouldn't be able to meet the deadline. Infuriating! It ultimately took Success Engine until the middle of July to complete the original 10-hours of set-up/programming. Infuriating! So back to June when Success Engine turned down the work; we were forced to ask Infusionsoft to provide us with a new third party provider which of course required us to go over our specifications for a third time (4-hours including 4 highly paid vendors & staff = 16-man hours). The first contact with the new third party provider ThinkAutomateGrow (TrickApatheticGrievance). was mid-June. Once again we communicated our specifications to our assigned programmer and the next day that programmer had a death in the family and was gone. She passed us to another programmer. The new guy was around for about three weeks, didn't do much, then was fired by ThinkAutomateGrow. The first programmer reappeared for about two week but then reported that her son broke his arm. She didn't reply to emails or calls for the next 10-days. When she did reply she said she went on her honeymoon and the auto responder on her email must not have worked correctly. She introduced us via email and teleconference to the owner who spoke to us twice briefly by phone, and replied to a total of three emails. That brings us to last Friday, August 14, 2015. That was the absolute deadline for ThinkAutomateGrow to add us to his production calendar. He failed to respond. It is now Aug 19. The decision was made to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft. I WOULD NEVER, EVER, EVER, DO BUSINESS WITH THESE UNETHICAL SO-CALLED BUSINESS PEOPLE.

Recommendations

Software seems good but if the sales people lie to you about the cost of programming and the third party providers can't get it programmed anyway what good does it do your company? Don't just walk away....RUN!

 

from Prestige One Landscaping
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

InfusionSoft

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Likes Best

It is extremely easy to use (and I am not very tech-oriented). InfusionSoft lets me contain (find and use) a LOT of different information in one place. I can access the information anywhere. The tutorials are concise and InfusionSoft lets you practice each step of the various components. The learning curve was both shorter and smaller than I anticipated.

Likes Least

I am not sure the cost is validated by its use for a small company.

Recommendations

If you can test run each of your options, I think you will find InfusionSoft the winner in ease and usability and options.

 

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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Likes Best

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.

 
 
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