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

320 Reviews of Infusionsoft

 

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Software Advice Reviews (236)
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Showing 1-20 of 236

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

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Value for Money

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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
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Functionality
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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.

 
 

Jamin from NHI
Specialty: Healthcare / Medicine
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

We have begun using this year. It is hard to learn how to use at first without a good onboarding and company-wide deployment.

Pros

Tons of features.

Cons

Learning curve.

Advice to Others

It's definitely the future to use programs, CRMs and Automation like this, so it would be good to adopt.

 
 

Neha from Sun softwares
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

CRM 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 product is a true value to the customer. Its easy to use

 
 

Nikki from Wild Empowerment Ltd
Specialty: Other services
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

Look for the hidden extras

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I've used Infusionsoft for over 3 years. Every month it saves me time.

There is a learning curve to the system so persistence pays off. It took a little while to get my head around Infusionsoft's way of doing things. (e.g. where to edit master templates so that things appear as expected every time).

The tagging feature is brilliant and allows me to communicate with subsets of my list.
The campaign builder is a great way to map out automated campaigns. The trick is to keep them simple and label everything clearly so that you know what's going on where.
The email templates are mobile responsive and easy to use.

Regular system updates fix bugs and update features and functions - they do listen to what users want.

What most users don't know about are two resources that you have to go looking for:
- There is a free phone helpline number in addition to the online chat. Bear in mind that it is through to Phoenix Arizona so works on the office hours in their time zone. The online chat works fine out of hours.
- It is worth looking out for the local User Groups which are free to attend (subsidized by Infusionsoft) and allow a chance to ask questions and meet other users.

Pros

Tagging allows maximum flexibility for list segmentation and tracking.
Easy to build campaigns.
Simple to send quick email messages to the whole or part of the list.
Hosted landing pages and web forms within Infusionsoft.

Cons

Time is taken to learn the system initially.
Some things are not intuitive so take a bit of working out.

Advice to Others

Join a user group and join the Facebook user groups if you can't get to one in person.

 
 
 
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