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)

242 Reviews of Infusionsoft

Showing 1-20 of 242

 

from First Choice Business Brokers
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Infusionsoft

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This program is best utilized by companies with a high volume and room in the budget for an IT person to handle additional programming requests for Infusionsoft.

Pros

marketing automation

Cons

not fully customizable without the expertise of a technical guru

 
 

from Seeger Consulting Inc.
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Infusionsoft is complete small business tool

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Tools are only as good as the effort you put into them. Infusionsoft does take work, but once it is setup (properly) then maintaining it is a breeze and it just keeps moving my business forward.

Pros

Automation. So many of my processes are automated.

Cons

Initial curve to get it set up

Advice to Others

Hire someone great to set it up and learn what you need to oversee this application.

 
 

from Cask
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

InfusionSoft CRM

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This was an alright CRM platform. Would be better for a company that has e-commerce.

Pros

Cost point

Cons

Reporting was limited

 
 

from Cleaning Service
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

Dear InfusionSoft

Ease-of-use

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I really like your software but I missing that you don't have a cheaper version for small starting businesses.

Pros

It's complete

Cons

Little bit expensive for starting business

Advice to Others

Keep up the good work

 
 

from Advantiv Solutions
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

Our comany is new to IS and love it

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We were able to get started very quickly. Imported 4 separate lists; sent a successful email blast; and launched two campaigns with great landing pages all in the first 10 days. Great partner support. Our next email blast goes out today...

Pros

With great support from IS and our certified partner we hit the ground running and were getting real value in first 2 weeks. Despite some warnings about complexity, we have had know issues.

Cons

I wasn't able to get my first campaign started by just looking at the videos but with 5 minutes with our ICP, it was a slam dunk.

Advice to Others

Have a game plan in mind on what you want to get accomplished and then work the plan. Get others on your team involved. This is not a one person show.

 
 

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

Great product but a little hard to use

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Love the features, but it is a bit clunky. I can imagine using it later down the track when I have plenty of projects going on and its hard to remember things, but at the moment its not quite what works for a small agency.

 
 

from The Drying Co./ Thermaltec
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

Infusionsoft CRM for small business.

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We are 4 months into using this program and still getting things configured the way that we need.

Pros

Customer service. Ease of setting up a workflow (assuming you understand workflows)

Cons

Sync with Google. We thought we would be ok, but it is not good

Advice to Others

Infusionsoft is worthwhile if you don't care about syncing with Google- if you do, I would stay away. Customer service is SUPERB!

 
 

from Cullowhee River Club
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

Not the finest bells and whistles

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This software offers so much but misses the goal of easy database management. It's time consuming and clunky.

Pros

Email paper trail is helpful.

Cons

Throws you off website in the middle of an action. Has too many places for notes. Isn't user friendly

Advice to Others

Shop elsewhere first.

 
 

from The Grossman Law Firm APC
Specialty: Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

Infusion Soft

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This product has been amazing for our firm. I cannot recommend it enough for small businesses and large businesses alike!

Pros

This product creates an automation but also allows you to store emails, run campaigns and pull people out and put others in as needed. It also has helped us to be more responsive to clients and keep better track of all conversations with clients. AND THEIR PEOPLE ARE PHENOMENAL TO WORK WITH!

Cons

You need to take time to set up your system properly before launching it onto your website. That is really important, people who don't use the on-boarding to their full advantage to set up are missing out and that is really the only complaint I hear from people. Personally I can set up a campaign to make it do just about any result I need it to, and that is thanks to actually doing the 5 call on-boarding process effectively!

Advice to Others

Take time to figure out every step along the way to an idea and how each step needs to go in order to design campaigns that you can manage easily and give you the result you want. Put the effort into the set up!

 
 

from Hess & VanLandschoot Orthodontics
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

Everything You Will Ever Need

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Functionality

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Infusionsoft is top of the line, and makes email automation easy. In the beginning learning how to easy the system was a bit overwhelming but their customer support is fantastic. They teach you have to use every part of the system and even help you build your first campaign. If you want software that does it all I would highly recommend this product. It's been worth every penny!

 
 

from Dannex Construction
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

So far so good!

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I really like the software and I see a lot of potential but I am still learning the functions and how everything works together. But I've had a lot of good help and Brad was great for me during the sales process. My coach Paul is giving me a ton of incredible tools and since we're still in the onboarding process, I'm sure he will continue to. The software itself has exceeded my expectations but I know that there are hidden gems that I haven't discovered because I'm still learning it.

Pros

It has a lot of tools in one place.

Cons

It takes a while to learn. It's not as easy to find everything without asking someone.

Advice to Others

Request a demo and get a good kickstart.

 
 

from Your Marketing Coach
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Small Business Can Now Market Like Amazon!

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Just a few short years back, small business owners were not able to have the same opportunities in marketing like the big companies (such as Amazon). With Infusionsoft, small business owners are able to market just like the Amazon...and that's EXCITING!

Advice to Others

I have heard some people refer to Infusionsoft as "confusion-soft" because the software is so robust. That may have been the case in the past (I can't speak on this because I have only used Infusionsoft in my own business for the last 3 1/5 years).

I have never viewed the software as confusing...in my opinion it's not...IF you have a strategy.

The key to being successful with Infusionsoft (and any other marketing software / platforms) is to first have a strategy. If you sign into Infusionsoft without a strategy it's like building a house with no blueprints!

Built it in your mind...build it on paper...build it in Infusionsoft!

You business will NEVER be the same!

 
 

from Premier Law Group
Specialty: Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

Great Sofware

Ease-of-use

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Infusionsoft is a great soft, with a lot of interesting features & functionality

 
 

from Biz Automation 4U LLC
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Best Software for Businesses

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Functionality

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Super practical, many in one software. The pricing is perfect.
You can manage your CRM, marketing and sales and even your e-commerce on one platform.
There are fantastic integrations available also, which can help you make this extremely flexible system more specific to your industry.
Your options are almost unlimited. Birthday emails, letters, fulfilment tasks. Even you can automate your coffee ordering. How fun is that? :)

Pros

One software to solve the automation for your CRM, sales, marketing, e-commerce, referral. I love it! Saves plenty of time and money! I can hire people who don't have to spend the majority of their time on administrative tasks. It fixes follow-ups also.

Cons

It might take some time to pick up the system, but then it's really straight forward. Just takes time.

Advice to Others

If you want to build more complex things, use integrations and so, I would recommend hiring an expert. An ICP or an ICC to implement and maintain your system.

 
 

from Business Automation Consulting
Specialty: Hospitality / Travel
Number of employees: 2-10 employees Employees number: 2-10 employees

Great CRM application for Small business

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I have seen other CRM software and I think building funnels and landing pages are super easy and really powerful. It is a great tool to get you to the next level. The community is super helpful and the guys at Infusionsoft listens what the community wants and add new features to the software all the time.

 
 

from Larry Jacob Internet Marketing
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

A Strong CRM / Email Marketing Solution / Not Trivial to Set Up

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Infusionsoft is a CRM solution designed for small businesses. It's not the tool for enterprise or medium sized businesses needing more than 15 to 20 seats. Think of it as a MailChimp / Saleforce with an emailing workflow engine. It allow you to build email sequences that adjust the content you send based on what each contact does. That's an over simplification, but at it's core that what it does.

It's got a huge community of add on products supporting it. You can build membership sites with it. You can enable call centers with it. The application are numerous, but it is not a tool very everyone. There are times when its not a fit.

Many business owners take it on expecting to configure it with minimal outside help. That is probably not a good idea. It's like building your office network yourself following YouTube video instructions. You may get it done, but not without a lot of time and frustration. Even worse, when you are done, you may have made mistakes an experienced person would never do that keep you from making the best use of the tool especially in the long run.

Pros

The tool has a lot of power. It enables you to automate email campaigns targeting each contact based on what you know about them. If they answer a question on a form, you can sent them one thing. If you learn they live in one state versus another, you can customize content to them. If they visit specific pages of your site and login many times into your membership site, you can change what they see.

It has a huge amount of power.

Cons

It's not a do-it-yourself tool. Lot's of people complain saying it's too hard to use and too expensive. Infusionsoft is a complex piece of software. If a complete newbee could make it work perfectly on their own, it wouldn't be able to provide you with all the feature it includes.

I have seen Infusionsoft sold from the stage with promises that it's a self-serve, DIY solution. Honestly, it is not. That's why you have a very healthy Infusionsoft consultants and partners community servicing it. These consultants and partner focus on all aspects of the solution working to help business owners put the tool to good use.

Advice to Others

In my opinion, it's best to buy Infusionsoft from an Infusionsoft Certified Partner. Make sure you properly vet your partner. It's a piece of software like may other software systems. You need to find a consultant that matches your needs. It does require plenty of expertise to roll it out and put it to good use. A partner, and again I say one you have properly vetted, is the key to making it work in your business

 
 

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

Infusionsoft MOST AWESOME SOFTWARE ON THE MARKET

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I have been using infusionsoft for about two years and the product/software is awesome! Our company loves the support infusionsoft gives us and the training is out of this world. Great people to work with and very highly recommended! I love to log in daily and see what is going on with my contacts and our emails. I didn't have this option before infusionsoft.

Pros

Keeping notes and emails all in one place.

Cons

I can't think of one!

Advice to Others

If you are considering infusionsoft, it is a no brainer! If you need a strong CRM, someone to help in build your sales and cares about you as a customer and a company then you are at the right place.

 
 

from Atlanta Communities
Specialty: Real Estate
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

Infusionsoft Review

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Love the product! Has a lot of great features that many other CRMs don't!

Pros

Love how you can create campaigns and all the cool functions the program offers.

Cons

It can be a lot to learn, especially at first. But, that's because it offers so many great functions!

Advice to Others

Best suited for tech-savy types. If you are not that familiar/comfortable with computers, CRMs this may not be the best choice for you.

 
 

from Yost Inc
Specialty: Distribution
Number of employees: 2-10 employees Employees number: 2-10 employees

Infusionsoft is the absolute BEST CRM database that is out there!

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Hands down Infusionsoft is the absolute BEST CRM database that is out there! They have everything that someone could need to run a small business weather you are just starting out or you are doing tons of things all at once and needing a lot more hands and lot more free time infusionsoft is there. They help with store front, customers, emails, schedules, invoicing and the list just keeps going.

Pros

They have anything and everything that you need to run your small business all in one place.

Cons

Somethings take a little bit of time to catch on to BUT there are tons of people there helping you learn and walking you through anything you need.

Advice to Others

If you do not have infusion and you are juggling multiple data bases in your day...get Infusionsoft and cut out all the others. Open up more time for yourself.

 
 

from PC Place
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

Powerful tools, but time consuming to learn. Not worth teaching to employees due to huge learning curve

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I love the demos, and the software makes sense when I watch a training agent use it. I can never get it to work when I use it on my own though.

Pros

I like the idea of being able to automate so many customer service jobs

Cons

Too complex to teach employees, and very time consuming to learn myselft.

Advice to Others

Only purchase this software if you can spare an entire week to train employees how to use it, and to learn it yourself.

 
 
 
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