Infusionsoft CRM Software


Infusionsoft is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries deliver sales volumes and customer service experiences.

Users can segment their contacts, track customer interactions, send emails and run campaigns setting triggers for personalized communications based on email opens, clicks and more. Users can also manage their e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track activity in their digital storefront, send quotes, invoices and receipts.

Infusionsoft’s reporting and analytics tools help users do analysis on parameters like emails, campaign performance, sales and revenue projections to track the ROI of their sales and marketing activities. Users can also access Infusionsoft remotely on their Android and iOS enabled smartphones and tablets. It offers integration with applications like QuickBooks, SalesForce, Outlook and Gmail.

Services are offered on a monthly subscription basis that includes support via phone, email and FAQs.



873 Reviews of Infusionsoft

Overall rating

4.14 / 5 stars

Filters:

Showing 1 - 20 of 873 reviews

January 2019

Nicholas from Safelink Internet Services

Company Size: 51-200 employees

Review Source


Ease-of-use

3 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

1 of 5

January 2019

Good for the basics

It's great if you don't have any sales/marketing software at all and haven't used other programs in the past. If that's the case, you won't know any better and will like the features here. If you have used other programs or know anything about programming, you will be quickly disappointed.

Pros

I like the user interface of the campaign builder. It makes it easy to see the flow of your campaign, although it could still be a lot more robust.

Cons

A lot of the features are only half developed. I have lost count of how many times we go down the road of setting up a process that seems like it should work but hit a roadblock because the feature doesn't exist or more likely that the system has been arbitrarily coded to only allow a specific event to happen. As one example, the system only recognizes a sale if a payment was processed through Infusionsoft. If you accept payments through check, cash, COD, or anything other than having their system process the payment, it will not recognize the sale and the system won't move them onto the next stage, effectively breaking your campaign sequence. I now have a programmer on staff that spends almost half his time creating workarounds to get Infusionsoft to do what we need.

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

4 of 5

January 2019

Basic CRM

Infusionsoft is a great tool for managing the sales pipe.

Pros

I like that you can build things out. It has a lot of features that you can customize and tag clients. You can also send emails and drop campaigns to incentivize prospective clients. It's great as a sales pipeline tool and makes it easy to see where your customers are at in the funnel.

Cons

There's not much on the post-sale/success end. We tried creating tags as a workaround to the sales process. We like to keep them as marked "customer" so we can send marketing emails but we also have post-sale stages that are harder to track. It would be nice if there were more success oriented features that could help us use the tool for retention. They could be in there, but we just don't know about them. I also had a hard time sending some emails to specific groups of people. Again, could have been something I was doing wrong but it wasn't obvious.

January 2019

Jon from Remington Home Loans

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

5 of 5

January 2019

Infusionsoft is the contemporary Rolodex

Pros

It's easy to recall contacts based on categories you set up

Cons

Having to input the data manually for each client

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2019

Once Set Up, It's a Wonderful Tool

Pros

Infusionsoft is not intuitive to set up or use, much like Salesforce. But once it is set up properly and you understand the complicated nature of it; it very much serves almost all purposes needed. I find the robust nature of the program to be comforting because even when I fear it might not do what I want, the Chat Help is almost always able to solve the issue. There are drawbacks to being so feature heavy, which shows in the UX and unintuitive menus, but there could be far worse problems to have. Education for Infusionsoft is the key.

Cons

I talked about it in the Pros so much I probably won't reword it here but to say it's a beefy and overwhelming product until you wrap your head around it and get it set up. Continuing education is the key.

January 2019

Shana from Aist and Associates

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Superb customer service experinces

Awesome i am having an overall great experience so far

Pros

User friendly and when i can't find what i am looking for i am able to call in and get answers

Cons

Nothing i am new to this software and i was able to pick it up right away its great

January 2019

Leanne from Migration Instiute of Australia

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Infusionsoft

Using an Infusionsoft Certified Partner has been the best thing, as I would never have realised the potential of the software without help. In fact I like Infusionsoft and their business model so much that I've participated in the Elite Forum, and I went to the last ICON conference in Phoenix, in 2017, all the way from Australia!

Pros

I've used Infusionsoft now for 4 years and it's made a huge difference to my business. I love the way I have been able to automate both lead management and business processes using the software.

Cons

I find that deliverability to Gmail and Hotmail addresses can be problematic, because of the setup at the recipient end. We have had to incorporate other backup systems such as SMS, to alert people to look in their junk mailboxes for an email from us.

January 2019

Jaymes from Luxm

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

January 2019

Honest review

It's intuitive. It's niche in SME. It's has some track record way back to 2007. But the new infusionsoft 500 plan just launched for about 12-18 months only. I think it still need some work to be done to consider the basics neccesity.

Pros

Customer support and on boarding training is amazing. One of the best you can get for this price. The way they make their interface is very intuitive and the learning curve to maximise this software is not steep at all compared to many software that loads in a lot of functions and have bad training or guides. This provides you the best tools just enough for SME to produce phenomenal results.

Cons

1. Infusionapp "opportunity" sales function. I'm a very sales focused person. And i believe sales is a big part for every businesses. My sales team are always on-the-go. It'll be good if the app can remove it's restriction for sales for every aspect of infusionsoft version. I am currently using infusionsoft 500. And on the app i'm restricted to access for that i have no idea why because it doesn't make sense for my sales team.

2. Infusionsoft computer finance invoice and quotation function. There's currently an ala carte preset you can adjust for invoicing and quotation. However you're not able to set packages or do inventory. I think if we're able to preset packages and edit from there instead of picking ala carte selection for everything. That will help save a lot of time.

3. Payment gateway are only for US, Canada and one other country. Not integratable for Singapore. This is a very bad downfall for those that want a whole system will not be able to take ecommerce payment or recurring membership payment thru infusionsoft. You'll need an additional third party plug in to do that which may or may not incur more cost.

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

1 of 5

Functionality

4 of 5

January 2019

Can do so much ...BUT

If I didn’t spend so much time creating this system, I’d probably consider moving on to another.

Pros

There are amazing follow up features, sending email blasts are easy and knowing the open rate is good.

Cons

There is NO TRAINING.

I can’t even begin to imagine what we’re missing out on because they will only refer you to their documentation.

Forget about help with any 3rd party integration. NO HELP at all.

January 2019

Lukas from LDA Social

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

1 of 5

Functionality

5 of 5

January 2019

Very confusing software

Pros

Endless of capability of what this software can do about automation in your business.

Cons

Not very intuitive user interface to navigate and find what you are looking for.

January 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

2 of 5

Functionality

5 of 5

January 2019

Lots of power, steep learning curve

I love the functionality it provides, though it takes time to master and really learn the ins and outs and logic to maximize effectiveness.

Pros

The ability to automate email campaigns, and integrate with my membership/online course plugin, AccessAlly.

Cons

There are a lot of nuances to learn about the system, and it's not always the most intuitive to navigate. Their tier 1 customer support isn't able to resolve a lot of the issues we have and have to be escalated.

January 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Infusionsoft knows what great customer service is.

Pros

Although it can be a little frustrating learning the system but once you are familiar with it, it is great to see how all of the features work together.
They offer so many different features such as emailing, campaign builder, page builder etc


Their customer service is amazing

Cons

They do have some issues come up now and again such as the search for contacts feature can sometimes go down but there are workarounds and other places in the system you can do the search while they fix the issue.

January 2019

Michelle from Contractor

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

5 of 5

January 2019

Developer in the Shallow End

The integrations available with InfusionSoft and WordPress technologies is just phenomenal. We've made some really great websites using InfusionSoft, and it is absolutely essential for tracking and sending customer contact. InfusionSoft provides analytics that I didn't even know were available! You easily make a high ROI on this software. Give it a go! Just be patient with learning all it has to offer.

Pros

Super intensive but extremely customizable to your needs. Get creative and only use what you want to use. I've yet to experience InfusionSoft limiting our capabilities and desires.

Cons

There's a LOT. This means there's a TON to learn, which is why I gave 4 stars for Ease of Use. It's just so incredibly intensive. It's complex, as an entire mid-size company is, which is what InfusionSoft seems to be made for. It really is the entire sales, marketing, commerce, advertising department for your mid-size company.

January 2019

Donald from Rampart Hosting LLC

Company Size: 2-10 employees

Review Source


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

January 2019

Powerful, but Requires significant training and commitment

We use templates build by a marketing firm we work with. I don't think we could easily do this on our own. They also provide the support for us. Without significant assistance, this would be difficult for a small company to implement on its own

Pros

- Ability to capture a lot of customer interactions / details
- Very powerful scripting
- Impressive Automation

Cons

- You need extensive training and focused time to make this work
- We use templates and campaigns built by a an outside marketing firm .

January 2019

Leslie from Thoughts Alive LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

5 of 5

January 2019

Gave me my life back

It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you!

Pros

There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.

Cons

I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting.

I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better.

I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored.

OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.

January 2019

Mike from Southern California Institute

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Powerful and Integratable MArketing and Automation Software

Easy to use with many valuable features. Occasionally, I will need to contact InfusionSoft support for guidance. They are knowledgeable and helpful in providing guidance to accomplish the appropriate programming.

Pros

Programming is like building a flow chart. Lots of drop and drag components that can be customized to do a multitude of tasks.

Cons

A logical mind is sometimes required to perform more complex, advanced programming.

January 2019

Sydney from AxisCare Home Care Software

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

An Incredible Tool for All of Your Email Automation, Lead Management and Marketing Reporting Needs

Pros

We love InfusionSoft. I use it daily to send marketing emails, monitor current leads, run marketing reports, build campaigns, and more. I love how easy it is to create beautiful emails, adjust and build campaigns, and all of the integrations available to us. Support is incredible - I am always able to get someone on the phone or chat, and they are always able to solve my problem or answer my questions quickly. I know there are parts of InfusionSoft that we are not using to their full potential - I look forward to learning more!

Cons

The system is quite robust, so there can be a steep learning curve. However, there are tons of resources to help new users learn the system + an incredible support team to help you every step of the way.

January 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

2 of 5

January 2019

I hate Infusionsoft

I did not have a good overall experience. I would not reccomend this product

Pros

It was actually pretty simple to use. I will give it that.

Cons

This software was just a total mess. All the fields that we populated for it were not consistent or helpful. It was hard to build process in it. It made you change your password every 6 weeks. Overall, it was just frustrating

January 2019

Michael from Paperback Expert

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

LOVE Infusionsoft!

I've been an Infusionsoft user for nearly 5 years. I can think of no reason to ever consider changing. Their product is solid and their customer support is absolutely amazing.

Pros

So intuitive. Built for non-techies like me. When I have a question, I call support. A knowledgeable and friendly expert helps me and solves my issue on the 1st call. No wonder they are the BEST! I've been an Infusionsoft user for nearly 5 years. I can think of no reason to ever consider changing. Their product is solid and their customer support is absolutely amazing.

Cons

Nothing that I can think of that I don't like about Infusionsoft. As a small business owner I wear many hats. Infusionsoft allows me to switch hats quickly and keep my pulse on my company.

January 2019

Ryan from Quorum

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

2 of 5

Customer support

4 of 5

Functionality

3 of 5

January 2019

Good for small businesses despite high price

Pros

Very user-friendly to use; dashboard layout extremely well done and great for task tracking

Cons

Very expensive in my opinion; reporting is simplistic

January 2019

Garth from Roberts Leadership & Communications

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Great Customer Service

Infusionsoft is allowing me to connect with many more customers than I could ever expect to meet in person. It allows me to be international from my home office.

Pros

When I get it correct, it works well. It has many bells and whistles and they are always being upgraded.

Cons

It's very complex so the learning curve can be extreme, especially for us non-tech types.