Infusionsoft CRM Software

We now have in place post event marketing that goes out automatically. Our clients feel cared for and our content feels more tailored.

Pros

I like the campaigned functionality
This piece allows me to set it and forget it while emails go out and the exact times I need.

Cons

No x-headers allowed in the emails and the IP range is very wide. Does not make it easy to send emails to clients who have tough security.

Pros

Free trial to assess the CRM system and the sales pipeline. I was attracted to the idea that Infusionsoft is a-one-stop email marketing solution that could eliminate our needto revert to a range of different software to carry out certain stages of our marketing strategy. I like that the CRM info accessible for each customer is extensive; you can see what campaign they're on and what stage of the customer journey, you can access their order history, web page visits, email history, lead score, tags, and e-commerce integrates beautifully with the CRM. The automation accommodates endless possibilities and flexibility.

Cons

The app's navigation is somewhat cumbersome and I get confused by the various icons and what they actually stand for. It's a powerful software with lots of capabilities, but I find the features to be scattered around the navigation rather than clustered where it's intuitive to access them.

Marketers call it confusionsoft for a reason. There are much more robust platforms with easier interfaces to grow your business.

Pros

The biggest benefit is the software integrates with a significant number of third party vendors. When there isn’t a direct integration, the system can communicate with other software via zapier.

Cons

It is a beast of a program. There is a large learning curve and is definitely not friendly to have sales reps use it.

Pros

I call it a bazzooka. It has almost everything a digital marketer could ever want to use for email marketing

I recommended the CRM to one of my client and he has been thankful for it.

Cons

The software has one of the best email marketing experience, that does not mean it is easy to use.

In fact as a new user you will have to go through some video tutorial, that will enable get the very best user experience with the software.

It is not drag and drop or fill out something, you will just have to work it. What is most important is making sure that you have set the campaign right then broadcast it.

Pros

It literally connects with everything and makes that side of storing our company's data in one place a breeze

Cons

You have to be pretty technical to set up each integration, and each is pretty unique. Could use a UI update ASAP!

Pros

Easy to import and export clients. Can be customized - for a price. Subscription based CRM. Reminders for follow up done well. Lots of ways to categorize customers

Cons

Reports were not well laid out and hard to retrieve. No way to see open tasks by user in one report. Very hard to remove duplicates. Customer service was less than helpful on several occasions.

Pros

I absolutely love how it has so much functionality and it is so robust. I have email marketing and CRM and a daily dashboard with appointments and tasks. I love how I can store my emails under someones contacts and have notes

Cons

Because the software is so robust, there is absolutely a learning curve. I did get great coaching when I signed up but I still need help and now have an online business manager that sets my campaigns up. So it can be very overwhelming

Pros

This software is amazing. I am an online weight loss coach and i used this software to automate one of my products and it has changed my life.

Cons

It can be super complicated to learn but if you have the money you can hire someone to help you and that makes all the difference!

Email distribution

Pros

Infusionsoft does a good job keeping a listserv up and running. We have not run into issues of this not sending the emails we need.

Cons

When we create a custom HTML email and send through infusionsoft, it messes with the code regularly and injects some of its own code.

Pros

The pricing of Infusionsoft make it one of the most affordable options out there for all that it does. We have compared it against Hubspot and Pardot and the pricing is significantly lower.

Cons

At the end of our trial period we did go with Hubspot, which offers more features - but is significantly more expensive. Sometimes I second guess myself, and think that InfusionSoft could've worked well for us and been more affordable for our business.

Pros

Infusionsoft is a great lead generating software and awesome integration to Wordpress. The way you can build sales funnels is easy to set up.

Cons

I think that the price point is pretty steep as well as the price of getting the software up and running.

Pros

Mobile app is handy. Can tag leads based on activity. email send reports are good. Got a good quota of leads before plan goes up.

Cons

They lock you in to a contract. Can not change the domain name to align with my brand. customer service do not care. Webforms are pathetic.

Great price.

Pros

The pricing for the software is the best thing about it. This is the reason we ultimately went with them. Once we made it through the training and learned how to adapt it to our needs, it's been doing the job.

Cons

Large learning curve and difficult training support. When we were getting set up with the product, we were not happy with our trainer at all. He did not listen well and had a difficult time fully answering our questions. At one point we asked for another account manager/trainer, but they insisted on keeping us with this guy because he said he wanted to prove to us he could help us. The learning curve seemed more difficult than what it needed to me. Also some of things we needed the software to do felt like we had to use work arounds to get it to do what we needed. Once we got through some of those initial pains, things have been better. Our campaigns are going strong now.

It's what my client chose, so I would have chosen something else. Little benefit.

Pros

I like that this software is somewhat organized and easy to collaborate with others on your team while using.

Cons

Lack of reports available. There are some very OBVIOUS things within IS that you should be able to pull a report on with re-creating the wheel. They need to create more standardized reports that anyone would commonly use. Any of the fields that they track on your clients should be easily trackable in a report instead of creating something from scratch. Need to remember your users are just that - USERS - not programmers!

Pros

This software service allowed me to relaunch my cooking classes. I don't have a staff and have to run my marketing for myself.

Cons

The tutorials could be better. I want more resources to get better. I feel like I should be further along with my sales funnels.

Pros

I worked for a company that partnered with Infusionsoft when they were a brand new company. It was immediately clear that they had both a winning software, and a winning team. Infusionsoft is one of those products that doesn't have stuff just because it can. It's functionality is there because you need it. Feature-rich, logical, and pretty darn nice.

Cons

Like Salesforce, Infusionsoft can have a moderately steep learning curve if you're new to CRM software.

Pros

I love the automation of sending out emails and follow ups to our customer base. It allows us to think about other important things to do. I also like to be able to send email newsletters out to different mailing groups.

Cons

When people sign up to receive an email newsletter they have to double opt in, it's another step some people aren't willing to take.

I found a lot of ideas for generating leads and engaging current customers. The customer service (setup) was good. I liked the person who helped me.

Pros

The lead generation and customer engagement features are very nice. The program has built-in ideas and suggestions for various industries. I found this to be inspiring.

Cons

I think I started during a transition because the functionality was intermittent. The CRM aspect of the software didn't have much functionality at all and it didn't connect very easily to my Gmail.

As an email marketing system, marketing and business automation tool, crm, and order processing Infusionsoft is very functional and powerful. It is a complex system, by it's very nature because it is so powerful and the functionality available. I have clients set up with powerful automation, business processes that simplify their efforts, and integration with other systems that can handle their financial accounting, etc... At this point Infusionsoft is simplifying the front end User Interface so it is easier for end users and have also made entry cost much less for entry level.

Pros

Infusionsoft is very, very powerful when the implementation is thought out, most functions are used, and it is maintained in the marketing programs of businesses. The Campaign Builder has incredible power in building marketing and business automation for a business. I've built a lot of automation for my clients that takes much of the workload of staff and owners. It also provides ways to provide information to staff and management without them having to log in constantly.

Infusionsoft has an APi that makes specific customizations possible and allows for numerous external apps that add function, value, and ease to Infusionsoft.

Cons

The ecommerce shopping cart has always come up short for processing multiple products. The single order forms are functional and useful. Again, Infusionsoft's API and developer relationships provide for enhancements and substitutions for areas that might be lacking.

Pros

Easy to use and allows for easy integration into website to collect data from forms. Like that integration allows for design styling to match rest of website.

Cons

Not too many complaints about this product. It does what's needed and integrates well with other marketing tools.