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.

 

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)

826 Reviews of Infusionsoft

 

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Software Advice Reviews (356)
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Showing 1-20 of 356

Lorrel from Your Emotional Mind
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

December 2018

December 2018

Not for the Tech weak

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I waiver on switching. There are many new apps coming out. The price will come down.

Pros

If you know what you're doing, it's a powerhouse. I've worked with it for 4 years and am still learning, I'm not a techy but my business required this type of automation to grow it. No regrets at all! Best Customer Service.

Cons

Surprises me that there aren't more font options. They continue to upgrade & beta test but there won't be tutuorials.
Their capacity to host mp4 is limited so I still need another app(Leadpages) to integrate.
The price!!!

Review Source
 
 

Sean from Holiday Inn Express
Specialty: Hospitality / Travel
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Incredible piece of software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Clear User interface, comprehensive widget package. The number of tools at your disposal in this CRM far outweighs most programs in it's class. I really love the fact that I can track potential revenue alongside leads and prospects.

Cons

No cons I can see other than price, but with this type of program you really do get what you pay for.

Review Source
 
 

Amelie from University of Alabama at Birmingham
Specialty: Education
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2018

November 2018

It fulfills what it promises, a software with great utility

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is a tool of great functions that has allowed us to use base and sustenance to each advance that we give in our management of work and in general in each business that we carry out. Both customers and we can observe personal information, this way we have relevant data about the person with whom we want to work. With Infusionsoft we have managed to improve the quality of our project and with this the experience that the clients have with us, in this way we make sure that they feel satisfied every time they need to resort to our work.

Pros

It is ideal to work, comfortable, easy and fast. From the beginning it has always been simple to use, they provide demos and quality training to understand all the steps required for its proper use. It automates work, it coordinates excellently the emails with correct redirection, the labeling is ideal for the correct organization of the groups and thus differentiate the groups of people to whom I direct my messages and correspondences. It's incredible, all in one.

Cons

It is a daily and exponential learning curve. I have not presented major inconveniences until now. Complete tools and adequate functionality.
The customer service has been there when I need it, answers them to each of my doubts and resolves any problems that may arise.

Review Source
 
 

Kevin from Education Company
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

A Scammy Business that Uses Tricks Against Customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Shady business practices. There are other businesses that provide superior solutions at a similar price point.

Pros

Their product fell short of what they promised us it could do. However, it was at least able to get 50% done, rather than the 100% they guaranteed.

Cons

Terrible contract. They lie and misguide you to purchase their services, overpromising and underdelivering. The worst part is terminating. For most companies you submit an email or secure message and the deed is done. Here, I had to hound them for 3 weeks, dispute charges, and deal with a massive headache. Avoid at all costs.

Review Source
 
 

Sarah from Titan Building Products
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We just started using Infusionsoft within the last year. It has been a great addition to our online sales.

Cons

We as a company have net yet come across any cons when using this product. It works great for what we need.

Review Source
 
 

Mark from Red Chili Web Design
Specialty: Marketing Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Infusionsoft Is Key For Email Marketing!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Infusionsoft has been such a huge success for us to make it possible to maintain constant communication with our clients! Email marketing made easy!

Cons

If you've never done email marketing before you may have an adjustment period. However, this is easily overcome with the support Infusionsoft has to offer!

Review Source
 
 

Kris from Spa Tech Institute
Specialty: Education
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Infusionsoft email marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It has incredible power for certain industries and applications. Knowledge and consulting companies as well as service companies can create impressive customer centric automated communication interfaces. It's particularly well suited for building out applications that can be deployed across industries.

Cons

It's sufficiently complicated that most users need a strong development team or contractor to build it out and maintain it. The biggest problem we encountered was having the product change after investing in a massive build out. The changes required rebuilding the entire application to work with the new architecture. That's when we abandoned the product.

Review Source
 
 

Jamie from Water Heaters Now Inc
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Great Experience So Far

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer service is great! So far, we are happy with this product!

Pros

Versatility - it can be used for so many different reasons and have so much capability to the software.

Cons

There is not an app for Android. That is huge for my company. We all operate Androids and having to bookmark the site and go from there is a little tedious.

Review Source
 
 

Josh from Human Resources
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

Great For Email Marketing!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Infusionsoft seems to be the best email marketing management tool out there. This has been huge for us to grow.

Cons

We had a couple of minor snags when integrating our email list from another vendor into Infusionsoft. Still, this could have been due to the previous organization's formatting. Regardless it was quickly resolved.

Review Source
 
 

Larry from Boulton Realty, LLC
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

September 2018

September 2018

This software is essential to keeping in front of potential clients without dedicating all your time

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Love the software! I am know looking to implement it into my other dealings besides my business

Pros

Ability to plan out campaigns for any length of time and variation. Great real time reports on many activities in your sphere.

Cons

It takes a while to get it set up and you will need their free coaching to understand it all. That being said, the coaching was amazing and they dedicate quite a bit of time making sure you are good to go.

Review Source
 
 

Kate from KBCO
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

September 2018

September 2018

Snake Oil Salesman with a Glitchy Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would not recommend "investing" in this product.

Pros

I imagine that the metrics they use to help gauge the effectiveness of campaigns would have been helpful if there was actually any return on my investment.

Cons

Glitchy landing page software. Sub-par customer service. Requires a "university" to try to figure out how to make it work.

Review Source

  Response: Sarah, Infusionsoft

Date: September 2018

September 2018

 

Hi Kate,

I am sorry to hear that you did not get your investment in Infusionsoft; however, in looking at your ticket history, it sounds like you decided to work with a consultant who did not wish to use Infusionsoft for campaigns, and this was over a year ago. Furthermore, we have ample onboarding services available for customers and the “university” is just a supplement to your training – which you declined. I am sorry you were unable to give Infusionsoft a try. Our customer service teams are typically applauded for providing stellar coaching services and, once users take a bit of time to learn the software, like any full-service platform, they are so happy with how easy it is to use.

Regards,
Sarah, Advocacy Manager at Infusionsoft

 
 

Kai from KG consults
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Marketing monster carrying an empty shell

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

If you're filthy rich and can afford all the integrations you'll need, this becomes the best system there is... If you're just normal rich, only own two ferarris, skip this and go with something cheaper so you don't end up pawniing your cars and house for this.

Pros

Integration with everything, i'm surprised it doesn't control nest systems for hvac in people's homes.. Almost every saas product goes with it

Cons

The integrations do all the heavy lifting to raise a crm that is being left in the dust by pipedrive and salesflare and the new crowd of innovators

Review Source
 
 

Sheri from Arrow Equipment Inc.
Specialty: Agriculture
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Interactive, User-Friendly CRM System Built for Small Businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Infusionsoft has done an excellent job in building a very interactive, user-friendly platform for small businesses. Since a recent update to the platform, the system has become far more streamlined and simple to enter data quick and efficiently without any hassle. This is especially helpful for our sales team, as they are easily able to update a contact while they are on the phone to them, which keeps our data up-to-date at all times. The functionality to be able to invoice and email the invoice directly from the Infusionsoft database is an extremely helpful tool. It enables us to collect payment right away from our customers and has majorly reduced our accounts receivables.

Cons

The only thing we have found to be a disadvantage, is the fact that the system can be somewhat slow on our network and doesn't always work at the speed we would like it to.

Review Source
 
 

Sara from Focus Mobility
Specialty: Software / IT
Number of employees: 1 employee Employees number: 1 employee

July 2018

July 2018

Infusionsoft helping companies align campaigns, events, and sales processes to launch quickly and effectively

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

As a startup, the ability to easily link our website data from forms, a landing page, and or email campaigns into a tool to help build a streamlined process for the development of campaigns using proven methods (pre-developed templates and methods), avoiding a disjointed lack of integration between multiple apps or systems is key. The visualization method for building processes allows business continuity and flow between marketing and sales, something which can be built upon over time. It should enhance the development of better leads and cut down on a lot of the administrative front-end work in these areas, so that by the time a trigger notifies sales of a lead(through the tagging system), it is prequalified. Through utilizing the effective processes, companies can help drive attendance and actionable next steps in the process. It's ease of use and startup-up efforts can help companies get these programs launched quickly and effectively.

Cons

For long term scalability and increased business complexity, companies may seek solutions with AI driven apps or more sophisticated modeling capabilities.

Review Source
 
 

Jahswill from Self employed
Specialty: Retail
Number of employees: 1 employee Employees number: 1 employee

July 2018

July 2018

Functional software!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, its a great software

Pros

It helps me stay organized. The interface is simple and easy to navigate and use once you get around to it. I found it a bit challenging at first but its worth it in the end.

Cons

I mostly make use if my phone for business and the mobile version of it is not so great as some features are missing. Also I found it a bit pricey for an small business like mine

Review Source
 
 

Dmitriy from Sense Financial
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Good CRM for business owners

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The Infusionsoft CRM software is pretty user friendly, has a lot of customization options and can be made to fit pretty much any business.

Cons

While the software is great the cost of the software was little over my budget, specially if you have multiple users

Review Source
 
 

Colleen from Guaranteed Rate
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Makes My Life So Much Easier!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I love the fact that it takes so much of customer relationship management off my hands. It can be a tedious process and this streamlines everything! Big fan!

Cons

None to complain about. It helps my personal small business work more efficiently and helps give me access to tools I thought only previously offered to larger businesses.

Review Source
 
 

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

July 2018

July 2018

Powerful software, it helps if you already have a process written out on paper

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The software is powerful, flexible, and has many useful tools. You can take your current sales process and automate it which saves us time and money.

Cons

Not exactly a con but there’s a lot to setting up an effective campaign and it requires time on the users part.

Review Source
 
 

Tina from COPE Center for Colorectal and Pelvic Health
Specialty: Telecommunications
Number of employees: 1 employee Employees number: 1 employee

July 2018

July 2018

Infusionsoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Helps you stay organized, efficient and fairly easy to learn then use, like that it's custom to fit your needs/wants

Cons

Expensive, could have more templates, wouldn't be that great for a large business, difficult to use all the functions with a cell phone

Review Source
 
 

Robert from Jimboys
Specialty: Food / Beverage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2018

July 2018

Completely customizable to your sales process but be prepared to spend time.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Would recommend if you are small business and budget is primary concern.

Pros

Infusionsoft is a decent CRM for the price point and functionality. They enable the user to create internal forms for online submission, create campaigns, and, automate your sales pipeline pretty well for someone with zero experience in coding/programming. The customer service 24/7 live chat was phenomenal.

Cons

A lot of clicking and dragging and repitive actions requires to get it setup initially. There aren’t email integration widgets such as sales force or other CRM programs have. Was spending way too much time working on the software rather than in the CRM.

Review Source
 
 
 
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Showing 1-20 of 470


December 2018

December 2018

So I finally got Infusionsoft

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

It does just about everything for your business. I love that they incorporated landing pages to their portfolio.

Cons

The learning curve to understand it all...I don't have that kind of time WHILE I am paying all that money. It took me days to construct one optin page and it still didn't have the look I desired.

Review Source: Capterra
 

Abe from YOUNIQUE FOUNDATION
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Infusionsoft Success

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are very happy woh the customization InfusionSoft allows us to create. Fairly easy to learn and use.

Pros

We are a nonprofit. We had a donor (software builder) offer to create s custom application to manage one of our business processes. After more than a year of an inability to make it work,we found InfuaionSoft. It allows us to create customs flow work processes simply.

Cons

We had a few hiccups with one of their contractors who was helping us create workflows / campaigns. We resolved it by finding a different contractor.

Review Source: Capterra
 

Omondi from International Rescue Committee (IRC)
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Excellent Marketing Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The software will only be useful if the user takes the training system seriously or writes them down so that they can always refer to them as guidelines.

Pros

The support is great, especially when orienting new clients on how to use the software. Offers almost every marketing tool on one page such as email marketing, and CRM among other automated services.

Cons

The software should be updated to include other tools such as Google calendars, or any other scheduling systems that can be used for the sake of reminding the user about an event.

Review Source: Capterra
 

Joan from JoanDempsey.com
Number of employees: 1 employee Employees number: 1 employee

December 2018

December 2018

Add to Your Team!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I love that as a one-woman shop, I can go to Infusionsoft as my one "go to" place for all my data on all my clients. I couldn't do my work (selling online classes) without them!

Pros

The support staff at Infusionsoft has always felt like part of my work family; as a solopreneur, it's great to have super helpful support at my fingertips. And I also love having all my solutions under one roof: CRM, Marketing, E-Commerce. Saves having to use multiple different solutions and link them all up. The email campaign marketing is really robust, which means I can create super successful email campaigns ... much better than other solutions I've used that don't have as robust logic in them.

Cons

The learning curve is really high, although support is terrific. Once I learned it, though, I was good to go. The interface of the app, too, is often clunky and dated. I know there's a brand new interface in the works, so I expect that will be changed very soon since I've seen many updates since I've used Infusionsoft. Can't wait!

Review Source: Capterra

  Response: Infusionsoft, Infusionsoft

Date: December 2018

December 2018

 

Hi Joan,

This is awesome to hear! Thank you so much for the feedback.

Cheers,
Sarah, Advocacy Manager at Infusionsoft

 

Malee V. from Sacred Fire Creative
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Infusionsoft Fan

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love creating campaigns in Infusionsoft. I also love the way the checkout pages integrate with the CRM so that my administrative communications with new clients are automated.

Cons

There was a bit of a learning curve to get started but it was well worth it.

Review Source: Capterra

  Response: Infusionsoft, Infusionsoft

Date: December 2018

December 2018

 

Hi Malee,

We love hearing from fans! Thank you so much for the 10 stars!

Cheers,
Sarah, Advocacy Manager at Infusionsoft

 

Natasha from Ekwa Marketing
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

Awesome marketing tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We loved having the online help option over chat
very user friendly to send email broadcasts : can easily check the results and send follow ups as required based on the email stats

Cons

none at the moment. Once we took the time to learn the tool and all its features we were able to use it with ease

Review Source: Capterra

  Response: Infusionsoft, Infusionsoft

Date: December 2018

December 2018

 

Hi Natasha,

Thank you so much for the great review. We love hearing that Infusionsoft is proving valuable for your business!

Cheers,
Sarah, Advocacy Manager at Infusionsoft

 

Dale R from REProphet
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Too new to it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Set up and learning curve calls to tech support were successful

Pros

CUSTOMER Service with set up and initial questions have been AWESOME. Company chose product. I need to incorporate and use it. Not tech savvy so I call tech support a lot. They are Great

Cons

Still figuring it out. Need a texting function that allows me to future schedule texts for follow up

Review Source: Capterra
 

Anna from North San Diego Business Chamber
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Useful all around tool for many marketing needs

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

we use this to identify leads, and therefore, have been able to streamline our outreach and make better choices dollar-wise in our marketing efforts

Cons

this is big and bulky, lots to learn and if you use all of the functions, there is a lot of data as a result. that means culling...reporting, etc....to get what you really need. (takes time)

Review Source: GetApp
 

Marcia from The OrganiIng Pro & Co.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Love Infusionsoft!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Support is quick and helpful. So glad it’s such a dependable software always making improvements or showing me how to do a work around if needed. I love the Call In support and that my VA and I can use it easily.

Pros

InfusionSoft makes my online marketing easier with preserving emails to my contact time zone, presenting campaigns, cloning prior email Funnels, and keeping record of Opens and Opt-Outs so I can gauge what emails work and which ones don’t. Integrate shopping card and websfoema for free downloads are great marketing tools.

Cons

There is a learning curve, but so is learning how to drive a stick shift to go at high speeds. I like to travel fast with online work straight to the customer so I learned it and still call Support when needed.

Review Source: Capterra

  Response: Infusionsoft, Infusionsoft

Date: December 2018

December 2018

 

Hi Marcia,

Thank you so much for the high marks! We love hearing from customers about what they are using specifically - it is super helpful for our whole organization.

Cheers,
Sarah, Advocacy Manager at Infusionsoft

 

Tracey from Century moving
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Technical support is awesome

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Technical support is fantastic! I am not the most tech savvy but they were very patient with me and helped me (multiple times) get my campaigns up and running.

Cons

Setting up a continuous loop campaign was very challenging.

Review Source: Capterra

  Response: Infusionsoft, Infusionsoft

Date: December 2018

December 2018

 

Hi Tracey,

Thank you so much for the kind review. Our Support team works very hard and loves to hear positive feedback.

Cheers,
Sarah, Advocacy Manager at Infusionsoft

 

Jesse from Never Ever Ordinary- Intentional Data. Intelligent Growth.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Best/Most features for the price point. However, Confusionsoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

While it isn't a system like Salesforce, for a small business that would like something more powerful than a basic CRM without breaking the bank this is a solid choice. You can get setup up fairly quickly.

Pros

The forms capability
The gui interface for creating funnels/automation
Data migration is easy

Cons

It can be really confusing how to do things. It is only semi customizable. I don't feel like they are putting any more money into the platform which is concerning.

Review Source: Capterra
 


December 2018

December 2018

Infusionsoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Allows you to email to client groups and provides a location to store client information centrally.

Cons

Not all ways intuitive. Dashboard is not easily changed.

Review Source: Capterra
 

Shamaia from Afroditee
Number of employees: 1 employee Employees number: 1 employee

December 2018

December 2018

Useful tool

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I have seen many businesses use this software for thier landing pages. They are very attractive and user friendly.

Cons

I currently can't afford to use the software consistently

Review Source: Capterra
 


December 2018

December 2018

Emails

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

so good for organising email sequences and follow ups after lead magnets!

Cons

when first using this, i struggled to find may way round, but so easy now

Review Source: Capterra
 


December 2018

December 2018

Infusionsoft for Small Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall, we enjoy the CRM. Clients have been very responsive to our online appointment setting tool.

Pros

Appreciated their Pre Sales support during our evaluation process. They are able to quickly at a high level understand your business and tailor the CRM to you business.

Cons

The least favorite aspect of dealing with Infusionsoft is their training method. They outsource this portion to independent contractors.

Review Source: Capterra
 

Mark from AVEC Health Solutions
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2018

December 2018

Infusionsoft; great CRM for sales and marketing.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Am able to stay in touch with prospects easily through campaigns and email blasts. Able to see who opened emails and who clicked to sites. Easy to take notes and set tasks and appointments.

Pros

Ease of use and complete CRM with email broadcast and slick campaign capabilities.

Cons

Nothing big, just a few navigation/moving around within the product items.

Review Source: Capterra
 

Nathan from Skills Academy
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

InfusionSoft - Great CRM software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The overall experience has been quite enlightening on how process flows are vital to making your business function correctly. My application is primarily used as a lead management system and not all our employees use InfusionSoft, which meant I had to integrate InfusionSoft with Google Sheets which makes it easier for my sales team to acquire data to leads as they come in. Most of my time is spent in campaign builder and I am currently overhauling our current lead process and I keep learning new things everyday on how to program logic to suit our business needs.

Pros

What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.

Cons

While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.

Review Source: Capterra

  Response: Infusionsoft, Infusionsoft

Date: December 2018

December 2018

 

Hi Nathan,

Thank you so much for taking the time to write such a thoughtful review. We truly appreciate your input - especially hearing from what I would call a "power user" :)

Cheers,
Sarah, Advocacy Manager at Infusionsoft

 


December 2018

December 2018

Infusionsoft change my business for the better

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

The ability to automate hours of manual labor has saved me so much time and has grown my business. I use infusionsoft on my course offering website and have built a funnel with multiple upsells as well as incorporate an evergreen webinar series. This has increased my earnings by 25% in the first 90 days and I expect it to continue to grow. Infusionsoft has been a game changer for me and how I conduct my business and manage my website subscribers.

Cons

It takes a lot of time and practice, testing and tweaking to figure it out. May need to partner with a company to take some of the learning curve edge off initially.

Review Source: Capterra
 

Matthew from Axis.org
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Great contact management and CRM tool

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

It's been great. This was my introductory CRM/sales software. We were well set up to use it as a CRM and I learned SO much from it. Industry standard tool for marketing and sales that offers a lot of transferable knowledge to other mid-tier systems. Have recommended and will continue to recommend it.

Pros

Excellent contact database management options and search capabilities. Easy to pull as specific of a list as possible after a good set up.
Simple, easy-to-use email broadcast system.
Email campaigns have good functionality and are easy to operate within.

Cons

They are built for and serve mostly medium to small sized companies. We recently outgrew them because of our contact base.
Anyone who sends a lot of emails (1 mill+/month) will be in the second to the top tier of their subscription.
It's not super user-friendly or intuitive. Takes an experimental mind or a lot of training to break the Infusionsoft code.

Review Source: Capterra

  Response: Infusionsoft, Infusionsoft

Date: December 2018

December 2018

 

Hi Matthew,

Many thanks for the review and feedback!

Cheers,
Sarah, Advocacy Manager at Infusionsoft

 

Kris from Natura Clean
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Very expensive and complicated CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

You can do a lot with Infusionsoft. The options are almost limitless.

Cons

It is very, very expensive. And it is so complicated it's daunting to even get started. I even had sequences given to me and it was still too complicated. I wasted a lot of money on this product.

Review Source: Capterra
 
 
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