Starting Price

Best For

Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done.

Mortgage lenders, banks and credit unions looking for a turnkey mortgage lead generating CRM with automated marketing.

Rating

Ideal number of Users

1 - 1000+

2 - 1000+

Ease of Use

• "I do not have much to complain about this software, the only thing that sometimes is a little difficult to get familiar, but once you do it is a wonder."


• "They have some good features, their UX, and their UI is so great it is very very easy to use, and their support is really really good."

• "Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients."


• "Very beneficial , very easy to use, easy to navigate."

Customer Support

• "Great service- customer support is really fantastic and I appreciate the anytime chat feature and being able to call in as well."


• "Great features, always improving functionality, and terrific customer support."

• Not enough reviews

Features & Functionality

• "Things are categorized in an easy to follow manner and the interface is awesome. I have worked with ICOMS before and this is beyond better."


• "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."

• Not enough reviews

Value for Money

• "Ease of programming campaigns, be they e-mail or direct mail. The price is excellent for the features delivered."


• "One of the best values for your money in the CRM market. Not as robust as an enterprise CRM, but a fraction the price."

• Not enough reviews

Product Features

• close Account Alerts
• close Asset Management
• close Expense Tracking
• close Household Tracking
• close Influence Tracking
• check Lead Management
• check Marketing Management
• check Relationship Tracking
• close Team Assignments
• close Territory Management

• check Account Alerts
• close Asset Management
• close Expense Tracking
• check Household Tracking
• close Influence Tracking
• check Lead Management
• check Marketing Management
• check Relationship Tracking
• close Team Assignments
• close Territory Management

Screenshots

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

• 24/7 (Live Rep)
• Business Hours
• Online

• 24/7 (Live Rep)
• Business Hours
• Online

Training

• check In Person
• check Live Online
• check Webinars
• check Documentation

• check In Person
• check Live Online
• check Webinars
• close Documentation