Infusionsoft

4 / 5 480 reviews

Who Uses This Software?

Whether a business selling through a website, retail/office location or a sales team, Infusionsoft helps you grow sales, save time and get organized.


Average Ratings

480 Reviews
  • 4 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $99.00/month
  • Pricing Details
    Starter: $99 Essentials: $199 Complete: $299
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Infusionsoft
  • www.infusionsoft.com
  • Founded 2001
  • United States

About Infusionsoft

Infusionsoft is a cloud-based sales and marketing platform trusted by 125,000 small business users. The platform brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales and customer service experiences and close more business. Infusionsoft is currently offering 50% off for the first 3 months. Watch the demo now to see how it can help your small business.


Infusionsoft Features

  • Analytics / ROI Tracking
  • Campaign Segmentation
  • Channel Management
  • Contact Management
  • Content / Blogging Platform
  • Direct Mail Management
  • Email Drip Campaigns
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Multivariate Testing
  • Referrals / Affiliates
  • Search Marketing
  • Social Marketing
  • Website Visitor Tracking

Infusionsoft Reviews Recently Reviewed!


Capterra-loader

Infusionsoft makes CRM easy

Feb 16, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: We love how it takes the human error element out of the mix. It sends our customers the information they need, when they expect it. We also use it for project management along the way.

Cons: It's a little pricey but I have tried a few other CRMs and this one is worth the extra. It saves me a lot of time in so many ways that the other programs couldn't. It's so easy to set up a campaign or e-mail that will add or remove tags as I need.

Overall: InfusionSoft helps me solve a multitude of business problems. I can manage all of my contacts in one place, send e-mails to my contacts (or select contacts) using templates that are available on the platform or templates I created myself, generate complex campaigns, and check for duplicate contact records all in one place.

Capterra-loader

I am a full stack developer at SHARP

Feb 16, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: 1. Quality support and training even beyond the initial training, Infusionsoft provides plenty of resources and supports for you.
2. All-in-one platform Infusionsoft is a one-stop-shop that covers all of your CRM, marketing automation, and eCommerce needs.
3. Interface their customizable interface is one of the best on the market.

Cons: 1. Can be difficult to navigate, though the support and training program can help you overcome the learning curve.
2. Start-up fee may be a deterrent for some SMEs.

Outstanding tool! Makes CRM very easy

Feb 16, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The email automation tools are fantastic and offer a tonne of flexibility. The instructors & partners are excellent guides. They asked the right questions to help me understand how to create solutions for automating internal business tasks. Virtual hand-offs from one campaign to another are both possible and required to make the entire business-process-automation maintainable. We tried piecing together services in the past, but Infusionsoft replaced them all. I love the campaign builder and how easy it is to work with.

Cons: I don't like that you can't create Landing Pages with custom URLs - Not www.landingpage.domain.com, but rather www.domain.com/landingpage. I wish they provided a link to a re-cap video of the class to attendees. Would help big time when you arrive back home & need to brush-up on a section of the class. Furthermore, I dislike how hard it is to just add and review basic notes

We tried it but failed.

Feb 15, 2018
5/5
Overall
1 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: There is a lot of functionality to this. One of the leaders in the industry. It's very graphic and visual.

Cons: Costs add up. We never got it to work for us. We had several people working with it.

Awesome!

Feb 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: i love the support i get from everyone. And i love how automated it is making everything for our firm. Making my job so much easier.

Cons: there is SO much you can do. does get a little overwhelming. When i first started using it I definitely felt lost but the more i use it, the more comfortable i get with it.

Powerful software with great extensions and plugins. Great at automation.

Feb 14, 2018
4/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money

Pros: I love that this software. The automation makes my daily tasks like email blast and adding contact info much easier. It also helps us generate leads easier from our clients.

Cons: I dislike how hard the software is to learn. The UI is kind of cumbersome. I've seen many people refer to the software as Confusionsoft; so true. Customer Support isn't helpful but they're always really nice.

This Makes Me Look Like the Big Boys

Feb 13, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: This system integrates well with many other systems. You can be very creative with the types of processes you wan't to automate. This has very limited mobile options for building and managing campaigns.

Pros: I can create a series of automated business functions that allows me to hire a lot fewer people. On of my favorite campaigns helps deliver my message on the Internet and then brings clients to my website were they sign up for an appointment and then sends out a clinician to visit clients in their homes. I rarely miss an appointment or have a client reschedule.

Cons: You have to really get your head around what a campaign is and how you use tags to track client interactions. You also have to plan through entire client interactions because this can run a lot of people through your system and you have to plan where they are going so they don't hit road blocks.

Capterra-loader

Infusionsoft helps me run my business efficiently and has for years

Feb 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is easy to use and integrates several processes, which saves me lots of time and money.

Overall: Easy and attractive payment platform to present to clients
Attractive email marketing templates
Excellent reporting and tracking
Easy and flexible lead tagging and segmenting
Simple and inexpensive payment processing

I use Infusionsoft to send broadcast emails and set up marketing campaigns for a small business.

Feb 12, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: There are a lot of tips and help areas. The online community seems helpful and there are a lot of videos that can be used for training and onboarding.

Cons: It seems like I have to do "double work" sometimes when a "copy and paste" function would be really nice to have. I'm pretty new at the software, but I've been doing a lot of reworking, learning as I go along.

Great user interface.

Feb 12, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I really like the user interface the most for this software. I thought it was extremely easy to navigate and use.

Cons: I really did not like the kick start fee that was required to use the software. I thought it was on the expensive side.

Greate CRM

Feb 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Great CRM, great shopping cart, I live the campaign builder, I have using this tool for more of 2 years

Cons: The prince is some expensive on beginning, but later it's easy Pay. I wish a mobile app for campaign builder!

Infusionsoft is worth the learning curve - the most versatile CRM/marketing tool there is

Feb 08, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Infusionsoft has an incredible user community and partner ecosystem. If Infusionsoft isn't doing what you wanted/expected, there's a person or a plugin that can make it happen. Be sure to join the "unofficial" user group on Facebook. It's a great resource.

Cons: It's impossible to build a highly customizable and robust piece of software and also make it stupid simple to use. Learning Infusionsoft takes time. Even the experts don't know it all.

Not intuitive but worth learning!

Feb 08, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: There are SO many features included and they integrate fairly seamlessly. Everything I needed in a CRM was included.

Cons: There's a big learning curve and it wasn't intuitive for me to figure out some of the features. The menu is a little confusing with it's terminology, but it's worth it to figure out.

The training InfusionSoft is ridiculous. This is not a system you can learn easily.

Feb 08, 2018
4/5
Overall
1 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I love the functionality yet I've had to train myself on the product. We paid an entire year before we could send emails blasts successfully.

Cons: Training (lack of). The system is NOT easy to learn, as mentioned above, we'd paid a FULL year without before we were comfortable sending ONE email blast.
Customer Service non-existent. They only refer you to documentation which I refer too PRIOR to calling.

Overall: Great tracking of leads, great CRM once you know how to use it

We've made it work, but I think we could have done better.

Feb 07, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: For a smaller company, infusionsoft does mostly meet our needs and is fairly easy to use for the entire staff, even those without a lot of technical know how.

Cons: Ease of use often comes with some limitations. Infusionsoft prides itself on its easy to use interfaces, but those interfaces also mean that you often get stuck with what you've got; modifications or customizations, sometimes even just small tweaks are not options.

Great software

Feb 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Other than the one con it works great and does the job.

Pros: the features are great everything you need can easily be input in the system. Great on email marketing as well.

Cons: only down side it doesn't sync to other systems they charge a high amount to try and create a syncing process.

Capterra-loader

Best CRM for a small business of under 30 employee's.

Feb 06, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the ability to be able to track the various stages and then put leads into powerful email campaigns.

Cons: The user interface is very outdated and difficult to look at. There are also several bugs and UI inconsistencies that bother me. Lack of reporting is also a very sore point.

Most unintuitive marketing tool I've ever used

Feb 06, 2018
2/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: It's cheap for the number of contacts that you get within your plan. It has a decent workflows tool.

Cons: The user experience is horrible. You can't find anything you need in the place that you think it should be. It's lacking basic tools that its competitors have (social, etc.) and reporting is a pain in the ass.

Overall: It helped us get started with marketing automation but quickly met its capabilities limits.

Limitless possibilities

Feb 06, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There are many different solutions brought under one roof in Infusionsoft: CRM, email, marketing automation, ecommerce, sales pipeline, affiliate center.

Cons: It may be a challenge to learn how to use it effectively, but Infusionsoft offers plenty of valuable training.

Capterra-loader

I used to be a huge supporter but the company has gone downhill! Problems are becoming to much!

Feb 06, 2018
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I really like the way campaigns operate and that you can install forms directly into the website. It is something where you get what you pay for and it shows. While they offer a way to get things done it is not always the easiest or smartest way. There are usually ways to work around issues but not direct solutions.

Cons: What I have found is that there are real problems with integrations and each update seems to cause added glitches. The whole identifying that we have permission to respond to someone who contacts us online is a giant pain. I know that they don't want to assist spammers but they are making it harder for us to respond. Often we have to go in and send out a confirmation email to someone in order to put them into an appointment reminder campaign. Which is absolutely ridiculous. If they have an appointment we are not spamming them. The other issues are the integrations that they blame the party trying to integrate with and they offer ZERO assistance on their end. They make you go find developers instead of having people on staff who could charge per integration. It is annoying and makes integrating much harder than it should be! Also even using Zapier we have had issues with integrating, It causes multiples of contacts to be sent and then it causes the problems with making it work correctly to the point we just disconnected!

Overall: Not really going to give you what some of the big CRMs offer, so don't expect that, but it does let you do the emails in HTML format for broadcast emails and track open rates, it also lets you do anything you build the campaign for with the right add-ons from other companies. You will definitely need plus this if you want to send text messages. Also be aware that the email marketing is severely limited because of the spam filters being set so high even when someone signs up for contact online.

Finally, a CRM that everyone can use

Feb 02, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Infusionsoft has made it really easy to use their software. When you build campaigns, there is a very user-friendly campaign builder that lets you drag and drop and trigger all kinds of automation.

Cons: As with any software, there is a bit of a learning curve, but they make getting support easy. Overall a great product.

Overall: It helped to automate our onboarding sales process.

Could be more user friendly

Feb 01, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: In general, Infusionsoft is a good software. It has a lot of capabilities and is tied to a lot of our web forms. We are able to link it to Salesforce through Zapier.

Cons: The interface could be a little more user friendly. Takes a lot of clicks to get somewhere. I find myself chatting support a lot - however, their support team responds quickly and can answer my questions.

Capterra-loader

Expensive and confusing for most but feature rich for advanced users.

Feb 01, 2018
5/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: You can pretty much run your whole business from the one platform. Everything you need and more. Great training and even more advanced training if you need.

Cons: Steep learning curve and expensive and way to much for new users or even moderate unless you are technical and committed, than I would recommend this platform for sure.

Overall: The training is next to none and the amount of feature that it gives you allows you to be able to pretty much do anything you can think of.

Capterra-loader

Great Tool for 2018

Jan 30, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Infusionsoft is improving fast, they are very responsive to ideas and suggestions. They needed to catch up with a few solutions that have come from no where in the last few years. Infusionsoft integrates well with many other tools enabling you to build a truly amazing marketing automation machine.

Cons: It has so many features it can be confusing to newcomers who are not familiar with technology, improvements are being made all the time. Support if very helpful if you get stuck.

Infusionsoft is a one-stop crm that runs my entire business!

Jan 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I recommend watching their instructional videos or even hiring an Infusionsoft coach (I did and found it well worth the expense) to get you through the initial learning curve. If you're willing to put in some time up front to learn how to navigate the system, as well as learn the many possible uses for Infusionsoft, it will not only simplfy your business systems, but it will grow your client base and sales volume.

Pros: Excellent technical support. The person at the other end of the phone goes the extra mile. If he or she doesn't know the answer to my question, they locate someone who does. We resolve the question right then and there.

Infusion soft to the rescue!

Jan 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great product, saves tons of time, providers customers with good experience and follow-up care.

Pros: Great automation of information to customers / patients. Automates reminders to schedule follow-up. Provides quality and saves time

Infusion Soft is good for larger companies that want a lot of features.

Jan 29, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: I like that you can do so much with the software. Campaigns, if someone clears at task then it will schedule another task for that person or another person on the them.

Cons: It is hard to customize fields. If you want to move tasks from one day to next you have to move each task individually. Also you can only sort by PastDue, Today and Future. If you want to see task, let's say next Tuesday, they are grouped with Future, you can't just see that day. Another thing it does not work with Gmail, there are programs, extensions from other companies, however they do not work consistently.

Great software

Jan 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Pros: We loved the simplicity of this software. It was such a breeze to implement and train the end users on.

Cons: We really like the features of this mail software. We ended up switching away, but it had nothing to do with the software itself. We

good bang-for-your buck for a project management/commerce software

Jan 23, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: used this software heavily at a high-turnover company. was simple enough to train incoming employees on.

Cons: not as robust as some other project management software. If not initially setup right (commerce section) can be hard to use/correct issues.

Infusionsoft review

Jan 18, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Simple to learn and use. Navigation was ok, capable of making some good looking emails, email campaign system was pretty cool and easy to do with some limitations of what it could do. The people of InfusionSoft know how to help customize their software to whatever you want to follow, no matter how unconventional it is. They work hard at through free of cost assistance to leverage their program to the clients benefit. They have a large and deep community of users that help enrich the users' experience.

Cons: The campaign builder is great for a novice (i.e. the target market) but limiting for a more advanced user. I.e, you can't spark an action from an opened email or field value changing. The lead scoring isn't flexible, which is limiting for an organization with unique needs or a clear vision. The shopping cart and storefront builder aren't what I would call slick or flexible but hey.. they integrate with Shopify and many others if you need better. The USPS shipping integration leaves a lot to be desired, real-time estimates would be great. The CRM has almost no customization. Simply being able to hide unwanted fields would be a huge benefit to usability.

Still allot of kinks to be worked out

Jan 18, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: The functions when they are working properly are pretty cool, the ability to automate campaigns by either date and time, or by how a user has responded is a great idea. If only they were more consistently functional.

Cons: For the price I would've expected the software to be more consistent, they actually have a running laundry list of known issues that the support team will sometimes direct you to instead of trying to help with your current issue. The support team will give out misinformation or not gather the right information so the process of getting an issue fixed takes longer than it should.

Managing contacts has saved us a lot of efforts

Jan 18, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Infusionsoft CRM helps managing the business data and the customers easily from its dashboard. Customers can be added and managed easily and actions can be performed based on available features and functionality. No issues managing the CRM.

Pros: Infusionsoft has saved us a lot of efforts and time managing contacts in several places. Now everything is centralized and we have hooked the CRM with our website to keep all data within the CRM itself. It helps us with good reporting and summary of available data.

Just getting started

Jan 17, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I evaluated 4 different CRMs and decided on this one because of it was very user friendly with drag and drop features, and it was also compatible with many products already on the market. And we were looking for something that would work with both Mac and Windows.

Cons: The time that it's taking to get with a coach, once we purchased the product we had to wait several days to get an appointment with our coach.

Very Steep Learning Curve

Jan 16, 2018
3/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: I really like the possibilities that this software program offers but found it to be way too difficult to understand how to use it properly.

Cons: It was not intuitive to me and there was a disconnect between the training and the software program. The trainers could tell me about the potential benefits from using the program but I was not able to connect with anyone who could teach me how to use it. They took me step by step through setting up a campaign but couldn't explain the concept behind it so that I could start to use it independently. The price for the start up training was hefty and didn't even touch the tip of the iceberg. I ended up deciding to move to HubSpot which I find to be much easier to understand and use.

A complete solution in a single software

Jan 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Nowadays, it is the most complete tool that I use for the interaction with my clients, its facility to create mail templates and the ease to integrate the forms with my site makes it more than enough for my online web services business.

Cons: It is a bit expensive at the beginning, in relation to the cost benefit, and the builder does not work correctly in explorers like safari, it is necessary to use chrome or firefox to avoid problems.

Easy to use, Great for Small Businesses, Friendly ' Helpful Staff

Jan 16, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I use this product for sending out event invites, managing contacts, and rating leads. We are a team of 5. The product works great for all of our business needs.

Pros: - Very easy to use - Friendly ' responsive staff - They always run pricing promotions - Upgradeable ' customizable

Great software, hard to navigate

Jan 11, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: We use Infusionsoft in a lot of our web forms. We also use it for email marketing. The functionality is great. Their support is also great, I never have trouble getting questions answered.

Cons: It seems to take a few too many clicks to get the job done. Importing contacts takes about four clicks and getting to the place where you make an email draft also takes about four clicks.

Automation Helper

Jan 11, 2018
3/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Love that it¿s automating my follow up systems! Can make forms and sync that info with other info coming from emails etc. and it links with Parsey

Cons: A lot of options to do the same thing can make it a little complicated to learn and to remember how you did something the first time

Great tool

Jan 10, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The campaign system and the use of tags. We are able to manage our customer based effectively and send emails to the appropriate people based on these tags.

Cons: That only one person is allowed in a campaign at a time. We have multiple campaigns going and there are two of us working on them so this can be a problem.

Infusion soft is easy to use and understand! It helps me keep in touch with clients regularly.

Jan 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that I can create sequences and have them sent to clients on certain days! It makes keeping in touch seamless!

Cons: I wish that we could integrate it with our case management software system so that way we could link clients to sequences more easily.

Overall: Ease of use!

Not for Medium sized companies

Jan 02, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Pros: Reporting functionality is great especially when in need of joining data tables together, some reports are very easy to implement

Cons: API structure makes no sense and the data being kept in Eastern time is difficult to manage especially when data gets sent to another timezone.

Awesome Software Suite

Dec 27, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: You can really do some amazing, and totally custom things with this marketing software. I love it !!

Cons: Takes a while to learn, & some of the best features require addons you need to purchase additionally

Excellent

Dec 27, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Comments: I will definitely recommend Infusionsoft

Pros: Powerful system, lots of features I would love to have better follow when you first start with the software.

Cons: A little bit difficult to learn some features, especially the tag aspect of the software, there should be more help lo learn it

Best of the best

Dec 25, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It literally does everything you need it to do for your small or large business marketing, b2b sales, automation.

Cons: It is so massive that you either have to have someone around that knows it inside and out or actually attend a training.

Our company will never outgrow Infusionsoft's vast capabilities

Dec 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Great customer support will walk you through the solutions you need!

Pros: Campaign creator, attention to detail, really sales and customer-focused. Visual, easy to self-teach

Cons: If I had zero to little CRM experience I'd imagine some features or campaigns would be overwhelming.

Very good CRM system for a small business who needs to keep track of leads, do simple email marketing and keep track of orders.

Dec 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: I enjoy using the Infusionsoft CRM system due to its extremely user-friendly platform. It is simple and easy to add a contact, create an opportunity, task and continue to follow up with the prospect until you've closed the deal. If you keep up-to-date with updating information, you will not have a customer fall through the cracks.

Cons: The mobile app is not very user friendly. Doesn't seem to work well with my Android device. If the mobile app was user friendly we would utilize the CRM even more than we do now.

Easy CRM System

Dec 19, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use. Very organized. We hold so much data and rarely do we have any glitches in the system.

Cons: Email's have the tendency to go to spam. Somethings the search function does not work properly. I have had payments go through in Infusionsoft but decline with my financial institution.

its great

Dec 15, 2017
5/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: fantastic results! Very pleased.

Pros: makes things quicker. Im able to validate myself and my company easily and quickly. This software generates a warmer customer response.

Cons: app is not updated. sometimes pages take too long to load. Also sometimes the leads do not change lists so that they stay appropriated

Fluid, Innovative, Game Changing Softward and Service

Dec 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Infusionsoft is a very clean and easy to use software that is constantly being updated. It has many built in tools to make organizing, searching, and evaluating a large variety of information in seconds. It is very fluid in its function and feels very natural to learn and navigate. It's ability to automate many aspects of a business including purchasing, email campaigns, and tracking client trends is such a time saver and brings a great piece of mind.

Cons: Though there are many ways to sort and organize the clients information and trends there are limitations on how that can be compared or displayed.

It took a year before we were comfortable enough to roll out to the admin staff

Dec 13, 2017
2/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Comments: Again, after a FULL YEAR - Still only using 10% of the functionality, you encouraged us to go to a class in Arizona that was NOT CRM TRAINING. It was only an overview.

Pros: I'm a huge fan of the Task feature, which enables me to keep up with the admin staff production. With that being said, we were never trained on how to enter users with restrictions, let alone anything else.

Cons: The training is ridiculous (lack of) - Too much to type The merchant payments and invoices are not effecient therefore causing us to use a 3rd party. We also have to use 2 other systems in order to make Infusionsoft accommodate our needs.

Highly organized, detail oriented operating system...

Dec 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I look forward to the ongoing evolution of this excellent service and product....

Pros: Efficiency and ease of operation allows expedited performance. Multiple search results producing desired data..

Cons: Perhaps graphic enhancements to give the most modern aesthetics...with the constant progression of technology, a users experience must be observed...

Great platform for users.

Dec 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Infusionsoft's automation possibilities are amazing. It goes way past simple platforms like aweber, mailchimp, constant contact and even activecampaign. You can take a contact all the way from option forms to fully tagged and segmented marketing campaigns and finish the job with an order form waiting for their credit card all in one piece of software for a reasonable cost.

Cons: I don't like how I have to change my password every90 days. however, I totally understand that. I wish it worked better on Safari as well (the email campaign feature). I cannot create the emails in Safari, but I can do so on Google Chrome.

It is hard to beat the ROI of Infusionsoft

Dec 09, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: Ultimately the cost of time and money for something like Infusionsoft has to be justified by the ROI. With Infusionsoft, we have seen amazing results, far better than with other CRM's.

Pros: I have seen amazing results which is why we invest in software like Infusionsoft. I love how it does more than just sends out emails. I love creating and seeing this machine work even when I am not working. I also love how I can get it to do what I want. There are some many different services that I now have hooked into our Infusionsoft that even I am amazed.

Cons: It is still a difficult learning curve. I struggled for many months and finally hired Sixth Division to help. This is where we really began to understand Infusionsoft and see results. It is hard to swallow that I have to have help to use software.

Capterra-loader

Above and beyond. Not only have we more than doubled sales through their automation.

Dec 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Most powerful small business sales and marketing business automation system. Easy to use, yet very powerful system. We have more then one advanced integration with them. All work great.

Since Infusionsoft grew, and offers so much, we can now move out of Oractle | NetSuite. They are much easier to use system, and offers many, many features what big guys offer and charge 10 times the price.

We love infusionsoft and respect their company A LOT.

Cons: There is no native DEEP integration with QuickBooks Online Canada. E-commerce portion is weak, but shopping cart is great :)...automation after that is even better.

Overall: More then doubled the business. We can be a small team and it does the work of 5 people on the back end.

I love it

Dec 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1) Streamline marketing campaigns 2) Great CRM and tracking 3) A variety of eCommerce solutions (trial, subscriptions, one-time purchases) 4) Customer Service

Cons: 1) Occasional Hiccups with Updates 2) Non-intuitive interface at times - Have to combine old elements and new to achieve desired result (Old Actions Sets and New Campaigns)

Had a Poor experience due to the outlook plugin

Dec 07, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Pros: We initially liked how it integrated with Microsoft outlook. We thought that it would be good for a CRM. But Both Proved to be a terrible experience and a waste of money. At then end we closed the account.

Cons: Customer Service and Support were terrible. We had issues setting it yp. The sandbox was causing errors with the outlook plug in. we made several support tickets and they never followed up and they never fixed it. They never refunded our money, even though they could fix the issue.

Overall: We did not benefit. it never got to work. we wasted time, energy and money and at the end cacelled.

I¿m an affiliate

Dec 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support

Pros: Easy to navigate the affiliate portal. it is Mapped out well. I like seeing which links have been clicked the most

Cons: Does not let you see which platform the link was clicked from (Facebook, LinkedIn, instagram, etc)

Infusionsoft, AKA CONFUSIONSOFT

Dec 06, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Pros: Well, it's really hard to pick something I liked, as I didn't like much of anything. I guess the only thing I can think of, is that they have a cool marketing approach that get's you to buy the product.

Cons: I have a list! Not intuitive at all. Support is awful, they'll keep referring you around in loops until you just give up in frustration. Nothing is as easy as it seems, the straight path is never available and this ends up being useless for the most part.

Vendor Response

by Infusionsoft on December 11, 2017

I¿m sorry to hear about your experience. If you¿d like, please fill out this form http://insft.co/2wcxvq2 so an Infusionsoft representative can contact you directly to see what we can do to help. Thank you!

Excellent Product

Dec 06, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: Everything works well, I am happy with the product, customer service- email, chat, and phone support are stellar. I wish that they would quickly implement the changes that we suggest that is implemented, they take down the concerns, but don't implement.

Pros: Everything works well, I am happy with the product, customer service- email, chat, and phone support are stellar.

Cons: I wish that they would quickly implement the changes that we suggest that is implemented, they take down the concerns, but don't implement.

Very practical

Dec 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Comments: The tool is extremely well organized and has been instrumental in our online monitoring efforts. The solicitation options are also very easy to use.

Pros: A great product, great information and fantastic customer service.Infusionsoft has been a great asset to our company and I highly recommend them.Easy to use, lots of features our customers love it. A great product for a very reasonable price. Highly recommended!

Very impressed

Dec 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Social marketing. Landing page assistance. Help with reminders for contacting customers. Helpful tutorials. I would love to become a trainer for this software.

Cons: Cost is very high for a one person, small business that is just getting started we¿ve. Though it is worth the purchase!

It is great. It is like having a productive virtual assistant.

Dec 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The campaigns are great. They are designed to help us enhance our business and stay in touch with our clients.

Cons: Sometimes the search tool is down so I have to go through the longer process to locate clients.
Everything else works great for me!!

Overall: I saved time.
I increased my efficiency in regards to following up with my clients.

Love Their Customer Support, Features, and Strategies

Dec 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: They truly have the best customer support. I absolutely love the people who help me and never make me feel stupid for being in my own head too much or needing help with anything from the billing side to the function side. I love the robust features and functionality, and even more that they focus on relationship building strategies with my goals in mind, while still using what is backed by proven strategies and case studies, rather than just cookie cutter functions and one-size-fits all solutions.

Cons: I don't always keep up with the upgrades, but the upgrades need to happen, so that's really more a "con" for me being human and not for the software itself. Sometimes it can feel too robust and can be overwhelming.

It's a huge powerful tool that when you focus in on what you need becomes very direct and effective.

Nov 29, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: How robust it is, the flexibility and versatility of it. For me, the ability to capture data and build a client list then to be able to market to that list however I see fit is great!

Totally Freaking Awesome!

Nov 29, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very in depth, detailed, and makes the little things that would usually take forever to do take no time at all because they are now automated. The face to face meeting to train on the program is very helpful as well. It is a lot better than just talking on the phone or a virtual training program. Any time I have a question, I just call or send an email, and I always get a response super quick. If I call, 99% of the time the person I call picks up. Great customer service. Wonderful company. Would recommend to any company looking to automate the small things and increase sales. I got a crash course on the algorithms they use to increase sales, and let me just say, they are crazy good!

Cons: The only thing I can say negative is that the software does have a pretty good learning curve, but that's only because the program is so detailed and in depth. You can do dang near anything with Infusionsoft. With a program this detailed, I don't think anyone can expect to master it in just a few weeks, but I have absolutely no problem with that. The benefits faaaaar outweigh the only negative.

Overall: No more needing to call for follow ups, auto emails going to leads instead of having to go through the 1,300 some leads we have and trying to figure out which ones are more likely to buy. Now Infusionsoft does this for us, and we only have to call then when they get hot.

Sometimes new applications can be confusing but their support is amazing.

Nov 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I really like their continual upgrading of the product. There is always something new being added or some quick being upgraded and then they tell you or send out a video so you can see the changes, this way you dont find out about an amazing feature 5 months after.

Cons: Some of the functions are "clunky" or a bit confusing, no real flow and you have limited custom fields.

The hardest part about Infusionsoft is figuring out how to use it to it's fullest potential

Nov 28, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The updated email and landing page builder is soooo much better than before! Allows for more creativity!

Cons: Figuring out the best way to use it. Usually this happens with trial and error which can be frustrating considering clients emails are involved and accidental emails or tags have been sent or applied. It would be great to be able to run test a campaign instantly (bypassing timers) in order to see it's function so the "trial and error" stage is avoided.

Overall: automation and organization

Intense tool to help improve a business

Nov 28, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: They are improving the U/I and the ease of use

Pros: It has everything I need for marketing and sales so I can offer a form, landing page and create automation that work well together

Cons: Some bugs with new improvements but it's ok. Sometimes I get lost with the settings and what to do first. The old templates need to be removed

Efficient

Nov 28, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like most the campaign manager, it's user friendly, efficient and completly trackebled. Nevertheless, it would be useful to be able to start/stop a campaign sequence for one contact from the campaign manager directly.

Cons: I like least is the broadcast manager. A lot of mistake can be done and not be canceled. You have to send yourself the email two times before send it, because the preview is not the reality.

Overall: Manage with the same tool my CRM, my marketing campaign and my e-commerce. Moreover everything is recorded and trackabled.

Easy to use

Nov 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: An all-in-one platform is really the way to go!

Pros: The interface is intuitive and the emails are easy to create. The new landing page builder is wonderful.

Cons: The Wordpress opt-in form doesn't have Google Captcha. This should be added soon! Integration with other platforms should be facilitated and made easier.

Our SWITCH experience to InfusionSoft

Nov 27, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We were using 2 diferent softwares that we linked together, for our CRM + Marketing Automation needs. We combined the 2 needs in 1 software for almost 1/10th of the cost. Not regreeting our move at all !

Pros: - Combination of a CRM and a Marketing Automation - Easy to use - Performant & Intuitive Campaign Builder - Low COST compare to what we had - GREAT Tech Support for Certified Partner

Cons: - Ability to display Custom Fields WHERE you want. - Mobile APP does not include Custom fields - Able to migration of campaigns from an account to another, but missing components (need to redo: dashboards, saved searches/reports

Infusionsoft does a lot of key things very well.

Nov 26, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Infusionsoft has been the key to increasing my sales without getting more staff. It's enabled me to focus on creating campaigns that keep generating new clients and increasing the revenue I get from existing clients. My business really couldn't operate without it. I've tried other (cheaper / sexier) systems and kept coming back to infusionsoft as my business core (and I'm only using a fraction of its capacity). Every month I pay my subscription with a smile... it's worth that much to me.

Pros: Comprehensive marketing software that helps you:- 1. Communicate with your target market; 2. Segment your list and send customised messages to groups; 3. Track responsiveness; 4. Increase profits and sales. Once you invest the time to learn it properly it is quite easy to use and their tech support is great.

Cons: 1. Because it has so many features it's quite complex. 2. Because they are constantly updating the software sometimes their help articles are out of date.

Everything my busy brain was looking for

Nov 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: A business changing tool. A definite recommendation from me. Worth every penny and steadily, as I develop it, it becomes more and more valuable.

Pros: Systematic, simple, time-saving, business generating right from the start and extremely well supported

Cons: Initial investment to get it up and running fast - though this is incredibly well supported to make sure you get maximum value immediately

Automating my business is easy

Nov 23, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall, I do like infusionsoft and would recommend it to anyone looking for automation in the lead generation and conversion process.

Pros: You can get as creative as you'd like with the automation. Once you set up a system it runs itself. You can see what's working and what's not and you can fix it quickly.

Cons: I'd like to see social media profiles of leads in infusionsoft. Currently you have to purchase a 3rd party plugin to handle that.

Perfect sales management and marketing automation tool for small businesses

Nov 16, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Infusionsoft is very user friendly CRM marketing automation tool geared perfect for small businesses. One of the best features of this platform is the dashboard because of it''s customization ability. The main dashboard is organized into drag-and-drop widgets that user can customize. One of the most useful dashboard is called, My Day. This dashboard is similar to a project management dashboard that allows users to organize tasks, appointments, notes, and lead opportunities.

Cons: Infusionsoft does not have social media marketing automation built into it. However, it does have an open API and integrates with Zapier allowing users to connect to social marketing products.

Capterra-loader

For the smart marketer

Nov 15, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customizability is my favorite part of Infusionsoft. It is very powerful to be able to have it do exactly what you have dreamed up. It seems pretty simplistic at first, but when you get into it, you start to realize that the possibilities are endless of what you can accomplish and do with it. For me the CRM and Campaign builder are doing automated tasks for me that would take our team hours to accomplish, and catching our sales and fulfillment process at critical time points to make sure our patient experience is the best it can be.

I really love and use campaign builder . . . a lot. You can make campaigns do whatever you want AND make them start to perform based on the interaction that your customers have with the campaigns. That is very powerful and one of the big differentiators IS has from other software I have found.

I¿ve used IS for about 4 years now and I'm building new things every week to help reduce the tasks I do and my employees do.

I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had as a business owner. It was amazing to see thousands of small business owners making things happen and helping each other.

Infusionsoft really does live by its tag line "We help Small Businesses Succeed."

Cons: There is work involved. I'm not really trying to be facetious. So many times we want a silver bullet that makes everything as easy as wasting 6 hours on your friends facebook feeds. In life in general, it's not easy to customize anything, but when it is finally tailored right to what your business needs, it is very powerful. Infusionsoft isn't a few clicks here and there and over with, but if it were, it wouldn't be the powerful machine it is. So you have to be willing to invest in harnessing it to your wagon and making it work for you. That investment can potentially involve you or your staff learning how to use it, and/or hiring third party companies who help you get it doing what you want it to do. As long as you go into it knowing that there is tremendous benefit from both of these investments, your business will be influenced for the better.

Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customizability. Learning the skills I have gained in Infusionsoft have totally transformed the way I think about marketing to my patients and everyone around me.

Overall: Providing consistency over the 1-2 year period our customers work with us.
Better handling of leads, turning them in to better conversions
Automating mundane tasks like letters, cards, packages, etc.
Generating referrals in a consistent trackable manner.
Warming leads more effectively
Combining online and offline interactions
Notifications of important milestones in the sales and fulfillment process

Our company used infusionsoft through a 3rd party vendor, so dealing directly may differ.

Nov 14, 2017
1/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Value for Money

Pros: Promised great features to track incoming leads, follow-ups and automated email-drip system, along with seeing the use of potential customers. This program described everything our company looked for to help improve increased clients hiring.

Cons: The system is complicated to use, and if you do not click on the correct "action" for the potential client, it sends out the wrong information going from that point on. The creations of the emails were very time consuming and the samples that were given were very generic and sounded like every other company and would not set us apart from others in the decision to hire. The wrong emails were being sent out for a short period of time, which was an error on the set-up team. The numbers on how many people clicked on our emails weren't to our satisfaction. Which is not a direct reflection on the program, but of the usage of email from the customers. We used this system in conjunction with a 3rd party who handled all of the behind the scenes, so it may be different if you were using it on your own. The amount of time it took to update the system was not efficient for our company.

Overall: The platform of the software did not meet our needs, but it showed us everything we need to track to accurately distinguish client acquisitions and help improve the hire percentage rate. It allowed us to understand what information is needed to grow our business.

Vendor Response

by Infusionsoft on November 20, 2017

Hi Vicky, We¿re very sorry to hear about your experience with Infusionsoft. I shared your comments with our customer success team and someone will be reaching out to you directly as soon as possible. Thank you!

A Fully Loaded Software with a Little Ways to Go

Nov 14, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I am so happy to see they have recently come out with landing page templates and new layouts. The old ones were not appealing at all. If they continue to improve on this, they could render leadpages useless. They've also improved the email campaign reporting in the campaign manager which is a huge relief!

Pros: Everything is under one software. I have my CRM, Email Marketing, E-commerce, and Affiliates all in one software. This means everything works together seamlessly. The ability to customize the software to work in the exact way I need it to for my business is a huge relief. So many other softwares integrate with it as well. They seem like they are constantly improving and growing which is nice as well.

Cons: The load times from the campaign manager can take a little bit, but it is a powerful software. The e-commerce doesn't have much ability to customize making the shop useless and forcing me to use order forms for each product. I would like to see the campaign triggers be directly integrated with marketing platforms like Facebook, Google, etc.

Great CRM

Nov 14, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Great CRM for small businesses that are just starting out. Small contact list and easy to use drag and drop email blast builder

Cons: Costs a ton of money if you have more than the allotted customer list. Could end up costing thousands of dollars depending on the number of contacts you have.

Capterra-loader

We are huge InfusionSoft fans. We couldn't have achieved our first $1MM year without it.

Nov 13, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to do powerful marketing automation without hiring a programmer or needing custom code. I am constantly having flashes of insight where I feel like smacking my forehead and saying, "We should be automating this with InfusionSoft!"

Overall: Automates our marketing and customer relationship management.

Info-marketer in health industry

Nov 12, 2017
5/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Powerful automation. Infinitely customizable. Large company behind the product, so less likely the service will disappear. Good customer service.

Cons: There isn't an out-of-the-box split testing functionality, which should also include the ability to automate assigning contacts into different split-test segments.

Run your entire business with Infusionsoft

Nov 11, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: all in one solution. My entire business runs on this from sales, marketing, operations, e-commerce, and I even run personal reminders through my system.

Cons: There's a learning curve but hire someone to help you implement....this takes at least a year...but there's a HUGE ROI :)

Unleashed potential

Nov 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Its a huge improvement on where we were and I can see the road to where we will be and there is a lot to learn to get to the end point. But Infusionsoft is already helping in the office. I have recommended it to a couple of companies already and one has had a demo. I plan on becoming a partner soon.

Pros: The campaign builder now that I am understanding it more is huge. The ability to create little robots to do take the time wasting procedures away an from your everyday routine is unmeasurable at this point. The tags are incredibly helpful. Once you are able to get in there and start playing with the new toys you can see whats possible.

Cons: not being able to email from a contact record, not having all communication with contacts tracked, invoicing is cumbersome, chatting with employees and having to utilize a number of 3rd party softwares to finish off the picture of a complete package.

Didn't work for my business

Nov 10, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: While the mass email function worked great for my business, we wer able to set up a task that notified us of our clients and their spouses 65th bday

Cons: the google calendar link never did. We also needed a way to have outside leads load into the system with functions that can email them upon set appt. and add them as clients once sold

Great system - hard to learn

Nov 09, 2017
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: I was first introduced to this system when I worked in the coaching industry. I had to learn everything on my own, with the support of some different trainings. The system is great but the learning curve is high. If you know how to use this system, it's great! If not - you're going to struggle a bit. It's best to hire out support for this piece of your business and just provide the framework and strategy having someone else execute the tasks. I would recommend this to larger businesses, not so much the solopreneur, there are more affordable solutions that will fit your needs until you can grow into a system like this.

Cons: From my experience, business owners would get sold on the idea of this and then purchase but not have enough funds to hire someone to build their automations and were not tech savvy enough to do it on their own.

Lots of templates to choose from

Nov 09, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The email marketing portion of InfusionSoft is fairly easy and straightforward. There are various templates to use, or you can create your own email from scratch.

Cons: As a creative person, I'd like to have some more flexibility with the layouts and tools, but much of it has constraints.

The all in one Marketing Tool

Nov 08, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Is by far the best marketing tool that I ever used, combines CRM, Email Marketing, Online Store, Payments in a single dashboard. In my case, I had merged Mailchimp, Unbounce, and Shopify with great results.

Cons: Infusionsoft is definitely not for newbies, require a lot of time to implement if you don't know what are you doing. Once you have the "know how" is pretty easier. The other thing is the support, they have a great support, but if you want some advanced training or have some specific question you have 2 options, pay for the training or hire a specialist, because read the manual is not an option.

Best affordable software for small and start up businesses

Nov 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: comprehensive tools that once mastered are easy to use and saves time with tracking campaigns, email broadcasts and day to day organisation

Cons: No simple pre-set sales campaign templates for ease of setting up ongoing sales campaigns. Otherwisee no real cons for me as a start-up busness

New User-Fun and Intuitive

Nov 07, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of Use to implement and start a campaign. Interface is good. Pricing is very competitive. Have several promotions that make the purchase and only asked for a year commitment.

Cons: Onboarding is conducted by outside trainers. I believe that Infushionsoft is missing out on what makes software great, direct customer service.

Vendor Response

by Infusionsoft on November 20, 2017

Thank you for leaving a review!

Infusion Soft

Nov 07, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: Overall a good service/product but Pardot seems to work better.

Pros: This product is beneficial for email marketing because the deliver ability is fairly solid, along with the customer service when we had a question about something functionally.

Cons: The one problem we had with infusion soft is that you cannot purchase lists and send them out. We must opt in the lists prior to sending them.

Capterra-loader

Great product - almost too powerful

Nov 07, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: There are probably 27 ways to do what you want within infusionsoft, which is the positive. It's also the negative.

Infusionsoft is supposed to be used for a lot of inbound/email marketing, but we actually use it for our coaching/consulting business. It's flexible enough to do both.

Cons: Some of what you think would be basic features aren't there (like, email me whenever an internal form is submitted - really?). It can be difficult to figure out HOW to do something and some things you just can't. Support is awesome and helps though.

Overall: Good, hearty software with lots of options and customization tools.

Easy to learn and use because of customer service!

Nov 03, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The customer service - you can chat online or call at almost any time and the team is so responsive and helpful. They've helped me learn new features and tricks and solve all issues I've come across in a timely manner.

Cons: The email design isn't as customizable as Mailchimp and there isn't the best reporting options. Some emails also go to spam.

Overall: More streamlined email marketing because it is now in one product with our CRM.

Vendor Response

by Infusionsoft on November 07, 2017

Thank you for leaving a review and for your kind words about our customer service team!

Feature rich product that does *almost* everything

Nov 02, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: This software seemed to solve & meet most, if not all of our apparent problems and needs. We ended up purchasing the product and implementing a variety of it's features and solving a couple of the things we purchased it for.

Overall: This solved some initial needs / problems such as customer tracking, online purchasing, and drip email marketing.

Vendor Response

by Infusionsoft on November 07, 2017

Thank you for leaving a review!

Great program!

Nov 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy CRM to use. Tracks customer activity well. It is Great for email marketing. My sales have increased substantially. They have very helpful support.

Cons: The learning curve is a little hard. There is training available but the cost is a little expensive.

Amazing support team, wonderful community to ask questions and an amazing product.

Nov 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I would recommend this product to anyone who owns or runs a business.

Pros: This product saves time for my business which saves money. It increases sales and turns potential clients into customers. I am amazed by the diversity in which it can be used once you understand how to implement it.

Cons: There isn't much about this product that isn't likeable but it does take a little time to learn. It takes a bit of time to set up but i'm just picking for something to say.

Very promising product, verdict pending

Nov 01, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The support staff has been awesome. Theoretically, the system should be effective in reaching more prospects and develop their interests more efficiently. I'm still new to the system so waiting for results.

Cons: There are minors design flaws in the program that are not intuitive for new user. Overall it's user friendly.

Infusionsoft allows me to market like the big guys!

Nov 01, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I love this software and the positive interaction with Infusionsoft employees.

Pros: Infusionsoft opens up marketing automation, tracking, and follow up with leads and clients like never before.

Cons: It is difficult to create a campaign if you have not received full training and you do not use it regularly

Changed My Business

Oct 29, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I am using since 2014 and after many leaps and bounds i landed in this software. Very effective tools at one place. Whatever you can think in marketing can be done here with Infusion Soft

Cons: Haven't Found yet honestly! But yes attachments cant seen unless you download them. Mobile app is not very functional it has very least option to work on go.

I have a good vision but it's been a long struggle to begin to realize a return on my investment

Oct 28, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: My business client numbers were dropping and I knew it had something to do with online marketing. I thought that Infusionsoft was my solution to marketing but now realize it is a tool to manage my marketing plan - which I didn't have nor did I know how to make one. I appreciate that customer service notices my lack of engagement and call to offer support. The support gets me going again and encouraged. I would suggest to anyone considering the product that they take courses on marketing first, make a workable plan, THEN get infusionsoft to apply to plan.

Pros: I like the flow chart layout for marketing plans and the ease of creating campaigns. Also the design tools are easy to use.

Cons: When the program changes internally I have a glitch - a stumbling block and it will set me back and sometimes it is difficult to explain my problem to support.

Great Product - Great Company

Oct 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is a good company and that is where so much can be determined about the long term usability of a product. They have honored promises. They have performed as I was told they would. They have provided what was expected AND SO MUCH MORE!!!

Cons: Out of the box, it is easy to get lost in the build. The coach I signed up for makes up for that though. It has so many options, it is hard to know where to start. It isn't so dialed down that the direction is obvious, but with some focus it is amazing how well done, such a huge platform really is.

Overall: Organized Sales Automation - Organized Details - Web Landing Pages (after their upgrade in 10/17) - Automated Communication - Sales Staff Oversight

Vendor Response

by Infusionsoft on November 07, 2017

Hi Jon, Thank you for leaving a review! Happy to hear we have exceeded your expectations!