Infusionsoft

Infusionsoft

4 / 5 552 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

552 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
  • Drip Campaigns
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Multivariate Testing
  • Search Marketing
  • Social Marketing
  • Website Visitor Tracking

Infusionsoft Reviews Recently Reviewed!


Great CRM

Apr 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We use their CRM to manage our clients and manufacturers database along with our quote system. Its really easy to learn how to use it and you can mofify it to your needs.

Cons: It can get really slow if the network/servers are overcrowded and if the maintenance is not done regularly.

A very valuable tool for business!

Apr 18, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: It has a very wide range of features and is a great tool for organizing communication to a large audience.

Cons: There is a little bit of a learning curve, but it's only because the software has so much to offer. It's worth diving into to be able to use all of the features.

Capterra-loader

Amazing capabilty with this system regardless the size of the business

Apr 17, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The Mobile Handshake when out networking as you can photograph a business card and the system then sends your contact an email following up on the meeting. The email is created by the user but one it is set up so easy to use

Cons: You have to be organised and be prepared to learn. Set out a plan what you want overall and do not over face yourself. Learn, implement, learn

Overall: One system for all your business cards and pieces of paper that you may find, in handbags, drawers, just old business cards. It is incredible the amount of cards I had from over the years.
You can create your own campaigns, even something simple as a re engagement campaign with your customers or indeed your business card contacts.

InfusionSoft is called ConfusionSoft for a reason!

Apr 16, 2018
5/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: InfusionSoft is an absolute industry leader - the features & functionalities are top notch and the value is beyond great!

Cons: It can get SUPER confusing at times. The UI is not very intuitive and it does take a lot of time to learn about advanced methods and get in touch with customer support.

Kinda wish I could give more stars

Apr 16, 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: 9.0/10 Not
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Pros: Customer support is absolutely fantastic, and always answer my questions. The software itself is very intuitive and is a great way to combine our sales team's needs with the needs of marketing.

Cons: It does take some time to learn, and if you don't explore the software you might become somewhat intimidated to use it.

Overall: It has helped with streamlining our sales teams outbound calls, has been a place to create and manage online campaigns such as PPC, and overall has helped us organize our contact database that we've built since 2009.

While there is a learning curve, once you are familiar with the layout and functionality, it rocks.

Apr 16, 2018
4/5
Overall
4 / 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 marketing automation is hands down the best thing about Infusionsoft. From the ability to design your shopping cart to embed on your website, then actually creating the products in Infusionsoft so that when someone buys, it can trigger followup campaigns immediately. Also, the landing page builder is really nice!

Cons: While overall I think Infusionsoft is great, there have been several instances where I need to contact support for random minor issues. But with such a robust program, there's never been anything serious enough to make me want to switch, and their support team is great. One thing I'd like to see improved is the CRM functionality.

Overall: Marketing Automation!!!

Good. Could Improve.

Apr 13, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Infusionsoft is a time saver and awesome organizer. We use it to funnel our prospects and email market to them.

Cons: It has an intense learning curve. Lately it has been buggy and no explanations to the bugs other than temporary fixes.

Overall: Time Saving. Organization.

A great all-in-one solution for smaller-sized businesses.

Apr 13, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Infusionsoft is an all-in-one solution and is well suited to small businesses. Additionally, it offers built-in eCommerce integration (and focuses on the selling side of a business in general) which is nice but not necessarily needed and has strong technical support and training opportunities.

Cons: Infusionsoft is rather difficult to use (by default, apps can fix this) compared to similar software and also has a pricy setup fee to start with. Additionally, there are no native third-party integrations; the app store helps fix this but most provided apps have costs of their own and aren't directly related to the third-party services you are looking for.

Capterra-loader

The new A/B testing function is awesome!

Apr 13, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I am a fan of Infusionsoft. I like the ease of use, and the comprhensive data it can hold. I like that I can still customize to my business. The new A/B testing really worked! And it was so easy to set up and track. I saw a 5% increase in opens and a 2% increase in clicks when the winning email went out.

Cons: Because I have truly customized the opportunities portion, my searches are based on custom fields which I have to remember to search differently.

I love infusionsoft !! I used to have 3 employees I now only need one

Apr 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: the ease of report and making webforms and webapages and the campaigns.. what I love the most is that there is always someone avaliable to help you in real time all the time

Cons: the shopping theme and cart checkout doesnt line up properly and is not very pretty, needs to be upgraded

Overall: I love the 24/7 help desk and webforms and campaigns... I just love infusionsoft !!!

Experienced CRM User Review

Apr 12, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I would absolutely recommend InfusionSoft to anyone who is an experienced CRM user. If you're comfortable with most CRMs, InfusionSoft is a great sales and customer management tool. It is easy to manipulate and customize to your specific needs. However, if you are not an experienced CRM user, InfusionSoft can be incredibly complicated and very difficult to use.

Pros: - Very adaptable and intuitive - Friendly customer service - Can run extremely complex campaigns - Constantly improving services and capabilites

Cons: - Slow load times and Gateway errors during server backup on Mondays and Tuesdays - Specific customer concerns and known issues given low priority; no resolutions for 6+ months on some known issues - Crashes more often and has more issues/errors than more expensive CRMs

Easy Email Marketing

Apr 10, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Allows you easily implement, track, your email marketing campaign. Offers a free trail that I took advantage of for 2 weeks.

Cons: Expensive and a little complicated. Will continue to use a free platform for the time being, this is too expensive for a small company.

This system is clean, easy to understand and use.

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

Pros: There are so many things to love about this software. The campaigns module is the reason we switched to infusionsoft. We needed a way to truly control the marketing and client cycle. There is no better way to describe it other than to say infusionsoft KILLED it with programming.

Cons: The calendar functionality is so very subpar. There is not a way to run a multi user office because there can only be one user. The integration with appointmentcore does not work, for whatever reason. You cannot change a time on the client account, you need to go to the calendar. Its shocking to see how advanced the system is in EVERY other area only to see a calendar with this many limitations. Redtail has a more advanced calendar.

Capterra-loader

the most powerful marketing tool!

Apr 10, 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: 9.0/10 Not
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Pros:
This software is easy to use, has high level functionality. You can do what you want and set up very advanced campaigns. What I love most about this software is that my work is organized and it is a convenient way to store the client information, I really like the templates for the emails

Cons: 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!

Capterra-loader

I love the automation that Infusionsoft has to offer.

Apr 05, 2018
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: I am still learning about what Infusionsoft can do, but I love how I can set up automated daily messages for doing challenges.

Cons: How much there is to learn. I am not really sure that it would be considered a Con. I really do like all things it has to offer.

Overall: Automation --- it more about you Accounting ... I am not in accounting I am a Coach but it wouldn't let me change it.

The software appears to do a lot for the money but the training that you pay a lot for was not valuable.

Apr 05, 2018
3/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Comments: Needs to have a much better training program. I found someone who had a series of videos on how to use it. Much better than paying the to get the training.

Pros: Can implement, track and control your own marketing campaign. It provides you good feedback on if marketing campaigns are successful.

Cons: Extremely difficult to understand (especially for someone that is not tech savvy). Several people I know refer to is as confusionsoft.

Love InfusionSoft. It has really changed the way we do business

Apr 05, 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: Easy to use, high level functionality, and the many free or cost efficient integrations with other applications.

Cons: Nothing. I would recommend this system to anyone looking to manage their customer database, leads, and marketing automation.

It is a very easy tool to use

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: In my opinion the templates for email campaigns are good and very easy to use, it is also a saving in hours a day on marketing issues

Cons: It is a very useful tool but at times the work closes automatically and sometimes it is difficult to start a session

Took us a few years but we use the CRM part of the program now. It is very complex but powerful

Apr 04, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Automating everything in the marketing and sales process and tracking results. It is the most powerful marketing tool with toms of possibilities.

Cons: It's like a blank piece of paper that can be used to communicate many things. You're going to have to put 10x the work into getting the process in place than you would think. Once it's in place though it's great.

Great software for the right organization

Apr 04, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Tons of great and easy-to-use features for companies just starting with marketing automation and CRM as well as smaller companies who don't expand rapidly in terms of complexity and team members.

Cons: Lack of advanced features that larger organizations might need. Poor scalability when adding new team members to the sales process.

Can easily customize emails and to manage task.

Apr 03, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: It creates campaign that can push forwards to clients and there are many ideas that you can choose to manage details from clients.

Cons: The update that happens changes everything most of it in customizing emails that the specific tools that was used before changes.

Capterra-loader

most people can't drive this platform. It is complicated, but well worth it if you can handle it

Apr 01, 2018
5/5
Overall
2 / 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: What is there not to like about the features and benefits. This thing is a Ferrari. You can do whatever you would like and set up very advanced campaigns.

Cons: We did not have anyone on staff who could manage this patform. It takes a lot of learning and an open mind...

Capterra-loader

great tech support, add ons can get costly .

Mar 31, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, training modules are fantastic, live chat, help desk, report breakdown on every aspect of operations. When you want to make an upgrade it is instant change time

Cons: Constantly having to buy more and more add-ons to get the CRM platform running properly. The holiday special that lured me in had the bare applications then I had to purchase some of the most basic stuff like pipelines and sales reports

Overall: It breaks down entire operations into categories that become manageable to operate. Allows staff to track the performance of agents

Strong CSR,

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

Pros: Average to good integration to with google calendar.
Good segregation of lead categories
Quick to update and synch with other products

Cons: Wish it was easier to have all calander updates to google calander.
Wish Scan i could scan ahead more than 1 day on future appointments

It is a great experience working in Infusionsoft, Technical support are always kind

Mar 28, 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: 9.0/10 Not
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Pros: It makes my job more easier, and I learned more, working in Izzy, Its also fun doing task in infusionsoft because it makes me explore my knowledge in this software. Our team can easily reached the client while using infusionsoft

Cons: I honestly like this software I don't see anything wrong in this software. I will definitely encourage every people who has a small business at first, because infusionsoft help us to communicate in every client .

Overall: I can explore my knowledge both in technical and writing while I am using this software. I can easily save some details while using infusionsoft.

Capterra-loader

i'm an entreprenuer for the last 6 years . i used a buch of software bu infusion fulfil my dream.

Mar 28, 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: easy to build funnels
attach e-mails
the crm option is great
the support is amazing

i chose infusion soft because their ability to help me build my and my costumers funnels
it's easy to build and understand .
the tag option and the timing on the email are also very beneficial for me .
the intigration with zapier and other software are amazing and very helpful.

Cons: some people call it confusion soft but thats because they don't understand the value of all the fitchers

Overall: easy to build my sales funnels and sale my service to other companies

Excellent product for small businesses!

Mar 28, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: What I love about Infusionsoft is the integration and the level of sophistication you can build with this product. It has all the things you need in just one app, so you don't need to be running around and try to find other products.

My favorite thing is the tag system. Normally in Mailchimp or other auto-responders, you create lists depending who you want to target. Infusionsoft is very dynamic and you don't need lists, instead of that, you have tags that you assign to people depending on their actions or opt-in options. In that way, you can know how people are behaving on your marketing strategy.

Also, you get a dedicated one-one training to teach you how to use the product.

Cons: The learning curve to use the product. It isn't complicated to use, as many people mentioned but it takes time to get custom to all the functions and options that the product can offer. We are a digital marketing business, so it was easy to learn it.

Once the program is set up, it runs by itself.

Capterra-loader

The Small Business Marketing App!

Mar 28, 2018
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: This is the marketing tool that you need for your small business. It is priced right for that space and has the right tools that we need to succeed. Sure, you can get more functionality elsewhere, but the small business world really doesn't need it. Also, the mobile app is a must have.

Cons: It does take a little time to get up to speed. In addition, the training videos seem to be a version or two behind where the software is now. Make sure to get training before you sign!

It is very user friendly. Also, campaign is very useful in our business organizational flow.

Mar 28, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It helps us to put our client in process and in progress in a timely manner. I like how the tasks appear in our My Day so we will never forget to work on our particular client. Aside from that, we can create campaigns that can help in our operation to help us keep organized.

Cons: Having limited number of fields which is 100 fields only. Since we already reached the max, I had to research and find some other ways on how we can add some more fields which lead us to using Fieldspace, which is an additional operation cost for us.

Like having 10 employees

Mar 27, 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: Simple to use and understand. I love using the campaigns and broadcast. Having templates for my emails.

Cons: Wish I could have more time to use all that it can do. There is so much Infusion can offer and I wish I had more time to learn it all.

Overall: Time saver.

Capterra-loader

The Mobile App on my Phone is a Game Changer for adding contacts and entering them into campaigns.

Mar 25, 2018
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: Once you get the basics down you can go and Create, Add on, or Enhance Campaigns you already have. For instance if you have an Enhancement to a Service or Product you promote all you have to do is Add that enhancement to your already running campaign and it goes out to all your contacts that are in that specific campaign. No countless hours writing and launching individual e-mails. Just add and re-publish and its done.

Cons: The system can seem daunting at first and I think some may give up on it to soon. I also think the corporate training videos are a little outdated and not reflective of the new versions campaign building, e-mail marketing etc.

Overall: They provide some great landing page templates so all you have to do is pick one and make it unique to you or you can build from scratch. Once you learn the tools you can knock out and launch a landing page in less than an hour. Also the templates for the e-mail campaigns are awesome as well and easy to use. It saves me hours a day in my marketing promotions.

Capterra-loader

Ease of use is actually 5 stars - but only after you've been using it for a few months.

Mar 23, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Once you learn it, and know how to integrate everything through zapier (or similar) you can do anything you can imagine.

Cons: Took forever to get a reasonable email builder, but that's fixed now. I would love to have a global variable merge feature but I can't find ANY crm that does that.

Overall: marketing automation on a whole new level compared to my previous experiences with simple autoresponders

I'am satisfied with infusionsoft's services. Ive been using this for the last four months daily

Mar 22, 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: 9.0/10 Not
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Pros: what i like the most in this software is that it makes my work easier, i can locate Client's files faster. my work is organized and it is a convenient way of saving client's information.

Cons: sometimes, i have a hard time logging in or there are times during work it will automatically log out.

Overall: Easier work, faster progress and a good information storage for Clients

Using Infusion Soft is a major part of my daily activities, so I am having a good time using this.

Mar 21, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: What I really like most about this software is the readiness of my tasks which are all in one place. Editing the campaigns is also easy which gives me and my team the heads up for all the clients we are handling. Sending them emails is no longer a burden for it automatically send and the content is a ready template.

Cons: Sometimes the campaigns get confused so it doubled the tasks for a particular person on the same date. But this is just a minor thing.

Overall: Completing my tasks makes it easy for me and not forgetting anything. My upline could easily track what work I have done during the day.

Excellent software. Fairly easy to use. Drag and drop programming for campaigns.

Mar 20, 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: Ease of programming campaigns, be they e-mail or direct mail. The price is excellent for the features delivered.

Cons: The documentation could use improvement. After searching all of the support site, if you have not answered your question, you need to send a question to support.

Overall: During the Kickstart process, I have automated a process to capture leads from the web form on my website, review the information submitted, and assign the lead to the appropriate que for follow up.

Too Many Bells and Whistles

Mar 19, 2018
3/5
Overall
1 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Comments: We recommend everyone use the free 14-day trial to see how well they can get around the program and if it is a good fit for their needs. Although there are a lot of options with Infusionsoft, if customers can't use it easily or efficiently, it can be a costly lesson.

Pros: The ability to do whatever you need to do regarding email automation and lead generation is a great selling point of Infusionsoft. It has the capacity to 'integrate with thousands of apps' and offers a variety of ways to build out marketing campaigns.

Cons: This product is not intuitive at all, locks a business down with a fairly expensive annual contract, and requires paid training to begin understanding the program. For people who have a lot of experience with email automation or lead generation programs, it may be a manageable learning curve, but for clients new to online marketing, which was the case with my clients, it has been an expensive nightmare.

I've had a lot of help learning to use the software but once you do that, you'll love it.

Mar 18, 2018
5/5
Overall
3 / 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: Everything in one place, no need for multiple programs. The landing pages are good and the support and development team are quick to supply demonstrations and fixes to issues that pop up from time to time.

Cons: It is difficult to learn and expensive. Ultimately I'll end up spending learning &developing systems for myself and other gyms to use. It'll be worth it in the end but it's a large commitment at the start.

Overall: The ability to create systems for others in the Fitness Industry.

Is a major factor in me Scaling Up my business. Couldn't do it with out Infusionsoft

Mar 18, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ability to sell stuff to clients with out seeing them. Allows me to nurture my clients for cross-sales, upsaless and resells.

Cons: Intimidating at first. But not your fault. A user really had to roll up their sleeves and dive in. That said, your customer service chat line had really been a godsend.

A Sales Must

Mar 15, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Keep it up!

Pros: This CRM is perfect for our business. Having our entire customer base in one location is crucial to the efficiency around here. We love it!

Cons: The only con is the price, I'd say. Although there are free options, it's tough to give away all the features InfusionSoft offers.

Infusionsoft is the pinnacle of database technology

Mar 15, 2018
5/5
Overall
3 / 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: This piece of software is extremely versatile. The amount of work that you can automate turned my business into a success. Without having this when I first started as a solo-preneur I would still be labouring away to get to where I am. If you know how to use Infusionsoft properly it will be an employee working for you 24/7 even when you're not there.

Cons: This software is super versatile however in having all of these amazing things you can do there is a steep learning curve in order to perfect it. Luckily, Infusionsoft provides training for how to use the software. Just be prepared to spend a lot of time learning to get up to speed.

Overall: Infusionsoft is now one of my "employees" that works 24/7 for me and my business.

All in one CRM!! Solid for small businesses!

Mar 14, 2018
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: Infusionsoft is a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup).

Pros: As a CRM Analyst/Consultant, most of my projects are helping companies administrated and implemented different types of CRMS and marketing software. So I have the chance to research and test a multitude of CRM's and Marketing Software for the past several years and Infusionsoft is one of my favorites. I have helped two small companies(around 20-30 employees)implement this product from start to finish. I have very impressed on how robust and strong this CRM really is. With this software, you can create a software stack with different add-ons which can accomplish almost anything. There are programs that help with scheduling, membership sites, integration with Facebook audiences, text messaging and countless others. Infusionsoft has an API that is easy to use and integrate with other systems you may be using. For the price, I would say this is an all in one CRM tool. Another great feature that Infusionsoft offers is the ability to create mobile-responsive landing pages and pairing this automation with a CRM with robust capability for sales follow-up is what creates the value and you also get the ability to generate e-commerce and tracking reports. I would definitely recommend this product.

Cons: Infusionsoft only includes the basic Lead Generation reports. If you want to generate the true ROI reports it will require you to purchase add-ons, such as Wicked Reports. I would say that these reports are critical for understanding where your leads are generated and how to refine your marketing.

Great customer service. Tons of great features.

Mar 14, 2018
5/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The wealth of features. Infusionsoft is your one stop shop for CRM, sales, E commerce, and marketing.

Cons: The learning curve. It takes a while to learn the features of this software and how to get everything working.

Full of features that marketers will love

Mar 14, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Infusionsoft has a ton of great features that marketers will love using. We are able to create templates, manage lists, and track a lot of the conversions.

Infusionsoft

Mar 13, 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: Outstanding software and so easy to use

Pros: Oustanding software product. Right from the get-go, Infusionsoft was simple and easy to use. With all processes needed to help track and close more leads. Simple brilliant.

Robust CRM

Mar 13, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: InfusionSoft has lots of features and functionality, and a pretty easy to use interface. The ability to both store contacts and use marketing automation all in one place is nearly standard now, but InfusionSoft does it very well

Cons: Like any other CRM, there is a slight learning curve with InfusionSoft. Requires some technical knowledge (HTML and CSS are helpful).

Great product

Mar 13, 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 allows you to create automated workflows that are very advanced. Once your campaign is created, you have a very powerful tool, but it is not static. Infusionsoft allows your process to be organic and updated on the fly.

Cons: This is a powerful platform but it can be a bit complicated to learn. Also, there needs to be a lot of thought and effort into planning prior to launching a campaign. There are times where you probably need to engage outside resources/professionals to fully maximize the value of the software.

Overall: As a small business, it makes us more efficient by automating our processes.

Infusionsoft is a great crm platform for small to large business

Mar 12, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Pros: infusionsoft is a great crm plaftorm and it has worked really well in our office to help keep track and manage our customer relations with our clients and their customer relations with theirs.

Cons: The learning curve of infusionsoft is a little more difficult to master with the campaigns and sequences and tag setup. It took our team a little bit of time to master it all.

Infusionsoft is excellent for a small business' needs.

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Pros: What I like most about this software from having used it for years is how easy it is to use all of its features and functions.

Cons: What I like least about this software is its customer support is sometimes not available/the most helpful when need be.

Not a user friendly software

Mar 11, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Infusionsoft provides a very robust software for email campaigns and for taking payments. It is an "all-in-one" kind of software: CRM rolled into payment processor.

Cons: To really grasp the functionality of this software, you really need to take part in intensive training to be able to utilize and understand all of its features and functionality.

Overall: If you have the time and the budget, this software is good for companies that rely heavily on email campaigns and are looking for software that handles everything from the initial email to the payment.

Buyer beware

Mar 10, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: The contact input screens are not customizable. Our data requires The salesman to go through 6 screens to add contact data. The word processor is archaic. It does not even allow simple cut amd paste. Duplicate search will not allow for a single last name search. Does not integrate with any other mail systems beside 365 and gmail. Worst of all, the cancellation policy requires payment on the entire contract. There is no trial period. In my opinion, it is not possible to understand a crm service without a trial period. This one certainly did not fit our business model. The customer service in returns were very difficult.

Cons: Nothing fit our business model. If my salesmen actually used gmail, it would have been an advantage.This product seems cumbersome to input leads. It is usable only for online sales. No return possible!

Best of the best ... but huge learning curve

Mar 08, 2018
4/5
Overall
2 / 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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Pros: Infusionsoft does eveything. The best of the best when it comes to CRM and business operations. I have used it for over 10 years...and still haven't come across any other software that even comes close to matching what it can do.

Cons: The only...and I say ONLY drawback to INFUSIONSOFT is the learning curve required it takes for set up and continual implementation. There is just SOOOO much you can do ... that it does take time to wrap yourself around all of its functionality.

Overall: It helped me build my business from the ground up!

Complex but gets the job done

Mar 08, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: Infusionsoft has a great flowchart-style campaign builder. It makes building email campaigns fun. You can even personalize each campaign to any all your different clients. Infusionsoft has a private facebook group and great customer support

Cons: The cost is ridiculously expensive AND, on top of that, there is a mandatory kickstarter coaching package. The software is very complex and so you will need the kickstarter package.

Overall: Marketing campaigns and customer database

Capterra-loader

Infusionsoft makes marketing automation easy

Mar 08, 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: 10.0/10 Not
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Pros: The campaign builder is awesome - it lets you quickly and easily create complex marketing automation logic and implement it all in an intuitive drag and drop interface. I've tried every automation software out there, and the Infusionsoft campaign builder is by far the easiest to use.

Cons: With it's 'All in One ' approach, Infusionsoft has some real weak points. Its shopping cart is by far my least favorite. It.. is terrible. Luckily, there are seamless integrations with things like Woocommerce, Shopify, Bigcommerce, and other folks who have done a good job of e-commerce, so you can utilize the marketing automation power AND have a good checkout experience.

Overall: Infusionsoft has helped me scale quite a few small businesses beyond the 1 million dollar mark. It is a lifesaver for small business.

Infusionsoft is good if you have patience

Mar 08, 2018
4/5
Overall
3 / 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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Comments: It's the best, most customizable product...but can be too complicated at times.

Pros: most customization of any CRM I've seen has many features more functionality than others ability to schedule appointments, tasks, etc.

Cons: We needed to hire an Infusionsoft trained consultant just to figure out where to begin. more customization and tools means harder to grasp in the begining

Capterra-loader

Instead of using multiple different programs, we use InfusionSoft for multiple things.

Mar 07, 2018
5/5
Overall
3 / 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 is strong...really strong. It has capabilities to do a multitude of services that any small business would need, from shopping cart services to CRM to marketing emails. If you have a small business, you need InfusionSoft.

Cons: The learning curve is a bit steep, but InfusionSoft support is great and helps throughout the process. There are also third party companies that can help facilitate your business' InfusionSoft account.

Overall: Anyone working for a small business should be using InfusionSoft.

Really it is a typical CRM. Nothing stands out as bad or amazing.

Mar 07, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Ease of searching clients and having a general tab with all their information. Everything that we need to know if is one place.

Cons: Difficult to pull accurate reports, which is part our fault and part theirs. The add-on for outlook is also terrible, it never worked well and this would have been a tool that made my job a lot easier.

Overall: Ability to track and maintain clients as well as customers. Able to see when the client was last touched by another employee and the status of the sales process.

Infusionsoft is easy to use application also its ideal for small to midsize business.

Mar 07, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Lead scoring and lead management features were easy to use and efficient. Another feature is there cool widget-based dashboard.

Cons: Unfortunately, Infusionsoft has basic reporting with modest number of template. Hoping Infusionsoft team would improve it.

Buyers Beware!

Mar 07, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: They lock you in contract charging you monthly if you try to break out early. If you are unable to take advantage of your software, which is likely, it will be about a mistake.

Cons: Clunky software, and friendly support that was happy to take your money. Their contracts are ridiculous and you are likely to regret ever going into business with them if their tool is not right for you.

Capterra-loader

Having my free training on the program helped me become a pro immediately! Love this program

Mar 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Using InfusionSoft has increased my productivity tremendously! The automation functionality is everything and more than you can imagine and it eliminates having to use several different programs to accomplish the main goal. My list is in one place, I'm tracking leads and buying customers, taking payments, crafting sales and landing pages .... you name it! This was the best business software investment that I've made since starting my biz in 2007!!!

Cons: I don't think there is anything that I DISLIKE about this program. There are many functions to it and if you are not tech savvy, you can feel overwhelmed by its many functionalities but the customer service is so great that its set up for you to WIN in a major way. They are readily available to assist you and will literally walk you through anything that you need help with.

Capterra-loader

Infusionsoft is helping us reach out to our customers consistently and nurture those relationships.

Mar 01, 2018
4/5
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: Combining our CRM with our email marketing software has been a game changer for us. In addition to productivity gains, we have all our customer interactions and can determine engagement all in one place. Automated campaigns help us make better use of our limited resources. And it's a great value!

Cons: After using Constant Contact for years, the email editor doesn't perform quite as well as I'd like. But the breadth of functionality more than makes up for it and they are constantly improving the software and implementing new features.

Overall: We are seeing more engagement with our customers and are able to better tailor our messages to them by segmenting.

InfusionSoft is the most complete CRM to manage the Marketing and Sales of your business

Feb 28, 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 the most complete CRM to manage the Marketing and Sales of your business, the level of automation of the campaigns simply exceeds all the systems that I have used in the past.

Among its advantages are
- Campaign automation
- Integration with third parties
- Well documented API
- Affiliate Management

Cons: Cons:
- It is only in English, it limits the entry of people who do not know the language.
- Long learning curve

Once everything is setup, it is very helpful

Feb 28, 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: 9.0/10 Not
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Pros: We mostly use this software for campaigns and tracking leads. It does that really well and after spending some time getting to know how everything works, it is powerful and makes the conversion process a lot smoother.

Cons: The software can be a little overwhelming at times if you aren't sure exactly what you're trying to do and just looking through everything. Luckily the software is pretty well documented, support is great, and finding out how to do what you want isn't too difficult when using a Google search.

Overall: Infusionsoft simplies our lives by keeping track of everything for us. It saves time, money, and headaches.

Helps managing contacts and their projects

Feb 28, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Adding new leads and contacts is quick with Infusionsoft. It helps us managing the leads projects with the right contact person in the application.

Cons: Infusionsoft has the right statistics for the sales team members. They can see how many projects they are working with any specific lead.

Very complex, hard for average clients to use, but does the job

Feb 27, 2018
3/5
Overall
1 / 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: Lots of features available, really like that they have analytics and marketing integrations and campaigns. Also like that they have pretty good customer service available, I've always been able to get help when needed for clients that use it

Cons: Not easy to integrate with a website, it takes some time to get up to speed with the documentation, so not plug-n-play really, and getting the settings right and customizing takes a little time too. Would really love it if they could create a responsive way to integrate within a website instead of creating an external landing page on their platform

I have tried out this program to see if it would be useful for organization and tasks.

Feb 27, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

Pros: I really like the dashboard that keeps you up to date on everything in your day. The way it helps you manage tasks is great and the way you can customize is good too.

Cons: I don't like the small amount of different templates to use and the fact that it is pretty expensive for only the basics.

Capterra-loader

Love all of the opportunities that Infusion Soft

Feb 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is unlimited... you can create programs, sell the program, once the sale is completed have the support run automatically, email followup automatically flow and create a customer experience process that support your client as well as follow-up sale of your program. There are many times that you need to touch the client 6-8 times prior to a sell. The right content can be created to create that opportunity!

Cons: I believe that you need a business person on the development team. There are basic business needs that do not get captured in development.

Infusionsoft has been a godsend for my business!

Feb 26, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: As a single mother and business owner I need to have tools available to me that help me do the work of several people. Infusionsoft gives me the ability to automate my sales and marketing and put processes into place that would take me hours and hours to do on my own. I am able to create multiple marketing funnels, sales funnels, launches and internal processes that help my business run efficiently.

Cons: Infusionsoft has a pretty steep learning curve, it can take a little while to learn all the ins and outs of what this powerful software can do. For some people this is a huge struggle but for others (like me) they actually enjoy learning all the various elements of the system.

Overall: This software has made it possible for me to run and build my business from my home office while also caring for my family. It allows me to automate processes that normally take up my valuable time. It allows me to market my business online, follow up with customers and prospects as well as saves me time.

Good software, but takes awhile to learn

Feb 26, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Many options for customized campaign creation. Customer support is very helpful. Provides quick response to my questions. Over time you will see how in-depth this software is to meet your needs.

Cons: Cost is a little high. Sharp learning curve. Customer support tries their best to help, but sometimes they seemed stumped. With so many features it can't be learned overnight. With time and patience you can progress and see the great benefits this software has to offer.

Capterra-loader

Meh. It's okay.

Feb 23, 2018
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: It can auto-charge my clients. Other shopping carts I used didn't do that. And the email sequences are nice.

Cons: It's very confusing to learn. It's expensive. I can't believe I pay this much for a shopping cart. The email system is buggy and it's hard to see which emails you're sending. It's just NOT easy to use.

Infusionsoft is the industry standard CRM for a very good reason - it's the best!

Feb 23, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Infusionsoft is immensely powerful, is jam packed with features, can be utilized in countless ways, and if things get to complicated, the support is always on point. It can do so many things!

Cons: Double menus can sometimes be confusing, and because there are so many features, it's kind of easy to get lost. Also, Campaign Builder can be clunky and confusing.

Overall: It powers our business, and many of the businesses we work for!

Great CRM to run your small business

Feb 21, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very user friendly. This was the first CRM I've ever used and it has been very easy. We use it for everything.

Cons: The billing & invoicing is not very good. We downloaded a plug in call fortapay to assist with invoicing.

I have just started using Infusionsoft, and after trying a few other competitors products I'm hooked

Feb 16, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 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 is an ease to learning this program, however it is the actual support I am getting that makes me feel confident I can get this up and running quickly and start creating leads and manage my business clients more efficiently.

Cons: When I quit working on part of it for the day, I least like that I have to restart some of the things I left off doing, because I am still getting to feel my way around the dashboard.

Overall: I haven't yet received benefits as I am still learning and building as I learn. However I see this as a time saver, with style and professionalism wrapped up in one package. Love this program!! It is going to be fun!!

Capterra-loader

I have had a wonderful experience getting familiar with Infusionsoft and customer support.

Feb 16, 2018
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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Pros: I like the functionality and vast amount of features available. Their are so many features that I have been able to learn something new almost daily.

Cons: Setting up campaigns are a little tricky at first but customer support was very helpful and knowledgeable.

Overall: Getting clients loaded and being able to track them has been very easy. Email campaigns have been also very helpful

I use Infusionsoft for marketing

Feb 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The availability of information about contacts. The ability to modify saved searches on the fly is great

Cons: The inability to search for missing values such as contacts without Zip Codes. Also the fact the tool pulls addresses in different places when they contact displays. I have sent letters out with no address because what was displayed and what was exported were not the same

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.

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.