Who Uses This Software?

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


Average Ratings

825 Reviews

  • 4 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $99.00/month
  • Pricing Details
    Starting at $99/mo
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

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

About Infusionsoft

Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done. Our platform organizes your customer information & daily work in one place, freeing you up from repetitive tasks so you have more time to focus on delivering consistently great service, with less stress. View the short video below to learn more.more.


Infusionsoft Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Nomination Tracking
  • Program Notices
  • Reference Usage Tracking
  • Reward Distribution
  • Search
  • Catalog Management
  • Channel Management
  • Customer Accounts
  • Email Marketing
  • Inventory Management
  • Loyalty Program
  • Multi-Store Management
  • Order Management
  • Product Configurator
  • Promotions Management
  • Returns Management
  • SEO Management
  • Shopping Cart
  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • Mailing List Management
  • Mobile Optimized Emails
  • Reporting/Analytics
  • Subscribe/Unsubscribe
  • Template Management
  • WYSIWYG Email Editor
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • A/B Testing
  • Analytics
  • Drag & Drop
  • Form Creation
  • Real Time Editing
  • Responsive
  • SEO Management
  • Templates
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • A/B Testing
  • Analytics/ROI Tracking
  • Customizable CTAs
  • Drip Campaigns
  • Dynamic Content
  • Landing Pages/Web Forms
  • Lead Scoring
  • Sales Intelligence
  • Search Marketing
  • Segmentation
  • Social Marketing
  • Website Visitor Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Calendar Management
  • Client / Property Matching
  • Client Database
  • Commission Management
  • Contact Management
  • Contract Management
  • Email Marketing
  • Flyer / Catalog Printing
  • Lead Management
  • Listing Management
  • Property Database
  • Website Management

Infusionsoft Reviews Recently Reviewed!


Capterra loader

InfusionSoft - Great CRM software

Dec 04, 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: 8.0/10 Not
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Pros: What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.

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

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

Vendor Response

by Infusionsoft on December 13, 2018

Hi Nathan,

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

Cheers,
Sarah, Advocacy Manager at Infusionsoft

Capterra loader

We were a loyal IS customer for 10 years until...

Nov 02, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Extremely
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Pros: The product itself is very useful and good. While there are no "perfect" automation apps on the market that fulfill all our requirements, IS did a relatively good job of it.

They've been pushing lots of regular updates which is good, but doesn't make up for what I'll describe in the Cons section.

Cons: Many other automation apps have built-in features that are very useful, but Infusionsoft requires a LOT of 3rd party apps (which adds on a lot of costs for a small business) to do a lot of things other apps have out of the box. As mentioned, I understand no app on the market is 100% perfect and the other apps have their own deficiencies.

The worst part of Infusionsoft is not the product itself (the product is relatively good) but it's the entire management and customer support that is problematic.

Often times, chat support (while friendly & quick), is not very familiar with the IS product. Often times, it's the we the customers who know more than they do.

Finally, as mentioned, we were with IS for 10yrs and then they decided to raise our price by 400% giving us only 30 days notice via email (and a poorly written one). This has caused a furor amongst long-time clients & resulted in a large exodus of long-time clients. Apparently the new management didn't really care, despite many of thus believed we were grand-fathered into our original plans.

All in all, many of us felt it was poorly handled by management and that's why we left them after ten years, despite the pain of migrating to a new platform.

They are trying to expand globally but IS is still not really setup to work internationally. We were probably one of the first companies in Asia to use them and they completely ignored our feedback or even show any interest us when we attended a live seminar with them.

Overall: Product is fine, but management, support and client service leaves a lot to be desired.

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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Extremely
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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

Great tool but not without issues

Aug 23, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: For the price and what it does, we have yet to find a better solution. I believe in the product but wish they would work harder on fixing current problems rather than rolling out new tools. It does take some time learning the ropes but there are lots of great tools, webinars, and people willing to help. It's a great community. (Big shout out to MonkeyPod Marketing and Greg Jenkins)

Pros: I like being able to set up campaigns that run the full year making sure the customer is kept in the loop. With proper tags I can see that things are running smoothly.

Cons: 1) Support. If you are in the US I am sure that support is much better but being 9 hrs ahead of the IS HQ I am usually stuck with the total waste of time 'Chat Support'. Two years ago support would have gotten 5 of 5, today I would give it one star at best. 2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated. If they don't get on this in the next year or two I would expect serious competition to start circling. 3) They remove useful tools, replace with simplicity, and then pat themselves on the back for their own awesomeness. I can write a book about the lack of flexibility in the new (1 year) email builder that was stripped of most of the designing strengths. When they added the ability underline text 4 months in (seriously) they cheered themselves to no end. How email builder was rolled out without the ability to underline is a headscratcher and I am never going to stop complaining about the removal of the HTML snippet. ***Sorry, it's always easier to remember what you don't like than what you do.

Vendor Response

by Infusionsoft on August 27, 2017

Hi Liam,

Thank you for writing a review. I will make sure to share your product feedback with the right teams here so we can create a better experience for our customers. Take care!

What's So Automated About Infusionsoft?

Feb 16, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I have researched CRMs and Marketing Software for the past several years. As a REALTOR, the company software had changed multiple times, leaving my personal system outdated, which prompted me to see if it was time to invest and make a commitment to something I would know nothing about until I jump in with two feet and my pocketbook. So I did. I reviewed and tested a multitude of software and found many that I liked but none quite suited for the money vs. the features vs. my unique business needs. Hatchbuck, DaPulse, and 17 Hats are a few I can remember and recommend to varying degrees but each fell short of my specific needs and desired growth. And while several appeared cheaper at the onset, when estimating cost after growth (which would be the "long term") I realized paying a little more now for a consistent pricing may well be the best option. My group has 4-5 users and looking at 5,000 contacts - which need sorted and categorized and updated. So although I may not be concerned about limits on number of emails sent monthly - I did need to cap my user costs and contact costs hoping to grown to about 35,000 contacts. I spoke with all the professionals and most just didn't know what to do and each thought one was as good as another based on personal experience.

Pros: I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing.

Cons: The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm.

Recommendations to other buyers: My advice is two fold depending on your abilities and established levels of business. If you are young in your business go with the easier to use as speed and ease are of high value. However, as the business matures and you are able to begin setting Vision Statements for 10 years or more then you should shut off the desire for easy and focus on strength and endurance. I am not certain of my success with Infusionsoft in the first three months but I am determined it is a system that I will not outgrow. My intent to nurture my contact list is based on building blocks and one step at a time is not so bad - because God Willing there is no end in sight to Abundance and my focus is like marriage - commitment and kindness. The great news is I begin simple, like all things. Build upon a strong foundation. Establish basic needs and evolve. Infusionsoft is my bet - after three years of considerations and many false starts based on free trials and past corporate decisions I am ready to get on with the business of business and stay true to my decision.

Customer Service or Sales CRMs

Nov 10, 2016
5/5
Overall

5 / 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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Extremely
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Pros: 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: Its integration is less ubiquitous than that of SalesForce, but is growing constantly.

Overall: Looking at most CRMs the database aspect is pretty much the same from one to another. What I have found is that most are slightly better setup for sales than for customer service. Without diminishing the importance of sales (we all need them, all the time) we are a customer service-based company and follow many qualitative data points of customer satisfaction and comments. We use them to keep track of current service levels and to anticipate the needs of our clients.

InfusionSoft has been very good at helping us identify these data and prepare them for analysis. SalesForce is not as friendly to helping us find and use them. I take nothing away from SalesForce and a robust sales program for medium and large operations, however small to medium businesses that are driven by customer service more than sales will find that InfusionSoft is more tho their liking.

As for the value, both are reasonable in terms of ROI, but InfusionSoft is less costly and has a much softer, more relaxed sales team. After sale, InfusionSoft is outstanding in helping capture complex, less obvious data about our clients. InfusionSoft represents the concierge service level that so many businesses are trying to develop and maintain with their customer base.

Recommendations to other buyers: Certainly put InfusionSoft on your list of candidates when you are reviewing for a new CRM. We were pleasantly surprised when we found them a few years ago, and they have only become better since then.

A Strong CRM / Email Marketing Solution / Not Trivial to Set Up

Oct 26, 2016
5/5
Overall

4 / 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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Extremely
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Comments: Infusionsoft is a CRM solution designed for small businesses. It's not the tool for enterprise or medium sized businesses needing more than 15 to 20 seats. Think of it as a MailChimp / Saleforce with an emailing workflow engine. It allow you to build email sequences that adjust the content you send based on what each contact does. That's an over simplification, but at it's core that what it does. It's got a huge community of add on products supporting it. You can build membership sites with it. You can enable call centers with it. The application are numerous, but it is not a tool very everyone. There are times when its not a fit. Many business owners take it on expecting to configure it with minimal outside help. That is probably not a good idea. It's like building your office network yourself following YouTube video instructions. You may get it done, but not without a lot of time and frustration. Even worse, when you are done, you may have made mistakes an experienced person would never do that keep you from making the best use of the tool especially in the long run.

Pros: The tool has a lot of power. It enables you to automate email campaigns targeting each contact based on what you know about them. If they answer a question on a form, you can sent them one thing. If you learn they live in one state versus another, you can customize content to them. If they visit specific pages of your site and login many times into your membership site, you can change what they see. It has a huge amount of power.

Cons: It's not a do-it-yourself tool. Lot's of people complain saying it's too hard to use and too expensive. Infusionsoft is a complex piece of software. If a complete newbee could make it work perfectly on their own, it wouldn't be able to provide you with all the feature it includes. I have seen Infusionsoft sold from the stage with promises that it's a self-serve, DIY solution. Honestly, it is not. That's why you have a very healthy Infusionsoft consultants and partners community servicing it. These consultants and partner focus on all aspects of the solution working to help business owners put the tool to good use.

Recommendations to other buyers: In my opinion, it's best to buy Infusionsoft from an Infusionsoft Certified Partner. Make sure you properly vet your partner. It's a piece of software like may other software systems. You need to find a consultant that matches your needs. It does require plenty of expertise to roll it out and put it to good use. A partner, and again I say one you have properly vetted, is the key to making it work in your 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.

Infusionsoft has helped me serve my Financial Advisors on a much bigger scale

Jul 07, 2016
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: Infusionsoft is an AMAZING software and it has transformed my business. Since I've automated all my video production and promotion processes for my clients, I'm now positioned to serve hundreds of clients over the next few years and make a much bigger positive difference in their lives. Infusionsoft is such an absolute game changer.

Pros: Customer support is very good and readily available, and I use it weekly to continue to build out and automate my systems. The app's functionality allows me to streamline my services by automating the process. It does the work of a full-time project manager, and does it better and faster since it's automated.

Cons: They don't call it "confusionsoft" for nothing. It's confusing in many ways. But I think for an app with such robust functionality, it just can't be totally obvious and simple because there are too many moving parts. It's a complex software that has the ability to execute complex functions, which means it's not going to necessarily be something you can just pick up and use without any training. I think the big area that could be improved is the Referral Partner Center. It seems exceptionally non-intuitive.

Recommendations to other buyers: The reason Infusionsoft has been so valuable for me is that I have a linear, sequential process for my services that lends itself to an automated approach, since it's always thing #1, then thing #2, then thing #3, etc. If you also have a business built on a sequential repeatable process that requires several different staff members to work together in the same order over and over, Infusionsoft may be a gamechanger for you too.

Vendor Response

by Infusionsoft on July 13, 2016

Thank you so much for the great review. We are so happy Infusionsoft has helped you transform your business and serve your Financial Advisor customer on a larger scale. Also, thank you for the feedback on the Referral Partner Center.

Infusionsoft helps me capture and convert leads by combining the best of CRM and marketing automation functionality.

Oct 13, 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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Comments: The ecosystem of Infusionsoft is almost as important as the software itself. You can create a software stack with a number of different add-ons which can accomplish most anything. There are programs that help with scheduling (Appointment Core), membership sites (Memberium), integration with Facebook audiences (Sync2CRM), text messaging (Plus This) and countless others. Infusionsoft has an API with which it is easy to integrate and many platforms within the community have done just that.

Pros: Infusionsoft simply has the best "all-in-one CRM" for the price. The marketing automation section of Infusionsoft includes a visual campaign builder for automated emails which I consider one of the best in the industry. The ability to create beautiful, mobile-responsive landing pages simply adds to the value of the automation. Pairing this automation with a CRM with robust capability for sales follow-up is what creates the value. The e-commerce and tracking reports are just a bonus.

Cons: Infusionsoft includes basic Lead Generation reports but true ROI reports require add-ons, such as Wicked Reports or Graphly. Such reports are critical for understanding from where your leads are generated and how to refine your marketing. Despite this being a downside, I would add that a software stack of Infusionsoft and Wicked Reports is often less expensive and more effective than other CRM alternatives. Additionally, Infusionsoft is planning to release advanced analytics baked into the platform shortly, or so I have heard.

Capterra loader

Infusionsoft is a complete, powerful marketing tool that can automate businesses.

Jul 22, 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: 9.0/10 Not
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Pros: Infusionsoft is very, very powerful when the implementation is thought out, most functions are used, and it is maintained in the marketing programs of businesses. The Campaign Builder has incredible power in building marketing and business automation for a business. I've built a lot of automation for my clients that takes much of the workload of staff and owners. It also provides ways to provide information to staff and management without them having to log in constantly.

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

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

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

I have been an Infusionsoft users for longer than 8 years and now as a business coach I am also a Infusionsoft partner and recommend it to my clients.

Sep 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: 10.0/10 Not
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Comments: Generally I feel sorry for a business that doesnt have a CRM in place like Infusionsoft. I have seen many businesses that have been in "The land of paper" or working from dodgy old excel databases have such great growth and it really streamlines their business and brings it into the NOW! Infusionsoft really does automate your business which allows a business owner more time for what they should be doing nad less time bogged down with paperwork. It also allows a business owner to have a birds-eye-view of all the activity in their business which is crucial for business growth!

Pros: I got hooked by the automation as follow-up is so important in business and is often overlooked or forgotten by a business. Set it up right and your clients will love how attentive you are ( and you haven't thought about them once!) I love the easy build newsletter templates and the webforms are great for building your database and getting enquiries! Plus there is the benefit of the online wall.

Cons: Sometimes email broadcasts don't make it through company firewalls and simply hard bounce. And the fact that I live in Australia and we still have to call and liase at silly times (6am or 11pm) to get support is not cool.

Vendor Response

by Infusionsoft on September 28, 2017

Hi Janine,
Thank you for leaving a review and for your kind words. If you need to contact support during your business hours in Australia, we have 24/7 support chat that can help you! Here is some more information. http://help.infusionsoft.com/userguides/get-started/initial-setup-checklist/get-more-help-and-support. Thank you!

Infusionsoft is one of the best purchases I have ever made

Sep 18, 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
Likely
Extremely
Likely

Pros: -This software is pretty easy to use for most basic applications.

-There are many options and nearly endless uses for Infusionsoft. If you can think of a way you want to use it, the support team can help you implement it.

-The automation of this software is what I love the most about it. At first, you spend a good amount of time setting everything up but once it is set up it runs pretty much all on its own. Saving you time.

The support for infusionsoft is one of the best I have ever dealt with. They go above and beyond to help you figure it out. Your success really is their success.

Cons: If you want to do some of the more details campaigns it can get a little tricky. If you are not spending a lot of time on the software you may forget how to do some things that you don't do on a regular basis. The support team is usually happy to help or get someone who can.

Overall: Automation in email marketing, a place where I can store all my contacts, the ability to stay in front of my customers, return customers due to the fact that they don't forget about us. My time is also freed up so I am able to accomplish more in my day.

Vendor Response

by Infusionsoft on September 19, 2017

Hi Anthon,
We agree - your success is our success! Thank you for your kind words about Infusionsoft and the support team. We're happy to hear about all the benefits the automation has had on you and your business. Thank you for writing a review!

Capterra loader

Excellent and Continuing Landing Pages, Drag & Drop Email Builder & E-Commerce Additions & Updates

Apr 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: Infusionsoft has been working to improve their existing features, like the functionality and customization capability of their Responsive Drag & Drop email builder and the improvements in building more complex products and upsells in their E-commerce platform, they are quickly beginning to eliminate the need for many of the 3rd party integrations and plug-ins, and truly becoming an all-in-one solution for marketing, CRM, e-commerce and more for your business.

Cons: Even with Infusionsoft's many improvements of the last 6-12 months, often there are still barriers to the software's functionality and communication to other programs and plug-ins (integrations) that require yet another purchase or subscription to use. Some of these 3rd party applications offer free integrations, but they are often unreliable or simply non-existent. As an Infusionsoft user who handles multiple accounts for my clients, it is frustrating to have to go to clients again and again with news that they need to spend more money (when Infusionsoft is plenty pricey already) in order to achieve the results they were hoping. Infusionsoft has long been touted as the all-in-one solution, but at this point, and in order to achieve true, full functionality, this is not yet the case.

Not just software - a massive resource for your business

Sep 11, 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: 10.0/10 Not
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Comments: My husband runs 13 restraurants with Infusionsoft. I run a coaching and training business. The software is adaptable to your situation. And the training that it provides turns your entire team into a marketing/sales powerhouse!

Pros: I love the ease of the email templates and putting really cool stuff out to my clients. I love seeing the monthly updates and the improvements. There is so much power in the software and I've only been able to tap a small bit of it. It's completely worth the cost you pay because the support is huge! The whole company is dedicated to helping small businesses succeed. Love the Podcast, the emails, the tutuorials, and the support staff who just keep delivering massive content to help you grow your business.

Cons: There's a learning curve to get started. I highly recommned taking the University course they provide because with it, you'll have everything you need to really make a quick impact in your business. The company is still very USA centric but with the new improvements like language support and multi currency support, those of us in other countries now better options.

Vendor Response

by Infusionsoft on September 12, 2017

Hi Lindley,
Thank you for leaving a review! I¿m happy to hear Infusionsoft has made an impact on your and your husband's businesses. We look forward to hearing more as you continue to tap into the full power of the software. Take care!

I have become an InfusionSoft expert thanks to their support team

Jan 23, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

4 / 5
Value for Money

Comments: It has been over 2 years since we switch to InfusionSoft from other marketing automation tool and CRM system, and it has been the most positive experience. The team and management could not be more happy with the transition. From the sales process to the on-boarding, InfusionSoft people were polite, professional, and for sure helped us up our game when it comes to sales and automation - ACROSS THE BOARD!

Pros: Besides offering the best customer and technical support team I have ever dealt with, InfusionSoft allows it's users to grow in skills and develop expertise in the software, which in turn, reduces the need to hire an external consultant and keeps the knowledge in house. This is very much invaluable as we continue to grow our team over time. With InfusionSoft we were also able to stream processes such as email marketing, sales pipeline, CRM and customization of our customer email marketing program. The Campaign Builder is unquestionably the best feature InfusionSoft offers, with dozens of internal tools and functionality to utilize. My favorite trick is the Campaign Links, allowing you to change the links used in internal emails of the campaign as URLs change - so you don't have to worry about going to each email and change the URL manually. This saves hours of man time and allows your team to focus on strategy and implementation.

Cons: We had some bumps on the road, and continue to experience some difficulties with InfusionSoft. In my opinion, the system was not originally developed for B2B companies and this is why opportunity (=each sale coming through the system) and contact records are linked in an odd and inefficient way. We approached the company with this issue, and were told they are working on a way to fix it. However, as we improved our knowledge and skills with the software, we were able to find a work-around to solve this issue.

Infusionsoft Is a Great Tool for Many Businesses

Oct 03, 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: 10.0/10 Not
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Pros: I have been using Infusionsoft for years. I love that I can setup an email campaign, load a form onto my site, and people who complete that form will drop into that campaign to receive my marketing. I love it even better that they will BUY from me because of these campaigns.

Cons: I didn't understand marketing, automation, integrations, sales, or business (and many other things) when I started with Infusionsoft. I was just starting my businesses and had no idea what I needed, but a couple of my clients had it, so I learned it for them, then got it for myself. I have internal processes setup for things I do on a regular basis and I have processes setup for things clients do on a regular basis. I love knowing that when "X" happens, "Y" will come next, followed by "Z".

Overall: There have been times that I wanted to throw in the towel - remember, I was a brand new business owner and really had no idea what I was doing!! I learned the hard way - by screwing up, then learning how to fix what was broken (hey - I still do this sometimes!!). I will say that it's been a game-changer for me and I'm still learning new things that benefit me AND my clients each and every day. Support is super-helpful and there is an entire community of terrific people who try new things and are very open to share what they learn!!

It fulfills what it promises, a software with great utility

Nov 23, 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: It is a tool of great functions that has allowed us to use base and sustenance to each advance that we give in our management of work and in general in each business that we carry out. Both customers and we can observe personal information, this way we have relevant data about the person with whom we want to work. With Infusionsoft we have managed to improve the quality of our project and with this the experience that the clients have with us, in this way we make sure that they feel satisfied every time they need to resort to our work.

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

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

Outstanding tool for small business

Jul 07, 2016
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: As a small law office, I didn't think I would need a robust solution like Infusionsoft. Wrong! I love the product! it has helped me keep in touch with my clients, announce new initiatives, track Facebook click-throughs (through a partner), stay current with my referral sources, and more. I even use it in conjunction with a scheduling system so that when my clients self-schedule their appointment, it is confirmed via email, and their records are automatically stored or updated in the CRM. Then as we complete the work, "campaigns" (the processes inside Infusionsoft) set tags, track progress, and notify internal staff of next steps. I'm not sure how I would live without it now!

Pros: Robust, full featured email marketing system and more. Customer support is outstanding... I call, and I get a real person who knows the system, and answers! There are many excellent providers of third party apps for Infusionsoft, with a huge array of features.

Cons: It is somewhat overwhelming, but, once you "get" how it works, creating new sequences and new campaigns is a relatively quick process. I'm not impressed with the native mobile app, which is very limited in function, but if you need access to contacts, they are there.

Recommendations to other buyers: Make full use of the Kick-start program (free) when you sign up. If you don't "get it" within the first 30 days, look for a third party partner or Infusionsoft support to assist you. It has taken me almost a year to really get rolling, and I did end up hiring a provider to build-out some foundational campaigns, although I had useful things launched in a few weeks initially.

Vendor Response

by Infusionsoft on July 13, 2016

Thank you so much for your review of Infusionsoft. We are so glad it has helped your law office track more and save time.

This is a business game changer

Oct 25, 2017
4/5
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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Comments: Switching to Infusionsoft and investing in training through the Infusionsoft University has taken us from a local company to an international company with consistent sales year round. I would be willing to say Infusionsoft is the number one reason for our growth.

Pros: Using Infusionsoft has allowed us to consistently double our revenue every year. The ability to close deals increases 10 fold when you can automate many of the processes. Before we started using Infusionsoft there was never enough time in the day to get things done. Now we can follow up on every lead and close the deals that were slipping through our fingers without it. With just two of us in the office, it allows us to reach out with over 30,000 emails per month to prospective customers to deliver the information they need to convert to a buyer. We could not possibly do this manually. The cost of hiring staff to do the same work would be 10 times more expensive.

Cons: There is a pretty steep learning curve and it is more costly than others but if you can invest the time to really learn the software and implement as many features as possible, it more than pays for itself in the long run.

Best CRM for small business owners

Sep 24, 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: I am a big fan of Infusionsoft. I've been using it for 5+ years now in the daily operations of the company I own. At the beginning I had just a handful of contacts and a sales funnel. Now Infusionsoft is the home to thousands of contacts, dozens of sales funnels, bunches of landing pages, product links, broadcast emails, sales reports, automated emails, and more. And I know we don't use every feature Infusionsoft offers. Also, big deal: Their customer support is fantastic. Email, chat, phone: They've always solved our problems quickly and cordially. I highly recommend them.

Cons: Infusionsoft does have a steep learning curve. Back when I started they charged a separate fee to teach you the software; they may or may not do that anymore, but it definitely was a good idea. You need an expert to jump-start you. The pricing isn't cheap. But I think it's reasonable. We've tried to jump ship from Infusionsoft to another CRM before, but the other CRM kept frustrating us with its lack of features or confusing interface. We returned home to Infusionsoft, and here we plan to stay.

Capterra loader

Perfect for marketing automation more customers, increase sales and save time.

May 29, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Focus on small businesses and businesses: This is a strong point of this platform because it safeguards the interests and tries to cover the needs of a sector, that of small businesses and businesses, generally something forgotten by the tools and Marketing services.

Sales-centric: Everything related to this platform is directly related to the increase of sales: interface, Web page, demos, help systems. With the added value that, according to the experience of many of its users who claim to have increased their volume of business, achieves its objectives with solvency.

Remarkable system of automation and integration of services: its functionalities in this area are more than enough for the type of company that the program is aimed at. Therefore, we can talk about a practical tool and perfectly aligned with your objectives and customer profile.

Cons: Roaming: As it is aimed at small businesses, it is fully aware that these, being limited in resources and personnel, cannot devote many hours to attracting clients.

The price: Although the monthly quotas are acceptable, the initial amount to be paid is quite high, taking into account that there is no trial version (only a demo). You can check the prices of the tool in the price page of your website.

Reporting: This functionality is quite loose, especially with regard to the generation of marching details of campaigns and sales trends.

Poor web analytics: This is another aspect that should be improved, since the data offered are scarce and unreliable when determining conversion rates.

Overall: Without losing this idea at any time, Infusionsoft has launched a marketing and sales automation software with everything needed to get more customers, increase sales and save time. All this focused on small business sectors

Not for everyone, but certainly awesome!

Aug 05, 2016
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: I love the ease with which I can build an automated campaign - just drag and drop! It's also great that it can integrate with almost anything. The customer service is superb. The company is super receptive to feedback, and over the course of my customer-ship has made multiple upgrades for the better.

Cons: Because of its broad functionality, it can be pretty overwhelming to the newbie. There are also multiple ways to accomplish the same objective (adding tags to a contact, as an example), that it makes it difficult to train internally. We also have an eCommerce function that goes totally unused, because we're not in the eCommerce business. I feel like it should be an optional add-on, really.

Overall: From the first day of our product purchase, the Infusionsoft team made it clear that they were committed to our success. From the onboarding training, to their technical support, to their webinars - it's easy to tell they care about their customers and have total belief in their product. We were able to learn what we needed to automate and integrate our business, and quit doing repetitive tasks manually. It's opened up a world of integrations for us, and has been the catalyst to finding other software to complement and bolster our Infusionsoft tasks.

Recommendations to other buyers: Do your research about the software - it's not for everyone, but it's certainly working well for us.

Vendor Response

by Infusionsoft on August 10, 2016

Thank you so much for taking the time to review Infusionsoft. We love to hear when it helps people to stop doing repetitive tasks! We also appreciate the feedback on the eCommerce.

As a Infusionsoft Virtual Assistant, I love the value it brings to my client's business.

Jul 26, 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: I love that it's an all-around software package. You can send out emails (broadcasts), set up campaigns (numerous emails), tag your potential contacts to segregate your lists, use simple opt ins, and sell products online. You can have evergreen campaigns that work 24 hours for you. The ecommerce section is flexible. I love, love, love phone support...AND I also like there are private and non-private FB groups to provide support and valuable information about the software.

Cons: Initially it's overwhelming to people because there are so many features to the software. The learning curve is steep but then you can create a fully automated system to promote your business. There are some quirks with the campaigns but you can learn about them. I do think business owners need to look at the cost of the system and determine if they'll use it effectively.

Overall: I've been a Infusionsoft Virtual Assistant for 5 years. I'm the implementor of the marketing strategies for my clients. I also love that there are so many facets to the system that it's never boring.

Solid CRM for Marketing Minded Business Owners

Dec 20, 2011
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Pros: Complex enough to deal with the complex marketing challenges that business owners face, but simple enough that you can train your staff to utilize it in a couple days.

Their tagging, and custom fields allow for extreme segmentation of your database. Their API allows for extremely custom solutions that their standard software may not address.

Customer support is excellent and the management of the company is very interested in what the customer needs and is looking for.

Biggest plus of Infusionsoft is their origin story. The software was initially developed to meet the demands of direct response marketers. From that starting point they have enhanced the service to meet or exceed industry standards for CRMs.

Quite frankly, we wouldn't be in business if it were not for the automation we were able to achieve using InfusionSoft. I'd recommend this software to ANY BUSINESS PERSON who is serious about marketing and automation.

Cons: It's complex software. It isn't a basic auto responder, there are a lot of parts.

To be frank, after using the software for years I still don't know how to use 60% of what I know it can do.

While support is great, there could be more educational opportunities to during the course of the year to learn specific sections of the software's capabilities.

There's a significant investment up front for the software that may cause some to hesitate (it's worth it, but still, that could be a con for some)

You get penalized for people not knowing that marking you as spam is a big deal for the sender. So even if the recipient requested you email them, if they mark you as spam, you can get get into trouble with InfusionSoft. (I think this may be the case with any email sender though.)

Overall: If you're working out of spreadsheets or locally stored CRM or a mix of marketing systems (including billing), STOP!

Put this powerful CRM to work for you. I PROMISE this is the number 1 biggest right move we made when we formed our company, and you can't go wrong.

Add to Your Team!

Dec 14, 2018
5/5
Overall

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

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

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

Vendor Response

by Infusionsoft on December 18, 2018

Hi Joan,

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

Cheers,
Sarah, Advocacy Manager at Infusionsoft

Infusionsoft has literally revolutionized my business! We wouldn't be around today without it!

Oct 26, 2017
5/5
Overall

4 / 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: I love the all-in-one aspect of the software design. I can manage CRM, e-commerce, marketing automation, and task & workflow management for manual processes all through my Infusionsoft app. Additionally, their API is constantly improving and we're able to add new functionality, reporting and custom creations utilizing Infusionsoft as the backbone. And with just about all my data in one place, everything just "plays nicely". You can't ask for more than that!

Cons: There's really not a lot to say here. Infusionsoft does everything I could ask it for. At times, when I do need support for more advanced applications, their Tier 1 folks might not be able to help and Tier 2 gets stretched thin. Again, this is usually only for advanced applications, so I understand that it might take longer to troubleshoot and solve those types of problems.

Overall: Business automation, at a high level. Not just marketing, but billing automation, workflow automation, and membership management and automation as well.

Capterra loader

Great contact management and CRM tool

Nov 30, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Excellent contact database management options and search capabilities. Easy to pull as specific of a list as possible after a good set up.

Simple, easy-to-use email broadcast system.

Email campaigns have good functionality and are easy to operate within.

Cons: They are built for and serve mostly medium to small sized companies. We recently outgrew them because of our contact base.

Anyone who sends a lot of emails (1 mill+/month) will be in the second to the top tier of their subscription.

It's not super user-friendly or intuitive. Takes an experimental mind or a lot of training to break the Infusionsoft code.

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

Vendor Response

by Infusionsoft on December 04, 2018

Hi Matthew,

Many thanks for the review and feedback!

Cheers,
Sarah, Advocacy Manager at Infusionsoft

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.

Interactive, User-Friendly CRM System Built for Small Businesses

Aug 10, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Infusionsoft has done an excellent job in building a very interactive, user-friendly platform for small businesses. Since a recent update to the platform, the system has become far more streamlined and simple to enter data quick and efficiently without any hassle. This is especially helpful for our sales team, as they are easily able to update a contact while they are on the phone to them, which keeps our data up-to-date at all times. The functionality to be able to invoice and email the invoice directly from the Infusionsoft database is an extremely helpful tool. It enables us to collect payment right away from our customers and has majorly reduced our accounts receivables.

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

Capterra loader

Great all in one software with a bit of a learning curve

May 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: That I am able to house my CRM, autoresponder, marketing automation, e-commerce, and affiliate platform all from the same software which means that automatically all of those pieces work together flawlessly.

Cons: There is definitely room for improvement in the e-commerce area of Infusionsoft. I am disappointed that the storefront is so limited in that capabilities to only show certain offerings. In my opinion, this creates an additional step for those who don't what every single item they sell or have available to be shown, and for the price of the software, they should really be improving on the function of the e-commerce system.

Overall: I have multiple divisions of my company and am able to market to specific segments appropriately with little headache. The time saved in having e-commerce, CRM, automation, and affiliate platforms contained within has saved time and money. I am really hoping Infusionsoft steps up their game in the next year.

More than a CRM

Feb 25, 2015
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I can easily take almost any sales or marketing process and automate it. For example, if someone calls my office asking for more information, I ask them for their name, number and either an email address or physical address I can send the information to. I fill out one form with this information and InfusionSoft sends a series of emails and/or physical mail to the requestor. Then, in about 4 days, I get a notification to call them back and follow-up on the information I sent them. I don't have to remember, because it does the thinking and follow-up for me. Also, I realized I was wasting about 1-2 hours everyday just sending people information, because I had to find the file, write an email/letter, attach the file/print the letter, and then send the email or mail the letter. Now the system does that for me, and I spend about 10 minutes a day sending information. Now I can focus on selling rather than prospecting, which I enjoy much more.

Cons: The thing I don't like very much is that I have to use a third party plug-in so my clients can set up appointments with me, which comes at an extra cost. I wish the software had that built in, but setting up the appointment software was pretty simple.

Recommendations to other buyers: Don't think that InfusionSoft is only for people who sell stuff online. I provide consulting services and don't sell anything online, and it has really helped automate a lot of simple time wasting activities for me. Also, their Kickstart services are pretty good. But if you really want to maximize your time with the consultant, then spend a few hours watching some of the webinars and try to build a simple campaign in the software. I did this and it really helped me get started quicker than most. If you're going to invest the money into a system like this, then you might as well learn a little bit about it so you can start using it asap.

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.

It's like having your own army of "Minions"!

Sep 18, 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: 9.0/10 Not
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Comments: As a musician marketing my own online music courses, I'm not a trained business person. Infusionsoft's guidance into how to package, market, and promote my services has been invaluable. I have learned a lot from the free materials that they continue to offer to make sure that their clients succeed in business!

Pros: As a solo-entrepreneur, Infusionsoft offers all the automation features I need for interoffice repetitive work, marketing/promotion, eCommerce, and customer tracking. It never misses a day. It never sleeps. It's always working. Customer service is always there and ready to answer the phone. That's huge for me.

Cons: Price could be lower. Hidden Features you never knew were there.

Vendor Response

by Infusionsoft on September 19, 2017

Hi Doug,
We're happy Infusionsoft has helped you as a solo-entrepreneur and that you¿ve been able to learn a lot. If you need any additional help from our support team, please do not hesitate reach out help.infusionsoft.com/contact-us. We appreciate you leaving a review. Thank you!

Once you study some basics it is easier to use, but there are plenty of tricks to learn too.

Jul 29, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Automation it brings entrepreneurs saving them time and money. Realizing the internal time it can save office and sales managers. Easy to stay in quick contact with new leads. Like the flexibility of the timers and all the functions in campaign builder.

Cons: When something doesn't work right, trying to figure out what is causing that. And also understanding some of the reporting.

Overall: Enjoy seeing entrepreneurs realize how beneficial a functioning campaign can be. It's the feeling you get when you've solved a puzzle. You feel you are accomplishing your marketing goals.

Vendor Response

by Infusionsoft on August 04, 2017

Hi Colleen,

Thank you for leaving a review. I'm happy to hear Infusionsoft has been helping your office and sales managers save time!

I will make sure to share your feedback on reporting with the right teams here so we can create a better experience for our customers. Please do not hesitate to contact our support team if you need any help http://help.infusionsoft.com/contact-us

Take care!

We are currently using Infusionsoft to manage our leads and emarketing campaigns

Oct 05, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: User interface Infusionsoft has one of the best-designed user interfaces in the marketing automation industry. Their visual campaign builder makes crafting even the most complex of nurturing sequences both fun and intuitive. Great support & training. And easy to manage leads with our automated emails we have created.

Cons: The reporting is lacking. It's not as visual as many other CRM systems out there, which is becoming a common requirement.

Despite the great functionality, the pricing is somewhat steep for small businesses. You must purchase a Kickstart service package, which includes a personal coaching mentor who evaluates your current business/marketing style, helps you understand Infusionsoft, and generally aims to improve your business and I've heard this is actually helpful, but nonetheless it's a hefty cost or small businesses.

A Boutique Hotel & Winery could not have had the phenomenal growth if it were not for Infusion Soft

Sep 18, 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: 10.0/10 Not
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Comments: Great product

Pros: I like the Automation/Campaigns - The email editor has gotten real good also, early on, the email editor was my most hated thing. Pretty easy now. Love it! Also, being able to dream up a product and launch it in an hour and make money immediately. That is powerful. Infusionsoft has by far the best customer support...Period. We have numerous vendors under contract with our businesses, and none of them, I repeat None of them can hold a candle to Infusionsoft from a support side

Cons: If I would have a complaint, it would be with the limitations with the shopping cart. We run multiple businesses, and we can not use the ecommerce side for multiple disciplines simultaneously. Out businesses are synergistic, so the customer database is fertile for both, however we can not have multiple shopping carts, store fronts at the same time.

Vendor Response

by Infusionsoft on September 28, 2017

Hi Harry,
Thank you for your kind words, I¿m glad you like the new email builder. Also, if you are looking for more e-commerce capabilities, check out BigCommerce, our preferred e-commerce partner. The integration allows you to leverage the CRM power of Infusionsoft while having the benefits of the BigCommerce platform. You can read more about it here: http://help.infusionsoft.com/userguides/marketplace-apps/bigcommerce/bigcommerce-faqs. Thank you!

I see the value but ...

Oct 03, 2018
5/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The customizability is a wonderful feature, especially if you're a business that doesn't typically fit into one of the easy business categories (finance, medical, engineer, etc.). Everything was super organized and you can tell the software is just excellently developed. Also, I could definitely see how helpful, "smart", and different from other CRM softwares Infusionsoft could be once you had everything set up and running smoothly.

Cons: Everything about Infusionsoft is COMPLETELY customizable; which is really great, but also then a lot of work. I'm from a very small company (less than 10 people) and for us, it was almost too customizable because of how much time and training was required. For a company that is larger, or has an entire IT department, it would probably be a wonderful option. For us, it ended up being a con because after the 5 week training program, multiple books purchased, and literally months spent devoted to the software, it still wasn't up and running like a well oiled machine. Yes, we could have put in more time, but since we are a small company without a designated department for IT, it was taking too much time away from other jobs and tasks. Also, it is much more expensive than a lot of other similar softwares on the market and at least when we signed up, you had to sign a year long contract.

Overall: Good, but not great. Decided not to continue past the initial year commitment purely because we do not have the man power to successfully implement and run the software seamlessly.

Infusionsoft for small business use

Sep 17, 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: Infusionsoft has just about everything you could need in one convenient place. It allows you to personalize your dashboard and view whatever information is most pertinent for your company. For us, it's a great way to organize and store our customer information.

Cons: I wish it had a better tutorial/how to section. There are a ton of features in Infusionsoft, and a detailed how-to would help you to learn to utilize these in the best way possible for your business.

Vendor Response

by Infusionsoft on September 18, 2018

Hi There,

Thank you very much for the high marks and feedback! Incidentally, our product developers are working on in-app tutorials and help right now. You should see some great resources there in the very near future. You are always welcome to use our Customer Support line and Chat if you need fast help, as well! They are always there to walk you through functionality.

Cheers & thanks again!
Sarah, Advocacy Manager

Great All in One Platform For Your Email Marketing

Feb 27, 2015
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: InfusionSoft does a lot of things great. The email broadcasts work perfectly for blasting your email list. The campaign builder is fairly robust, allowing you to make precise sales funnels that send emails, phone messages and other marketing the moment you want them to go out. InfusionSoft has also done a good job of working with third parties, making integration with applications, webinars, landing pages, and other eCommerce apps easy. InfusionSoft also has great support. If you ever have a question or need help getting a campaign started, they are great to work with.

Cons: At the same time, there are a few things InfusionSoft is weak at. First, their webform builder is hideous. It's almost required that you find a third party web form plugin to make anything visually decent for collecting customer information. Secondly, there's a regular problem where the email builder shows you one thing, while the actual delivered email looks fairly different. The most common problem I see with this is an email coming out completely bold, when you only wanted certain parts. Lastly, their reports are terrible for email. When you set up a campaign you will have a very difficult time finding out what the open rates, click-throughs, and other metrics are for your individual emails. You can get this info rather easily for one off broadcast emails, but not so much for anything you have as part of an evergreen campaign.

Recommendations to other buyers: If you want a marketing program that can help you build your list and marketing to them, InfusionSoft is great. If you need advanced analytics on your campaign's emails you may need something else. Like all software, InfusionSoft comes with some limitations, but overall it's been a great product and we've seen excellent results using it.

Great for eCommerce... Unfortunately, our sites are not eCommerce

May 24, 2016
4/5
Overall

3.5 / 5
Ease of Use

3 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Cons: Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

Recommendations to other buyers: InfusionSoft is definitely fit for eCommerce businesses as it has a lot of tools built around this. Unfortunately, we are not an eCommerce business so this was not applicable to us. In this case, we needed better CRM and sales pipeline capabilities based on a manual sales process involving phone sales. InfusionSoft is overpriced for how it fits our needs.

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.

Great, Infusionsoft is an amazing tool to help a small company compete with the large corporations

Jun 12, 2018
4/5
Overall

3 / 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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Pros: Everything you want to build, this software allows you to. We needed to build a crm to manage what we couldn't find in the market place and infusionsoft gave us the ability to do just that (and we are not programers, we are realtor). We also needed a marketing funnel to help us procure leads and convert them through a very long life cycle. Infusionsoft gave us the ability to build what we wanted and make improvements as we saw fit.

Cons: In the beginning, learning how to use infusionsoft can be a challenge. We needed to hire a consultant to help us understand how to use the software. We wish Infusionsoft could have helped us more.

Overall: We were able to build our marketing funnel to work with a customized CRM. Something we couldnt find in the market place.

InfusionSoft revolutionized my customer contact!

May 05, 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: 8.0/10 Not
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Pros: I now have a place that handles all of my customer data in one place! I can have my customers fill out information through my website and automatically their info will be sent into my CRM and an email will be sent welcoming them to my website. On top of all of that, I can now have them also purchase my product subscription through InfusionSoft. There is no need for me to keep track of all of my data across multiple platforms. It has saved me time and money. I'm still learning more and more features that speed up my business every day.

Cons: Trying to discover how to accomplish certain tasks is a little daunting in the beginning. There has been a slight lag time between executing tasks (for example setting up an order form in my eCommerce area), and then being able to actually have it show up properly on my back end. It was a little confusing for me at first. Now I just expect to have to wait a few minutes for things to work properly.

Overall: It centralized all of my data and allowed me to automatize many processes that I had to perform manually before.

Capterra loader

best crm ever

Jun 27, 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 how easy it is to build campaigns using campaign builder and how easy it is to segment contacts into different groups.

Cons: reporting is rather restrictive. this often results in extra software or services being needed to access and display data from infusionsoft in the format required.

Vendor Response

by Infusionsoft on July 02, 2018

Hi Stuart,

Thank you so much for the great review and 5 stars!

We appreciate your feedback regarding reporting functionality. We do not have a "build your own custom report" feature at this time (like you are able to achieve through integrating with some of our partners). However, our Support agents are happy to get you get as close as possible to a customized report using the custom stats widget. Please contact our Support team if you would like to try that route and they are happy to assist!

Cheers,
Sarah, Customer Advocacy Manager

Love Infusionsoft!

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

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

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

Vendor Response

by Infusionsoft on December 13, 2018

Hi Marcia,

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

Cheers,
Sarah, Advocacy Manager at Infusionsoft

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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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.

Can run my business more efficiently and profitably.

May 14, 2014
5/5
Overall

4.5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: About the company: Their customer service is excellent. I've used it many, many times. Maybe it's just me, but I always get questions like "Can it do this? How do I do that?" I pick up the phone and quickly get a live human being who can actually answer my questions. About the product: I like the ability to automate various parts of my business. I'm able to setup systems in InfusionSoft to do anything I do more than a few times for me. This is extremely helpful for webinars or live workshops. InfusionSoft allows me to duplicate our results and increase the effectiveness of our sales team while allowing us to cut our labor and admin costs. The email marketing and campaign builders are excellent and very intuitive. I've been using them for 6-7 years, and the software was not very user-friendly in the early days. I'm happy with how they have grown over the years and made things easier to use.

Cons: The reporting is adequate and could use some help. I understand they are working on this. The reporting for email marketing and ROI reports are excellent.

Recommendations to other buyers: I have clients that use all different kinds of software, so I get to see a lot of different systems. While no software is perfect, and all can be a little quirky at times, InfusionSoft, in my opinion, is better and easier than most. When evaluating software, figure out what you want to do. If all you want is to send a newsletter email and never do anything more, then it's probably overkill. If you want to grow your business and automate the annoying or mundane parts of your business, then I suggest getting a demo and taking your time making the purchase. The important thing is to start using it to do something. Then keep trying things, and you will form your own opinion.

Infusionsoft? Confusionsoft? Awesome potential but not for the faint of heart.

Sep 24, 2018
4/5
Overall

2 / 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: A lot of features and upside with both a fairly deep CRM and robust email automation platform in one.

Cons: So many features and upside, it requires months to really master. It's also not always as intuitive as one would hope.

Overall: This is a CRM developed by software engineers for software experts - not the average layperson. So if you are a soloproneur, steer clear. But if you are a business with the expertise in-house, this software offers significant upside.

Vendor Response

by Infusionsoft on September 29, 2018

Hi Matthew,

Thank you for your review. We are actually working on simplifying our product and definitely have a newer version that is a perfect fit for solopreneurs. We also still offer our robust marketing automation software, as well, which it sounds like you have invested in.

Many thanks for your support and feedback!

Regards,
Sarah, Advocacy Manager

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