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

729 reviews
  • 4 / 5
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service
  • 4 / 5
  • 4 / 5
    Value for Money

Product Details

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

Vendor Details

  • Infusionsoft
  • http://www.infusionsoft.com
  • Founded 2001

About This Software

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

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Nomination Tracking
  • Program Notices
  • Reference Usage Tracking
  • Reward Distribution
  • Search
  • 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
  • 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
  • Channel Management
  • Customizable CTAs
  • Dynamic Content
  • Landing Pages/Web Forms
  • Lead Nurturing
  • 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
  • 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

Infusionsoft Most Helpful Reviews

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

  Translate with Google
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Comments: 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.

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!

For the smart marketer

  Translate with Google
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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

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.

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