Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell.
Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver.
The customization options are nearly endless.
The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine.
The thought given to different ways to do nearly everything is great.
They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented.
The import from CSV file options are very robust.
Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search.
Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms.
When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.
Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...
I have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.
Easy to use.
I can create Campaigns and email marketing
Does a great job of segmenting customers
Search options are limited
Onboarding costs are high
Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business!
All the best,
Paige, Social Media Specialist at Keap
They've been super supportive and helpful. Whenever I've had problems understanding anything, even when my mother passed on, they were very allowing and there for me. The people in chat and in customer support are always always patient, knowledgeable and friendly. I talk with them often! I can't say enough how helpful they are.
I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.
It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.
Infusionsoft by Keap (AKA the "classic Infusionsoft") has been on top of the small business automation marketplace for years, and for good reason. In the right hands, it's a perfect marriage of automation + CRM. Its strengths are best-in-class, and it is refreshingly light on gimmick features that claim to fulfill a business need without offering real capability. That said, there are some noteworthy holes in functionality.
Caveat: the power comes with a substantial learning curve, and you *do* need to learn the software well to use it effectively. Campaign builder has many quirks, there are multiple ways to accomplish any result, and the number of settings is astonishing. Infusionsoft's own (paid + mandatory) onboarding at the time we started using it was insufficient. Fortunately, its history means there are many good Certified Partners and tons of free blogs, videos, and other resources to guide your implementation.
I recommend having at least one person on your team who can take on the role of Infusionsoft expert and take responsibility for configuring, organizing, and maintaining the app. For a solopreneur whose time is better spent doing the business, or a small organization that's just beginning to figure out its digital processes, IS is likely to be too overpowered and cumbersome. (FWIW, we started with IS too early ourselves. We've grown into it and are now very happy, but the first couple years were frustrating.)
The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools.
The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates.
Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.
At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.
It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you!
There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.
I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting.
I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better.
I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored.
OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.
The biggest problems Infusionsoft has solved for me has been easily tracking and managing all new leads coming into my business, as well as giving me an easy way to stay in touch with and market to everyone on my email list. It's also allowed me to build out nurture systems to automatically send out emails and communications to new leads who haven't quite made the decision to book with me. The best part is all of this is working for me 24/7 behind the scenes without any work on my part now, so it allows me to focus my time on growing my business and working with my clients.
Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.
The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier.
Wow, thank you so much for taking the time to write us a detailed review on Capterra! We appreciate your input and the high marks!
Sarah, Advocacy Manager at Infusionsoft
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.
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.
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.
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" :)
Sarah, Advocacy Manager at Infusionsoft
Product is fine, but management, support and client service leaves a lot to be desired.
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.
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.
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
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."
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.
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)
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.
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.
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!
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.
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.
Its integration is less ubiquitous than that of SalesForce, but is growing constantly.
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.
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.
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.
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.
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.
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.
Infusionsoft is a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup).
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.
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.
Solving the typical issues of trying to keep track of things in a number of different systems. Overall it does the job but value prop has gone down over the years, but the price has not.
Still probably the best marketing automation software and CRM out there for the typical small business owner looking to make their life easier and automate many of the things they're doing manually today.
They haven't updated it substantially in years! The dashboard look straight out of 1995 and there are little customization options you can do to them. They finally sped the software up and added in decent search and reporting. But still way behind other options. Think Salesforce Classic vs. Lightning.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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!
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.
-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.
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.
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!
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.
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.
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!
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.
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.
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!
Overall it does what it advertises to do and then more, it is ideal for company owners and will help you manage your customers and keep your site organized. It can be over complicated and gets messy fast! Tier 1 tech support was something I outgrew pretty quickly and can only really help with the basics (which is actually a lot).
This program does so much! It helps you maintain your contacts, market, automate, sell, track analytics, organize products and manage a team!
Sometimes it does soooo much it is a little over complicated! Then just when you think it does it all you hit a roadblock and you can’t get it to do what you want it to do!
Thank you for your feedback. We are so glad you have been able to use Infusionsoft to automate your business! We're sorry that you are finding it a bit difficult to use. We do offer coaching services as well as Partners who assist with implementation. You can find those resources here: https://marketplace.infusionsoft.com/home
All the best,
Paige, Social Media Specialist at Keap
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!!
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.
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, it was great. We switched because we needed a system that was more than just an email marketing software.
Infusionsoft is commonly referred to as "Confusionsoft" by a lot of people in the industry, simple because there's a steep learning curve during initial adoption of the software. It operates a bit differently than other CRM and email marketing software out there. However, the email marketing automation features are absolutely top-notch. The software is built to do just about anything you need with email marketing and has great deliverability.
Just the learning curve. It takes a while to get used to the software and it seems like there's always a better way to be doing things.
Thank you so much for the high marks! So glad to hear the power of the product is beneficial to you and your business!
All the best,
Paige, Social Media Specialist at Keap
Overall I am very happy - we haven't had a real CRM since we moved from Act a few years ago and that didn't work for marketing items, mostly for tracking customers. The templates for email campaigns are great and overall, like I said, the platform is very easy to use once you get the swing of things.
I really enjoy Infusionsoft for it's way to track a prospect or customer through tags, as well as the prebuilt campaigns that we use through the Technology Marketing Toolkit services. Infusionsoft overall is fun and a bit overwhelming when you first start using the software, but once you send a few campaigns it is very easy to navigate through to keep the marketing flowing.
There are 2 things I would change (or like to see revised) - performing mass updates to a campaign for multiple prospects so you don't have to do each one separately... sometimes when I have 30-50 to update, I find myself spending 10-15 minutes thumbing through the action sets to find the correct command and hoping it goes through.
The other thing I would like to see added is a true pipeline to track leads so I don't have to use our ERP (Autotask) for that function. All I have found in Infusionsoft is an order placer but that is cumbersome and don't help me track leads correctly so I have to use Autotask and a custom spreadsheet I built.
We love hearing this! Thanks for sharing your review.
All the best,
Paige, Social Media Specialist