What users are saying about
Top Rated
62 Ratings

Infusionsoft

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Top Rated
195 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101

Infusionsoft

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Top Rated
195 Ratings
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Score 7.7 out of 101

Add comparison

Likelihood to Recommend

Agile CRM

Agile seems suitable if you set up correctly from the get go. Once you have over 10000 contacts it's hard to clean up the list e.g tags. If you want to edit or delete them how can you?
Victoria Hoete-Dodd profile photo

Infusionsoft

Infusionsoft is incredible for a small business. It offers some powerful tools and great automation regardless of the refinement. If you are willing to invest the time into Infusionsoft and get things set up right; you can see some great results. It can be a huge time saver. For B2B, you should know that Infusionsoft is limited and you may have to great creative to get it to work for your business
Tyler Guthrie profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Infusionsoft
7.7
Customer data management / contact management
Agile CRM
8.7
Infusionsoft
8.5
Workflow management
Agile CRM
7.4
Infusionsoft
7.6
Territory management
Agile CRM
6.7
Infusionsoft
Opportunity management
Agile CRM
8.0
Infusionsoft
7.5
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Infusionsoft
7.6
Contract management
Agile CRM
7.6
Infusionsoft
Quote & order management
Agile CRM
6.6
Infusionsoft
6.7
Interaction tracking
Agile CRM
8.4
Infusionsoft
8.2
Channel / partner relationship management
Agile CRM
8.6
Infusionsoft

Customer Service & Support

Agile CRM
6.8
Infusionsoft
Case management
Agile CRM
7.0
Infusionsoft
Call center management
Agile CRM
6.4
Infusionsoft
Help desk management
Agile CRM
7.0
Infusionsoft

Marketing Automation

Agile CRM
8.5
Infusionsoft
8.6
Lead management
Agile CRM
8.6
Infusionsoft
8.4
Email marketing
Agile CRM
8.5
Infusionsoft
8.9

CRM Project Management

Agile CRM
6.7
Infusionsoft
7.4
Task management
Agile CRM
7.3
Infusionsoft
7.6
Billing and invoicing management
Agile CRM
5.7
Infusionsoft
7.1
Reporting
Agile CRM
7.0
Infusionsoft
7.4

CRM Reporting & Analytics

Agile CRM
6.8
Infusionsoft
7.1
Forecasting
Agile CRM
6.0
Infusionsoft
Pipeline visualization
Agile CRM
8.4
Infusionsoft
7.1
Customizable reports
Agile CRM
6.1
Infusionsoft

Customization

Agile CRM
7.9
Infusionsoft
8.4
Custom fields
Agile CRM
8.7
Infusionsoft
8.3
Custom objects
Agile CRM
7.8
Infusionsoft
9.0
Scripting environment
Agile CRM
6.6
Infusionsoft
API for custom integration
Agile CRM
8.6
Infusionsoft
7.8

Security

Agile CRM
8.0
Infusionsoft
8.6
Single sign-on capability
Agile CRM
8.3
Infusionsoft
Role-based user permissions
Agile CRM
7.6
Infusionsoft
8.6

Social CRM

Agile CRM
5.9
Infusionsoft
Social data
Agile CRM
5.8
Infusionsoft
Social engagement
Agile CRM
5.9
Infusionsoft

Integrations with 3rd-party Software

Agile CRM
7.9
Infusionsoft
Marketing automation
Agile CRM
7.8
Infusionsoft
Compensation management
Agile CRM
7.9
Infusionsoft

Platform

Agile CRM
8.0
Infusionsoft
7.1
Mobile access
Agile CRM
8.0
Infusionsoft
7.1

Pros

  • Easy to add new contacts whether manually or automatically as they fill in forms on site.
  • The banners feature is useful to flag important messages regarding certain users.
  • The email reporting is easy to see CTR open rate etc.
Victoria Hoete-Dodd profile photo
  • Automation. We can send contacts information and communicate with them based on their preferences.
  • I love the Campaign Builder which helps us think through the strategy we want to use AND execute it
  • I really like the level of detail you can capture for each contact's record to learn about their buying behavior and how they make decisions.
Sydni Craig-Hart profile photo

Cons

  • The email builder really needs an open HTML section to allow you to easily embed code in your email.
  • It's not easy to view the complete number of contacts when over 10000.
  • More help documents on their site would make using the campaign feature better.
Victoria Hoete-Dodd profile photo
  • Creating your own custom HTML emails is clunky and time consuming. They should make that much easier.
  • 1ShoppingCart has this great feature where you can create a list and the software will assign an email address to that list. You can give the email address to people and they can automatically sign up for that list. I'd LOVE to see Infusionsoft add something like that.
  • I would also like them to see them add an "ad tracking feature" (also available at 1ShoppingCart). You can create an ad-tracking link for a particular URL that shows how many times the link was clicked on and what purchases resulted from that link.
Sydni Craig-Hart profile photo

Likelihood to Renew

Agile CRM10.0
Based on 2 answers
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Steven Davis profile photo
Infusionsoft1.2
Based on 34 answers
To be honest, we've invested so much time in setting up Infusionsoft, I"m not willing to start over with a new software and it does 90% of what I want so I'm happy with the product. Plus their customer service is stellar and I really appreciate that.
Sydni Craig-Hart profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Infusionsoft4.8
Based on 11 answers
It is great but complicated to learn. There are a lot of things you have to figure out on your own in order to use the software like it was intended.
Josh Preece profile photo

Reliability and Availability

Agile CRM10.0
Based on 1 answer
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
Steven Davis profile photo
Infusionsoft8.8
Based on 5 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones profile photo

Performance

Agile CRM10.0
Based on 1 answer
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Steven Davis profile photo
Infusionsoft7.7
Based on 5 answers
OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
Clifford Jones profile photo

Support

Agile CRM5.7
Based on 2 answers
The online help isn't very helpful and the contact I've had with the support team left a lot to be desired.
Victoria Hoete-Dodd profile photo
Infusionsoft2.0
Based on 8 answers
It may be easy to get someone on chat or phone for which I give these guys credit. But this does not mean you will get the answers you want or like. It's a buggy system. Why? Because it's all in one. The CRM is decent. The cart a joke. The email editor laughable. Affiliate partner function serves a huge business risk unless programmed by a NASA level consultant for which you can and must pay dearly. There are just too many bugs overall.
Clifford Jones profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Infusionsoft8.6
Based on 5 answers
This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application.The training and education is only as good as your willingness to apply it.
Clifford Jones profile photo

Online Training

Agile CRM10.0
Based on 1 answer
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
Steven Davis profile photo
Infusionsoft9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones profile photo

Implementation

Agile CRM10.0
Based on 1 answer
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Steven Davis profile photo
Infusionsoft8.0
Based on 8 answers
Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
Chris LeBrun, MBA, CFRE profile photo

Alternatives Considered

I trialed a number of other CRMs much to the disgust of my colleagues!
  • Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
  • OnePageCRM was good but no sales automation when we tried it
  • Highrise - wanted to love it but too basic and even though we had a free license bundled with Basecamp we didn't use it.
  • Capsule was good but basic
  • Salesforce was too complicated to learn
  • Infusionsoft and Hubspot were too hard sell (Hubspot wanted a 1 year commitment)
Jez John profile photo
Infusionsoft really shines as an easy to use and automated marketing CRM program for smaller organizations. While not as feature-rich as Salesforce or other CRM packages, it provides a number of powerful automated features that can require fewer staff hours for usage. For larger organizations, the product might need to be re-evaluated in terms of its overall applicable features.
Bruce Emmerling profile photo

Scalability

Agile CRM10.0
Based on 1 answer
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
Steven Davis profile photo
Infusionsoft2.0
Based on 1 answer
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones profile photo

Return on Investment

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • As Infusionsoft didn't really fit our needs, the impact it had was negligible. We had a couple of owners who did well with it, but otherwise it was not worth having for us. The system fit the objective we wanted but the system was too slow and confusing for our owners.
Tim Sleeper profile photo

Pricing Details

Agile CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Agile CRM Editions & Modules
Agile CRM
Additional Pricing Details

Infusionsoft

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$1,999*
1.  prerequisite for all new customers
Infusionsoft Editions & Modules
Infusionsoft
Edition
Essentials
$1991
Starter
$991
Complete
$2991
1. per month
Additional Pricing Details
With the Infusionsoft Kickstart service, you get a dedicated coach that will get to know your business goals to help you implement the plans that will make the biggest impact. This on-boarding service is a prerequisite for all new customers, and include one-on-one coaching and training resources. The one-time free price ranges from $999 to $2,999