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4 Ratings

Infusionsoft

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Top Rated
198 Ratings
4 Ratings
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Score 8 out of 101

Infusionsoft

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Top Rated
198 Ratings
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Score 7.6 out of 101

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Likelihood to Recommend

Apptivo

(UPDATE: Please note that my review was for the Version 5 of their apps. They have recently updated 2 of their main apps to V6 which show a lot of improvements. The sad thing however is that many of their 40+ apps never even made to V5 let alone V6. V5 to V6 has taken over a year and only the core apps are getting attention.)

As it stands Apptivo is only useful for one person or sole trader type entities. If your business wants to use all the apps and works internationally then Apptivo will create headaches and frustration rather than increasing productivity. They may solve many of the 100+ items we provided them with free of charge in an upcoming release, but we left with a bad taste in our mouth. Countless hours lost in our business while we acted as bug finders for Apptivo while paying for the product.
No photo available

Infusionsoft

Infusionsoft is well suited for any company that will actually use its features. It does a lot, and has a steep learning curve, but its abundance of features are only good if you're going to use them. Its price is very manageable for any company doing at least a few thousand dollars a month in business. It can be tough to swallow, though for smaller startups where the few hundred dollar cost could wipe out all the profit.
Nicholas Kouvatsos profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Infusionsoft
7.6
Customer data management / contact management
Apptivo
8.7
Infusionsoft
8.2
Workflow management
Apptivo
6.8
Infusionsoft
7.4
Territory management
Apptivo
4.5
Infusionsoft
Opportunity management
Apptivo
4.5
Infusionsoft
7.5
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Infusionsoft
7.5
Quote & order management
Apptivo
1.0
Infusionsoft
6.9
Interaction tracking
Apptivo
1.8
Infusionsoft
8.2
Channel / partner relationship management
Apptivo
4.5
Infusionsoft

Customer Service & Support

Apptivo
5.7
Infusionsoft
Case management
Apptivo
7.7
Infusionsoft
Help desk management
Apptivo
3.6
Infusionsoft

Marketing Automation

Apptivo
4.5
Infusionsoft
8.5
Lead management
Apptivo
4.5
Infusionsoft
8.3
Email marketing
Apptivo
4.5
Infusionsoft
8.8

CRM Project Management

Apptivo
7.3
Infusionsoft
7.3
Task management
Apptivo
8.7
Infusionsoft
7.4
Billing and invoicing management
Apptivo
4.5
Infusionsoft
7.3
Reporting
Apptivo
8.7
Infusionsoft
7.3

Customization

Apptivo
6.4
Infusionsoft
8.2
Custom fields
Apptivo
6.4
Infusionsoft
8.1
Custom objects
Apptivo
6.4
Infusionsoft
8.9
API for custom integration
Apptivo
Infusionsoft
7.6

Security

Apptivo
9.8
Infusionsoft
8.2
Single sign-on capability
Apptivo
9.9
Infusionsoft
Role-based user permissions
Apptivo
9.7
Infusionsoft
8.2

Platform

Apptivo
9.7
Infusionsoft
6.9
Mobile access
Apptivo
9.7
Infusionsoft
6.9

CRM Reporting & Analytics

Apptivo
Infusionsoft
7.0
Pipeline visualization
Apptivo
Infusionsoft
7.0

Pros

  • Built in support for new users.
  • Basic crm works...just dont expect it do anything well beyond the basic.
  • Price.
  • Google Apps integration is better than a lot of the competition who charge and anwful lot more.
  • They are open to and try adapt quickly based on customer feedback.
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  • Marketing Automation: Ability to setup very targeted marketing campaign sequences with specific goals. Once a prospect makes a purchase the system knows to stop sending marketing emails pushing that particular product.
  • Post-Purchase Follow Up: Many opportunities and sales fall through the cracks because businesses don't have a solid follow up plan in place. Infusionsoft allows us to automatically add customers to follow up campaigns to check in on their level of satisfaction, ask for feedback, offer new opportunities, alert about new events, or up-sell. All automatic, setup in advance!
  • Lead Scoring: Setup rules specific to your own personal goals. Assign a point system to various actions: opening an email, clicking a link, making a purchase during X timeframe, etc. Setup the point system that works for your business and get an automatic alert when contacts fall into a "hot-lead" category. This allows you to focus your sales follow up efforts to those prospects who are most likely to convert to new customers.
Ellen Butler profile photo

Cons

  • Homescreen claims to be the center of the application however the sub sections are mostly flawed or do not function as one would expect.
  • The built in email client kinda works but depending on which section of the app you are in the default font will be different from your signature. Also you cannot add a cell phone to staff signatures. I asked about this for months. It was never fixed. When will CRM companies learn that email is STILL the center of many business. It is unacceptable to have different fonts in the same mail and signatures that change from client to client.
  • They frequently messed up our contact data.
  • Multi currency exists on invoices but not on other apps.
  • Fragmentation with their apps....some apps are still on version 3 some on 4 and some on version 5. This means you are forced to deal with 2 or more different user interfaces within the same app.
  • No consistency between the apps.
  • Often there is little or no integration between the apps inside Apptivo.
No photo available
  • 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

No score
No answers yet
No answers on this topic
Infusionsoft1.2
Based on 34 answers
I give Infusionsoft a 7 out of 10 because it really is a good and deep tool. Next time we're in the market for an email automation tool I believe we will start at a tool with a lower price point until we can feel out our needs. When our email marketing volume increases into the 10-30k per month the sophistication Infusionsoft brings to the table will be much more valuable.
Mark Jensen profile photo

Usability

Apptivo2.7
Based on 1 answer
Our uses kept running into bugs that stopped them from doing simple things like creating a contact or selecting an item from a custom drop list which is required to save the contact or item. This of course is after time was spent filling out all the previous data which gets lost when you cannot complete the form. This is just one example of many.
No photo available
Infusionsoft4.9
Based on 11 answers
Infusionsoft is certainly powerful enough to do anything you need it to do and for the average computer-user it should be easy to figure out. Anyone who has used other CRMs should have no problem adapting to Infusionsoft.
Chris LeBrun, MBA, CFRE profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Infusionsoft8.8
Based on 5 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones profile photo

Performance

No score
No answers yet
No answers on this topic
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

No score
No answers yet
No answers on this topic
Infusionsoft2.0
Based on 8 answers
They know how to run a small business and treat their customers!
Maurice D. Williams, MS 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

No score
No answers yet
No answers on this topic
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

Apptivo3.6
Based on 1 answer
If you are starting a business and want a free app or nearly free app that can grow with you....then apptivo could be for you. However if you grow faster than them then you will be quickly seeking alternatives
No photo available
Infusionsoft8.0
Based on 8 answers
It was frustrating as hell. You can't teach a kid to ride a bike in a seminar, you can't do it over the phone with tech support, unless you have some talent and the patience of Job. Being is business is hard enough. Adding new software is a pain in the butt. The path of least resistance is to find a professional who lives in this stuff and pay up for the talent. It's less expensive in the long run and you'll likely not need to self medicate. As much.
Clifford Jones profile photo

Alternatives Considered

Sellsy is the app that comes closest in terms of feature set. It is a lot more expensive but even with its flaws and terrible Google integration is still is a measurably better product in terms of taking care of your business. Unfortunately for Apptivo it tries to do everything with its 40+ apps but not one of those apps succeed in being great when compared to the competition. The competition in all cases are much more expensive than Apptivo but it is a case of you get what you pay for.

Solve360 is probably the best Google integrated crm product on the market today however it is not a business management platform. Work[etc] is another great platform with excellent Google integration but doesn't do stock management or multi-currency. Also way over-priced!
No photo available
Infusionsoft was an upgrade from MailChimp. I was looking for an all-in-one solution at the time that included payment processing.
Tamara Thompson profile photo

Scalability

No score
No answers yet
No answers on this topic
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

  • It cost us money.
  • We lost a few hundred man hours on this. We stuck with them for a while based upon the promises received and the excellent speed at which support would reply to concerns. However fixes to the big issues still have not arrived a year later.
No photo available
  • It's increased through improving a more effective and better customer experience
  • It's increased via the ability to target and appropriately market to those interested and creating interest
Ashlie Pappas profile photo

Pricing Details

Apptivo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Apptivo Editions & Modules
Apptivo
Edition
Starter
Free1
Premium
$101
Ultimate
$251
Enterprise
N/A
1. Per User per Month
Additional Pricing Details

Infusionsoft

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$499*
1.  prerequisite for all new customers
Infusionsoft Editions & Modules
Infusionsoft
Edition
Premium
$3991
Basic
$1991
Plus
$2991
1. per month
Additional Pricing Details
Work with a coach to start using our software successfully. Select a package that aligns with your business goals. 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 $499 to $1,999