What users are saying about

Infusionsoft

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Top Rated
195 Ratings

Infusionsoft

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Top Rated
195 Ratings
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Score 7.7 out of 101

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Likelihood to Recommend

Infusionsoft

Infusionsoft excels with small business. It really tries hard to represent the small business community. If you are a small business, there is a good chance it will work well for you. If you are a part of a medium or large business, however, just think twice about it and consider other options first.
Johnathan Speakman profile photo

Feature Rating Comparison

Sales Force Automation

Infusionsoft
7.8
Customer data management / contact management
Infusionsoft
8.4
Workflow management
Infusionsoft
7.7
Opportunity management
Infusionsoft
7.6
Integration with email client (e.g., Outlook or Gmail)
Infusionsoft
7.6
Quote & order management
Infusionsoft
6.9
Interaction tracking
Infusionsoft
8.4

Marketing Automation

Infusionsoft
8.7
Lead management
Infusionsoft
8.5
Email marketing
Infusionsoft
8.9

CRM Project Management

Infusionsoft
7.4
Task management
Infusionsoft
7.7
Billing and invoicing management
Infusionsoft
7.3
Reporting
Infusionsoft
7.3

CRM Reporting & Analytics

Infusionsoft
7.1
Pipeline visualization
Infusionsoft
7.1

Customization

Infusionsoft
8.3
Custom fields
Infusionsoft
8.3
Custom objects
Infusionsoft
8.9
API for custom integration
Infusionsoft
7.8

Platform

Infusionsoft
7.1
Mobile access
Infusionsoft
7.1

Security

Infusionsoft
8.4
Role-based user permissions
Infusionsoft
8.4

Pros

  • You can really keep track of contacts with your clients or customers via email being recorded into the records and via the notes sections for phone call notes.
  • Keeping track of when to contact is huge because every client became a client at different times, so remembering that every 3 months this person needs a package shipped is important and not an easy task without Infusionsoft!
  • Automated Response! This is such a great thing Infusionsoft does! If someone says contact me, in 4 minutes they get an email saying we will be contacting you soon with a staff members name and phone number. They then have more contact information and an expectation!
Rachel Campbell profile photo

Cons

  • While regular updates are a good thing, Infusionsoft will make changes that don't seem to work for many of its users. I have seen several of these changes that needed to be reversed after they released them and then were bombarded with feedback from daily users saying the change was impeding their company's efficiency. Change can be a good thing, but too much change just causes chaos.
  • Infusionsoft does allow for customization of certain areas in the program, but there needs to be more customization allowed so companies can set things up the way they work best for them and their staff. For example, on the General tab, there is name, address, phone, email, etc...but some pertinent info is on a different tab -- like a person's spouse name or nickname. Flipping back and forth between tabs is inefficient. When you call a person and his spouse answers but you don't know her name because you can't flip to the other tab quickly enough, it's embarrassing. Same if the guy's name is Bartholomew but he prefers to go by John...his legal/billing name is in the General information. If you can't or don't flip to the tab with his nickname, you won't know to call him John.
  • They have been improving their search function, but in general, I find Infusionsoft's search to be sluggish. If I accidentally put in the wrong information, I still need to wait for it to run before I can search for the correct information.
  • We were used to having a "merge records" option when doing a less-detailed search from the Dashboard, but with their latest release, they have removed that function. Now we need to do the more detailed search if we find duplicate records on the less-detailed search. This wastes time.
Tara Needham profile photo

Likelihood to Renew

Infusionsoft1.2
Based on 34 answers
We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.
Tyler Guthrie profile photo

Usability

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

Infusionsoft8.8
Based on 5 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones profile photo

Performance

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

Infusionsoft2.0
Based on 8 answers
Again there is so much online support that users can find on Infusionsoft. From the corporate website and call center, to users groups located around the country, and ICCs who provide online resources, coaching and more, finding support for Infusionsoft is an easy task!
Chris LeBrun, MBA, CFRE profile photo

In-Person Training

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

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

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

Infusionsoft is the most robust marketing automation platform that we have used. Though it is not for beginners, this is more of a strength than a weakness. We selected Infusionsoft because it is scalable and adaptable to a variety of clients. Other platforms seem to be geared towards a few industries but not all, like Infusionsoft is.
Chandler Elmore profile photo

Scalability

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

  • Better customer service
  • We're able to extend offers based on customer preferences
  • We're able to automate our entire sales process
Sydni Craig-Hart profile photo

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