What users are saying about

Infusionsoft

182 Ratings

Infusionsoft

182 Ratings
Score 7.5 out of 101

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Likelihood to Recommend

Infusionsoft

Infusionsoft is well suited for client bases of 1,000+, in my opinion. I think the program would be overpriced and too extensive for smaller businesses but is well worth the investment for businesses with larger client bases. It is also worthwhile for businesses with diverse client bases; the tagging and categorization qualities would be extraneous if used for homogeneous client bases.

Feature Rating Comparison

Sales Force Automation

Infusionsoft
8.6
Customer data management / contact management
Infusionsoft
8.8
Workflow management
Infusionsoft
8.8
Opportunity management
Infusionsoft
7.6
Integration with email client (e.g., Outlook or Gmail)
Infusionsoft
9.0
Quote & order management
Infusionsoft
9.0
Interaction tracking
Infusionsoft
8.5

Marketing Automation

Infusionsoft
9.3
Lead management
Infusionsoft
9.5
Email marketing
Infusionsoft
9.2

CRM Project Management

Infusionsoft
8.6
Task management
Infusionsoft
8.6
Billing and invoicing management
Infusionsoft
8.0
Reporting
Infusionsoft
9.3

CRM Reporting & Analytics

Infusionsoft
8.7
Pipeline visualization
Infusionsoft
8.7

Customization

Infusionsoft
9.3
Custom fields
Infusionsoft
9.0
Custom objects
Infusionsoft
9.6
API for custom integration
Infusionsoft
9.3

Platform

Infusionsoft
7.0
Mobile access
Infusionsoft
7.0

Security

Infusionsoft
9.4
Role-based user permissions
Infusionsoft
9.4

Pros

  • Build campaigns/automation.
  • The Campaign Builder is the best way we have found to create automation sequences. The visual builder is great for quickly outlining processes that we need to automate. You can automate emails, web forms, tags, contact record fields, sales stages, contact record notes, and much more. It takes a while to really master the Campaign Builder, and fully understand how the logic works, but once you do it is a very powerful tool for taking an idea of what you want to happen and making it real.
  • Support.
  • You will inevitably need to contact support at some point. Their support chat feature is pretty good. You can usually get a rep to help you almost instantly. Reps are usually knowledgeable and friendly.
  • Third party support and plugins.
  • The Infusionsoft community is growing and there are lots of plugins and services available to help enhance almost every aspect of Infusionsoft. If there is something Infusionsoft can't do, there is usually a product/service to fill in the gaps.

Cons

  • It's all in one so every element of the solution is compromised.
  • It's has bugs and they really need to hone in on development.
  • Their sales practices are very direct. Never buy any software in a seminar and expect it to be a well though out decision. Do your research before you buy this solution.
  • It get's expensive fast, even when they promote their red light specials. Too many pay walls in lieu of native integrations.
  • The best practice is to make sure whomever implements you into this software has vast sales, marketing, and tech experience to ensure your success. Cookie cutter solutions don't work.
  • It's foolish to think most if any real business owners will ever learn to run a software application like this. If you're good at making paper clips or envelopes and selling them by the billion then stick to that and plan to hire a professional and pay them at least $175 - $250 per hour. Otherwise you'll likely get a tech person pretending to be a business adviser.
  • All software like this is only as good as the strategy, content and work flow you put into it. Garbage in, garbage out.

Likelihood to Renew

Infusionsoft1.3
Based on 34 answers
I am still using Infusionsoft. So far I own 3 different applications of it for 3 separate companies, plus 2 Customerhub membership sites. I keep using it because it quite simply performs and gives me consistently high ROI. Industrial repair business - Infusionsoft, Business growth consulting company - Infusionsoft, Air Conditioning contractor business - Infusionsoft. It works, plain and simple.

Usability

Infusionsoft4.5
Based on 11 answers
It takes a while to learn!

Reliability and Availability

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

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.

Support

Infusionsoft2.0
Based on 8 answers
They know how to run a small business and treat their customers!

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.

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.

Implementation

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.

Alternatives Considered

The others are not trying to be all things to all people. The others don't pretend their solution is the end-all-be-all to save small business owners. They are not all in one and don't pretend to be, regardless of the price points, from lower to higher. We used Infusionsoft because I, as the owner of the company, was willing to invest hundreds of hours learning and using the system. Plus, I paid out thousands of dollars over the first several years for others to help me integrate it with our marketing campaigns because I am not a programmer and never will be. I enjoy doing this kind of work on top of the coaching and advising I do for a living. Then I made automation and content marketing a natural extension of my business. It complimented by business model, until recently, when we found a better solution that does not try to be all things to all people and save the world.

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.

Return on Investment

  • Dierks Farms database grew by over 1300% in 8 months.
  • Dierks Farms orders have tripled since before we attended Accelerator.
  • Dierks Farms income is up by over 400% over last year using Infusionsoft.
  • Dierks Farms repeat orders have increased by over 10 times from 2016.

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