What users are saying about
Likelihood to Recommend
I have really enjoyed using infusionsoft to trickle market our lists. It has a very good system that can then create an auto tag feature and email campaign tracking. It is complicated to understand at first, but is beneficial.
Feature Rating Comparison
Customer data management / contact management
Integration with email client (e.g., Outlook or Gmail)
Quote & order management
Billing and invoicing management
API for custom integration
Role-based user permissions
- Trickle marketing, where we can send emails out to our prospects and through their actions, they can be added into other campaigns which we can follow up with them.
- Tracks our notes and communication with each prospect.
- It tracks the charges that are associated with the prospect or client profile. So we can see how much they have paid for a specific program they are associated with.
- Lack of polish/refinement - Infusionsoft lacks a lot of polish. They are slowly making improvements, but it appears that the foundation that Infusionsoft was built on wasn't particularly well thought out. So much can be done in terms of layout, and usability. There could be improvements everywhere. Searching for contact records with advanced searches is time consuming and once you have criteria selected, it won't tell you what you selected. You have to go back through several tabs with long lists of dozens and dozens of fields to make sure you selected the right criteria. We have 500 tags which isn't common, but there is no way to search and select them. There is just a short box that we have to scroll through. It is tedious to select multiple tags and one wrong click can force you to start the process over. You have to hold down CTRL to selct multiple tags. In other places, Infusionsoft lets you search for tags which is great, but if you don't know exactly what you are searching for, it's nearly useless. Sometimes the search won't bring back the right results and it doesn't like it if you search with more than one word.
- Infusionsoft is primarily for B2C - We are a B2B and probably aren't the typical user. We still make due with what Infusionsoft has to offer and we haven't yet found a worthy competitor that would make it worth the switch. The lack of features for B2B creates some difficulty for our sales team. You can try and tie contact records to companies, but functionality is limited and if a users fills out a form and doesn't enter the same exact company name, they will get unlinked.
- Reporting - This has always been a weakness. The reports offered by Infusionsoft are lacking. You have a lot of reports and a lot of options, but you can never get quite what you want. Dashboard widgets are capable, but take a lot of time and maintenance to set up and maintain. This is where the Infusionsoft marketplace fills in the gap, but this brings on a large additional cost, and it's shame Infusionsoft can't get reporting right. Users have been complaining about this for years.
- E-Commerce - Infusionsoft has an E-Commerce module, but it is lacking in features and customizability. The shopping cart is dated and clunky. Much refinement is needed.
- Speed - Sometimes Infusionsoft is extremely slow. Pages take a while to load. Building campaigns will leave you waiting sometimes 10 minutes for a campaign to publish after making a few small changes. Performance can be improved in a lot of areas of the app to make it faster. We have a very fast connection and still experience slowness often. Some times it's especially slow and unresponsive, and other times it's bearable. Dashboard widgets take a long time to load as well. Everything needs some optimization work.
Marketing Automation Manager
Home Care PulseIndividual & Family Services, 11-50 employees
Likelihood to Renew
Based on 34 answers
Infusionsoft gets easier and more efficient to use as you gain familiarity over time. Once you build the systems it is so easy to replicate the idea for new products or programs.
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.
Reliability and Availability
Based on 5 answers
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.
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.
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.
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.
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.
We really didn't have anything that even came close to Infusionsoft before we started using it.
Marketing Director-Infusionsoft Certified Partner
Credit Law CenterLaw Practice, 51-200 employees
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
- Better Customer Service: With all customer data in one place it is easier to understand customer questions and
- Marketing Segmentation for More Appropriate Sales Messaging: We want to be respectful of our contacts lists. The tagging and list segmentation allow us to more easily target the individuals who would be most interested (and qualified) for a particular program -- IE: Sending information about our
- Payment Options: We LOVE the ability to setup payment a variety of payment plans for higher dollar items, gift codes for loyal customers, early bird pricing options setup based on key dates, and more.
Premium Consulting/Integration Services
Entry-level set up fee?
1. prerequisite for all new customers
Infusionsoft Editions & Modules
1. per month