A strong recommendation for InfusionSoft's greatest strengths

InfusionSoft makes email automation a relatively simple and low-maintenance task. The ability to set up autoresponder sequences that automatically occur every time a prospect or customer fulfills a certain action set truly takes much of the heavy lifting off of the marketer.

InfusionSoft provides such a wide range of content management aids that it really makes for a perfect all-inclusive system for large or small companies. While content management systems like iContact and ConstantContact certainly handle the autoresponder angle, InfusionSoft really takes it to another level and also provides eCommerce options, tasks, the ability to build custom thank you pages, and an easy way to keep almost any amount of pertinent customer information at your fingertips.

One of the most useful aspects of InfusionSoft for us as a small startup company spanning the country was the ability to set up task sequences and notes. It was very important for us to be able to keep client information in one central place, easily accessible in real time, so that everyone was up to speed whenever they needed to discuss a client's next steps. The tasks were also especially pertinent so that, for example, if we signed a new client, all the account manager would need to do was begin the task sequence and everyone else would be automatically alerted to their new to-do list. As the tasks were completed and automatically turned into notes on the client's file, we were able to easily tell where we were in the client set up and what still needed to be done. This helped create a pretty seamless routine in many instances.

The many opportunities for tagging people, companies, templates, etc. was another factor that really made the product so useful; being able to pull a list of only the Gold Level clients, quickly and efficiently, into a spreadsheet for a mail merge or to send an email cut down on a lot of the manual work that used to go into that kind of task.