Infusionsoft is a Small Business Winner!
May 08, 2015
Infusionsoft is a Small Business Winner!
Score 7 out of 10
Vetted Review
Verified User
Software Version
Standard
Modules Used
- Opportunities
- Dashboard
- Orders
- Contacts
- My Day
Overall Satisfaction with Infusionsoft
Infusionsoft is used by us to handle our CRM, invoicing and limited scheduling functions. Our Sales (inbound and outbound), Client Service and Executive staff all access the tool on at least a weekly basis (sales and client service access it even more frequently). The business problems it solves for us are the effective management of our contacts and follow-ups, automated billing implementation and sales performance reporting.
- Diverse set of offerings. Infusionsoft has a broad array of functions for small to mid-size businesses.
- Cost effectiveness. Infusionsoft offers a variety of packages at a reasonable price.
- Integrations. Infusionsoft is easily connected to Gmail, your merchant services processor and a myriad of other tools to provide a greater level of efficiency.
- Confusing interface. In some cases, it's difficult to locate your desired function, particularly if you're brand new to the system's layout.
- Lack of mass edits. In some cases (particularly in CRM updates), you're unable to make changes to a group of contacts/activities which makes the editing process lengthy and tedious.
- Interlocking functions. Once you're set up and using a number of different functions, an edit to one function can have significant impacts on the others. While this is to be expected in any system, there are some basic AI tweaks that could make Infusionsoft more intuitive in this regard.
- Infusionsoft has enabled us to efficiently follow up with our prospects and maintain detailed records of our communications with them. This has provided a tangible increase in our sales effectiveness through accurate record keeping.
- Infusionsoft automates our billing process, making it easy to collect the recurring payments our product bills for.
- Salesforce.com,GoldMine
I have used both Salesforce.com and GoldMine in previous positions. Infusionsoft is vastly superior to GoldMine but not nearly as robust as Salesforce. I would confidently recommend it to a company with 25 employees requiring access to a CRM/data management tool or less, beyond that a more robust tool would be recommended.