Infusionsoft is a Small Business Winner!
May 08, 2015

Infusionsoft is a Small Business Winner!

Eric Hofmann | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version


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.
I have used both 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.
Do I have reliable people who will appropriately maintain the records in Infusionsoft? If the system isn't properly maintained it limits (or outright disables) the effectiveness of many of its modules.
Do I have more than 25 people that will be accessing Infusionsoft? If so, I would recommend a more robust tool as your needs may be beyond Infusionsoft.

Keap Feature Ratings

WYSIWYG email editor
Not Rated
Dynamic content
Not Rated
Landing pages
Not Rated
A/B testing
Not Rated
Mobile optimization
Not Rated
Email deliverability reporting
Not Rated
List management
Not Rated
Triggered drip sequences
Not Rated
Lead nurturing
Lead scoring and grading
Not Rated
Data quality management
Automated sales alerts and tasks
Not Rated
Standard reports
Custom reports
Role-based workflow & approvals
Not Rated