Infusionsoft - worth the bill if you fit the bill
March 22, 2018

Infusionsoft - worth the bill if you fit the bill

Maddy Braswell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Infusionsoft

My business is utilizing Infusionsoft as an email platform and campaign builder to connect with customers and follow up with leads. We have integrated our Infusionsoft account with MindBodyOnline, Marketing Efficiency Consultants (a texting app), and Plivo (which supplies a phone number through which to text). Infusionsoft allows for categorization of clients according to detailed specifics, such as who has purchased a particular retail item or class package at our fitness studio. We can also target client groups who have shown interest on Facebook or who have asked for information via our website. Through this honed capacity to tag clients, we are able to follow up with crucial leads automatically. Infusionsoft only allows for a limited number of users; in our case, I manage Infusionsoft for the whole of our company. Our use of Infusionsoft prevents leads from falling through the cracks and also frees up ample time that our fitness instructors and sales staff would otherwise be using in tracking down elusive leads.

Pros

  • Infusionsoft allows for an unlimited number of customized tags for clients, providing for virtually limitless categorizations through which to channel marketing campaigns.
  • Infusionsoft integrates seamlessly with MindBodyOnline through BridgeBuddy and Infusionsoft app. This allows for many tags of my choice to be automatically assigned to our 5,000+ contacts, rather than these tags that had to be manually applied.
  • Infusionsoft offers great customer support, with chats being available at any time.

Cons

  • I would like to see Infusionsoft's functions being sold a la carte; my business utilizes the marketing and CRM features exhaustively but does not touch the sales and transaction processing features. It would be nice to pay for only what we use.
  • There is a mobile Infusionsoft application available on phones, but building marketing campaigns is not an option here. It would be nice to be able to build campaigns, even rudimentary, from a cell device.
  • I adore Infusionsoft but would love for it to be made more affordable.
  • Infusionsoft has saved valuable time for our sales staff in contacting and following up with flaky leads.
  • Infusionsoft prevents any of our 70+ new monthly clients from falling through the cracks.
  • Infusionsoft is one of the biggest bills we pay monthly.
Infusionsoft is night and day better than Club OS. We were told that Club OS could successfully integrate with MindBodyOnline, which was not remotely true at the time. Infusionsoft integrates seamlessly with MBO, and sends categorized emails to relevant clients. Club OS's email blasts do not have as sophisticated content options, and the tagging capabilities in Club OS are shameful. However, Infusionsoft has a limited number of users, and users cannot be organized with different permissions. Club OS does allow for these conditions, and allows for unlimited users so that salespeople of all levels can log in and follow up with clients personally. Club OS is built to schedule one-on-one touches with clients, whereas Infusionsoft is designed to reach out to clients at large.
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.

Keap Feature Ratings

Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
10

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