Infusionsoft helps manage time for tasks and email campaigns
June 06, 2018

Infusionsoft helps manage time for tasks and email campaigns

Phoebe Ann Lopez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with Infusionsoft

Our company is a real estate business in Philadelphia where we use Infusionsoft to organize our tasks and have a proper sequence of campaign emails that we send to our clients. It really helps us to create new ideas and be creative to coordinate well and be update for our clients. Infusionsoft has many tools that we need to manage email set-up and notification of projects or task that needed to be done. Making a profile for our clients makes us more updated and gives us proper knowledge to understand on each individual clients. They have an updates that makes our projects easier, such as email campaign and customization tools.

Pros

  • Infusionsoft do email or campaign sequence which help us notify clients and us for our daily task.
  • You can customize tabs or tools that can make your profiling and updates to clients.
  • Automatic notification for scheduling, task or activity and projects that reminds you the time frame that needed to be done.
  • It lets you be more creative in personalizing your emails or automatic response emails.
  • You can see clients response or activity if they were opening the emails or not , if their emails bounce or if it is an unreachable email address.

Cons

  • The new update for email campaign needed be more specific in terms of linking address.
  • Hard to edit email response when the client click the done link from the email.
  • If possible the tag that was in the history list could re-tag automatically once it was input.
  • It is good at handling email campaigns for clients and notifying us in our everyday task that needed to be done in a short time.
  • It could be more helpful if the campaigns can be specific in terms of linking system like guide videos that we make for our clients that subscribe to our program.
  • Sending time frame emails to clients to remind them regarding the program or task and gives us more updated task to do for each clients that we have.
I recommend Infusionsoft for it gives quality content for tasks and emails that needed to be done. By doing campaigns, it helps us to manage time and properly follow up to our clients without forgetting the next step. It shows activity more in the system and gives us updates for any changes that happen to the system. You can be creative in creating emails and tabs for client's file.
Infusionsoft is very reliable in terms of sending emails to the client. It automatically follows the program or campaign sequence that was set. IT gives much more help in profiling our clients and can customize if there is needed information to add. The email campaign sequence needed more guidance for some tools that are already deleted or changed by having new tools. Editing paragraphs are kind of hard since IT edits a whole paragraph rather than being specific.

Keap Feature Ratings

Task management
9
Billing and invoicing management
7
Reporting
9

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