Infusion Soft Review
June 11, 2018

Infusion Soft Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with Infusionsoft

Department by department.
  • Displays information in easy to find places.
  • Has very few glitches or problems.
  • There are a lot of different applications that also make it easier to keep track of your own work.
  • It's pretty easy to use and find the information for each individual contact and to send automated emails and add notes
  • I can find people in the system quickly if I have any part of their information
  • I like being able to upload files to manage our current clients completely in the system.
  • Displays information in easy to find places.
  • Has very few glitches or problems.
  • There are a lot of different applications that also make it easier to keep track of your own work.
  • I have had some glitches with the software where it doesn't record information specifically follow-up dates.
  • I would like to be able to go back to what I had before without having to re-load my lists.
  • I wish you could scroll rather than having to load more calls or load more of a history.
  • Customer service is great.
  • 3rd party plugins make buying decisions and lead generation gathering very easy for the end user.
  • Tagging and lead scoring allows you to zero in on people that are interacting with.
  • The 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.
  • It's pretty easy to use and find the information for each individual contact and to send automated emails and add notes
  • I can find people in the system quickly if I have any part of their information
  • I like being able to upload files to manage our current clients completely in the system.

Keap Feature Ratings

Task management
9
Billing and invoicing management
9
Reporting
10