Infusionsoft is robust, but hard to use
June 27, 2018
Infusionsoft is robust, but hard to use
Score 7 out of 10
Vetted Review
Verified User
Software Version
Standard
Overall Satisfaction with Infusionsoft
We use Infusionsoft as a type of lead management and CRM for our franchise owners. Potential leads are collected from our website and put through an automated campaign within Infusionsoft. Our owners can then use a web app we built to update those leads within Infusionsoft. The campaign those leads are in depends on the status. This helps our owners keep track of the good and bad leads. We have also used Infusionsoft to help manage the franchise sales side as well.
- Infusionsoft is really robust. It offers a variety of options for the campaign automation and can really help those who need a more detailed automation process.
- The reporting system is also very detailed. You can get reports on contacts, emails, etc. It helps when you need to know exactly how your campaigns are doing especially when you have a lot of them.
- The biggest con for Infusionsoft is its learning curve. It's a robust system, but that comes at the cost of a bad UI, hard to learn automations, and a confusing development process. The backend of Infusionsoft has a lot in it and that often results in trying to find certain options or settings that aren't always where you'd think they'd be.
- The development API is poorly documented and just as confusing as the Infusionsoft UI. We built a web application that connected to our Infusionsoft account, but it was a confusing process to setup and also ran pretty slow with next to no options to optimize it.
- As Infusionsoft didn't really fit our needs, the impact it had was negligible. We had a couple of owners who did well with it, but otherwise it was not worth having for us. The system fit the objective we wanted but the system was too slow and confusing for our owners.
We have used Pipedrive for our franchise sales side, but going forward we will be using ActiveCampaign for both our franchise sales and lead management for our owners. ActiveCampaign isn't as feature heavy as Infusionsoft, but it's a whole lot easier to use and setup. It allows us to manage separate accounts for our owners, has a mobile app, and won't require as much of a time investment to train our owners.