Needs to be at the center of your app stack
Anonymous | TrustRadius Reviewer
December 20, 2018

Needs to be at the center of your app stack

Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

Premier

Overall Satisfaction with Infusionsoft

We wanted a tool to manage lifecycle automation in conjunction with Pipedrive, including SMS. We liked that contacts could begin in Infusionsoft without an email address, which is virtually unheard of in ESPs these days. And we didn't need an ESP. We have Drip for that. We needed something more robust. Infusionsoft appeared to be that tool.
  • Rules-based automation
  • CRM
  • Advanced email service provider
  • Progressive profiling
  • No automatic de-duping
  • Cannot do SMS without integrations
  • Cannot sync with other tools based on a phone number
  • We never made it profitable
  • Spent a lot of time trying to make it work
  • ActiveCampaign, Drift, Mixmax, Zaius, Bronto Marketing Platform and Iterable
Infusionsoft is a blank canvas. It is not really tailored to any use case, which is great if that's what you're looking for. It does not do lifecycle automation out of the box, so it is not well suited for retail or e-commerce without a LOT of strategizing and engineering. This means you either need to log hundreds of hours building (including development) or work with a platform like Zaius, which is made to do lifecycle automation directly in its platform.
Grow.com, Jive Hosted VoIP, Heap, Drift, Twilio SMS, Twilio Flex, Twilio Voice, PayPal Payments, AdRoll, LiveChat, WiseStamp, Slack, Wufoo, Google Forms, SurveyMonkey, Interact, Adobe Acrobat DC, Adobe Illustrator CC, Kixie, Bitly, Loom, Google Hangouts, Google Tag Manager, Google Ads (formerly AdWords), Google Analytics, Google BigQuery, PushCrew, PushEngage
It is well suited if you need an email service provider or will build your app stack around Infusionsoft. It doesn't make a good helper tool as the integrations are primarily built to have Infusionsoft at the center of the stack. No Pipedrive integration.

Keap Feature Ratings

Customer data management / contact management
7
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Lead management
7
Email marketing
10
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Pipeline visualization
9
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Mobile access
Not Rated