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Infusionsoft Review: "Good for small business, bad for start ups."
https://www.trustradius.com/crmInfusionsoftUnspecified7.7195101
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January 09, 2019

Infusionsoft Review: "Good for small business, bad for start ups."

Score 3 out of 101
Vetted Review
Verified User
Review Source

Software Version
Plus

Overall Satisfaction with Infusionsoft

Infusionsoft was used as the primary marketing automation, email marketing, and CRM system. Marketing and sales would use Infusionsoft daily. We would send emails, create landing pages and forms, and track sales within Infusionsoft. It addresses the issue of tracking and converting prospects into customers. It also addresses the problem of not needing a bunch of systems to accomplish these goals.
  • All-in-one. Infusionsoft definitely simplifies some operational aspects by having marketing automation, CRM, and eCommerce in one place. No complex integrations to manage.
  • The visual campaign builder is solid and fairly easy to use. Good for new marketing automation users.
  • The landing page builder has made huge strides. It's not best-in-class by any stretch, but they have made some great improvements. You can build good LPs within Infusionsoft.
  • The automation builder is very limited. While easy to understand and use, the criteria you can automate is lacking compared to other options in the market. Layering on multiple criteria (Ex: visits X page in the last Y days and has Z job title) can require some complicated decisions trees.
  • The CRM is very, very rigid. You cannot hide fields or meaningfully adjust the layout. This leads to slow and overly complex user experiences for sales.
  • Many competitors lack deliverability and general performance. Infusionsoft was an industry pioneer. I give them a lot of credit. But, that also means a lot of their tech is ancient (google: technical debt). No product can be perfect, but I noticed some alarming glitches.
  • In the short-term, Infusionsoft saved money for me and a few clients. Less expensive than piecing together a full stack.
  • Infusionsoft caused down-the-road complexity when the platform was outgrown, taking up unnecessary time.
  • Infusionsoft helped track sales and provide sales reps with a measure of simplicity over old excel-based processes.
Infusionsoft is basically an old, cheap version of HubSpot. The products have high-level similarities but in execution aren't comparable. HubSpot isn't inexpensive, however.

ActiveCampaign is much stronger across marketing automation and CRM. The downside is they don't offer landing pages or eComm.

I initially went Infusionsoft because of the all-in-one simplicity and price combination. I don't think I made the right decision in hindsight.
Infusionsoft is well suited for those with basic marketing automation and CRM needs. More specifically, if you want to automate based on whether an email was opened, Infusionsoft is good. If it's more nuanced, you have better options. For those with a limited budget, Infusionsoft is a good value. Buying separate marketing automation, CRM, eCommerce, landing page software will cost much more. My principal concern is that Infusionsoft will be outgrown. If you anticipate your business staying small (which can be a good thing!), it may not be an issue. But, if the goal is to scale, this could be a huge headache in 1-2 years.

Infusionsoft Feature Ratings

Customer data management / contact management
7
Workflow management
4
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
2
Quote & order management
4
Interaction tracking
5
Lead management
5
Email marketing
5
Task management
7
Billing and invoicing management
8
Reporting
5
Pipeline visualization
2
Custom fields
8
API for custom integration
5
Role-based user permissions
7
Mobile access
Not Rated