A robust, automated solution for smaller organizations
Bruce Emmerling | TrustRadius Reviewer
January 09, 2019

A robust, automated solution for smaller organizations

Score 8 out of 10
Vetted Review
Verified User
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Software Version


Overall Satisfaction with Infusionsoft

Infusionsoft was used to help support outreach efforts for a local organization that I was working with. The software application is essentially a CRM type program that provides sales and communications support without a huge price tag found on rival packages. It was used with a small base of volunteers and users and worked very well within that small user base. It was easy to learn, utilize, and support. It helped provide services for outreach communication and funding campaigns.
  • The program works very well with a small base of employees without a need for extensive support.
  • The program has some feature-rich solutions for mobile platforms as well.
  • The interface works well and is easy to utilize, even for novice users.
  • Some of the reporting features are not as extensive as other CRM programs but that is to be expected at this price point.
  • Contact management functions may not be as powerful as they are in products such as Salesforce.
  • In some instances, there were problems with file upload support.
  • The program helped to reduce the need for higher levels of technical support and training. This helped reduced overall operating costs for marketing campaigns.
  • Infusionsoft lacks some feature support for social media campaigns, requiring additional workloads outside the program. We had to utilize more staff hours to help build a social media campaign.
  • The program really offers a range of automated features that make it not only relatively simple to use but also carefree.
Infusionsoft really shines as an easy to use and automated marketing CRM program for smaller organizations. While not as feature-rich as Salesforce or other CRM packages, it provides a number of powerful automated features that can require fewer staff hours for usage. For larger organizations, the product might need to be re-evaluated in terms of its overall applicable features.
The product works really well at providing automated marketing tools combined with email support. While it can be more expensive with a large audience of contacts, for smaller audiences, the program works well with small to medium marketing groups. There is an auto-responder feature that can be really useful, especially with lower levels of staffing in an organization. Infusionsoft also has some really good reporting tools for reviewing the success rate of outreach campaign efforts.

Keap Feature Ratings

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