Infusionsoft: A Powerful CRM
January 11, 2019

Infusionsoft: A Powerful CRM

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Infusionsoft

Infusionsoft is currently being used across all employees and allows us to sort and filter through our members and develop email campaigns for specific individuals.
  • Allows for incredible organization of members, vendors, and other individuals involved with the company
  • Can easily create professional and appealing email and marketing campaigns
  • Allows for proper storage of information regarding specific individuals, their documents, and communications with them
  • Infusionsoft can be confusing at first glance and it takes time to become accustomed to all of its capabilities
  • There is a limited number of custom fields you can add to an individual's profile on Infusionsoft which can lead to difficulty in recording some information
  • The creation of email campaigns can be challenging if they become too complex, however, there are helpful tutorial videos within the site
  • Originally using Salesforce, Infusionsoft has allowed for a much easier way to create email marketing templates and campaigns to reach our members
  • Infusionsoft has an easy to view dashboard with all of your current lead and new member information readily available
  • Infusionsoft has allowed us to improve our overall organization and communication with our members as we grow to a larger size than ever before
I have used Salesforce in the past which can be a great and powerful tool, especially for a smaller company, and seems to be easier to use at first. However, once you are able to grasp the capabilities of Infusionsoft, it is a much more powerful CRM with significantly superior functionality.
Wistia, Accuity Scheduling
In my case, if your company has a database of individuals (members, clients, ect.), Infusionsoft allows for categories to be created and tags to be applied to each person, creating an easy way to search for and market to specific individuals within your database, without having to go through and handpick specific individuals to include.

Keap Feature Ratings

Task management
Billing and invoicing management