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Infusionsoft Review: "Great for small businesses!"
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Johnathan Speakman profile photo
January 11, 2019

Infusionsoft Review: "Great for small businesses!"

Score 9 out of 101
Vetted Review
Verified User
Review Source

Software Version
Premier

Overall Satisfaction with Infusionsoft

We are using Infusionsoft strictly for Marketing. Our other departments are using other technology, which makes it a little more difficult to use. It helps us to solve many problems, though, at an affordable price. With it we can create web forms, do email marketing, implement automation, set up a sales pipeline, and segment our leads into usable lists.
  • It is a pretty flexible system because of their tagging system. It allows you to group and segment your contacts very easily.
  • Their customer support is amazing! There are few companies whose customer support is as helpful as theirs has been to me. You can send support email tickets, do online chats with representatives, or you can give them a call and talk with a real person. They always do their best to help you.
  • They have many different tools that they integrate with, so you're almost guaranteed to be able to do anything you need to. If you can't find the right integration, the API is open for you to be able to use.
  • Reporting. This probably has been the biggest area of frustration. You can create some good reports based on custom-saved searches and reports, but I have often found their reports to not be very useful.
  • Their web forms are easy to use and useful but they need an updated look. They look like they belong in the early 2000s era.
  • Like almost all software, there is a learning curve to getting used to their system.
  • We have really been able to keep a better handle on all of our leads and not let them fall through the cracks.
  • We have been able to flexible in our business solutions because Infusionsoft integrates so well with other products. We haven't found ourselves stuck in any "corners" because of it.
  • Because Infusionsoft tracks contact interactions, we have been able to better measure all of our objectives and know what is actually happening.
Infusionsoft excels with small business. It really tries hard to represent the small business community. If you are a small business, there is a good chance it will work well for you. If you are a part of a medium or large business, however, just think twice about it and consider other options first.

Infusionsoft Feature Ratings

Customer data management / contact management
10
Workflow management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
10
Lead management
10
Email marketing
10
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
5
Pipeline visualization
8
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
9
Mobile access
Not Rated