Infusionsoft Trained and Taught The Important Things
January 20, 2019

Infusionsoft Trained and Taught The Important Things

Patrick Stephens | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Infusionsoft

Infusionsoft was being used to handle the marketing and communications efforts for admissions. It was used to reinforce messaging across the campus level, as well as to potential customers. The issue it was designed to address was one of maintaining consistent and clear communication, as well as to reach out - also consistently - to people who would be interested in our program. It is only used by those in marketing; however, there have been additional users who had been introduced to it for special projects.


  • User interface. It is clear, concise, and easy to understand. It is made for a visual learner - especially one who has no history with programs like this.
  • Tracking. It's important to be able to follow a path when it comes to a customer. Some programs make it nigh impossible to track customers beyond the initial stage; infusionsoft allows for a lot more tracking than this, meaning better lead data.
  • Support. The people are easy to work with, they try to understand what you are going through, and how to explain difficult concepts in a clear and concise manner.


  • Fees to begin. This was a while ago, but we were charged a rather large fee just to begin. It wasn't worth it because at the time we weren't entirely sure what direction we wanted to go in.
  • Automated campaigns can be complicated if you don't know what you're doing. Support can be helpful, but you will have a few moments where you feel completely lost. The builder is great, it's the process that's the drawback.
  • Reporting. For a program with a great ability to track, the reporting leaves something to be desired.
  • The ROI has been in giving us more time to focus on the relationship. We stopped using the program because we decided to invest in our own; however, if we hadn't, we would have remained with it.
  • It has helped us turn the trivial things into backup for the more important aspects of the job. We don't have to worry about writing a typical thank you email, because it is automated; instead, we can write a more thorough follow up with the extra time.
  • It had helped train people in our organization on what an email automation platform can do! It helped make us more technologically adept.
Aside from cost, they all sell you on the same concepts. The differences come in how you approach the programs. If you are a visual person, Infusionsoft is better for you. If you just like seeing the numbers and don't care about creativity, then use iContact. If you have the money to spend, get Marketo. And if you want a blend of visual with data views, MailChimp. Infusionsoft is the best way, though, to get everyone on board and understanding what exactly an automation platform does.
Automated campaigns. It can reach customers at virtually any level in the process. It can reach your customers for you, with pre-set emails and offers, so you don't have to spend hours analyzing the data and questioning if you need to send an email. Set up a rule and it will do it for you! It is less appropriate in front of house. This is more relationship building and developing the bond with the customer to make the sale. It is not really too useful after you've made the sale (unless you are trying for multiple sales over time) and the initial sale comprises a contract or long term agreement.

Keap Feature Ratings

Task management
Billing and invoicing management


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