Infusionsoft works, but not well enough.
February 01, 2019

Infusionsoft works, but not well enough.

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Infusionsoft

We used Infusionsoft to import initial leads from our website. This enabled us to route that lead to the sales manager for the area while keeping a birds-eye view on all leads. We used Infusionsoft company-wide. This solved the problem of not getting lead notifications and having stages for the leads since we moved from a much older manual system. This also enabled us to email leads right from with our pre-made templates which sped up the sales and vetting process.

  • Notifications - The notifications were brief (we made them this way) and gave you exactly what you needed to get started without filtering through unnecessary information.
  • Stages - Easy to see lead stages made it possible to jump right in on a lead from a few days (or weeks) ago and put them in the next appropriate stages.
  • Contact History - It was easy to see the contact history with the lead all in one place. This also let us see the engagement of the lead.
  • Clunky Interface - When we used Infusionsoft there was too much clicking around. For example: If you wanted to update the stage of a lead, and add notes you needed to click into and out of multiple screens.
  • UI - The user interface was not user-friendly. It wasn't bad (it seemed like an early 2000's style design) but it did not include dynamic features that made it easy to navigate and use.
  • We found what we were looking for by using something like Infusionsoft first.
We have found that ActiveCampaign has a much friendlier UI and workflow. The automations are easy to use and work well. Mautic is much more dynamic and enables you to add features you need and disable features you don't. Mautic is truly a Marketing Automation tool in ways that Infusionsoft is not.
While Infusionsoft works for it's intended purpose, I wouldn't recommend it over other similar tools. It seems like there's a lot more work that goes into managing leads and contacts than necessary. It would be suited better for people with smaller data sets perhaps, but again being able to see everything about a user in one place is essential and we found not possible with Infusionsoft.

Keap Feature Ratings

Task management
Billing and invoicing management
Not Rated
Not Rated