Infusionsoft

Infusionsoft

Powerful marketing automation & CRM built for SMBs

4.1/5 (1011 reviews)

Infusionsoft Overview

Infusionsoft by Keap automates your sales, marketing and business processes in one place, giving you the flexibility and power you need to close more business with confidence. Easily deliver the right message to the right customer automatically through custom automations. Manage your sales process with customizable stages and workflows. Improve your sales & marketing performance with insights and reports. Infusionsoft by Keap is a powerful CRM & Marketing Automation platform that helps you scale your business efficiently so you can grow.

Infusionsoft fully integrates powerful marketing tools which help users to connect with leads through email, social media and offline channels to build relationships and nurture leads. And because marketing messages are tied to CRMs and e-commerce data, businesses can create personalized communications to help increase conversions.

With Infusionsoft there is no need to use separate online systems for sales reasons. It includes a range of e-commerce tools needed to create a storefront or order pages, manage billing and collections, trigger post-purchase follow-up and more. The e-commerce tool is also tied to existing CRMs which allows users to easily create targeted upsell messages and offers. With Infusionsoft, users can leverage automation to nurture leads, trigger behavior-based communications, streamline workflow and more, saving time and creating a more consistent, timely system for managing sales and marketing processes.

Getting paid shouldn’t be stressful – Infusionsoft Payments aims to make it simple. Most customers will be approved and able to accept credit cards in minutes. Infusionsoft Payments charges a low, flat rate of 2.9% + $.30 per transaction. Funds typically clear within 48 hours. Businesses even have the option to decide how frequently they would like their funds to be deposited.

Pricing

Starting from
US$199.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, United Kingdom, United States

Supported Languages

Arabic, Dutch, English, French, German and 6 others, Hebrew, Italian, Japanese, Portuguese, Spanish, Swedish

Infusionsoft Reviews

Overall rating
4.1/5
80% positive reviews
480
Excellent
330
Very good
117
Average
42
Poor
42
Terrible
Daniel S.

Well thought out and executed CRM

Used Daily for 6-12 months
Reviewed on 20/09/2019
Review Source: Capterra

Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell.

Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver.

Pros

The customization options are nearly endless.

The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine.

The thought given to different ways to do nearly everything is great.

They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented.

The import from CSV file options are very robust.

Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.

Cons

The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search.

Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms.

When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying.

Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Bob G.

I love Infusionsoft

Used Daily for 2+ years
Reviewed on 16/08/2019
Review Source: SoftwareAdvice

I have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.

Pros

Easy to use.
I can create Campaigns and email marketing
Does a great job of segmenting customers

Cons

Search options are limited
Onboarding costs are high

Response from Keap

Bob,
Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business!

All the best,
Paige, Social Media Specialist at Keap

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Crystal Y.

Porsche of CRM's

Used Daily for 2+ years
Reviewed on 18/05/2019
Review Source: Capterra

They've been super supportive and helpful. Whenever I've had problems understanding anything, even when my mother passed on, they were very allowing and there for me. The people in chat and in customer support are always always patient, knowledgeable and friendly. I talk with them often! I can't say enough how helpful they are.

Pros

I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.

Cons

It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Andron O.

Powerful and flexible engine for a tech-savvy business

Used Daily for 2+ years
Reviewed on 01/03/2019
Review Source: GetApp

Infusionsoft by Keap (AKA the "classic Infusionsoft") has been on top of the small business automation marketplace for years, and for good reason. In the right hands, it's a perfect marriage of automation + CRM. Its strengths are best-in-class, and it is refreshingly light on gimmick features that claim to fulfill a business need without offering real capability. That said, there are some noteworthy holes in functionality.

Caveat: the power comes with a substantial learning curve, and you *do* need to learn the software well to use it effectively. Campaign builder has many quirks, there are multiple ways to accomplish any result, and the number of settings is astonishing. Infusionsoft's own (paid + mandatory) onboarding at the time we started using it was insufficient. Fortunately, its history means there are many good Certified Partners and tons of free blogs, videos, and other resources to guide your implementation.

I recommend having at least one person on your team who can take on the role of Infusionsoft expert and take responsibility for configuring, organizing, and maintaining the app. For a solopreneur whose time is better spent doing the business, or a small organization that's just beginning to figure out its digital processes, IS is likely to be too overpowered and cumbersome. (FWIW, we started with IS too early ourselves. We've grown into it and are now very happy, but the first couple years were frustrating.)

Pros

The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools.

The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates.

Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.

Cons

Over the past year, a lot of development resources were directed toward the creation of the new, entry-level Keap product, so Infusionsoft has gotten a bit dusty. Reportedly this has changed now that Keap is launched, and Infusionsoft development is once again getting its fair share of attention. This means, however, that there are a number of modern marketing functions that IS cannot handle natively. Examples are Facebook custom audience syncing, SMS messaging, website event tracking (unlike Drip, for instance, there is no JavaScript API that can be used to trigger automations inside IS as a result of a contact's activity on a webpage). Web forms and order forms are dated. Tracking online orders made through 3rd party shopping carts is complicated and frustrating. Reporting, though *immensely* capable, is hampered by the lack of built-in charts or graphs. Stripe is not natively supported as a payment processor.

At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Leslie H.

Gave me my life back

Used Daily for 2+ years
Reviewed on 10/01/2019
Review Source: Capterra

It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you!

Pros

There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.

Cons

I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting.

I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better.

I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored.

OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.

Rating breakdown

Ease of Use

Likelihood to recommend

9.0/10

Infusionsoft Pricing

Starting from
US$199.00/month
Pricing options
Free Trial
Subscription
Value for money

Pricing starts at $199 and includes CRM, marketing automation, sales automation and ecommerce. Visit our website to start a demo and learn more about our pricing and promotions at https://keap.com/pricing.

Infusionsoft Features

  • API
  • Activity Tracking
  • CRM Integration
  • Calendar Management
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Reminders
  • Reporting & Statistics
  • Third Party Integration

  • Activity Dashboard
  • Automatic Notifications
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Social Media Integration

Additional information for Infusionsoft

Key features of Infusionsoft

  • API
  • Activity logging
  • Activity monitoring
  • Administrative reporting
  • Appointment management
  • Auto-responders
  • Automated sales
  • Billing & invoicing
  • Built-in metadata and keyword fields
  • CRM integration
  • Calendar management
  • Campaign analysis
  • Campaign management
  • Campaign planning
  • Campaign scheduling
  • Campaign segmentation
  • Click-through tracking
  • Collections management
  • Configurable workflow
  • Contact database
  • Contact history
  • Contact management
  • Conversion optimization tools
  • Conversion rate optimization
  • Conversion tracking
  • Custom landing pages
  • Customer activity reporting
  • Customer history
  • Customer segmentation
  • Customizable templates
  • Data import / export
  • Data storage management
  • Data synchronization
  • Demographic data
  • Discount management
  • Drag & drop interface
  • Duplicate record detection
  • Electronic payments
  • Email marketing
  • Email marketing, Automated Campaigns
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • Event triggered email
  • Follow-up automation
  • Import management
  • Inventory management
  • Invoice management
  • Invoices
  • Landing page templates
  • Lead capture
  • Lead management
  • Lead scoring
  • Market segmentation
  • Marketing automation
  • Marketing reports
  • Monitoring
  • Multi-campaign
  • Multi-channel marketing
  • Multimedia marketing management
  • Order fulfillment
  • Order management
  • Order tracking
  • Payment processing
  • Performance reports
  • Pipeline management
  • Pipeline reports
  • Projections
  • Promotions
  • QuickBooks integration
  • Quotes
  • Real time reporting
  • Recurring billing
  • Referral program management
  • Referral tracking
  • Reporting & statistics
  • Sales activity prioritizing
  • Sales analytics
  • Sales forecasting
  • Sales integration
  • Sales orders
  • Sales reporting
  • Sales tracking
  • Shopping cart
  • Subscription services
  • Tagging
  • Task management
  • Task reminders
  • Task scheduling
  • Third party integrations
  • Transaction history
  • User activity monitoring
  • Visitor targeting
  • Visual analytics
  • Web forms
  • Website visitor tracking
  • Widgets
  • Workflow management

Benefits

  • CRM: simplify sales activities, qualify and distribute leads, automate sales tasks, view sales and conversion reports, manage opportunities and pipelines, capture leads with web forms, segment customers, manage calendar and tasks, import and manage data, and more.

  • MARKETING: build relationships with campaigns, follow-up with autoresponders, share content socially, measure results, capture leads with web forms, track results with reports, get personal with behavioral triggers, market offline, and more.

  • E-COMMERCE: create a storefront and shopping cart, create electronic order forms, sell with discounts, upsells and trials, offer payment plans, trigger post-purchase follow-up, invoice and collect electronically, manage product inventory and fulfillment, grow through affiliate programs, and more.

  • PAYMENT: fully integrated with Infusionsoft, fast setup and easy to use, transparent pricing, setup to support all handled through Infusionsoft, not another vendor.

  • AUTOMATION: build smart campaigns, qualify and distribute leads, automate workflow, create smart promo offers, invoice and collect automatically, track and deliver products, create personalized communications, and more.

  • GetApp Analysis

    Most business owners launch their companies because they have a passion for their product or industry, not because they love the day-to-day minutia that goes along with running an SMB. Infusionsoft is a web-based solution that handles all the tasks that many business owners prefer not to manage on their own, helping users grow sales, get organized, and save time when dealing with basic business issues.

    One of the key functions of using Infusionsoft is its ability to relieve the stress and effort involved in defining work flow processes and ensuring sales and marketing teams are aligned with the same business goals. By automating sales and marketing efforts, Infusionsoft enables businesses to maintain consistent brand messaging throughout their campaigns and to ensure personalized customer experiences.

    Used by more than 20,000 small businesses, Infusionsoft’s cloud-based platform includes features for marketing campaign automation, online sales, lead scoring, custom quoting, contact management, and list segmentation. The application was developed specifically to provide entrepreneurs with tools that simplify the sales and marketing process, so business owners can spend more of their time dealing with the types of tasks and projects they actually enjoy.

    Automate tasks and organize your day using Infusionsoft CRM

    What is Infusionsoft?

    A sales and marketing software solution for small businesses, Infusionsoft was created to help its users get organized, grow sales, and save time. It allows business owners to both manage and automate their sales and marketing programs within one unified system. Infusionsoft also includes features like lead capturing, e-commerce, lead scoring, and an advanced email marketing platform.

    Organization is another important part of Infusionsoft. Tools like task and contact management systems, calendaring options, and mobile capabilities ensure that entrepreneurs are using a platform that always has simplification in mind. At a glance, business owners are able to see things like client contact information, sales histories, account balances, and lead sources from within the Infusionsoft system.

    See key metrics within the Infusionsoft dashboard

    Infusionsoft Main Features

    Automated Marketing Campaigns

    Infusionsoft provides the tools to create high performing marketing campaigns from start to finish. Users can choose from one of numerous campaign templates, or they can create their own custom campaign. The campaigns include email marketing, direct mail letters, social media posts and automated voice broadcasts. These can be set up to run at specific times and dates, or upon certain behavioral triggers such as clicks and purchases.

    The branding center within Infusionsoft ensures branding remains consistent across all communication platforms and channels. Furthermore, web activity monitoring tools such as visitor tracking, and website and landing page analytics, used alongside real-time marketing reports showing open rates, click throughs and social reach, ensure that all marketing efforts are continuously being refined and improved upon.

    Email Marketing

    An email marketing platform enables Infusionsoft customers to design professional-looking business emails. These emails can include everything from special promotional offers to autoresponders meant to nurture fragile leads. Infusionsoft’s email marketing platform includes spam scoring, which helps to ensure high inbox deliverability rates for users.

    Users can avail of Infusionsoft’s drag and drop tools, available in the Campaign Builder, to design their first promotional email. They can choose to design in HTML or plain text, and can include elements like textboxes and social sharing widgets. The layout can be customized and the provided style tools can be used to add branded elements to emails.

    Design a custom branding email marketing campaign with Infusionsoft

    Sales Automation

    Along with pipeline management, lead scoring and distribution, other sales automation features within Infusionsoft include the ability to create custom quotes for potential clients. Once these quotes have been approved by the client, they are automatically converted into orders.

    Sales reports on key performance metrics such as conversion rates and revenue make it easier to understand where sales teams have been successful and where they are under-performing. Choose to view these metrics directly from the dashboard, or pull reports as and when they are needed.

    Lead Scoring

    Depending on the type of business, lead scoring can be an incredibly important feature for entrepreneurs and sales teams. Infusionsoft’s lead scoring and distribution tools make it possible for businesses to identify “hot” leads and improve overall productivity through visual lead scoring.

    Click on a contact’s profile and check out the number of flames showing under the Recent Activity section. The more flames that show up, the “hotter” the lead is. This type of lead scoring is easy to understand, and it ensures that leads are always assigned to the appropriate salespeople on your team.

    Prioritize and distribute leads based on Infusionsoft's visual lead scoring system

    Contact Management

    Infusionsoft’s contact management system lets users see client contact information, marketing and sales histories, order and account balances, lead sources, lead scores, tasks and appointment histories, and website activity histories.

    Click on the contact management tab, and select a name from the contact management system. On one screen, that person’s general information and an account summary appears, showing how much money that person has paid to the company. It is also possible to add tags, which are searchable notes that businesses can use for list segmentation.

    The Infusionsoft CRM can be used to automate certain contact management tasks, ensuring client relationships are continuously nurtured. This can be done by setting up appointments, tasks and “follow-ups” within the CRM. Users can add active notes on prospects and clients, and have the ability to view and share interaction history with colleagues.

    See all contact record details in Infusionsoft's CRM

    Online Storefronts

    E-commerce tools allow Infusionsoft customers to create professional-looking online storefronts for their businesses. Included in these storefronts are digital shopping carts, which enable businesses to process transactions through their websites.

    Infusionsoft provides users with customizable templates that they can use to design their e-commerce store. In addition to selling physical products (like t-shirts or posters, for example) there is also the option to sell services or subscriptions using Infusionsoft’s e-commerce tools. Users can then collect payments through PayPal or with a credit card.

    One of the key E-commerce automation features within Infusionsoft includes post-purchase automation. Using this feature the entire online selling process is taken care of by the software, so users don’t have to lift a finger. After an order is placed, the software automates the fulfillment and delivery processes, as well as follow-up targeted campaigns and up-selling.

    Other E-commerce automation tools within Infusionsoft include inventory management for tighter stock control, promotional tools for offering discounts and free trials, and referral campaign programs for agent partnerships.

    Infusionsoft offers a range of E-Commerce tools

    Infusionsoft Integrations

    Infusionsoft integrates with small business resources such as Microsoft Outlook ®, Gmail, PayPal and hundreds of others through our API, as well as applications like Zapier. Through services, integrations and apps, Marketplace by Infusionsoft also connects customers with an ecosystem of solutions to help them do more with Infusionsoft.

    Infusionsoft Pricing

    Infusionsoft offers simple pricing, with no contracts required. Pricing plans range from $199 per month (for the Essentials package) to $379 per month (for the Complete package). With Kickstart Services, each new customer receives one-on-one consulting and training resources to reduce ramp-up time and get to value faster.

    Infusionsoft Bottom Line

    • Automates sales and marketing processes to ensure brand consistency and your ideal customer journey

    • Helps small businesses grow sales, get organized, and save time

    • Handles the sales and marketing tasks that entrepreneurs dread

    • Used by more than 20,000 small businesses

    • Includes features for marketing automation, online sales, lead scoring, custom quoting, contact management, and list segmentation

    • Saves businesses time by housing all sales processes within one system

    Infusionsoft FAQs

    Below are some frequently asked questions for Infusionsoft.

    Q. What type of pricing plans does Infusionsoft offer?

    Infusionsoft offers the following pricing plans:

    Starting from: US$199.00/month

    Pricing model: Subscription

    Free Trial: Available

    Pricing starts at $199 and includes CRM, marketing automation, sales automation and ecommerce. Visit our website to start a demo and learn more about our pricing and promotions at https://keap.com/pricing.

    Q. What are the main features of Infusionsoft?

    Infusionsoft offers the following features:

    • API
    • Activity logging
    • Activity monitoring
    • Administrative reporting
    • Appointment management
    • Auto-responders
    • Automated sales
    • Billing & invoicing
    • Built-in metadata and keyword fields
    • CRM integration
    • Calendar management
    • Campaign analysis
    • Campaign management
    • Campaign planning
    • Campaign scheduling
    • Campaign segmentation
    • Click-through tracking
    • Collections management
    • Configurable workflow
    • Contact database
    • Contact history
    • Contact management
    • Conversion optimization tools
    • Conversion rate optimization
    • Conversion tracking
    • Custom landing pages
    • Customer activity reporting
    • Customer history
    • Customer segmentation
    • Customizable templates
    • Data import / export
    • Data storage management
    • Data synchronization
    • Demographic data
    • Discount management
    • Drag & drop interface
    • Duplicate record detection
    • Electronic payments
    • Email marketing
    • Email marketing, Automated Campaigns
    • Email notifications
    • Email templates
    • Email tracking
    • Event triggered actions
    • Event triggered email
    • Follow-up automation
    • Import management
    • Inventory management
    • Invoice management
    • Invoices
    • Landing page templates
    • Lead capture
    • Lead management
    • Lead scoring
    • Market segmentation
    • Marketing automation
    • Marketing reports
    • Monitoring
    • Multi-campaign
    • Multi-channel marketing
    • Multimedia marketing management
    • Order fulfillment
    • Order management
    • Order tracking
    • Payment processing
    • Performance reports
    • Pipeline management
    • Pipeline reports
    • Projections
    • Promotions
    • QuickBooks integration
    • Quotes
    • Real time reporting
    • Recurring billing
    • Referral program management
    • Referral tracking
    • Reporting & statistics
    • Sales activity prioritizing
    • Sales analytics
    • Sales forecasting
    • Sales integration
    • Sales orders
    • Sales reporting
    • Sales tracking
    • Shopping cart
    • Subscription services
    • Tagging
    • Task management
    • Task reminders
    • Task scheduling
    • Third party integrations
    • Transaction history
    • User activity monitoring
    • Visitor targeting
    • Visual analytics
    • Web forms
    • Website visitor tracking
    • Widgets
    • Workflow management

    Q. Who are the typical users of Infusionsoft?

    Infusionsoft has the following typical customers:

    Small Business

    Q. What languages does Infusionsoft support?

    Infusionsoft supports the following languages:

    Arabic, Dutch, English, French, German, Hebrew, Italian, Japanese, Portuguese, Spanish, Swedish

    Q. What type of pricing plans does Infusionsoft offer?

    Infusionsoft has the following pricing plans:

    Subscription

    Q. Does Infusionsoft support mobile devices?

    Infusionsoft supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Infusionsoft integrate with?

    Infusionsoft integrates with the following applications:

    3CLogic, Bitium, Click2Mail, Direct Mail Manager, HappyFox, Help Scout, Instapage, Velocify, WebMerge, ion interactive

    Q. What level of support does Infusionsoft offer?

    Infusionsoft offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials