Infusionsoft

Infusionsoft

An all-in-one CRM, sales and marketing automation software

4.1/5 (1051 reviews)

Infusionsoft Overview

What is Infusionsoft?

Keap helps small businesses grow with thee highly customizable plans. Keap Grow This plan for startups and growing small businesses lets you organize everything in one tool, automatically follow up, and deliver the service that wins more business. Keap Pro This step-up plan provides all-in-one CRM, sales and marketing automation software designed for service-based businesses. Keap Pro offers repeatable sales process and marketing campaigns that will keep your business moving forward. Infusionsoft by Keap. Our top-tier offering helps established service-based businesses who need a CRM with advanced sales and marketing automation, and fully customizable campaigns that easily integrate with existing apps. At Keap, we also have a true passion for small business success. We've been in your shoes. Keap started as a small business, and more than 50% of our employees have owned or worked at a small business. Our love for small businesses is at the core of our culture.

Infusionsoft Overview

Pricing

Starting from
US$79.00/month

Pricing options

Free Trial
Subscription
Value for money

Pricing starts at $79 for 500 contacts and unlimited emails. Get a free trial by visiting our website and learn more about our pricing and promotions at https://keap.com/pricing.


Infusionsoft Features

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

Screenshots

Infusionsoft screenshot: Organize daily tasks using Infusionsoft CRM
Infusionsoft screenshot: Organize daily tasks using Infusionsoft CRM Infusionsoft screenshot: Contact records in Infusionsoft's CRM Infusionsoft screenshot: Infusionsoft E-Commerce tools Infusionsoft screenshot: Lead management in Infusionsoft for visual lead scoring Infusionsoft screenshot: Custom branded email marketing campaign with Infusionsoft Infusionsoft screenshot: Infusionsoft dashboard Infusionsoft screenshot: Mobile responsive email builder Infusionsoft screenshot: Responsive email templates to choose from Infusionsoft screenshot: Engagement tracking & follow-up message customization Infusionsoft screenshot: Calendar and task management

Infusionsoft Reviews

Infusionsoft Reviews

Overall rating
4.1
/
5 1051 reviews
Excellent
498

Very good
338

Average
123

Poor
48

Terrible
44

Value for Money
3.8
Features
4.1
Ease of Use
3.5
Customer Support
4.1
80% recommended this app
Nathan K.

InfusionSoft - Great CRM software

The overall experience has been quite enlightening on how process flows are vital to making your business function correctly. My application is primarily used as a lead management system and not all our employees use InfusionSoft, which meant I had to integrate InfusionSoft with Google Sheets which makes it easier for my sales team to acquire data to leads as they come in. Most of my time is spent in campaign builder and I am currently overhauling our current lead process and I keep learning new things everyday on how to program logic to suit our business needs.


Vincent po B.

We were a loyal IS customer for 10 years until...

Product is fine, but management, support and client service leaves a lot to be desired.


Mark H.

Great Software BUT Big Learning Curve

Overall I am happy with the software. I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.


Beth H.

Keap Best for Lager Businesses or Sales Based

Overall my experience with Keap was good as far as it went. There was so much available that didn't apply to my business and that was a tad frustrating to have to sort through what would be useful and how if at all I could use all of what I was paying for.


Suzanne D.

Great for eCommerce... Unfortunately, our sites are not eCommerce


Nathan K.
Industry: Education Management
Company size: 51-200 Employees

InfusionSoft - Great CRM software

Used Daily for 1+ year
Reviewed on 04/12/2018
Review Source: Capterra

The overall experience has been quite enlightening on how process flows are vital to making your business function correctly. My application is primarily used as a lead management system and not all our employees use InfusionSoft, which meant I had to integrate InfusionSoft with Google Sheets which makes it easier for my sales team to acquire data to leads as they come in. Most of my time is spent in campaign builder and I am currently overhauling our current lead process and I keep learning new things everyday on how to program logic to suit our business needs.

Pros

What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.

Cons

While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.

Response from Infusionsoft

Hi Nathan,

Thank you so much for taking the time to write such a thoughtful review. We truly appreciate your input - especially hearing from what I would call a "power user" :)

Cheers,
Sarah, Advocacy Manager at Infusionsoft

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Vincent po B.
Industry: Information Services
Company size: 2-10 Employees

We were a loyal IS customer for 10 years until...

Used Daily for 2+ years
Reviewed on 02/11/2018
Review Source: Capterra

Product is fine, but management, support and client service leaves a lot to be desired.

Pros

The product itself is very useful and good. While there are no "perfect" automation apps on the market that fulfill all our requirements, IS did a relatively good job of it.
They've been pushing lots of regular updates which is good, but doesn't make up for what I'll describe in the Cons section.

Cons

Many other automation apps have built-in features that are very useful, but Infusionsoft requires a LOT of 3rd party apps (which adds on a lot of costs for a small business) to do a lot of things other apps have out of the box. As mentioned, I understand no app on the market is 100% perfect and the other apps have their own deficiencies.
The worst part of Infusionsoft is not the product itself (the product is relatively good) but it's the entire management and customer support that is problematic.

Often times, chat support (while friendly & quick), is not very familiar with the IS product. Often times, it's the we the customers who know more than they do.

Finally, as mentioned, we were with IS for 10yrs and then they decided to raise our price by 400% giving us only 30 days notice via email (and a poorly written one). This has caused a furor amongst long-time clients & resulted in a large exodus of long-time clients. Apparently the new management didn't really care, despite many of thus believed we were grand-fathered into our original plans.

All in all, many of us felt it was poorly handled by management and that's why we left them after ten years, despite the pain of migrating to a new platform.

They are trying to expand globally but IS is still not really setup to work internationally. We were probably one of the first companies in Asia to use them and they completely ignored our feedback or even show any interest us when we attended a live seminar with them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Mark H.
Industry: Marketing & Advertising
Company size: Self Employed

Great Software BUT Big Learning Curve

Used Daily for 2+ years
Reviewed on 10/02/2020
Review Source: Capterra

Overall I am happy with the software. I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.

Pros

I use Infusionsoft by Keap which is the more advanced version of Keap. One of my favorite parts of the software is the automation capabilities. There is really nothing you can't automation with the campaign builder. It is the strongest part of the software.

Cons

There is a big learning curve. I have been using the software now for over 5 years. It is not user-friendly. There is a lot of functionality parts that are scattered and on different pages when they should all be on one.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Beth H.
Industry: Health, Wellness & Fitness
Company size: 2-10 Employees

Keap Best for Lager Businesses or Sales Based

Used Weekly for 1+ year
Reviewed on 05/12/2019
Review Source: Capterra

Overall my experience with Keap was good as far as it went. There was so much available that didn't apply to my business and that was a tad frustrating to have to sort through what would be useful and how if at all I could use all of what I was paying for.

Pros

The training I received when I purchased this software was amazing. I learned so much not just about how to use their software but how to grow and ex[and my business.

Cons

For my use as a small business that is not selling products, Keap was quite expensive. There are a lot of excellent features that I didn't use because they didn't fit well or apply to my small service based business.

Response from Keap

Beth,
We are so glad to hear that Keap is working for your business! Thank you for your review.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Suzanne D.
Industry: Marketing & Advertising

Great for eCommerce... Unfortunately, our sites are not eCommerce

Reviewed on 24/05/2016
Review Source: SoftwareAdvice

Pros

InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Cons

Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
7.8/10
Based on 1,051 user ratings
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Infusionsoft Pricing

Infusionsoft Pricing

Starting from
US$79.00/month
Free Trial
Subscription
Value for money

Pricing starts at $79 for 500 contacts and unlimited emails. Get a free trial by visiting our website and learn more about our pricing and promotions at https://keap.com/pricing.

Pricing starts at $79 for 500 contacts and unlimited emails. Get a free trial by visiting our website and learn more about our pricing and promotions at https://keap.com/pricing.

Value for Money
3.8/5
Based on 1,051 user ratings
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Infusionsoft Features

Infusionsoft Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.1/5
Based on 1,051 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Infusionsoft

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

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

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$79.00/month

Pricing model: Subscription

Free Trial: Available

Pricing starts at $79 for 500 contacts and unlimited emails. Get a free trial by visiting our website 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