Powerful marketing automation & CRM built for SMBs
4.1/5 (967 reviews)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.
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.
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.
The biggest problems Infusionsoft has solved for me has been easily tracking and managing all new leads coming into my business, as well as giving me an easy way to stay in touch with and market to everyone on my email list. It's also allowed me to build out nurture systems to automatically send out emails and communications to new leads who haven't quite made the decision to book with me. The best part is all of this is working for me 24/7 behind the scenes without any work on my part now, so it allows me to focus my time on growing my business and working with my clients.
Pros
Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.
Cons
The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier.
Hi Matt,
Wow, thank you so much for taking the time to write us a detailed review on Capterra! We appreciate your input and the high marks!
Cheers,
Sarah, Advocacy Manager at Infusionsoft
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.
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
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.
Infusionsoft offers pricing based on number of contacts, with optional add-ons available including Sales Pipeline and E-commerce.
Up to 500 contacts: starting at $99/month
Up to 1,500 contacts: starting at $129/month
Up to 2,500 contacts: starting at $179/month
Up to 5,000 contacts: starting at $229/month
Up to 10,000 contacts: starting at $299/month
Up to 25,000 contacts: starting at $349/month
Up to 50,000 contacts: starting at $379/month
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.
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.
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.
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.
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.
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.
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.
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 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 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.
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
Below are some frequently asked questions for Infusionsoft.
Infusionsoft offers the following pricing plans:
Starting from: US$99.00/month
Pricing model: Subscription
Free Trial: Available
Infusionsoft offers pricing based on number of contacts, with optional add-ons available including Sales Pipeline and E-commerce.
Up to 500 contacts: starting at $99/month
Up to 1,500 contacts: starting at $129/month
Up to 2,500 contacts: starting at $179/month
Up to 5,000 contacts: starting at $229/month
Up to 10,000 contacts: starting at $299/month
Up to 25,000 contacts: starting at $349/month
Up to 50,000 contacts: starting at $379/month
Infusionsoft offers the following features:
Infusionsoft has the following typical customers:
Small Business
Infusionsoft supports the following languages:
Arabic, Dutch, English, French, German, Hebrew, Italian, Japanese, Portuguese, Spanish, Swedish
Infusionsoft has the following pricing plans:
Subscription
Infusionsoft supports the following devices:
Android, iPhone, iPad
Infusionsoft integrates with the following applications:
3CLogic, Bitium, Click2Mail Mailing Online, Direct Mail Manager, HappyFox, Help Scout, Instapage, Velocify, WebMerge, ion interactive
Infusionsoft offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
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.)