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Infusionsoft Sales Process Management App

Infusionsoft

by Infusionsoft

Small business sales and marketing software
Suited for: Freelancers, Smbs
Helps with: CRM,Marketing Automation,Sales Process Management
Languages: English
Similar to: Pipedrive App DocSend App ClearSlide App Clari App More...

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Infusionsoft Reviews (9)

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Very Good 8.4
(46 Ratings)
Awesome
11
Good
31
Okay
4
Poor
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Infusionsoft
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Victor Castaneda 4 Sep 15,2014

Keeping an Eye on Infusionsoft

Infusionsoft provides a stable jumping off point for email marketing and dealing with customer management, among other important functions. 


While it is a great place to start, it does have some issues that need to be worked on a bit more. For example, the platform doesn't always work nicely integrating with other tools we're implementing. It's not a deal breaker, but it really makes me pay attention when any updates are rolled out. Sometimes it can be somewhat of a headache. Some added functionality would go a long way to smooth over this integration issue. 

Hopefully, over the next few years, the company will continue to refine their offerings so that issues like these aren't as big a deal. Also, though I enjoy using their lead capture and marketing automation, these too could use a boost in their functionality. Overall, a good, promising start that I'll be sure to pay attention to in the coming years.

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John Warner 4 Feb 24,2017

CRM great Tool

For me personally it's a great tool to manage your pipeline, automate a lot of processes, and eventually all of this will increase your annual income.


Plan on using them for  a long time.

Strong point: they have a lot of functionality as a CRM, a lot of filters, tags, tasks, everything you need to close a sale.

Hope that helps as quick overview :)

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Winfred Jackson 3 Mar 8,2015

Not for everyone

It was really easy to use and create things for my website, but things just didn't seem advanced enough. I feel like this would be a good product for small businesses but businesses with more advanced marketing needs and experience will probably want something more sophisticated.

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Marie Kerns 4 Jan 20,2015

Great CRM Solution

I don’t actually use this product anymore but I always found it to be a particularly useful tool when it came to follow up and auto-responders. It was extremely easy to set up and I really liked how there were lots of different ways to set up things like reminders and tasks which ensured there was no chance of me forgetting or losing any leads. The only thing I would change about the product would be faster load times at occasionally these could be annoyingly slow. Although I no longer have need for the software I fully encourage anyone who runs a small business to give Infusionsoft a try as I found it really helped to make life easier and I definitely think it helped to improve sales and also kept me and the team organised. This is a great CRM solution and I would use it again if I needed this kind of software.

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Judith Hummel 4 Oct 6,2014

My Thoughts On Infusionsoft

When using products for my business, I want something easy to use and understand. Infusionsoft is cheaper than other systems that are on the market. It took me a little bit of time to figure out how to tag and campaign sequences, but once I figured that out it was very easy. The Infusionsoft system does exactly what I want for my business. Now that I have upgraded my Infusionsoft system it's even better. After I upgraded it with CustomerHub it is more powerful, and does more of what I want for my business. It would be nice, and more convenient if the campaigns were able to be edited on an Ipad that has HTML5 interface.The support for it is not as good in the UK, as it is in the US, the US support is helpful, and easy to use. Overall I am very happy with the system.

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George Rousey 5 Sep 10,2014

Great Tool

Infusionsoft is a great tool for a wide range of users. The program can act as an all in one package for its users. It does this by combining a number of different tools that are both useful to the user and can help them speed up their workflow in many different situations. The program works by combining an excellent automated marketing system with that of a well tuned CRM system.Users also have a range of other features at their finger tips and can use the program in order to sell products. The program has the ability of selling things online in an easy and effective way, thanks to the eCommerce possibilities that are built into the software. One thing that could be improved within the program is that of mobile functionality. However, this program is well designed and extremely useful. Users should definitely consider the platform if they are considering marketing and eCommerce possibilities.

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Astrid Kastner 4 Sep 8,2014

Offers Some Great Abilities

When I am working on a project, I love to have the ability to tag people, templates, and companies. I want to be able to get that kind of job done. Infusionsoft allows me to do that, and I find that really helpful. I also like to be able to set up notes and task sequences, and Infusionsoft works well for that, too. I have found that this program is very helpful at allowing me to accomplish all of the tasks that I want to do, in an efficient manner. One of the things that I would change about Infusionsoft, given the chance, is their customer service. I really think that they could offer better support. Also, their UI could be more intuitive.

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Sylvia Weston 4 Sep 1,2014

Good for Business Use

I operate an online business so it is very important that I have a program that can handle all my business needs. I use Infusionsoft for everything from keeping track of my E-commerce sales and marking strategies, maketing automation design and CRM. I also use this software program to keep track of and manage my sales pipeline. While I am generally happy with Infusionsoft the E-commerce software can be improved. There are some features from the shopping cart that are missing that would make it helpful for customers. It is also not the best for SEO features which is very important. While Infusionsoft can be a little more user friendly it still helps me run and manage my online business. I trust this software to help me keep track of sales, marketing, my customer base, and everything else that comes with running a business. Overall a good experience.  

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James Henson 4 Aug 27,2014

Great tool for Rapport with Customers; some features missing though

Infusionsoft is a great product for contacting customers based on their preferences. This can help you build rapport with your clients by already knowing what they want. The "Campaign builder" feature is a great tool for capturing contact information. While capturing customer information, the records that are created contain enough space for many important details.


On the other hand, the HTML email features are not as user-friendly as other features of the program and can take a lot of time to modify. But once modified, they work very well. Purchasing metrics would be a nice addition to this application. Being able to track purchases based on how many times a link was clicked would be a great feature to have available with this program.
Switching to this system can be time-consuming, but once established, the payoff is well worth the efforts. This program would require a user become very familiar with the tools and concepts for a company to switch to this application.

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