Infusionsoft logoInfusionsoft - Features, Pricing, Alternatives, and More

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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Infusionsoft Features

  • A unique "My Day" view to show your tasks and appointments combined with quick previews of your contacts' info
  • Track everything about customers, including pages they've viewed, former purchases, and more
  • Automatically scores contacts based on history and demographics to show who you should focus on
  • Automated email marketing campaigns
  • Built-in eCommerce store to help you sell products
  • iOS and Android apps

Infusionsoft Pricing

  • $199/month Essentials plan with contact management and marketing automation, up to 3 users, 2.5k contacts, and 12.5k emails
  • $299/month Deluxe Sales plan with Sales Automation, up to 4 users, 5k contacts, and 15k emails
  • $299/month Deluxe eCommerce plan with eCommerce, up to 4 users, 5k contacts, and 15k emails
  • $379 Complete plan with all features, up to 5 users, 10k contacts, and 500k emails

Last updated October 2, 2014. Please visit the official site for the most up-to-date information.

Infusionsoft Review

You’re busy and already have too many apps to check each day. Even though you know you need a CRM to keep up with your contact info and automate your marketing, the thought of having to add yet another app to your workflow can be almost overwhelming. There’s already too much.

Infusionsoft tries to mitigate that pain by being the one app you’ll use for most of your marketing work, and more. It’ll help you plan your schedule, tell you who you need to followup with, automatically send out marketing emails and even paper mailings to keep people engaged, and will let you sell your products online at the same time. It’s a jack-of-all-trades that happens to work quite well together.

When you start your day at work, you likely open a half-dozen apps and websites and spend quite a bit of time just figuring out what needs done and finding the info to do it. Not anymore with Infusionsoft. It's watching your site, tracking info about your potential customers and what they've seen, and at the same time is keeping up with what you need to do. Then, in a nifty "My Day" view, it'll show you everything you need to be doing—including your tasks, communications with contacts, and calendar appointments—along with info about the customers related to your tasks right in the same overview.

Everything in Infusionsoft is geared towards helping you close your sales, which may even be sales from Infusionsoft’s own eCommerce platform. It’ll keep track of your contacts, let you know what they’re doing on your site, and then let you target them with automated marketing based on their interests. You’ll lay out your marketing automation workflows with a visual editor that lets you chain the parts of the

There's also the marketing broadcast tools you'd expect to email all of your contacts, but there's also ways to send voice messages, faxes, or even print out paper letters with your contacts' personalized info to send out by mail. Once your campaign’s gone out, you can go back and check your reports to see how each part of the campaign performed, and what you can improve next time.

If you're not already selling products directly from your site, you can use Infusionsoft's eCommerce tools to build your own store and track the purchases and pages viewed right in your CRM. You’ll be tracking customers from the second they see your site, then marketing to them with automated messages, and can close the sale from the same app. You can send out quotes for bespoke products or services, or list your physical or digital goods with Infusionsoft’s storefront and shopping cart tool that works with PayPal and credit cards.

Infusionsoft includes everything you'd need to identify your customers' needs, customize marketing to them, actually sell your real products, and make sure you're staying on top of everything you need to do at the same time. And it’ll even let you know how you’re doing at marketing.

Our Verdict: 4.0 out of 5 stars.

Matthew

Reviewed by Matthew Guay, Zapier. Last updated October 2, 2014.

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