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.
Design a custom branding email marketing campaign with Infusionsoft
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.
Prioritize and distribute leads based on Infusionsoft's visual lead scoring system
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
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.
Most popular features of all Customer Management apps
Requires iOS 12.1 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Keap's features:
Great software package for marketing and contact management
Pros
Ease of integration with social media in regards to importing new contacts into a contacts database.
Cons
There is a learning curve for building campaigns, as the software has lots of features available to use
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
Integrated with nearly three hundred applications, you can connect infusion to a lot of third party tools too.
Cons
You can’t transfer templates and the databases aren't linked each other.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Occasionally
Likelihood to recommend
Filtering and targeting is handy of this tool, as long as your database is properly kept of course, you can reach your desired customers with a few filters.
Pros
Infusionsoft lets you establish a proper relationship with your customers via several campaigns you can create, task creation, triggers based on feedback and statistics are really handy.
Cons
You can filter by contacts and everything, but when you need to contact the organization as a whole, things can get a bit messy.
Rating breakdown
Time used: 1-2 years
Frequency of use: Monthly
Likelihood to recommend
We decided to go with InfusionSoft because they gave good amount of training and personalization of the dashboard and forms.
Pros
Not only is it easy to import data, segment your audiences and send targeted, automated communications, it allows you to track your process.
Cons
You can not integrate CRM into google calendar or push reminders to phone.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Keap
It is a big investment but it will be worth if you put the time and money upfront. Also look at other cloud based crm software with built-in email marketing tool
I don't feel like I am "nickel and dimed" for every discovered need and solution. The reporting is excellent as well!
Pros
Measuring campaign interactions and sharing an activity with sales through text SMS, Outlook 2016 and Survey Monkey enables the sales team to act fast and have better more informed sales conversations.
Cons
I wish more integrations were out of the box, and not just custom APIs.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Keap
You will get a positive ROI for the money!1 Be sure to measure your baseline goals, and work closely with sales team to define goals are with a CRM. This is a very powerful tool, most companies are stuck only using it for a very expensive email campaign sender. Launch this software with an agile approach. Add on the advanced as you go and communicate these phases and success as you go. You will want to communicate your progress to justify budgetary needs and management support.
Pros
One of the best features of this platform is the dashboard because of it''s customization ability.
Cons
Infusionsoft does not have social media marketing automation built into it.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
More streamlined email marketing because it is now in one product with our CRM.
Pros
The customer service - you can chat online or call at almost any time and the team is so responsive and helpful.
Cons
The email design isn't as customizable as Mailchimp and there isn't the best reporting options.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Thank you for leaving a review and for your kind words about our customer service team!
Infusionsoft is a great CRM tool available to help managing customers information. Sales data can be managed well with the sales team.
Easy and attractive payment platform to present to clients Attractive email marketing templates Excellent reporting and tracking Easy and flexible lead tagging and segmenting Simple and inexpensive payment processing
Overall Infusionsoft does what we need it to do. Keep track of customers and notes.
Pros
Easy contact lookup, adding tasks is simple, create reports, and custom tabs.
Cons
Not sure Infusionsoft is the best for larger companies, it seems to be a better CRM for a smaller scale of customers.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
The contract has seemed to us accessible, since they offer several personalized payment plans.
Pros
With infusionsoft you can fully automate the execution of email marketing campaigns, and you can track the return on investment (ROI) more comfortably than on other platforms, because infusionsoft is much more customizable than any other email marketing service. and online sales.
Cons
Infusionsoft's funnel management system is slow, and has no prospecting tools.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Pls try to integrate the calendar into the system
Pros
Infusionsoft has an easy to use interface- navigation is simple- that makes it easy to use and to train others
Cons
Calendar does not display on mobile version of app- this makes it impossible for me to track my calendar without logging into my computer.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Hi Michel,
Thanks so much for the 5 stars! Our product developers are actually working on making developments for mobile – please stay tuned because we think you will like the enhancements!
Cheers,
Sarah, Advocacy Manager
I can monitor lead activity/tasks in an automated and centralized CRM.
Pros
I'm able to track tasks, and information on my contacts/leads easily.
Cons
The dashboards and reports need to have more customization options - they are very limited.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Pros
Another feature is there cool widget-based dashboard.
Cons
Unfortunately, Infusionsoft has basic reporting with modest number of template. Hoping Infusionsoft team would improve it.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Works great as a database to store contacts and keep notes, does not streamline to sales process.
Pros
It is pretty easy to use and keep track of your contacts (as a database) if that is what you are looking to do.
Cons
Difficult to get the reports I need, does not create visually appealing dashboards, we need certain functions that they cannot offer.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
It is perfect for sales pipeline management. Fully recommended for the management of potential clients.
Pros
Its integrated CRM tool is very useful to carry out a correct management of customer databases, and allows inbound marketing very easily.
Cons
It does not offer management of knowledge bases, nor chat in real time, so its multichannel communication is a little truncated.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Infusionsoft has an API with which it is easy to integrate and many platforms within the community have done just that.
Pros
The ability to create beautiful, mobile-responsive landing pages simply adds to the value of the automation.
Cons
Infusionsoft includes basic Lead Generation reports but true ROI reports require add-ons, such as Wicked Reports or Graphly.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Interface is intuitive and easy to use.
Pros
Reporting functionality is great especially when in need of joining data tables together, some reports are very easy to implement
Cons
API structure makes no sense and the data being kept in Eastern time is difficult to manage especially when data gets sent to another timezone.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
If you have the time to learn the software, Infusionsoft is a no brainer!
Pros
It also integrates with several other SaaS products which makes it very versatile.
Cons
Because Infusionsoft is so customizable. It is easy to get lost and overwhelmed.
Rating breakdown
Time used: 1-2 years
Frequency of use: Occasionally
Likelihood to recommend
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.
Pros
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.
Cons
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).
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
I also use this for my clients who send out emails to their contacts.
Pros
The reporting functionality provides good data and once you understand the flow its easy to send emails.
Cons
This doesn't use customer lists like most other automation platforms but it uses tags tied to a contact. This can make it difficult to manage if you have multiple types of tags.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
I even use it in conjunction with a scheduling system so that when my clients self-schedule their appointment, it is confirmed via email, and their records are automatically stored or updated in the CRM.
Pros
There are many excellent providers of third party apps for Infusionsoft, with a huge array of features.
Cons
I'm not impressed with the native mobile app, which is very limited in function, but if you need access to contacts, they are there.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Keap
Make full use of the Kick-start program (free) when you sign up. If you don't "get it" within the first 30 days, look for a third party partner or Infusionsoft support to assist you. It has taken me almost a year to really get rolling, and I did end up hiring a provider to build-out some foundational campaigns, although I had useful things launched in a few weeks initially.
Thank you so much for your review of Infusionsoft. We are so glad it has helped your law office track more and save time.
