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I understand why it's popular but just clunky to navigate

I found that everything I needed could be provided to me through MailChimp for free instead of paying Infusionsoft. MailChimp was much easier to use and I could easily train my staff to use it as well. 

Other providers did what I needed for a much cheaper price

CRM, marketing platform, and so much more!

More streamlined email marketing because it is now in one product with our CRM. 

Easy to learn and use because of customer service!

Thank you for leaving a review and for your kind words about our customer service team! 

Allowed me to mail out end of year updates, but not as easy to use as Mailchimp for this.  Not much good.

Not as good as LeGrand CRM

Hi Daniel, 

We will pass along your product feedback to our teams so we can keep growing to make sure that we are serving our customers the best that we can.

It's a decent CRM that's helped accomplish communication goals for my organization. I've spent a lot of time on the phone with customer support and although they don't always have the answer I want, they do take the time to talk to me.

Functional CRM that meets basic needs

Good product for a yoga studio

It's very easy to use for automating email marketing. It can be a great alternative for Mailchimp if you focus more on sales.

Good email marketing tool

Great CRM and email marketing tool

The all in one Marketing Tool

Best of breed for this type of eCommerce + Marketing + CRM tool

expansion of my business through follow up

Infusionsoft is so good I'm telling all my friends and clients

Great platform for users.

Integrated sales, marketing & support

I have used Infusionsoft mainly for clients who manage email campaigns, e-commerce, and affiliate programs. I, personally, did not find that it was my favorite program to use for these purposes but it was certainly the most all encompassing software that literally does it all. I also appreciate their customer support and available tutorials to help out when you need some help. 

Feature rich & complex

Easy to hit the ground running

I hesitated with infusionsoft for years because of the term cycling "confusionsoft", so we started with HubSpot and MailChimp and other tools until we decided it was time for the upgrade. 
The kickstart program had me running in less than a month and fully functional and then infusionsoft university made me fully proficient. This company is dedicated to their users and their platform and it is an amazing tool that works when you work it. Absolutely love it.

Way better and easier than expected!

Overall, the platform may be good for larger teams who are deeply familiar with the functionality and using it on a regular basis. However, if you're a small business looking to grow, find another platform that's more intuitive, friendly and saves the settings that you'll use repeatedly. Fast-moving marketers will find it challenging to complete standard tasks efficiently within the platform. 

Not as Intuitive as a Marketer Needs it To Be

Hi Myca,
 
Thank you for your review. I will share your feedback on the interface with the right teams here so we can create a better user experience. In addition, I’ve shared your comments with our customer success team and they will reach out to you directly to see what we can do to help. Thank you!

Excellent product for small businesses!

Infusionsoft is a CRM solution designed for small businesses.  It's not the tool for enterprise or medium sized businesses needing more than 15 to 20 seats.  Think of it as a MailChimp / Saleforce with an emailing workflow engine.  It allow you to build email sequences that adjust the content you send based on what each contact does.  That's an over simplification, but at it's core that what it does.

It's got a huge community of add on products supporting it.  You can build membership sites with it.   You can enable call centers with it.  The application are numerous, but it is not a tool very everyone.  There are times when its not a fit.

Many business owners take it on expecting to configure it with minimal outside help.  That is probably not a good idea.  It's like building your office network yourself following YouTube video instructions.  You may get it done, but not without a lot of time and frustration.   Even worse, when you are done, you may have made mistakes an experienced person would never do that keep you from making the best use of the tool especially in the long run.   

A Strong CRM / Email Marketing Solution / Not Trivial to Set Up

When my B2B employer needed an all-in-one CRM + marketing automation platform, I was responsible for researching and directing the selection process.  I have years of experience using a variety of marketing automation and CRM systems so I knew what to look for and the right questions to ask.

It has been invaluable to our B2B organization and allows our sales team to handle a much greater workload since we have now been able to implement automation to handle many repetitive tasks that the team would previously handle manually.

Some points marketers may want to keep in mind:

- If you haven't tried solutions like MailChimp, Hatchbuck, Aweber, etc, then start there.  It seems like many small businesses just need 1 - 5 automated campaigns / autoresponders and this system is likely overkill.   Once you've outgrown those systems, have a sales team, and have hundreds of leads coming in each week / month then this may be a better fit.

- Consider your proficiency level when it comes to learning new software.  Have you tried signing up for a free free CRM trials like Zoho or Nutshell recently?  Can you set them up and configure them in an hour or so without needing support?  If you find yourself struggling with this, then Infusionsoft will definitely pose a learning curve for you.

Some weak points that other marketers may find:

1 - the CRM is weak in comparison to other options on the market.  It's not quite as customizable in terms of how the contact record is displayed.

2 - the email builder tool does not yet allow users to create responsive forms.  This is a major flaw in 2015.  A new tool is supposed to be coming soon, but that's been reported for a while.

Overall, I would recommend this software - but only to companies who have taken the time to really figure out what their needs are and understand exactly how their existing businesses processes could benefit from automation.

Excellent Choice For Experienced Marketers

See how Mailchimp and Keap stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

Agile CRM

Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

Whether you’re looking to reach more customers, sell more products, or simply share your passion with the world, Constant Contact has all the tools, features, and expert guidance you need to get online — and grow online — all in one place. 

You've got this. You've got us.

HubSpot's marketing software is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing automation, social media, analytics, and more, for marketing teams of all sizes to grow traffic, convert leads and track customers, all in one place

MailChimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with email templates, landing pages, & mobile app

Activity Tracking

Assessment Management

Automatic Notifications

Campaign Segmentation

Content Management

Custom Forms

Customer Accounts

Customer Profiling

Customer Database

Customizable Templates

Data Import

Data Synchronization

eCommerce Integration

Email Distribution

Email Integration

Email Notifications

Email Tracking

Lead Capture

Lead Generation

Mail Merge

Mobile Integration

Multi-Channel Communication

Multi-Channel Management

Multiple Projects

Multiple User Accounts

Order Management

Real Time Analytics

Real Time Data

Real Time Monitoring

Real Time Reporting

Registration Management

Rich Text Editor

RSS Feeds

Search Functionality

Social Media Integration

Template Management

Third Party Integration

To-Do List

Website Integration

Activity Dashboard

Design Management

Multi-Campaign

Automated Scheduling

Customer Segmentation

Campaign Analysis

Order Confirmation

Drag & Drop Interface

Demographic Data Collection

Loyalty Program

Social Network Marketing

Mailing List Management

Event Triggered Actions

Social Media Metrics

A/B Testing

Custom Fields

Drip Marketing

Email Templates

Knowledge Base Management

Landing Page Templates

Multi-Channel Marketing

Social Advertising

Delivery Tracking

Click Tracking

Archiving & Retention

Reporting & Statistics

Unsubscribe Database

Customer Activity Reporting

Monitoring

Preview Functionality

Campaign Management

Lead Management

Collaboration Tools

Engagement Analytics

Geolocation

Email Marketing Management

Usage Tracking

Subscription Management

Mailchimp

Android

iPhone

iPad

Windows

Web-based

Mobile Web App

Mailchimp screenshot: Monitor click performance with reports on average open and click rates

Mailchimp screenshot: Use email templates and widgets to create fully customized emails

Mailchimp screenshot: Automate business processes including follow-ups, email notifications, order confirmations and more

Mailchimp screenshot: Track performance with reports and summaries on any device

Mailchimp screenshot: Create advertising campaigns to target specific user segments and choose custom settings

Mailchimp screenshot: Track the success of e-commerce campaigns and understand where revenue is coming from

Mailchimp screenshot: Create segmented subscriber lists to target with campaigns

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Pipedrive

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.

Less Annoying CRM

A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up.

Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.

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