Infusionsoft Software Review: Overview – Features – Pricing

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Overview Presentation

Infusionsoft is a CRM, sales and marketing software focused on helping small businesses succeed. Its sales and marketing automation platform provides users with a central place for follow-up, contact management, billing and payment. Aside from its award-winning cloud-based platform, it also provides small business expertise and an ecosystem of small business partners, applications and technologies. By simplifying sales and marketing, it aims to help entrepreneurs spend more time growing their business and doing what they love.

Features, Benefits, Product Strengths

  • CRM, Marketing and Sales AutomationInfusionsoft web-based solution has customer relationship management features that enable users to organize their contacts, and find everything about their leads and customers, all in one place. Users can import and organize their contacts through tagging and segmentation. They can collect data about their behaviors, score them and prioritize the hottest leads. Marketing process can be streamlined by automating lead capture and follow-up. Users can send timely messages relevant to their customers’ needs based on triggers. Sales automation features include custom quotes and orders, and pipeline management that enable teams to spend less time working deals and more time closing them.
  • Online Sales, Analytics and Payment – This sales and marketing software enables users to set up and manage their online store, inventory, fulfillment, and billing from a single web-based platform. Users can easily create discounts, subscription plans and promo offers. They can track customer interactions that will allow them to create the best experience possible. Analytic features allow users to evaluate and improve the impact of their marketing activities. Users are able to know which sales reps are converting the most leads. They can also review call logs, and calculate current and projected revenues. The software is also capable of invoicing, billing, collection and keeping related communications in one platform.
  • Mobile Apps, Integrations and more – Infusionsoft mobile apps for iOS and Android platforms enable users to work away from their desk. They are able to collect payments with an integrated mobile card reader on the go. Users can also create lead forms, pages and emails with templates optimized for mobile screens. The API allows users to connect with their technology and other apps they are using. Users can sync data between the software and popular accounting solutions. The Apps Marketplace also offers hundreds of 3rd party solutions that can help users extend the feature of the software for various purposes, such as attracting leads, conversion, follow-up and more.

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Pricing

Infusionsoft offers several pricing plans that differs in features, number of users, contacts, and allowable emails per month. For instance, the Essentials plan at $199 per month includes for 3 users, 2500 contacts, and 12,500 emails per month. It only has CRM and marketing automation features. Higher plans include a variety of combinations of these components. Aside from the plan, a onetime Kickstart package may help a company in deploying and running the platform. After selecting a plan and a Kickstart package, users can request a free quote.

Social Network Presence

Target Market

Infusionsoft cloud-based sales and marketing software is for small and mid-sized businesses across industries.

Supported Language

English

Some of their Clients

Clients include Milkhouse Candles, Rock and Rapid Adventures, Shamrock Vacations, TITIN, Cleancorp, Dizzy Ducks, Tyler New Media, and Iron Tribe Fitness.

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Testimonials

Eric and Janet Sparrow stated that Infusionsoft helps them create a better experience for their customers. The online marketing platform allowed them to promote their message and help fellow manufacturers improve the process.

Keith Crockford stated that the marketing automation software helps him manage and automate marketing so his staff can focus on leading trips. His company is using the software to handle more customers and automate processes to do more with existing resources.

Why Infusionsoft

Infusionsoft is a platform, through software and service, that can help solve the problems that small businesses usually encounter. Small businesses do not have as much resources as larger enterprises. Therefore, they should have the tools, insights and network that allow them to spend less time on mundane tasks, so they can focus on strategies and processes that make them more competitive and grow faster.

Company Info

Infusion Software, Inc. (Infusionsoft) is a privately held computer software company based in Chandler, AZ, USA. In 2001 Eric and Scott Martineau started a company that would later become Infusionsoft. In 2003, the company officially became Infusion Software Inc, with Clate Mask, CEO and Scott Martineau, VP Customer Service, as founders. After several years, the company has grown to more than 600 employees, over 30,000 customers, and 130,000 users worldwide. It made $80M in revenues in 2014 and has had 2 acquisitions. The company continues with its mission of helping small businesses succeed.

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Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

2 Responses

  1. Jason says:

    We are a 30 person custom software, website and mobile design and development shop that has just started using Infusionsoft as our CRM and Marketing software. So far, we like it. We need to now replace our Project Management software, currently On-Time by Axosoft, as it does not meet our needs. Are there any PM softwares that you would recommend….maybe something that integrates with Infusionsoft?

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