Infusionsoft is a piece of customer relationship management software that was designed to perform a wide range of automation tasks in the areas of marketing and sales. The software is capable of sales and marketing automation, as well as various integrations and mobile support. It can be used to process payments, and it can create online eCommerce stores. It is an excellent option for small to midsize businesses that require help with handling customer communications.
- Comprehensive Email Automation
- Lead Generation
- Tons of Features
- Practically Limitless Utility
- Annual Contracts
- Requires Paid Training
Infusionsoft is a fully comprehensive marketing and automation suite that was built for businesses who need help with handling lead generation, sales pipeline tracking, and other areas of the sales process. While the software is more than capable of doing just about anything you could require in theses areas, it is recommended that any business interested in the software try it first with the free trial that lasts for 14 days. This will give you enough time to find out if the software is a good fit for your business. It could contain too many tools for your needs, which could limit its usability for your customers. Perhaps the best selling point for Infusionsoft is that it can do almost anything you can imagine related to lead generation and email automation. The software claims it can integrate with several thousand productivity apps that are already on the market, but that is tough to verify. However, if even a small percentage of the integrations it boasts are legitimate, it would be amazing. With so many potential options in the software, there are various ways to develop effective marketing systems for your business. The software is entirely based in the cloud, so it can be accessed without any dedicated software. All it requires is access to the internet and the right credentials. The tools are useful for all small and midrange businesses in a variety of industries that include the sales process, and it provides an excellent experience for customer service for your customers. Contacts can be segmented and organized in any way you like, and you can easily track interactions between customers and sales agents. It can be used to send out email campaigns, and it can send personalized emails that are triggered by specific events in the sales pipeline. Infusionsoft can manage purchase fulfillment, inventory management, online shopping, and much more. The only real downsides to the Infusionsoft system are the price and the complexity of the software. It is not at all intuitive even for those who have experience with other similar software suites, and the price is set by annual contracts that are difficult to break if something changes with your business. The learning curve for the software is quite vast for those with no experience in lead generation or email automation software, but it is manageable if your sales team has used other similar systems. Anyone who is new to online digital marketing will have a hard time learning this software, and it can be expensive to learn that lesson.