CRM Review – Infusionsoft


This CRM Review examines Infusionsoft.

In-Depth CRM Review


1260 S Spectrum Boulevard
Chandler, AZ 85286-8415


Toll Free:  (866) 800-0004
Fax:  (480) 391-8177
Email: Contact Infusionsoft

CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager/Marketing Automation/eCommerce
Seats: Very Small Business/Small Business


About the Company:

Our business is small business.

At Infusionsoft, we’ve dedicated ourselves to a single purpose: help small businesses succeed. It’s our sole reason for existence.

We live out this calling (some say obsession) by building the only all-in-one sales and marketing software that makes it easy for small businesses to get organized, attract more customers, grow sales and save massive amounts of time.

From small beginnings.

Our story begins the same way many small business stories do. In 2004, we opened our doors with little more than a dream and whole lot of passion. We worked too many hours, didn’t see our families enough and struggled to make ends meet.

We knew there were other business owners out there facing the same problems. They didn’t have enough time to chase new customers, run their business and have a life. They weren’t making enough money, and they were being pulled in a thousand different directions at once. They set out to run a business, and the business ended up running them.

So we came up with a simple but powerful idea: combine everything a small business needs to run their sales and marketing—CRM, e-commerce, email and social media marketing tools—into a single software system and make it all work together automatically.

The idea caught on like wildfire. Entrepreneurs can now have both a business and a life. While they’re rediscovering why they started their business in the first place, Infusionsoft is automatically nurturing leads, creating new customers and keeping their business on track.

Today, over 12,000 entrepreneurs around the globe use our all-in-one software. They make more money, they have more customers and, most importantly, they have more time to do what they love.

And that’s what drives us.

Infusionsoft is privately held and funded by Goldman Sachs, Mohr Davidow Ventures and Signal Peak Ventures.


About the Product:


The only all-in-one sales and marketing software built for small business.

With Infusionsoft sales and marketing automation software, everything you need to get more customers, grow sales and save a whole lot of time is right at your fingertips. It’s your small business CRM, e-commerce, email and social marketing solution all in one place.

Attract Customers with Marketing Automation

While you’re busy running your business, Infusionsoft automatically helps you attract new leads and makes your marketing budget stretch further.

Think global. Act social.

Create a professional presence on Facebook, then attract fans with social contests and giveaways. Capture leads for follow-up with opt-in forms and measure results with visual reports.     » Learn more about social lead generation.

Simply stunning. Create gorgeous landing pages and web forms with just the click of a mouse.

Drag and drop to craft and publish landing pages and web forms that match your brand, capture leads and increase search engine rankings. Attract even more visitors with built-in metadata and keyword fields.      » Learn more about landing pages and web forms.

Be in the know with web activity monitoring.

See how many unique visitors are coming to your website, keep tabs on the online actions of individual visitors and track lead source with at-a-glance reports that let you know where to focus your marketing dollars and where you should spend less.     » Learn more about web activity monitoring.

Save Time with Marketing Automation

At Infusionsoft’s core lies a powerful automation engine that does everything except pick the kids up from school. Automate follow-up, streamline workflow and send timely, targeted emails and multimedia communications that educate leads until they are ready to buy—all while you do other things.

Set it and forget it with intelligent marketing automation.

Visually map out your marketing strategy from start to finish. Create triggers based on timing, behavior or demographics to deliver the right message at the right time without lifting a finger.     » Learn more about marketing automation.

Access a library of campaign templates.

Create great marketing in less time with free campaign templates. Browse our extensive library, then import your favorite campaigns into your Infusionsoft account with a single click.     » Browse the campaign templates.

Email marketing that always gets there. And looks good doing it.

Easily design attractive emails that get to the inbox thanks to integrated spam scoring and an industry-leading 99% email delivery rate.     » Learn more about email marketing.

Multimedia marketing management. Easier to do than say.

Enhance your campaigns with multimedia communications, including personalized direct mail pieces, voice broadcasts and more, all of which can be created right in Infusionsoft.     » Learn more about multimedia marketing.

Get just the facts with comprehensive marketing reports.

Know which marketing activities are getting results. Monitor conversion rates, website analytics and the status of email blasts through reports right on your dashboard.     » Learn more about marketing reports.

Close More Sales with CRM & Lead Scoring

Close more deals, faster than ever. Infusionsoft scores your leads automatically and lists them from hot to not. Performance-enhancing sales tools eliminate manual tasks so your team can spend more time getting down to business.

Too many contacts? We can manage.

Monitor everything about prospects in one place, including lead source, web activity, purchases and a whole lot more. Use this insight to have targeted conversations that will boost sales.     » Learn more about contact management.

Improve the performance of your sales team.

Help your sales team be more productive and close more deals by giving them intuitive tools to get organized, quickly work through a list, automate follow-up and more.     » Learn more about sales automation.

Know when to strike with lead scoring.

Locate the hottest leads in your list with the Infusionsoft scoring tool. Monitor and rank contacts based on their interests and engagement so you can focus more time on leads that are ready to become customers.     » Learn more about lead scoring.

Sell Online with Automated E-Commerce Tools

Manage your online store setup, fulfillment and billing from one complete system. Plus, with your CRM, marketing and e-commerce tools working together, you can gain repeat sales with customized offers and upsell messages based on past purchases.

Power tools for selling on the web.

Connect with online buyers through a professional storefront that showcases your range of products and subscriptions. Boost sales with targeted offers based on what you know about shoppers.     » Learn more about online sales tools.

E-commerce has never been this easy. Or automatic.

Experience the joy of an all-in-one system by instantly adding new buyers directly to your contact database and automating post-purchase follow-up, fulfillment, collections and more.     » Learn more about e-commerce automation.

Take care of your partners and they’ll take care of you.

Get serious about your customer referral program with tools from Infusionsoft that track referrals, calculate partner commissions, manage marketing resources and make you more money.     » Learn more about referral management.



For complete pricing details, please see:


For a proper demo of this CRM solution:

For a proper demo of this CRM solution, please see:


Rich’s Video Highlights of this CRM solution:



I sat down to share a few of my thoughts on using Infusionsoft at a recent Infusioncon conference. You can see a playback of that interview here:

Rich’s View of Infusionsoft:

To instantly view the complete In-Depth Review of this CRM solution, download the Kindle version from our page at!

This review is undergoing a major update and should be available real soon now!


Go ahead, Get a second opinion!

I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site! Read This! Read This!


Short List:

If you are considering this program, you should also look at these other CRM solutions:

      • Sorry folks, I cannot find another CRM solution that delivers the unique feature set of Infusionsoft!


Rich’s Recommended Web Sites









Finally, you can visit the Infusionsoft community here:


Rich’s Recommended Reads

Infusionsoft founders, Clate Mask and Scott Martineau, recently published their first book, Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy.

This is NOT your normal business book! In addition to lots of great advice, the book tells the story of their own start-up – warts and all! – straight from the heart so that you can benefit from their mistakes and experiences. Check it out now!


Still have questions about Infusionsoft? Just leave a comment below!


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