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Infusionsoft

Small Business Automation Software


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Published 10/31/2014 and rated Ratingstars4 4 out of 5 stars
by AppAppeal Editor
What can you use the app for?

Infusionsoft is a sales and marketing automation software built to meet the everyday needs of small business owners. The software was specifically for small business looking for an all-in-one contact management, sales automation, marketing automation and e-commerce solution. Infusionsoft connects various marketing and sales processes to ensure consistent brand messaging, the implementation of clear workflows, and the automation of time-consuming manual tasks.

The contact management features of Infusionsoft allow you to record all contact information, orders and interactions in one place, along with appointments and tasks. You can also segment your contacts into lists for targeted communications. The sales automation features of Infusionsoft include pipeline management, lead scoring and routing, as well as sales reporting and forecasting.

On the marketing automation side, Infusionsoft offers tools to build campaigns, landing pages and web forms. There are tools to share content on various channels, as well as to better understand user behavior with web analytics. In addition to the range of sales and marketing automation features, Infusionsoft also offers a range of e-commerce features that allow you to create your own fully-automated online storefronts. These include shopping carts, payment processing and promotional tools.

Infusionsoft screenshot
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What is the history and popularity of the app?

Infusionsoft was built for small business owners by small business owners. The company itself started as a small business, and over half of their staff have worked in, or owned, a small business. Infusionsoft’s mission is to help small business owners succeed by helping them drive more sales, stay organized and save time. Infusionsoft was founded in 2001, and has grown from a small business to having between 500-1000 employees. Infusionsoft is used by over 25, 000 small businesses worldwide. Their website outlines a number of success stories.

What are the differences to other apps?

Infusionsoft´s unique selling point is its dedicated focus on the needs of small business owners. The software aims to combine all possible business needs into one seamless solution, covering contact management, marketing and sales automation, e-commerce, email marketing and CRM. Along with providing the ability to manage common tasks, Infusionsoft provides more advanced features, such as lead scoring, quote and order creation, web activity monitoring, marketing and sales reporting, online payment processing, referral program management and more.

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How does the web app look and feel to use?

Infusionsoft’s interface consists of a simple, clear and modern layout, with green and grey being the predominant branding colors. Straightforward symbols, icons and buttons - such as the number of flames beside a hot lead - make it easy to guess what each tool represents. The software offers a wide range of features through one single interface, in a way that is easily navigable and feels uncluttered. However, for those who find certain features tricky, such as building a marketing campaign or online store, Infusionsoft offers Kickstart Coaching - one-to-one personal training for 30 days - to help you get the most out of the application.

How does the registration process work?

The main call-to-action on the Infusionsoft website is an invitation to watch the demo video, also called “product video”. Upon clicking on the orange “Product Video” tab, users are taken to an online form and asked to fill in their first and last name, email address, phone and company name. They can then get access to the demo video. A separate “Get Started” page is also available that requires you fill out a form with the same questions as the demo video page. You then hit the orange “Please Contact Me” button to have a sales agent phone you. A phone number is also displayed on this page should you wish to phone them yourself.

What does it cost to use the application?

Infusionsoft offers four pricing packages. The first pricing package is called “Essentials” and is priced at $199 per month. This pack includes Contact Management and Marketing Automation. It caters for 2, 500 contacts, 12, 500 emails per month and 3 users. The second pack is called “Deluxe Sales” and is priced at $299 per month. This pack includes Contact Management, Marketing Automation and Sales Automation, providing 5, 000 contacts, 25, 000 emails per month and 4 users. The third pack is called “Deluxe E-Commerce” and is also priced at $299 per month. This pack includes the same amount of contacts, emails and users, but includes E-Commerce instead of Sales Automation. The final pricing package, “Complete” costs $379 per month. This includes all of the features and caters for 10, 000 contacts, 50, 000 emails per month and 5 users.

Who would you recommend the application to?

Infusionsoft is ideal for small business owners who need a way to manage all areas of their business from one platform. The app has the ability to automate common daily tasks associated with sales, marketing and contact management, as well as providing more advanced features. The various pricing tiers mean Infusionsoft is scalable and can meet the needs of growing businesses, such as those wishing to set up an online store or who are rapidly growing their customer database.

  • Identify hot leads and assign them to the right sales person
  • Create custom quotes that are automatically converted to orders after acceptance
  • Get sales reports on conversions and revenue, and forecast future deals
  • Use Infusionsoft’s templates to create a custom campaign, landing pages & web forms
  • Set up a branded storefront, with a shopping cart, payment processing and promotional tools


Infusionsoft video

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Infusionsoft pricing

Cheapest plan (per month) : $199.00
Most expensive plan (per month) : $379.00

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