Infusionsoft Integrated CRM Overall Grade: A

The best thing about Infusionsoft is that it integrates together most of the tools you need to run your small business. If you or your employees regularly speak directly with customers, then having a good CRM system becomes invaluable.

Infusionsoft’s CRM has all the things most small businesses will ever need:

• An individual record for each contact
• The ability to associate contacts with companies
• Tracking of tasks and appointments
• Capture of contact history — Emails, phone calls, notes, purchases (If you use the Infusionsoft shopping cart), etc.
• Import contacts from other systems
• The ability to add custom information to each contact or company
• Calendar
• Send email directly from the CRM screen
• Opportunity management (With the $299 per month Deluxe version). Track specific sales opportunities through your sales pipeline.
• Billing and Invoicing  (With the $299 per month Deluxe version). Create orders and invoice clients.
• Integration with Outlook. You can use Outlook for many CRM functions and still have all the information stored and sync’ed with Infusionsoft

In my work with Infusionsoft users, I have not found any feature gaps or problems with the CRM functionality. There are other more flexible systems available, but they are also more expensive!

You can use the CRM for your support team or your sales team.

The only time I would say Infusionsoft’s CRM is not a good fit if you have a large number of users. Beyond the 2-5 users that come with their packages, each user adds another $59 per month. If you have more than 25 support or sales users, you’ve probably outgrown Infusionsoft.

Clarke Bishop Infusionsoft CRM, Infusionsoft, Review

Infusionsoft Email Marketing Overall Grade: B+

Email marketing is one of the best features of Infusionsoft. They do a good job with deliverability, and have all the common functions you need to execute effective email marketing campaigns.

The pricing is competitive, too. For 25,000 emails per month, MailChimp charges $250 (1-cent per message is a typical cost). But, that’s just for sending the email messages. Infusionsoft gives you the whole product (CRM and everything else) for $199 — And that includes 25,000 emails per month.

Why an B+ instead of an A+?

• They stick a message at the bottom of each message that says “Delivered by Infusionsoft.” They’ve been talking about letting you pay extra to get rid of this, but that doesn’t seem reasonable to me.
• The messages come from Bounce@Infusionsoft.com. You can’t change this. More on this problem …
• Most of the reports you’ll want are available, but they could be easier to use.  More on this …
  Also, there’s no real support for split-testing messages. Supposedly, this is in the works …
  You can’t access the email statistics via the API
• The base product doesn’t offer email spam scoring so you can check for messages that are likely to get trapped by spam filters.
• You can’t easily have an HTML page that mirrors the content of the message. So, you can’t do a “Click to see this in your browser” link.

For many small businesses, these are mostly annoyances. Improving your follow-up and communication with customers can be very valuable — Even if it isn’t perfectly branded and smooth.

Infusionsoft Email Marketing probably isn’t a good fit for you if:

• You spend a lot of time and energy on your brand and customer experience, and you want your messages “just so.”
• You are an analytics wizard and you want to know everything about email deliverability, email metrics, etc.

There are a couple of other nice features that I should mention:

• There’s a plugin for Outlook that lets you integrate Outlook with Infusionsoft. You can even use Outlook to send email through Infusionsoft! It’s only available for Outlook, though. This really helps if you are using the CRM features in Infusionsoft.
• You can include trackable links in a message. You can use this to trigger Automation and Segmentation events.
• You can setup sequences of emails that happen according to various rules. For example, you can setup a sequence that goes out every 4 days after someone completes an opt-in form on your website.

Here are a couple of other articles from Greased Skid:

• Infusionsoft is Great for Email and Follow-up
• Infusionsoft Outlook Integration
• eMail Deliverability Reports in Infusionsoft

If I missed anything, or you disagree, please leave a comment. If you want to see an example of an Infusionsoft Email, complete the form at:

Clarke Bishop Infusionsoft eMail Marketing, Infusionsoft, Review

I am an Infusionsoft consultant (CMAC), and I work with a lot of Infusionsoft customers. If I hated Infusionsoft, I wouldn’t be in this business! It’s got it’s strengths and weaknesses, and since I work with it every day, I’m going to try and help you decide if it’s a good fit for you.

Since I may work with you in the future, I want to paint a realistic picture of where it’s good and who it will work for. It’s not good for me to have to tell clients “No, Infusionsoft can’t do that.”

In case you don’t know, Infusionsoft is a Customer Relationship Management (CRM) and Email Marketing product. It gives you a database to store all your customers, and makes it easy to send follow-up email messages to them. Since most businesses don’t do a good job of following up, this can really boost your business.

Their system is specifically targeted at small businesses. The typical starting price is $200 or $300 per month (At the higher price, you get more contacts and features). This price includes 2 users, so if you have more than two salespeople who will use the system, you’ll need to add additional users at $59 per month. Infusionsoft is not recommended for companies with more than 25 users!

Infusionsoft is very aggressive with it’s sales and marketing. I understand their desire to sell their product, but I think it would be better if they were more consultative in their sales approach. The sales people seem to say “Yes” to almost any question regarding the capabilities of the system. I think their sales and marketing aggressiveness is the number one reason for Infusionsoft complaints.

So, I’m going to try to help with a balanced review of their features and service. I’m going to go through each of these in the next several days, and if a link isn’t active, please check back.

And, if you are or become an Infusionsoft user, please Contact Us when you need some help!

Comments are always welcome here, so if you have a specific question, please leave a comment.

Infusionsoft Features

• Email Marketing Grade: B+
  
• Customer Relationship Management (CRM) Grade: A
• Smart Automation & Multimedia Marketing Grade: A+
• Shopping Cart Grade: D
• Affiliate Module Grade: C-
• Double Your Sales Promise Grade: B+

Infusionsoft Technology and Support

• Technical Support
• Customer Support
• Software API
• Overall Architecture

Clarke Bishop Infusionsoft Infusionsoft, Review

It IS possible to send SMS text messages as part of a follow-up sequence from Infusionsoft!

There are a couple of tricks, though.

• You have to buy an external SMS text messaging service like Clickatell.
• Set the To address for the template to: sms@messaging.clickatell.com, and all messages get sent to this address.
• In the body of the message, embed a custom field with the contact’s SMS phone number. The number should be unformatted to match Clickatell’s requirements.

You can’t use one of Infusionsoft’s phone number fields because it automatically formats the number and Clickatell won’t work right! But, if you just use a Custom field, then everything will be OK.

I made this work with Clickatell’s SMTP API, by sending an email template like this:

user:xxxxx   {Your specific Clickatell info}
password:xxxxx   {Your specific Clickatell info}
api_id:xxxxx    {Your specific Clickatell info}
to: 448311234567  {Insert the custom field data here}
reply:youremail@yourdomain.com
text:Meet me at home {This is the message you want to send}

I hope this helps. There’s also more on the Infusionsoft Blog.

Clarke Bishop Infusionsoft