INFUSIONSOFT CRM Pricing & Demo

INFUSIONSOFT CRM
Online
Arizona, USA
2001
$51MN to $100MN
56
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INFUSIONSOFT CRM USP

InfusionSoft by Keap is the best CRM software with advanced sales and marketing automation, fully-customizable campaigns, and that integrates with the existing apps. Infusionsoft advanced sales pipeline capabilities standardizes process to progress leads through the stages of sales process. Plus, Infusionsoft keeps track of daily tasks, appointments, and next steps.

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Summary

InfusionSoft CRM helps to get better organized, be more efficient with time, and delight clients every step of the way.

Features:
  • Lead Management: Keap software promptly responds to incoming leads and existing contacts by sending highly personalized communications that drive action or sales. Set an automatic process for sending messages to new leads—being the first to respond.
  • Client Management: Keep all client interaction history in one place and never ask for the same info twice. Store client information including: Contact info like name, phone number, email, social media details, address(es), birthday, Any shared files, documents, images, contract, proposals, folders, History of all meetings, payments, quotes, conversations, emails, any logged notes, Tags (for quick, easy categorization).
  • Multitasking: With Keap, personalize messages then time communications to send when new leads come in—even while you’re working with other clients.

360 Quadrants

Strengths and Weaknesses
  • +6 Client MIS
  • +5 Tempelates for marketing
  • +14 Better Campaign creation
  • +13 Automatic replies to clients
  • +12 Well thought out and executed CRM
  • +11 A great tool for more advanced small business
  • +10 On-Premise
  • +6 Consulting
  • +12 Maintenance & Troubleshoot
  • +6 Email Tracking/Automation
  • +10 Social Collaboration Features
  • +5 Contact Management
  • +8 Opportunity Management
  • +6 Quote Management
  • +14 Email Marketing
  • +13 Marketing Campaigns
  • +9 Customer and Contacts Database
  • +14 Support Analytics
  • +8 Content Management
  • +5 Customizable Reports
  • -13 System Integration
  • -14 Ticketing
  • -7 Calls and Voice
  • -8 CRM Integration
  • -13 Data ImpEx Tools
  • -12 Mobile User Support
  • -14 Partner Applications
  • -11 Social Network Integration
  • -5 Task Management
  • -11 Contract Management
  • -7 Forecastig & Tracking
  • -10 Product & Pricing Management
  • -9 Track Customer Feedback
  • -5 Campaign Management
  • -12 User tracking capabilities
  • -11 Call Scripting
  • -6 Case Management
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INFUSIONSOFT CRM Reviews

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Buyer, Healthcare, SME

5
Apr 04, 2020

“Great CRM and Marketing Tool”

It is an extremely robust tool. I like that it can be used to handle tons of information for contacts with great segmentation tools that can be used for marketing campaigns and email broadcasts. The campaign builder is easy to use and provides quick reporting. It is very versatile for all of our clients'''' needs. I wish there was more customization available for JavaScript forms so I wouldn''''t have to manually add HTML code every time I need to update a form.
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Buyer, Telecom Infrastructure, SME

4
Apr 04, 2020

“Great Marketing Automation”

The marketing automation is the best feature in my opinion. I really like the ease of use. The campaign builder in particular is highly intuitive. Even as someone who had little to no experience setting up complex funnels, I was able to figure it out, because you simply drag and drop different goals and sequences and then fill in the blanks. I also love that''''s it''''s more of a one-stop-shop than other CRMs.
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James Smith

5
Apr 04, 2020

“Infusionsoft is a Comprehensive but Overwhelming CRM”

Infusionsoft does everything you''''d expect and more; this is both convenient and overwhelming. It''''s very easy to integrate with virtually any other service you use via Zapier, whether that be a Wordpress website, a reputation management platform, etc. While Infusionsoft does everything you''''d imagine and more, onboarding is a big time commitment, and may still leave you feeling overwhelmed due to the sheer robust nature of the platform.
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Buyer, Telecom Infrastructure, SME

5
Apr 03, 2020

“For the smart marketer”

Infusionsoft is great as a CRM but it is the best solution in my opinion for email nurturing. The features for automation are tremendous.
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Buyer, Healthcare, SME

5
Apr 03, 2020

“Keap Best for Lager Businesses or Sales Based”

Excellent contact database management options and search capabilities. Easy to pull as specific of a list as possible after a good set up.
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Top Features

  1. Integrated Workflows / Email Tracking/Automation
  2. Marketing Automation / Marketing Campaigns
  3. Sales Automation / Quote Management
  4. Platform Features / Customization
  5. Marketing Automation / Campaign Management
  6. Sales Automation / Contact Management
  7. Reporting & Analytics / Customizable Reports
  8. Reporting & Analytics / Interactive Dashboards
  9. Mobile & Social / Social Collaboration Features
  10. Platform Features / Workflow Capability
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