Infusionsoft: Review

Intended Users

Infusionsoft is intended for use by SMBs as well as larger businesses, depending on the plan you choose. The CRM software is the perfect size for small businesses in particular, where maintaining customer relationships and using automated marketing (included in this software) will make a potential difference in sales growth.


  • Online, SaaS, Web
  • Mobile

Infusionsoft Mobile

Infusionsoft has the added benefit of mobility from a variety of devices. You can manage contacts, automate marketing, from anywhere at any time. The features of this platform are geared towards small businesses on the go.

  • Upload, Edit, and Access Contact Information
  • Communicate with Customers
  • Add Tags to Trigger Automated Follow-Up and Campaigns
  • Create, View, and Complete Tasks



While the Infusionsoft plans all include the CRM software — they also each focus on another software aspect such as sales, marketing, etc…

Focusing on the CRM features, Infusionsoft does a good job for Small Businesses. The customer relationship management included in this software is intended to keep your business organized as well as staying on top of customer communications.

Contact Management

Arguably the most important feature of a CRM software is contact management. This feature allows you to collect informational data regarding your leads and to organize your contacts so you can save yourself hours of work. You can manage their detailed individual records, upload, and store information on your laptop, desktop, tablet, or smartphone.

  • Contact Information
  • Task and Appointment History
  • Orders and Account Balance
  • Lead Score and Lead Source
  • Website Activity History
  • Interactions with your Brand

Data Management

For small businesses just starting out as well as larger businesses swimming in a sea of contacts and leads, Infusionsoft’s CRM claims to make it easier to speed up data management by simplifying the process and allowing for mobile, on-the-go features.

Some of the benefits of this feature includes:

  • Updating, Editing, Exporting, or Triggering Automation in Batches
  • Add Contacts on-the-go from your Mobile Device
  • Get Help Importing Data into the Platform
  • Automatically Check for Duplicate Records


This feature is important in a CRM and is the difference between sending the right message to the right people, or botching up your marketing intake data. With segmentation, if done correctly, you can use it to forge a stronger connection with new, potential, and existing customers with lists based on criteria such as:

  • Lead Score
  • Demographics
  • Email Clicks
  • Payment History
  • Purchases

Lead Scoring

Lead scoring is incredibly important in any business. With this CRM feature, you can spend time following up with potential and hot leads who are on the edge of becoming customers (and less time following up with those who will never buy). You can assign scores to each contact based on:

  • Demographics
  • Interactions
  • Behaviors

Task Management and Calendar Management

This feature of Infusionsoft offers users with the tools they need to simplify the chaotic nature of business management. This tool helps to prioritize, organize, and work through sales activities — all in a single location.

With it, you can:

  • Set Reminders for Tasks
  • Manage your Appointments
  • Link Tasks to Individual Contacts
  • Automatically Generate Tasks based on Contact Behavior
  • Streamline your Workday

Plans & Pricing

There are five different plans you can choose from by Infusionsoft. Each plan includes the CRM software — otherwise each plan includes different features and is intended for a different amount of customer support capacities and functions.

There are two steps to take when choosing a software plan with Infusionsoft. First, you choose a plan out of the five below. Then, you choose your “Kickstart” package (there are three options), which will help you to get started. A Kickstart package is required. The Kickstart package is a one time fee.

All plans can be subscribed to via an annual contract agreement with a monthly billing plan.

Essentials Plan

Price: $199 / month

Users: 3

Contacts: 2,500

Emails / Month: 12,500

  • CRM
  • Marketing Automation

Deluxe (Sales Automation) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • Sales Automation

Deluxe (E-commerce) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • E-commerce

Complete Plan

$379 / month

Users: 5

Contacts: 10,000

Emails / Month: 50,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Team Plan

Price: $599 / month

Users: 100

Contacts: 20,000

Emails / Month: 100,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Choose your Kickstart Package

Step 2 requires that after choosing one of the plans above, that you choose one of the three Kickstart packages below. Whether you need some help getting started or already have big ideas in mind, this package will help you get going. As a new customer, it is required to choose a Kickstart.

Note that the Kickstart package is a one time fee, and not a part of your annual or monthly billing.

Kickstart Lite

Price: $999 (one time fee)

This package is best for small or medium businesses that are looking for only the basic range of guidance from an Infusionsoft expert as they get started with their software. If you are good with technology, the Lite package is ideal because it saves you money but still makes the one time fee worth your while by offering you:

  • Free one-on-one work with your personal coach to identify the most effective strategy for your business
  • Launching a campaign to your list within the first two weeks, then you can take it from there.


Price: $1,999 (one time fee)

This Kickstart package is for businesses who require a bit more in-depth guidance by an expert in order to feel comfortable and get the most out of their Infusionsoft software. If you need extra help getting yourself started, this package is ideal.

  • Work one-on-one with your coach and identify an in-depth strategy for your business
  • Launch 3 campaigns to your list, then you can take it from there

Kickstart Pro

Price: $2,999 (one time fee)

The Pro package is an excellent investment for businesses who have an effective strategy in place. This plan is for those seeking an accelerated alternative to doing everything yourself — Infusionsoft’s in-house experts will set up the software for you so you can focus on your business and other priorities. This is truly an all-in-one package.

  • Customize the project scope in order to meet your unique business needs
  • Fully offload your implementation of a project to the experts

Free Demo

You can request a free demo at the following link:

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