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About Infusionsoft
What is Infusionsoft?
Infusionsoft by Keap is a CRM (Customer Relationship Management) and marketing automation platform designed to help small businesses organize contacts, track leads, and automate follow-up emails. It combines contact management, email marketing, and sales pipeline tools in one system.
Who is it for?
Infusionsoft is built for service-based small businesses, consultants, and coaches who need to nurture leads and manage client relationships without manual effort. It's not ideal for large enterprises with complex sales processes or for businesses needing advanced e-commerce features out of the box.
Key features and use cases
Infusionsoft lets you capture leads from forms and landing pages, segment contacts based on behavior, and send automated email sequences. It also includes appointment scheduling and payment collection. Typical use cases include follow-up sequences for new inquiries, event registration, and client onboarding.
With its drag-and-drop builder, you can visualize your sales pipeline and automate tasks like assigning tasks to team members. While it offers powerful automation, the learning curve can be steep for beginners, and some users find the interface dated.
Key features
- Contact Management — Store all customer details in one place and track interactions.
- Marketing Automation — Build automated email and SMS campaigns based on triggers.
- Sales Pipeline — Visualize deals and move them through stages.
- Appointment Scheduling — Let clients book time with you automatically.
- Lead Capture — Create forms and landing pages to grow your list.
- Payment Processing — Accept invoices and payments through the platform.
- Reporting & Analytics — Track campaign performance and sales metrics.
SaaSpartout Score
6.8
/10
Editorial score from our review methodology — not user ratings.
Infusionsoft Pricing
Infusionsoft pricing: from $199/mo.
Pro
Starting at $199/month (annual billing) — includes contact management, email marketing, and sales pipeline automation for up to 1,500 contacts.
Complete
Starting at $299/month (annual billing) — adds advanced automation, e-commerce features, and invoicing for up to 2,500 contacts.
All plans include a 14-day free trial. Additional contacts and features require higher tiers.
Frequently asked questions
How much does Infusionsoft cost?
Infusionsoft pricing starts at $199 per month (billed annually) for the Pro plan, which includes up to 1,500 contacts. The Complete plan starts at $299 per month. Prices increase with more contacts and features.
Does Infusionsoft offer a free trial?
Yes, Infusionsoft offers a 14-day free trial on all plans, allowing you to test the platform before committing.
Who is Infusionsoft best for?
Infusionsoft is best for small service-based businesses, consultants, coaches, and agencies that need to automate client follow-up, manage contacts, and streamline sales processes.
What are top alternatives to Infusionsoft?
Popular alternatives include Keap (the new name for Infusionsoft), HubSpot CRM, ActiveCampaign, and Pipedrive. Each offers similar features like email automation and pipeline management, but may differ in pricing and ease of use.
What is Infusionsoft's main limitation?
Infusionsoft has a steep learning curve and can be overwhelming for beginners. It also lacks some advanced features like native social media management and full e-commerce functionality in lower tiers.
