How To Decide If Infusionsoft Is the Right CRM For Your Business

The CRM market is crowded with solutions that are either too expensive or not flexible enough to fit your business. But Infusionsoft is different. It’s an affordable, scalable, and easy-to-use solution for any size company looking to grow its customer base.

With Infusionsoft, you can manage all aspects of the sales process, from lead generation to email marketing. Hence, you always know each prospect’s stage in the buying cycle. And because it integrates seamlessly with tools like MailChimp and Google Analytics, you can see how customers flow through your funnel on a single dashboard.

Infusionsoft comes packed with features that make it easier for marketers to generate leads by automating tasks like following up with prospects or sending custom targeted email campaigns. You can also monitor and manage your contacts using CRM capabilities, making it easy to see the entire customer life cycle.

Infusionsoft is an outstanding solution for growing businesses looking to bring all aspects of the sales process under one roof. The intuitive user interface and automated marketing features make it easy for marketers to get up and running right away. Still, it’s also scalable to meet the needs of large organizations.

1. What is Infusionsoft, and how does it work

Infusionsoft is a powerful CRM tool that helps businesses manage their customers and sales more effectively. It can be expensive and challenging to learn how to use, so companies should weigh the pros and cons before deciding if it’s the right tool for them.

Infusionsoft can help businesses more effectively manage their customer relationships. First, it enables you to create a custom profile for each customer with information like their birthday or anniversary, what kind of emails they like to receive, and how often they make purchases. Then, the system will automatically send them personalized emails based on these preferences. It can also send automatic alerts when a customer makes a purchase or hasn’t been in contact with you in a while.

In addition to its CRM features, Infusionsoft also has tools to help manage your sales and marketing efforts. The system’s core is a powerful automation engine that allows you to send and track email campaigns. Automatically trigger emails based on a customer’s actions, such as making a purchase or opening an email. You can also automate parts of your business by sending out automatic welcome emails or receipts or automatically placing customers in a sequence of “nurturing” emails to help them become better customers.

Infusionsoft also has an online shopping cart feature that can integrate with your existing website. The system also has a built-in mobile app that shows all of your contacts and allows you to send messages from your phone or tablet.

2. Pros and cons of using Infusionsoft


  • Infusionsoft is a powerful CRM tool that can help businesses manage their customers and sales more effectively.
  • Companies may want to test out Infusionsoft by implementing the free trial before deciding to invest in it.
  • Businesses that use a trial version of Infusionsoft can determine how well it fits with their workflow and budget before investing in full, paid software.


  • Infusionsoft can be expensive. Starting costs $199 per month, and there are additional fees for each type of email you send.
  • It has a steep learning curve, and many businesses struggle to use it effectively. It takes a while to learn how to get the most out of the system because it is so full of features, and there are a lot of helpful videos and guides available.
  • Infusionsoft is designed for larger businesses, so smaller companies might not get as much out of it.
  • Not the right choice if you’re a marketer, not a salesperson.
  • Not great for teams that work remotely or in different time zones. Infusionsoft is very phone-based, so it cannot be obvious to use if people are in other places.
  • Not the right choice if you’re not ready to invest the money and time (and potentially professional help) needed for implementing and learning how to use Infusionsoft.

Infusionsoft is a good CRM tool, but businesses need to ensure that they have the budget and resources to learn how to use it. It may not be the right choice for companies struggling with limited time and money.

You would better serve many businesses with a more straightforward tool that is easier to implement and learn.

3. Why you should use Infusionsoft if you’re a small business or entrepreneur with limited resources

Small businesses and entrepreneurs have a lot to gain from using Infusionsoft. It’s a powerful CRM tool that can help them manage their customers and sales more effectively. Despite the cost and learning curve, Infusionsoft could be worth the investment for small businesses and entrepreneurs. Here are three reasons why:

  1. It’s a potent CRM tool that can help you manage your customers and sales more effectively.
  2. It’s affordable compared to some of the other CRM options out there.
  3. There’s a lot of online information available about how to use Infusionsoft. The community of users is very passionate and open about sharing their experiences.

4. How to get started with Infusionsoft

When you’re first getting started with Infusionsoft, there are a few things you need to do in order to set it up correctly. Here are the basic steps:

  1. Create an account and login into the Infusionsoft dashboard.
  2. Click on the “Create a new contact” button and fill out the information for your new contact.
  3. Click on the “Add a new activity” button and create a new activity for your contact.
  4. Click on the “Add a product” button and add a new product to your contact’s sales pipeline.
  5. Repeat these steps for all of your contacts.

Infusionsoft is a powerful CRM tool that can help businesses manage their customers and sales more effectively. It offers a wide range of features, including email marketing, automation tools, and customer management capabilities. It can help you manage your customer relationships more effectively. It can also be expensive and hard to learn, but if you have ever used a CRM, you should be able to pick up Infusionsoft in a matter of days. In particular, small businesses with limited resources may find that they cannot take full advantage of all that Infusionsoft offers. Nevertheless, Infusionsoft remains an excellent choice for businesses that want a comprehensive CRM solution. Only you know what is most important for your business, so it’s a good idea to do some research and figure out if Infusionsoft is the right CRM for you.

Infusionsoft can help businesses manage their customer relationships effectively. Still, if a business doesn’t have the budget or time to learn how to use it, they might be better off with a more straightforward, more user-friendly CRM solution.