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  • Attention: Do not subscribe to this solution if you have an existing CRM and/or don't have about 20 hours per week over four weeks to attend training and setup campaigns. They push their products to small businesses but I don't see how a business owner can set up the product, take care of sales, and do the actual work. Don't get me wrong this is probably a great solution for a mid-size small business that can have a full time resource dedicated to migrating data and setting up the application but not for a small 10-20 employee shop. As far as the company, the people are very nice and even during the cancellation process after a few emails and two phone calls Tara the Loyality Manager was very polite and took my feedback like a champ. By the way, you are REQUIRED to speak with someone before they cancel your account. My goal with using Infusionsoft was simple, I wanted to convert more leads to sales but after a little over 20 days of using the product I was only able to setup a simple broadcast message. The biggest negative aspect of the application was the setup and that it did not integrate with my CRM even though the Sales person assured me that it would. This meant that my staff would have enter contacts into Infusionsoft and then our existing CRM that we have been using for about 4 years. As of today, I cancelled my plan with only about 20 days with Infusionsoft. I did pay for the setup and first month subscription so it was a big hit to the budget but not worth the very limited use and the extensive setup. Lastly, if you are looking for a quick solution the best tip I can give you is to find something that integrate with your existing CRM. Don't take the sales persons word for it, speak to tech support or get them to put it in writing. I supported and tested enterprise software for 12 years and our slogan was "install in minutes and sets up in hours." If I were going to create a slogan for Infusionsoft It would have to be "Login in seconds and configuring in months."
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