Logiciel de CRM, de ventes et de marketing pour les petites entreprises4.1/5 (962 avis)
Infusionsoft fournit une solution de gestion de la relation client (CRM), de marketing automation, d'e-commerce et de paiement, ainsi qu'un site marchant d'applications, d'intégrations et de consultants stratégiques. En centralisant toutes les informations de contact au même endroit, le CRM d'Infusionsoft améliore l'efficacité des équipes commerciales. Infusionsoft élimine les activités commerciales redondantes et, grâce à des outils robustes de marketing et d'e-commerce, aide les petites entreprises à améliorer leurs ventes en automatisant le workflow des ventes et en accompagnant les prospects jusqu'à ce qu'ils soient prêts à acheter.
Infusionsoft intègre pleinement de puissants outils marketing qui aident les utilisateurs à communiquer avec les prospects par e-mail, sur les réseaux sociaux et via des canaux hors ligne pour nouer et conserver des relations. Et parce que les messages marketing sont liés aux CRM et aux données d'e-commerce, les entreprises peuvent créer des communications personnalisées pour augmenter les conversions.
Avec Infusionsoft, il n'est pas nécessaire d'utiliser des systèmes en ligne distincts pour les activités commerciales. Il comprend une gamme d'outils d'e-commerce nécessaires pour créer une vitrine ou des pages de commande, gérer la facturation et les encaissements, déclencher un suivi après l'achat, etc. L'outil d'e-commerce est également lié aux systèmes de gestion de la relation client existants, ce qui permet aux utilisateurs de créer facilement des messages et des offres ciblés. Avec Infusionsoft, les utilisateurs peuvent tirer parti de l'automatisation pour rechercher des pistes, déclencher des communications basées sur le comportement, rationaliser le workflow, gagner du temps et créer un système plus cohérent et plus opportun pour gérer les processus de vente et de marketing.
Être payé ne devrait pas être une source de stress - Infusionsoft Payments vise à simplifier les choses. La plupart des clients seront approuvés et capables d'accepter les cartes de crédit en quelques minutes. Infusionsoft Payments applique un faible taux fixe de 2,9 % + 0,30 dollar par transaction. Les fonds sont généralement disponibles sous 48 heures. Les entreprises ont même la possibilité de décider à quelle fréquence elles souhaitent que leurs fonds soient déposés.
Infusionsoft by Keap (AKA the "classic Infusionsoft") has been on top of the small business automation marketplace for years, and for good reason. In the right hands, it's a perfect marriage of automation + CRM. Its strengths are best-in-class, and it is refreshingly light on gimmick features that claim to fulfill a business need without offering real capability. That said, there are some noteworthy holes in functionality.
Caveat: the power comes with a substantial learning curve, and you *do* need to learn the software well to use it effectively. Campaign builder has many quirks, there are multiple ways to accomplish any result, and the number of settings is astonishing. Infusionsoft's own (paid + mandatory) onboarding at the time we started using it was insufficient. Fortunately, its history means there are many good Certified Partners and tons of free blogs, videos, and other resources to guide your implementation.
I recommend having at least one person on your team who can take on the role of Infusionsoft expert and take responsibility for configuring, organizing, and maintaining the app. For a solopreneur whose time is better spent doing the business, or a small organization that's just beginning to figure out its digital processes, IS is likely to be too overpowered and cumbersome. (FWIW, we started with IS too early ourselves. We've grown into it and are now very happy, but the first couple years were frustrating.)
The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools.
The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates.
Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.
At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.
It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you!
There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.
I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting.
I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better.
I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored.
OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.
The biggest problems Infusionsoft has solved for me has been easily tracking and managing all new leads coming into my business, as well as giving me an easy way to stay in touch with and market to everyone on my email list. It's also allowed me to build out nurture systems to automatically send out emails and communications to new leads who haven't quite made the decision to book with me. The best part is all of this is working for me 24/7 behind the scenes without any work on my part now, so it allows me to focus my time on growing my business and working with my clients.
Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.
The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier.
Wow, thank you so much for taking the time to write us a detailed review on Capterra! We appreciate your input and the high marks!
Sarah, Advocacy Manager at Infusionsoft
The overall experience has been quite enlightening on how process flows are vital to making your business function correctly. My application is primarily used as a lead management system and not all our employees use InfusionSoft, which meant I had to integrate InfusionSoft with Google Sheets which makes it easier for my sales team to acquire data to leads as they come in. Most of my time is spent in campaign builder and I am currently overhauling our current lead process and I keep learning new things everyday on how to program logic to suit our business needs.
What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.
While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.
Thank you so much for taking the time to write such a thoughtful review. We truly appreciate your input - especially hearing from what I would call a "power user" :)
Sarah, Advocacy Manager at Infusionsoft
Product is fine, but management, support and client service leaves a lot to be desired.
The product itself is very useful and good. While there are no "perfect" automation apps on the market that fulfill all our requirements, IS did a relatively good job of it.
They've been pushing lots of regular updates which is good, but doesn't make up for what I'll describe in the Cons section.
Many other automation apps have built-in features that are very useful, but Infusionsoft requires a LOT of 3rd party apps (which adds on a lot of costs for a small business) to do a lot of things other apps have out of the box. As mentioned, I understand no app on the market is 100% perfect and the other apps have their own deficiencies.
The worst part of Infusionsoft is not the product itself (the product is relatively good) but it's the entire management and customer support that is problematic.
Often times, chat support (while friendly & quick), is not very familiar with the IS product. Often times, it's the we the customers who know more than they do.
Finally, as mentioned, we were with IS for 10yrs and then they decided to raise our price by 400% giving us only 30 days notice via email (and a poorly written one). This has caused a furor amongst long-time clients & resulted in a large exodus of long-time clients. Apparently the new management didn't really care, despite many of thus believed we were grand-fathered into our original plans.
All in all, many of us felt it was poorly handled by management and that's why we left them after ten years, despite the pain of migrating to a new platform.
They are trying to expand globally but IS is still not really setup to work internationally. We were probably one of the first companies in Asia to use them and they completely ignored our feedback or even show any interest us when we attended a live seminar with them.
Voici quelques-unes des questions fréquentes sur Infusionsoft.
Types de licences disponibles pour Infusionsoft :
À partir de: 99,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Infusionsoft.
Utilisateurs habituels du logiciel Infusionsoft :
Langues dans lesquelles Infusionsoft est disponible :
arabe, néerlandais, anglais, français, allemand, hébreu, italien, japonais, portugais, espagnol, suédois
Types de licences disponibles pour Infusionsoft:
Appareils pris en charge par Infusionsoft :
Android, iPhone, iPad
Applications s'intégrant à Infusionsoft :
3CLogic, Bitium, Click2Mail Mailing Online, Direct Mail Manager, HappyFox, Help Scout, Instapage, Velocify, WebMerge, ion interactive
Ressources d'aide disponibles pour Infusionsoft :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo