Infusionsoft: Grow Your Revenue by Automating Marketing and Sales

If you’re a small business owner, you must have already learned the true value of automatization. With so many things on your mind, you’re always looking for ways to save some time and effort and focus on things that require more creativity. If, however, you still haven’t learned how to automate your marketing and sales, we have only one word for you – Infusionsoft.

What is Infusionsoft?

Founded in 2001, Infusionsoft is an e-mail marketing and sales platform intended primarily for small businesses, which offers products in the area of customer relationship management (CRM), marketing automation, e-commerce, and lead capture.

 Infusionsoft logo

In 2013, Infusionsoft was ranked as the 17th best medium workplace in the United States. It provides small business owners with a simple to use and cost-effective marketing and sales software that will enable them to increase their revenue. Let’s take a look at some of the numbers – the Infusionsoft users have reported:

  • 24% increase in customer retention
  • 25% improvement in customer satisfaction
  • 29% growth in sales
  • 28 hours saved every month

The secret behind the success of Infusionsoft may lie in the fact that, according to some studies, 52% of customers prefer personalized marketing – which is exactly what Infusionsoft enables you to do, while still automatizing the largest portion of the process.

leadquizzes stats  

We mentioned the success of Infusionsoft, but you may still ask ‘which success’? As people just love real-life success stories, here are a few by some of the actual Infusionsoft users.

Infusionsoft Case Studies

An Irish tour operator, Shamrock Vacations, rocked $1.5 million in sales using Infusionsoft.

Burleson Orthodontics used Infusionsoft to increase their referrals from 28% to 60% and achieve 10x revenue growth.

Tyler New Media grew their Facebook to 400,000 fans, while their contact list went up from 9,000 to 117,000.

Infusionsoft’s marketing and sales automation has enabled Iron Tribe Fitness to triple their profits, increase lead capture by 308%, and maintain the customer retention rate of 96%. 

With the help of Infusionsoft, LKR Social Media increased their yearly revenue from $100,000 to $800,000 and grew their leads from 2,000 to 85,000.

Each of the businesses above (though those are just some of the success stories) have used Infusionsoft to significantly increase their conversions (be those referrals, sales, leads, or something else). Why wouldn’t you be the next one to do it? We’re going to show you how to automate your marketing and sales in order to increase revenue and save valuable time.

How to Use Infusionsoft to Automate Marketing and Sales

According to the Salesforce’s State of Marketing, 67% of marketing leaders use one of the marketing automation platforms. Although essentially not intended for the industry leaders, Infusionsoft incorporates most of the tools a small business might ever need. Let’s examine some of the things you could achieve using this software. 

leadquizzes stats 2


Use CRM to Personalize Content & Automate Your Marketing


Customer Relationship Management (CRM) tools are used to perform the marketing and sales automation tasks and maintain customer relationships. CRM tools such as Infusionsoft can be used to collect, organize, and analyze data on your leads and easily manage the customer’s individual records (such as the name, address, email, phone, website, type of customer, and purchase history).

But a CRM is much more than a just data storage. It enables you to nurture your leads with the ultimate aim of increasing the revenue. It keeps the communication history in one place and uses autoresponders to send out personalized emails in an instant. CRMs can come in handy when you want to promote your services, automate email follow-up, capture leads, target your offers, or analyze campaign performance data.

infusionsoft dashboard

Marketing Automation

Using the Infusionsoft Campaign Builder, you can personalize and automate communications, create landing pages and emails, and make the necessary changes to your campaigns on the basis of their performance.

With the Campaign Builder’s simple drag-and-drop interface, it’s easy to create custom campaigns tailored to your specific business needs. As small businesses usually don’t have much time to dedicate to this process, Infusionsoft offers ready-made campaign templates in their Marketplace, in order to speed up the setup process.

Choose Among a Number of Integrations & Payment Options

Thanks to its great potential for integration with other apps, Infusionsoft does all the work for you. It can integrate with your email, e-commerce, and websites. These integrations will automate your online store by automatically populating your data fields on the basis of leads they get, thus saving you a lot of time and effort. 

infusionsoft integrations

 You can effortlessly integrate it with Shopify, WooCommerce, Magento, BigCommerce, QuickBooks, Xero, G Suite, Zapier, Zendesk, Wistia, Booker, and dozens of other tools. 

Infusionsoft also lets you set up your payments so as to accept all of the major payment service providers, such as Visa, American Express, Discover, and MasterCard. It enables you to set up everything in less than 10 minutes and accept payments online, over the phone, in person, or using a Bluetooth card reader.

Generate Qualified Leads

Infusionsoft uses Facebook Ads to bring you qualified leads. Moreover, you can choose to fully lean on one of Infusionsoft’s social gurus to do everything for you. They can create and optimize Facebook ads for you and then leverage the Infusionsoft funnels to convert those leads and turn them into sales. This is enabled thanks to a seamless integration of Facebook Ads with Infusionsoft.

Why go with Facebook Ads by Infusionsoft instead of advertising on Facebook directly? Because it enables more precise targeting (which is the key to a successful campaign) by using your existing Infusionsoft contacts to create a buyer persona and use it to create Facebook lookalike audiences.

If you’re still not sure if this is the right thing for you, they offer a free consultation with one of the Infusionsoft’s certified ad professionals.

When it comes to lead generation, there are dozens of alternative options, one of the most underrated ways of capturing leads being online quizzes. LeadQuizzes users, for example, have generated 3,083,210 leads so far and still counting!

Customize Your Own Store and Automate Sales

Infusionsoft contains e-commerce tools that enable you to create your own customized store. It also offers customizable templates to speed up the process and get you started with online sales, be it products, services, or subscriptions that you’re offering.

With Infusionsoft, it’s easy to build your own online storefront that includes a standard shopping cart and customizable order forms. You can also reach out to larger groups of customers by offering special promotions and segmenting them by date, events, locations, purchase history, promo codes, and so on.

Infusionsoft enables you to streamline the entire sales cycle by tracking all the customer interactions, automating follow-up, managing your pipeline, and analyzing everything to make sure you’re on the right track.

Using Infusionsoft is like having an extra employee who’s helping you move your customers through the pipeline. You can use it to create and manage custom quotes, send email notifications upon the acceptance or denial of quotes, and enable customers to accept quotes and pay online in just a click. Converting quotes into orders has never been simpler thanks to Infusionsoft.

Analyze and Report

In order to make smart business decisions, you need to look deep inside your business. With Infusionsoft, you can analyze, track, and report as easy as 1-2-3.

You can use it to analyze data on emails you sent, track click-throughs and conversions, evaluate landing pages and web forms, monitor real-time campaign results, and eventually maximize ROI. 

infusionsoft email stats

Infusionsoft also enables you to generate detailed marketing and sales reports in real time. You can choose to filter your conversions and revenue by different criteria (such as sales stage, lead source, products, etc.) and create order and billing reports.

Infusionsoft Plans and Pricing

Infusionsoft offers fully customizable plans based on the number of contacts you have. The cheapest, most basic plan starts at $80/month (with 20% off for the first 3 months) and it’s valid for up to 500 contacts (and does not include the e-commerce and sales pipeline functions).

 infusionsoft pricing 1

What we really like about the Infusionsoft plans is the level of customizability. Based on the number of contacts and the functions you choose to add, it gives you the price for your own custom plan. This way, you avoid paying for the functionalities you may not be needing or using. And don’t worry, you can change your subscription at any time in case you realize you’re going to need some of the extra functionalities after all.

The most inclusive plan starts at $398/month and is suitable for up to 50,000 contacts. It also includes the e-commerce and sales pipeline functions.

infusionsoft pricing 2

Each of the plans contains 1 user account (if you need another, you have to pay additional $29/month), CRM, marketing automation, and unlimited emails. There is also a free 14-day trial if you want to check out the Infusionsoft functionalities before subscribing.

Top Infusionsoft Alternatives

As with everything, it’s important to consider the alternatives, to make sure you’re using the right software for your needs. When it comes to the CRM tools market, the most popular ones are probably Hubspot and Salesforce.

Hubspot CRM

Hubspot is primarily known as an all-in-one marketing platform, but it also has its own sales and general CRM software. One of the reasons behind its popularity may be the fact that the basic Hubspot CRM tool is 100% free to use. Of course, there are some more advanced tools that are only available in their paid sales and marketing software.


Salesforce is one of the pioneers in the area of cloud computing and one of the most widely known names in CRM and marketing. It offers a wide range of CRM applications and is suitable for businesses of all sizes, from small companies to enterprise organizations. It’s particularly famous for its sales and support products.

Of course, there is a wide range of other, not-so-popular solutions that might be perfect for your business needs: Ontraport, Pipeliner, Nutshell, Maximizer – to mention just some of the less-known alternatives. 

Whether you decide to opt for Infusionsoft or some of its many alternatives, one thing is for sure – marketing and sales automation will make your life much easier. Plus, if done properly, it will help you grow your revenue on a long-term basis. A win-win situation, right?

Build Your Email List By 100K This Year Using Quizzes

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Build Your Email List By 100K This Year Using Quizzes

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