A. Ask yourself a few questions. Are you having trouble keeping track of all your leads and customers? Are you spending too much time on boring administrative tasks that keep you from doing more important things to further your business? Are you spending time and money on SEO (website) efforts and not seeing the returns you'd like? Do you feel more like a fulfillment house than an entrepreneur? If you answered yes to any of these questions, then our software is probably right for you. But if you still have doubts you should speak with one of our sales reps to determine whether or not it is the ideal solution for your business. (1-866-800-0004 ext. 1)

Q. Why is follow-up marketing critical to the success of my business?

A. 80% of prospects don't make a purchase until after the 7th contact with a company. But most small business owners don't follow up more than 3 times, if that. By simply following up consistently with prospects and customers, businesses are able to double (and more) their sales. Infusionsoft helps small business owners fix their follow-up failure and build better, more profitable relationships with all their prospects and customers.

Q. What makes Infusionsoft different from other marketing, sales, or CRM solutions?

A. Infusionsoft is different in a lot of ways; the most important differences are 1) the marketing automation is unparalleled and 2) you can manage contacts, calendars, notes, pipelines, marketing, fulfillment, orders, invoices, reports, affiliates, sales, etc. all in single application. This allows small businesses to eliminate several applications they are trying to duct tape together and empowers them to do everything at once...automatically.

Q. How does Infusionsoft compare to other solutions?

A. First of all, Infusionsoft combines several sales and marketing solutions into one, simple program. Rather than piecing together multiple systems, Infusionsoft combines their power into one, comprehensive solution. Secondly, Infusionsoft was built specifically for entrepreneurs with 2-25 employees. It’s not a big business solution adapted to work in the small business realm, it’s a small business solution designed for entrepreneurs like you. To compare individual or specific features, take a look at our comparison chart.

Q. Is Infusionsoft easy to use?

A. Infusionsoft is easy to use as long as you know what you want to accomplish. With such a powerful tool there are a few learning curves. But for those committed to rapid growth and success, it doesn't get any easier. Plus, as an Infusionsoft customer, you are entitled to free training webinars, the Launchpad, customer support, InfusionCon (our annual user conference) and more. In other words, we’re going to do everything we can to make your transition to Infusionsoft as simple and effective as possible.

Q. Can you really help me double my sales?

A. Hundreds of testimonials and case studies prove Infusionsoft has the power to double your sales. In addition, there are over 400 entrepreneurs (Infusionsoft customers) in the Double Your Sales Club. Of course, with anything, Infusionsoft only works if you use it. But we will do everything in our power to help you double, or more, your sales.

Q. Why should I buy now?

A. You have nothing to lose. We offer a free 15-day trial for all new users. If at any time you don't wish to move forward with us, give us a call to cancel. No charges, no fees, no hassles. We would love for you to give our software a chance to grow your business and now is a great time. We have a friendly team standing by to help you and you can begin seeing the value immediately once you login.

Infusionsoft: the Product & the Company

Q. Why would I want a ‘hosted software’ solution?

A. Because Infusionsoft is SaaS (software as a service), you can access your Infusionsoft account over the Internet. That way you can access your data anytime, anywhere. And your data is stored and backed up at a top-notch facility.

Q. Is Infusionsoft an autoresponder?

A. Infusionsoft is like an autoresponder on steroids. Typical autoresponders send pre-scheduled, follow-up emails. Infusionsoft allows you to:

Segment your customer and prospect lists so you’re always sending the right message to the right person.
Automatically stop or start new follow-up sequences based on your contact’s actions.
Send multi-step, multi-media sequences to your contacts.

Infusionsoft also includes eCommerce, Sales Force Automation, Affiliate/Referral Program Management and more. So Infusionsoft includes a whole lot more than just autoresponder capabilities.

Q. Does Infusionsoft handle all the back office stuff?

A. We recognize that marketing touches all aspects of the business (or should!). So, Infusionsoft includes inventory tracking, eCommerce, invoicing, and billing tools built into the software. To run your accounts payables, payroll, financial statements, etc. you'll want to use accounting software such as Quickbooks, Peachtree, etc.

Q. Can I create custom data fields?

A. Yes. You have up to 100 custom fields on each record (contact record, affiliate record, company record, opportunity record, etc). You can search and run reports based on the data in your custom fields. You can also merge the custom data into emails & letters, creating very targeted and personalized messages.

Q. Is Infusionsoft available in other languages?

A. Not currently.

Q. Can it make me lunch?

A. Let's put it this way- it's going to pay for itself and many more lunches to come.

Q. How long has Infusionsoft been around?

A. Infusionsoft was founded in 2001 by Scott and Eric Martineau. We have won numerous accolades in a short amount of time, including 3 consecutive years on the Inc. 500 list (with over 1,100% growth), the Jim Cecil Award for Excellence in Drip Marketing, and Best SaaS Small Business CRM Solution.

Q. Are Internet-based software programs safe to use?

A. Our bullet-proof co-location facility employs many security features including: state-of-the-art firewall, limited user access, rootkit resistance, immutable system binaries, buffer overflow resistance, and more.
Furthermore, we boast a 99.9% availability average across all servers and applications. To keep this average, we have implemented redundancy and fail-over at every level.
In a nutshell...your data is safe and ready to use!

Q. Can I get references?

A. Because we protect the privacy of our customers, we cannot provide you with contact information for any of our users. However, you can read our case studies, testimonials, and expert endorsements on our Raving Fans page.

Q. Do you have case studies?

A. Yes. Hundreds of case studies and testimonials are available on our Raving Fans page. And we add more all the time. Plus, you can read the comments of our Double Your Sales Club members on our Guarantee page

Q. What is KIVA and how can I get involved?

A. Kiva is a non-profit organization that lends money to entrepreneurs. Kiva allows you to browse through the profiles of entrepreneurs in need and choose someone to lend to. Over time these entrepreneurs pay back their loan. Once your money has been repaid you can choose to lend to someone else in need. Infusionsoft supports the efforts of KIVA by lending money to entrepreneurs. You can learn more about our involvement (and get involved yourself by visiting KIVA's site).

The Right Fit For You

Q. What types of businesses are using Infusionsoft?

A. All different types of growth-minded entrepreneurs use our software. From lawyers and dentists to work-at-home moms and Internet marketers. If you need to market, sell and communicate with prospects and customers, Infusionsoft is the way to do it.

Q. Do you have other customers in my industry?

A. Infusionsoft helps a wide range of entrepreneurs. So most likely, we do. To find out for sure, you can call in and speak to one of our sales reps (1-866-800-0004 ext. 1), or check out the customers that have doubled their sales.

Q. What if I'm just starting my business?

A. Great! Entrepreneurship is exciting. Using Infusionsoft will start you off on the right foot. In fact, the best time to get started with Infusionsoft is when you're first getting up and running.

Q. Is my business too big? Too small?

A. Infusionsoft is designed for entrepreneurs and small businesses. Our average customer has 2-4 employees. So there is no such thing as too small. But keep in mind that Infusionsoft is strictly small business. If you have more than 25 employees, are sending more than 1 million emails a month, or have over 500,000 contacts in your database, we’ll probably encourage you to find a solution for mid-size businesses.

Q. What if I have a product business?

A. Perfect! We have customers that sell everything from spelling manuals, to health products, magazines to instruments and more.

Q. What if I have a service business?

A. Service businesses are a great fit for Infusionsoft. We have many clients that offer marketing consulting, website and SEO services, as well as those that offer dental and legal services. We even have customers that teach birds how to behave!

Q. How are you going to help me become successful?

A. Infusionsoft is powerful enough to double your sales. But in addition to the software, we provide you with proven marketing strategies, double your sales labs, the Launchad, Double Your Sales coaching, an annual user conference, a doubling your sales how-to guide, a small business coach dedicated to your success, free support line, and so much more! In other words, if you’re serious about doubling your sales, we’re going to do everything we can to help you do it.

Q. Can I run more than one business with Infusionsoft?

A. It certainly is possible to run more that one business with Infusionsoft, but there are a few limitations. You really should have separate accounts for each of your businesses-just to make sure nothing gets mixed up.

Q. What if I'm not a tech-savvy person?

A. Don't worry if you are not “caught up” on the latest and greatest in the technology world. You don't have to be a whiz kid in order to use our software. We have tons of resources for you to use and learn from, such as The Fusebox and the Launchpad. We also have an Infusionsoft forum that allows customers to talk to one another and ask/answer questions about the software.

Q. Do I have to be good at marketing to use Infusionsoft?

A. No, you do not. Most entrepreneurs don't consider themselves marketers. But realizing that marketing is important to any business is a step in the right direction. We have tons of preloaded content (emails, and follow-up sequences) in our software to assist you in your marketing efforts. Plus, we'll provide you with tons of marketing resources so your follow-up marketing is always engaging and effective.

Pricing and Setup

Q. How much does Infusionsoft cost?

A. Infusionsoft is $199 monthly for our Basic edition and $299 monthly for our Deluxe edition. That's it. No setup fees or other 'hidden' charges. Plus, you can try Infusionsoft free for 15 days with our Free Trial.

Q. How long does it take to set up Infusionsoft?

A. It depends on your business, to be honest. Some businesses can be up and running with Infusionsoft in a matter of minutes. Some may require several days to get fully migrated. For most users, they can take advantage of Infusionsoft in under three days. The more features you use, the more time you'll want to dedicate to setting it up for your business.

Q. How complicated is it to set up?

A. We'd be lying if we said it was effortless ... but thousands of entrepreneurs like you have been able to quickly setup and use powerful follow-up sequences. It depends on what you're set out to accomplish, but it can take between one evening to one week to get fully immersed into Infusionsoft. And we help you every step of the way with our intuitive QuickStart guide. We also have additional consulting services available if you wish to have personal guidance from an Infusionsoft expert.

Q. What information can I import into Infusionsoft from my existing software?

A. You can import basic contact information with the standard import tool in Infusionsoft. You may also purchase import assistance for additional information such as orders, contact notes, affiliate information, products, accounts, sales opportunities, etc. All information must be imported from .CSV file format.

Q. Do I have to sign a contract?

A. No! Infusionsoft is a month-to-month service that lets you stop anytime. Existing contracts are valid and we still honor those if you have one.

Q. Can I cancel at any time?

A. Yes. If for any reason you need to cancel your Infusionsoft account, simply give us a call. If we can’t take care of your needs, we’ll cancel your account. And you never pay any fees or penalties.

Q. Do I have to call in to cancel?

A. Cancellations can only be completed over the phone. Our number is 1-866-800-0004. Tell us you'd like to cancel and we'll connect you to our Customer Care team.

Q. What if I want to upgrade?

A. Chances are, you will want to upgrade as your business grows. You may upgrade anytime through your Infusionsoft application by clicking on “My Account” or by asking your small business coach to upgrade your application. Upgrade features are instantly available for you to use.

Q. What if I want to downgrade?

A. To ensure that you don't lose any functionality in your application or your important data, you'd need to give us a call to downgrade. Give your small business coach a call so they can put you on the right edition with the right features.

Q. Where can I go to upgrade?

A. It's easy. Just click on “My Account” located along the top of your Infusionsoft application. You may also give us a call to talk about upgrading and we can do it for you.

Q. What if I want to increase my limits?

A. As your business grows, you may hit the limits on your plan. But don't worry. We've got you covered. You may upgrade anytime by clicking the “My Account” link on the top of your Infusionsoft application. You may want to double-check your current edition offering to ensure that you don't pay any overages.

Support and Resources

Q. What kind of support do you offer?

A. Infusionsoft provides a wide range of support from our online support center The Fusebox to our U.S. based phone support (not available with the 15-day trial). One-on-one consulting and other services are available.

Q. When can I get through on the support line?

A. The support line is open Monday-Thursday 6:00 am to 5:00 pm (AZ time zone) and Friday from 6:00 am to 3:00 pm. We also have after-hours service that will process trouble tickets 24x7.

Q. Are there resources I can go through on my own time?

A. The Fusebox and Launchpad, our greatest resources, are available online with unlimited access.

Q. What if I need other business building resources?

A. You can find a variety of marketing and sales resources through our our blog, the Infusionsoft Community, the Double Your Sales Coaching Program, our newsletter and other business building emails. We also sell marketing and sales materials that can be a powerful resource for your business.

Q. What other services do you offer?

A. Infusionsoft offers Double Your Sales Coaching to entrepreneurs looking to improve their websites, learn basic marketing plans, improve their conversion techniques, and more. Also, if you are looking for web design, copywriting, or similar services, try looking in our Resource Directory. The Directory lists dozens of service providers that help you build your business.

Integrations with Existing Software and Websites

Q. What if I don't have a website yet?

A. You will still benefit from Infusionsoft. A website certainly helps you build your business faster. However, there are still plenty of money-making ways you can use Infusionsoft even without a website.

Q. Do you design websites?

A. No, website design is not a service we offer. But if you are looking for web designers, we suggest you browse through our Resource Directory where you will find dozens of listings for web designers, copywriters, and other service providers.

Q. Does Infusionsoft host my website?

A. No. We host your Infusionsoft account and data on our servers, but your business website will remain with your current host.

Q. How does Infusionsoft integrate with my website?

A. Infusionsoft will integrate with your website via web forms, sale forms, and the shopping cart in order to collect information for and automate the follow-up process for new leads, event registrations, sales, membership registration, etc.

Q. Does Infusionsoft integrate with Quickbooks or other accounting software?

A. Yes. Many entrepreneurs are using Quickbooks, so Infusionsoft integrates with Quickbooks through .IIF format. Call our support team if you would like to enable the Quickbooks integration. For other accounting software programs, .IIF will often work, or you can download your orders to .CSV from Infusionsoft and import into your accounting software.

Q. Does Infusionsoft integrate with Outlook?

A. Yes. Infusionsoft has completed and released the first phase of our Outlook integration. With our Outlook integration you can search contact records, attach copies of emails to contact records, and simultaneously send and attach copies of emails, without switching between programs. The Infusionsoft Outlook integration is available to all customers as an add-on application.

Q. Can I integrate with other databases?

A. Infusionsoft integrates with several programs. And through the use of an API developer, more advanced integrations can be completed. However, this is a complex process that requires the skills of a programmer.

Q. Can I integrate with membership sites?

A. Integration is possible with the use of the API. However, if you want to do something this complex, you will need the help of an programmer.

Free Trial

Q. Can I download it before I buy?

A. Infusionsoft is entirely web-based, so you don't need to download a thing. But we definitely want you to try before you buy. That's why we let you sign up for a 15-day free trial; so you know this is the best solution for your business.

Q. Do you offer a free trial?

A. Yes! Our free trial gives you 15 days to test Infusionsoft and see if it's the right fit for your business.

Q. What does the free trial include?

A. The free trial of Infusionsoft includes email marketing, CRM, automated follow-up, workflow automation, and calendar & tasks. These are the same features available in Infusionsoft Basic. You will also get full access to The Fusebox, our online support center that provides you with hundreds of articles, training videos, and more! (Phone support is not available with the trial.)

Q. Why do I have to give you my credit card to get the free trial?

A. We are thrilled to offer a free trial, but it costs us to provide you with such a valuable opportunity. By giving us your credit card number, we know that you're a qualified business owner who is serious about building your business.

Plus, with the free trial, you get access to the CRM, email marketing, marketing automation features, and more. But, once you become an Infusionsoft customer, we'll increase the limits on your email and contact lists, start the Double Your Sales Guarantee, and more! With your credit card on file, you can automatically become a subscription member without any disruption to your business.

Double Your Sales Guarantee

Q. What is the Double Your Sales Guarantee?

A. In a nutshell, the Guarantee says: When you use Infusionsoft to fix your follow-up with prospects and customers, you will double your sales. If after 12 months you have not doubled your sales and you’re not confident with the progress you’re making, you can cancel the software and we’ll refund half of your first year’s subscription fees.

Q. How can I take advantage of the Guarantee?

A. When you sign up for Infusionsoft, you are instantly entitled to the Guarantee. (You don't need to do a thing!)

Q. How Infusionsoft Doubles Your Sales?

A. The whole company is here to support you to double your sales. It's not just a guarantee, it's a promise. Come meet the team and watch videos on how we double your sales!

Once You're A Customer

Q. Can I update my own billing?

A. Yes. Your billing information and changes can be made at our CustomerHub portal. Or you can change billing information by calling our billing department at 1-866-800-0004.

Q. If I don't use my account, do I still have to pay?

A. Yes. Infusionsoft does not bill based on usage. Infusionsoft provides you the ability to login to an amazing, automated follow-up software to help you build your business. Whether you choose to actually login and use the system is up to you. Note: Voice and Fax broadcast are exceptions and are billed per usage.

Q. Do you own my data, or can I get it out if I want to?

A. At Infusionsoft, we believe your data belongs to you. And you will have full access to it. Even if you cancel your subscription, you can still export your data from your account.

Q. Will I have a dedicated contact person?

A. Yes. Every new customer is assigned a small business coach. If you have any needs, concerns, or questions, you can get in direct contact with your coach. And if you purchase consulting or “Done-for-you” services, you will also be in contact with a Double Your Sales consultant.

Q. What about canceling?

A. Check out the response under Pricing and Setup.

eCommerce

Q. Which Merchant Gateways do you support?

A. We support several Merchant Gateways. See a full list. Our preferred merchant account provider is PowerPay.

Q. What currencies are included in the shopping cart?

A. The shopping cart comes with the ability to take online orders in the following currencies: the U.S. dollar ($), the British pound (£), the South African rand (R).

Q. Can I use the shopping cart for one click upsells?

A. Sure. Using the shopping cart you can easily offer customers additional products and/or services during the checkout process. In fact, it's one of the marketing strategies we recommend in order to double your sales. But this is just one of the many marketing techniques you can put in place with your shopping cart.

Q. Can I create continuity programs?

A. Yes. You can create as many continuity programs as you would like. For each continuity program you can specify things such as the amount you would like to charge and how often you would like to charge your customers (e.g., once a month, every 2 weeks, every 49 days, etc.).

Q. Can the software do auto-invoicing?

A. Yes. You can make Infusionsoft send your customers a copy of an invoice as soon as you receive a payment from them.

Email Marketing

Q. Do I have to double opt-in (confirm opt-in) my email list when I buy Infusionsoft?

A. Infusionsoft does not require double opt-in, but we highly advise all our customers to take advantage of the improved deliverability that double opt-in provides. We do have separate networks for single opt-in and double opt-in subscribers and we strongly recommend double opt-in in order to maximize email deliverability.

Q. How good is your email deliverability?

A. We boast over a 95% email deliverability rate. Since first creating Infusionsoft, we have developed a good reputation with the various ISPs (Internet Service Providers). Meaning...your messages get delivered!

Q. How do I know I'm not a spammer?

A. As a small business owner, you know how important your reputation is. In order to avoid SPAM issues, we recommend you double-opt in your prospect lists. For more details about the CAN-SPAM act, you can visit the Federal Trade Commission's website.

Q. Are you going to write my emails for me?

A. We will not write custom emails for you. But, you will find over 50 email templates pre-loaded into your Infusionsoft account. And if you do need someone to write emails for you, take a look at the copywriters we have listed in our Resource Directory.

Multimedia Marketing

Q. Can I send fax or voice broadcasts?

A. Absolutely. The software has the ability to automate both. However, these services require an additional fee. For more details and to sign-up, call 1.866.800.0004 ext 1.

Q. Can I send direct mail?

A. Yes. There is tremendous power in multi-media marketing. You can easily automate direct mail along with your other marketing efforts.

Q. Does Infusionsoft send direct mail for me?

A. No. Infusionsoft is not a fulfillment house. But, Infusionsoft still automates your direct mail by sending automated messages to whichever fulfillment center you are currently using.

Q. Can Infusionsoft integrate with companies like Send Out Cards?

A. Infusionsoft integrates with Send Out Cards, and other fulfillment places by sending them automated emails with your requests and, if necessary, your attached documents.

Q. Do you create multi-media marketing pieces for me?

A. Unfortunately, we do not offer any creative marketing services. However, in the Resource Directory you will find dozens of businesses that offer copywriting, web design, marketing campaigns, etc.

Ask Yourself:Am I Ready to Double My Sales?

The Path to Doubling Your Sales