Infusionsoft is awful

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infusionsoft logo

A public service announcement for any prospective Infusionsoft buyers. It sucks. Sucks hard. Being a CRM firm you’d at least think that customer service would be a strong point, but that’s one of their worst qualities. If tech support reps openly lie, who knows what the sales guy will say? Their API is one of the most difficult I’ve ever integrated with. To do almost anything requires an obscene number of distinct XML-RPC calls. For example, to process a sale for a customer:

  1. Check if contact exists, if so capture the contact ID, check if the given card already exists on the contact and if not validate the card and add the card (up to 4 calls)
  2. If the contact didn’t exist, create the contact, validate the credit card and add the credit card to the contact (3 calls)
  3. Create a blank order invoice, capture the invoice ID (this is also called the orderId in some methods, but it’s the same number)
  4. Add a product to the invoice, to do this you already need the product code and some meta data (price, description, etc) which most likely means another API call
  5. Charge the invoice. If you have a problem here, you’re in pretty shitty. The invoice still exists in the system, so when you present the error to the user (they gave you the wrong expiration date or something silly) you need to have your system skip all of the above steps and instead update the card so you can charge the existing invoice. Which you can’t do in the API, cards can only be added. So add it again and clutter up the back end with broken credit card numbers with no real way to tell which one is right.

After you integrate all this you’ll find out that some API requests then aren’t processed in real time, because that could “crash their system” (literally, that’s what the API guy told me). Instead it takes up to an hour. So your customer gets no receipt and can’t log into your website for up to an hour. Deal breaker.

Every integration I’ve done with them has a similar issue and their technical staff had no idea of really huge gaps in functionality. Another example, you can start a subscription in the API but cannot stop one. So to process cancellations you have to trigger an email to your support staff to log into Infusion Soft, look up the customer and manually cancel. And this is a company centered around business automation. There are tons of other complaints (terrible usability, out of date documentation, really slow, etc etc), but it’s the API that really grinds my gears. It’s as if they are actively trying to make sure that you can’t really integrate with them.

Anyway, I just heard they scored $8 million in VC last month to advertise their shitty platform, so I figured I’d tell my side of the story. If you are considering Infusion Soft for your business, run in the other direction.

Update 2/13/09: Another integration project and another Infusionsoft war story… You can make and charge invoices via the API but those orders don’t get email receipts like regular orders do. There’s not even a hook for it (com.infusion.crm.api.service.InvoiceService.emailReceipt is suspiciously absent). I called about it and you guessed it, “There’s only one guy here who deals with the API… Let me see if he’s available… Nope, but I’ll have him call you.” Yea, we’ll see about that. Jusin, the API Guy, is also the clown who has his voice mail message listing “office hours” of approximately an hour where you are allowed to contact him for help. What a crock.

I stand by my original point, the API is a better marketing tool than development tool. When you actually try and build products with it the gaps are enormous and frequent.

Update 2/26/09: Infusionsoft found this post (curiously via several Google searches for phrases like “Infusionsoft sucks” and in some cases simply my name) and has been busy getting in touch with me to help resolve issues. Better late than never right? The icing on the cake was that I got a ticket resolved today (out of the blue). This was one of the many issues that they simply lied to me about and never got back in touch with me to resolve. Check out the dates on the ticket:

Infusionsoft support time

If you’re about ready to plunk down $5,000 up front and $300 a month, think about that. 70 days to get a simple question answered. It’s not worth it. On the day I opened the ticket I had a full explanation, a test URL set up and even walked the rep through the process. No more information was required or requested. What was the problem? They still don’t know but punted and said it was “PCI Compliance” even though as far as I can tell that’s not true. It was a two sentence reply with no explanation as to why non billing information is covered under “PCI Compliance”. At first I thought it was another one of the mental midget CS reps bullshitting me again to close off tickets, but apparently this was by the “Director of Client Services”. Hopefully that’s a more important sounding title than it really is.

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125 Responses to “Infusionsoft is awful”

  1. Hello Jon,

    I came across your entry that harshly criticizes our company. I’d like to reach out and lend a hand if I can.

    I admit that I’m not very knowledgeable about the API, as it’s not my specialty. However, understand what it’s supposed to do for our clients. So, please go easy on me for not knowing much about the semantics of XML and SOAP.

    Based on what you described, it’s apparent that our API needs some work. We have a new SDK that we plan to publish soon, which should simplify how to use the API for our third party developer community.

    It appears there was a breakdown in communication regarding the API. For that, I apologize and would like to offer that I’ll advocate for your needs around building solutions with our software. I’ll be glad to share your feedback with the management team so we can improve.

    I would love to hear more about how we can improve usability, a customer service and anything else that comes to mind. I want to share that anyone is welcome to submit and vote on ideas on our Ideas portal at http://ideas.infusionsoft.com/. Our product management team frequently reviews and sets out to complete the top ideas submitted by our users.

    Again, I’m sorry for the problems you had. I’d love to improve our API so it a pleasure for developers to interact with, not a pain. If you would rather take this to e-mail, you can shoot me a message at joseph.manna [at] infusionsoft.com and I’ll help you the best I can.

    Thanks again for the feedback! We’re always striving to improve our software and would love to chat.

    –Joseph Manna
    Community Manager, Infusionsoft

  2. Step 1, try to build something useful with your API. Step 2, when confronted with the quite obvious bugs and limitations, call into your own support center and try and get help. This part will be frustrating, but stick with it. Step 3, fix it.

    By my count there is only one person at your company that knows anything about your API and even he’s not very good. He’s the one that let it be known your firm cannot live process API orders because it might “overload” the system. That’s just pathetic, use a queuing system like everyone else in the world. He’s also fucking pretentious, his voicemail message mentions office hours where you’re allowed to call him and they are ridiculously short (9-10 AM if I remember correctly). You need to listen to that message too because he doesn’t return phone calls or [frequently] email messages.

    • Michael O'Neill says:

      I completely second your comment. I was told by our sales rep at infusionsoft that there is one API specialist, Justin Morris. And he always seems to be in ‘Meetings’. I never get a hold of the guy, always get his voicemail, rarely get an email reply. He just seems too busy in his ‘meetings’ all day long.

  3. Josh says:

    So what are the near competitors of iffusionsoft? Who are the better systems and what would you say plus or minus about each?

    • I’m not sure what the nearest competitors are. I am not really in the market for an InfusionSoft type product myself, I just help firms integrate with them. What are you looking to accomplish?

  4. Terence Milbourn says:

    I would love to read what Infusion has to say about the comment that “the API orders then aren’t processed in real time, because that could crash their system”

    • Not really orders, action sets I guess. Justin Morris, their API guy, emailed this to me:

      Unfortunately when you add a contact to a campaign or run an action set via the API it gets flagged false for run-immediate which then has to wait for the next selected campaign schedule time and process the actions. Whereas when you add them inside of Infusionsoft it just runs it manually right then and there. It should not take more than an hour because it runs off the campaign schedule which you can specify to run every hour.

      The reason we have this delay for the API and not internally is because if we allowed actions to be ran immediately someone could easily set an infinite loop to send an email/run an action sequence hundreds of times per second which would crash the server and cause a major headache for the customers on that specific server.

      Sorry for the inconvenience but there is nothing we can do without compromising our security to make them run immediately.

      It’s bullshit, queue systems are ancient. We were trying to add customers to InfusionSoft and have them sent a double opt-in email… Can’t happen in real time. How pathetic is that?

    • Jeff says:

      Apparently you don’t know what a “queue system” is. Just blurting out “queue system” doesn’t make you seem smart. It sounds like they have a queue system. Stuff is added to a queue and run every hour. What they should probably do is make it a priority queue or something. Or a priority/aged queue. I understand their concerns about making it real-time. Someone could launch a DOS attack that way.

      • “Jeff”, please disclose your employment at Infusionsoft before trying to comment again. Especially before your talk down to customers.

        I know exactly what I’m talking about–Infusionsoft is being lazy and didn’t want to take the time to engineer a proper system to send email in real time through the API. If there were load concerns, a simple throttling/queue system is what would be implemented. Messages over the throttling limit would be sent into a queue that would get sent shortly thereafter.

        To dumb it down for you, set the limit at X messages per minute. If the API system gets message X + 1 the message is delayed into a queue that is then the first message sent out during the next minute. That is the best of both worlds, it allows you to send many messages but does not impact real time delivery.

  5. Anonymous says:

    The comments about Infusion’s customer service and API is absolutely true. Both are unbelievably bad, but it doesn’t end there unfortunately.

    Personally, I think Infusionsoft is bordering on being a scam. The system is so flakey that it’s hard to believe that they’re in it for the long term, which makes you wonder whether there intention is just to grab as much cash off people as they can and then let the company go bust.

    Once they’ve taken your $3000 to $4000 off you for signing on you’ll then find yourself paying another $300 to $600 a month in fees. You will very quickly wonder why the hell you’re paying this when you start to do anything remotely advanced. There are just so many holes in the system, that hardly anything but the very simplest tasks work. On that basis what is the point in paying hundreds of dollars a month and thousand of dollars for the set up when you could get these basic features for less than a hundred bucks all over the web.

    The interface is terrible and they have a habit of making changes that just messes everything up. So, just as you think you’ve got everything working fine, they’ll change something and your whole system will come crumbling down like a pack of cards.

    It’s a nightmare system and I highly recommend that you stay well clear if you want to remain in business.

  6. I don’t need to keep belaboring the point, but I had another run in with InfusionSoft’s customer service and they failed to get back in tough with me *again*. Every time with these people is the same result. They say whatever they need to get you off the phone and then don’t follow through. Don’t lie to your customers. It’s not very hard, just say “I don’t know” and then actually *follow through* and find the answer. The customer service manager and at least half of the reps should be fired immediately.

  7. Hey John, Justin here. I am sorry to hear that you have had such a hard time getting support for Infusionsofts API. Just to clear up a few things, I am available most of the day to take calls, it just so happens that I am on the phone most of the day assisting customers. On my voice message it states that 9AM-10AM are my “open hours” meaning I keep that time open to schedule appointments for people that need longer API consulting calls. I wouldn’t directly say that I am a clown, Just trying to keep it fair to all customers giving them time to schedule calls if they need.

    You are also able to email me directly with questions as well as submit a ticket in the help center. Please contact me with whichever method you choose and I will make sure to set aside some time to help you out whenever you need.

    • You seem to be the best I’ve talked to at InfusionSoft, but you’re just one (obviously quite busy) guy. I have very bad luck actually getting things resolved. I’ll open a ticket and whatever my problem is stays a mystery and I won’t be followed up with.

      I had to nearly threaten the customer service rep last time to be able to talk to his manager and get a straight answer (the CS rep told me multiple times it would be fixed the next day, etc etc, just to get me off the phone). And guess what, the particular issue wouldn’t be able to be fixed until your next code push, about a month away. I had said in the original ticket that I was on a hard deadline, so if this was really a bug that couldn’t be fixed in time just let me know so I can work around it. But since the CS reps just say what they think I want to hear, I was dicked around for over a week and ended wasting hours of time on something that was a deal breaker from the start. (The issue BTW was a field missing from the HTTP POST after an order is placed, I’m not sure if that ever got fixed.)

      It is also interesting that even I while have outstanding issues that I never heard back on, when I actually hear from you guys its on my website. It’s easier to get a response by posting a complaint on a independent website somewhere than it is to get an answer to my support questions. Priorities?

      • I understand your frustration with technical support, I have dealt with many companies where technical support is more painful than pulling teeth. I am not part of the technical support team, but supporting people with the API is a big part of what I do. A good friend of mine here at Infusionsoft is going to become the Quality Assurance guy for our support department soon and he plans to get all of the reps on the same page. I am also working on some API training classes for the support team to attend so that they can start fielding some of the more basic API calls.

        I definitely wont argue with me being quite busy, I have been at work for 2.5 hours today and have already answered about 20 API emails and been on the phone with 6 people and still have 2 people to call from yesterday since I was out of the office. It would bring me nothing but happiness to have 2-5 more people here that do what I do. I might actually get time to breathe.

        • You should send this post to whoever makes the hiring decisions. I know just this little post has lost you business (in addition to the comments, people have emailed thanking me for the heads up and asking who else they should go with). The combination of having only you on the API front and not really having a whole lot of docs is just asking for trouble.

          If I were you guys I would nail down common use cases (opt-in contact form, subscriber site, etc) and pay some hackers to code extremely clean solutions in a few languages. A Infusionsoft API cookbook of sorts. Support PHP for sure, probably Java too. I am biased to Python, so that’d be nice as well :) . Post everything publicly, not locked down somewhere in the member site, trapped in a PDF, in the middle of a forum thread or in a mystery zip file. This is your API so it only helps you to have people know it.

          Search around for Infusionsoft API or SDK and you just get a bunch of people looking to hire people for help. No documentation. In fact in my different search phrases I actually found this post before I found anything helpful from you guys. That’s exactly what potential customers are going to do, “Oh they have an API, let me call my programmer and see what he thinks about it.”

  8. Also API Orders are processed in real time, you use the InvoiceService to create a blank order, add order items and then charge the invoice. You get a real time response back from Infusionsoft with the merchant accounts transaction number. The only orders that could be considered as not being processed in real time are recurring orders and thats because they go into a scheduler that handles all of the recurring billing, Or if you use a payment plan because they use the same scheduled payment system.

    • The part I was referring to is emails, which are a fairly large part of your platform. They get stuck in a queue that is worked on hourly. I’ll get back from the API that the email is queued and then have to sit around for it to send, I can’t even check the status if a customer calls to ask what’s up. They are supposed to be sent within an hour, but I called last week because they were taking up to a couple hours. I got another “We’ll get back to you” statements and have heard nothing since.

  9. Yeah, I am not too happy with how emails are currently handled (thrown in the followup sequence scheduler) I would have personally designed it with a throttle (only allow X API initiated emails per X interval of time) so that as long as your site isn’t getting hammered with traffic there wont be any delay in emails for customers. I have been pushing to get this changed for a while now, but other matters usually come first.

    A hack that I have used is to send the email via php or whatever language you are using from your server and then use the APIEmailService.attachEmail method to attach the email to the contact record in Infusionsoft.

    • The hack works for welcome letters (where it’s a canned response pretty much), but not double opt-ins. Those are required to come from you guys and it’s *really* lame to have customers wait an hour to be able to opt-in. You’re basically trying to have them not opt-in.

  10. Yeah, I will totally agree that our documentation needs a ton of work, I have been trying to get a standard format posted somewhere online but it takes a while for me to re-write the docs on top of everything else.

    Also I have my own site http://www.fuzioncore.com dedicated to the Infusionsoft API. I am not sure how long its been since you have used our API but I developed an SDK in PHP that greatly simplifies the process and best of all is fully documented each release.

    My site is somewhat new but I am trying to get a lot of C# and PHP examples up there.

    • I have come across your site before and it’s quite helpful (the docs on your library are good), but I find it strange that you’re the one having to do all this on your personal site. No offense as you really have been the most knowledgeable person at Infusionsoft, but this kind of information should not be reliant on one person. What happens if you change jobs? No one else at your company knows anything about the API and the PHP SDK (including documentation) could disappear over night. That’s scary. Hopefully they are paying you well.

      I just did an integration with PHP, though I didn’t use your library. I didn’t need most of it (it was a pretty simple task) and rolled my own tiny class. It’s pretty close to yours, though with exceptions tossed in so I could use it in my app without worrying about something dying. I also saved some sanity and used array_map() to run php_xmlrpc_encode() on all the arguments. XML-RPC is such a pain… :)

  11. Yeah, xmlrpc is uh… less than optimal(I guess thats a polite way to put it), but it does the job. the newest release of the SDK (sometime this week) will have debugging where you can tell the sdk how to handle errors that get returned.

    Infusionsoft is not in danger of losing me any time soon, I love working there, its a great environment and I have a great boss. Those two aspects alone are worth more than the salary as far as I’m concerned(but the salary doesn’t hurt either ;) haha).

  12. Carlos says:

    Infusion absolutely stinks. It’s a complete pile of garbage – to put it politely. The sooner people realize it is a big con the better. It’s all hot air and hype to sell – sell – sell. Once they’ve hooked you they don’t give it a damn.

    Here’s what their strap line should be:

    ‘At Infusionsoft out next customer is our must important customer’

    Here’s a list of some of the errors we’ve had to deal with:

    - Incorrect affiliate reports (by tens of thousands of dollars)
    - System down for hours and so nobody can place orders
    - Duplicate credit card transaction (hundreds of them)
    - Support telling you there is nothing wrong even though you can demonstrate it to them
    - Total lack of response to tickets for months on end
    - Inability to change profile of affiliates (e.g. email or paypal address) – went on for over a month

    And the list goes on and on.

    Juston Morris who posted above is just a bullshitter for Infusion who makes out it is all good. It is not. It is VERY bad. If he had one ounce of integrity he would quit the job, but he obviously hasn’t so he continues to work for a company who is conning people out of thousands of dollars, and that will ultimately either go bust or sell out to someone else.

    How can this Justin guy claim he loves the job whilst at the same time pretty much admitting that there IS a lot wrong at Infusion.

    Be warned. Do a search for ‘Infusion Sucks’ at Google and then ask yourself whether you really want such a bad system.

    And remember, most of the customers who are p****d off are worried about saying so because it will damage their own business. No marketer would want their affiliates to know that they are using such a bad system – one that misreports commissions, etc. Everyone is keeping it quiet and I know several personally who are developing their own inhouse systems so that they can tell Infusion where to shove it.

    Stay well clear!

    Carlos

  13. I would just like to state I never said there is anything wrong with Infusionsoft or at Infusionsoft. I simply voiced a few personal opinions about how certain aspects of the API work and how I would have done them differently. Which is great because I am in a position at Infusionsoft to help influence how the API will grow. An API is one of those things that you only really get 1 shot at, if you miss that shot you end up with a board full of bent nails (it holds up but could be better) and have to go back and carefully pull the bent nails and properly re-sink new ones. This takes careful planning and attention to detail to make sure you don’t make the same mistakes twice or invent new problems that surface as the software grows.

    I can respect your opinion in calling me a BS’er but I have to respectfully disagree. I have dealt with literally thousands of Infusionsoft users in my time here and the satisfied rate to unsatisfied rate is greatly in Infusionsofts favor. With ANY software product out there you will always have the people that dont like it, thinks its a scam, plain out hates it etc. etc. just ask Microsoft about that one. There is literally no way to make everyone happy because everyone wants something a little bit different. Also I will be the first to tell you if Infusionsoft is or is not a good fit, you can ask quite a few sales reps here that I made a sale fall through when they had the prospect talk to me on the phone about the API and Infusionsofts ability, I have told them that Infusionsoft is not a good fit for their business and they should look into other options. I would not consider that being a BS’er. I am a programmer, not a sales or marketing person, I say what I mean and I mean what I say. I am under no pressure to make any deals and the fact that I DO have integrity shows when I tell people exactly what they need to hear, not what they or a sales rep wants to hear.

    I am a bit confused why you say I should quit my job if I have any integrity. Infact having integrity would more likely involve doing your very best in trying to improve upon a companies public image rather than “abandon ship” to seek out clear waters. If I were the type to run away from a job if things didnt always go smoothly I would probably be working at retail store where I dont have to think and just scan products.

    What I am really confused about is your personal attack towards myself when I am posting here on a personal basis. Everything I have said in the above comments are my personal opinions and are in no way associated with Infusionsoft its views or anything of that nature, no one at Infusionsoft told me to post here to try and patch things up with unhappy customers, I took time out of my personal life to help clear some things up and offer assistance. In exchange I get verbally abused. If you have any problems you would like to resolve with me, please email me or call me personally instead of trying to drag my name and reputation through the mud. I am more than willing to assist anyone with anything within my knowledge/power related to Infusionsoft and I stand behind the company and the product 100% I have seen it not only transform peoples businesses but their lives for the better.

    My personal Email – fuzioncore [AT] gmail [dot] com
    My Mobile Phone Number – (six zero two) 318 – 4139

    Once again just to clarify – Everything I have said in this comment and my previous comments are my own personal opinions and in no way reflect those of Infusionsoft.

    • For what it’s worth, I appreciate your comments here. While I’m no fan of InfusionSoft, you do seem to know your stuff and try to help. It’s too big of a job for one guy though and the support quality is suffering as a result. That’s my beef–it’s not your fault. I blame whoever is managing the support department, they have failed miserably.

  14. Thank you for the compliment. I take pride in what I do and always try to be the best while I am doing it (maybe I am too competetive? haha).

    Also as a note to anyone else, if you have any questions for me directly feel free to use my contact info above. I just know exactly how frustrating it can be when you spend a lot of money (either on software or on actual objects) and it isn’t doing what it should be or isn’t doing what you want it to.

    If you really want to know what frustrating means, get into flying RC helicopters. You spend a lot buying it, then spend even more fixing it when it doesn’t do what you expected it to. :P

  15. Harry Shaft says:

    I am surprised that nobody here has commented on the group’s affiliation with Dan Kennedy, the legend, the man, the myth. I mean, have you taken a look at the drivel that he generates for the company? If I used some of these outreach emails in my own business I’d be the laughing stock of Big Muddy, but the Infusionsoft team perceives him as the second coming of, who, Obama? I went to one of their rah rah road shows in Atlanta and had to sit through this presentation. My partner and I got up and left then went to lunch. When we returned there was a crowd of people purportedly wanting to take pictures with the guy. The last time I look, he was far from being the male equivalent of Heather Graham, Trish Regan or Robin Meade but, hey, if you tell the anointed something long enough with enough fervor, anybody will believe it. As for me, I’ll eschew the purple Kool-Aid for now.

    • Gregg LaPore says:

      Harry -

      I stumbled on to Dan Kennedy a few years ago, started reading his books and have never looked back. If you haven’t read his No BS Guide to Sales Success or Ruthless Management or read the Ultimate Sales Letter, do yourself a big favor and do so.

      He offers very sound advice about the sales and marketing process including things like:

      follow up with your customers,
      offer people deals but only for a limited time,
      use call-for-action words
      make it easy for your customers to buy
      sell based on benefits and not features,
      send thank you letters to new customers,
      give customers more than they think they bought,
      solicit testimonials and use them in advertising,
      do risk reversals and offer money-back guarantees,
      assume 7 to 10 contacts before the sale.
      etc,
      etc,
      etc.

      And yes, you can find a lot of that information elsewhere spread among various books but Kennedy distills it all down for you and puts it all in one place.

      And yes, he is a blowhard. I’ve heard him talk. But that him. Not his ideas. Don’t confuse the two.

      Since I’ve started using ideas from his books, I’ve got far more sales and much happier customers.

      Gregg LaPore

  16. Jon’s experience reminded me that I’ve been meaning to write a review of Infusionsoft. I agree with some of the things mentioned here and disagree with others.

    I realized that I’ve got quite a bit to say about Infusionsoft, so I put my complete comments on my blog.

    If you want the perspective of another Infusionsoft user who is also a Certified Infusionsoft consultant (CMAC), please go to:

    http://www.greasedskid.com/index.php/infusionsoft/infusionsoft-complaints-and-review/

  17. Eric says:

    I’m an Infusionsoft employee (#2, actually). I worked on the original API. For what it’s worth:

    When we released the original API, we did a ton of research to choose the technology we felt was best for our customers at the time. When we talked to the people who were actually doing integrations, we realized that the majority of them were using PHP and for the most part were “web guys” just trying to connect the dots between a couple of systems. So, in a choice between SOAP, XMLRPC, and REST, we went with XMLRPC because of:

    - A standard (REST is not a standard)
    - Ability to specify structured requests and responses (REST does not provide the ability to provide structured requests)
    - Low learning curve
    - Wide availability of free client software

    I still maintain that based on our needs at the time and the available standards, we made the right choice. Ironically, I did an integration today with our own ticketing system for an internal tool we are using to track time. Here was my code for the integration:

    def serverProxy = new XMLRPCServerProxy(globalInfusionsoftConfig.url)
    def result = serverProxy.DataService.query(
    globalInfusionsoftConfig.apiKey, //API key from config
    “Ticket”, //What table we’re querying
    100, 0, //How many results to pull
    [DevId: userConfig.infusionsoftUserId, Stage: globalInfusionsoftConfig.stageId],//Query params
    ["Id", "TicketTitle", "Priority", "IssueId"] //What fields to return
    );

    result.each {ticket -> rtn.put(“infusion.${ticket.Id}”, “Inf:#${ticket.Id}: ${ticket.TicketTitle}”)}

    I also did an integration with another system that provided a soap interface. I had to:
    - Generate client stubs from a wsdl. Oh, but the wsdl required authentication that my stub generator didn’t support. Had to manually download the wsdl (This step alone would have killed many integrations). When generating my stubs, I had to decide which type of binding I wanted to use, whether I wanted to wrap all requests and responses with wrapper objects, which soap client library and version I wanted to use, and a host of other decisions.
    - My client stubs (17,601 lines of code, if anyone cares) had to be integrated into my project, compiled every time my project builds, then I had to figure out how to instantiate my service based on which version of soap client I had used to generate my stubs
    - Then I had to write 3 times as many lines of code as the example I provided above

    I understand that for many developers, specifically those working in static-type and strong-type systems, SOAP is a better fit. However, like any smart company, we are trying to best solve the problem for the majority of our clients, instead of half-way solving the problem for all. XmlRpc was the right choice at the time.

    Look, I get the frustration with the API. Nobody likes to have to make 10 calls to do one thing. Nobody likes gaping holes in data access or functionality. I’m just trying to shed some light on the thought process that got us to where we are. Sometimes a little insight can aid understanding.

    At Infusionsoft, we subscribe to the Stockdale Paradox – retain faith that you will prevail in the end, regardless of the difficulties, AND at the same time confront the most brutal facts of your current reality, whatever they might be. We also believe very strongly in engaging constructive conflict. This is why you’ll see employees out on the internet trying to help people that are pissed off. Some people we’ll help and they’ll become raving fans. Some people will always hate our guts. Such is life.

    I will issue a challenge to anyone that has blanket negative statements to say about the people at Infusionsoft: Fly yourself out to Gilbert, AZ and spend a couple of days with us. If you leave with a negative opinion, I will personally pay for your trip. We have no fantasies about pleasing every single customer. But we will try.

    Like Justin, I’ll post my email. Feel free to engage at any time. And don’t be offended if I’m slow to respond. My wife doesn’t even get quick turnaround.

    ericm[atsymbol]infusionsoft

    Oh, one other thing I see frequently:
    When you send an “immediate” email in Infusionsoft, it stores the entire email (content, attachments, etc) as well as a reference to the contact you sent it to. When you send a batch to 50,000 people, it creates ONE email and 50,000 references.

    So, when someone imports a list of 1.2 million people into our system through the api, and runs an action that has an immediate email, the system will store 1.2MM emails and 1.2MM links. Yes, it’s happened. This absolutely puts a strain on the system, (though it will not crash it). That’s the reason for the queuing up of emails. I highly doubt it will be that way forever.

  18. ripped off says:

    Does anyone else think it is ridiculous to pay this kind of money and then fight the company at every turn. Josh your a jackass. You’ll promise anything to get a sale. The best money I will ever spend is to get a lawyer to expose the fraud and shitty software you make and have to lie about to sell.

  19. NP2112 says:

    This is pretty typical of Arizona companies. Having lived in Arizona for a few years and dealing with the endless shysters and con men there, the reason I initially didn’t sign up for InfusionSoft is the mere fact that they are in Arizona. This is exactly what I would have expected based on that, and it turns out it’s true.

  20. TommyTT says:

    I regret to say the company I work for currently uses Infusion. It is well and truly awful.

    I can tell you a HUGE Infusion horror story.

    A few months back the s**t hit the fan because Infusion had put through thousands of dollars of charges **WITHOUT OUR PERMISSION** or the permission of the credit card holders.

    Basically, anyone who had attempted to buy one of our products, but whose card had failed to charge properly was recharged. But here’s the MENTAL thing. This happened to everyone even if they had tried to buy it a year ago.

    Imagine that. You go to a web site. Your card gets rejected and you forget all about it. A year later some jerks decide to bill your card again without you knowing anything about it.

    The proverbial hit the fan big time.

    Some of the people who were charged had subsequently put the payment through on a different card and so were already happy customers, but ended up seriously annoyed because as far as they were concerned we had tried to sneak through a second charge, many months later, without their permission.

    It took days to sort all of this Infusion caused c**p out and I’m sure the reputation of the company I work for took an unfair hit when the whole fiasco was caused 100% by Infusionsoft.

    Here’s the amazing thing.

    This massive error was caused by a small change in Infusions system and it effected not just us, but LOTS of Infusion customers. It is safe to say that on that black day literally millions of dollars of unauthorized charges were triggered by Infusion and that is no exaggeration. Do the math with the volume of Infusionsoft users they say they have.

    The truth is that the Infusionsoft users who it did impact upon dare not say anything as it makes them look bad, so everyone has been very quiet about this.

    How they’ve kept this under wraps I don’t know. I’m surprised it’s not been on the TV news it’s that bad.

    If you are thinking of moving to Infusionsoft be scared – be VERY scared.

  21. Mark says:

    I bought into InfusionSoft Myself. I am embarrassed to say they are very good at the sales process; however, they do not look into your business model and determine if the timing is right for your company. All they are looking for is the sale. I do not going on websites and bash products; however, I felt a need due to the fact that they have almost $5000.00 of my money.

    • Jane Snell says:

      I am a business owner in construction and I am an existing Infusionsoft client. I have no e-commerce or web-based sales… I just want something to manage email and mail campaigns based on clients’ potential interests or recent purchases or referrals. Infusionsoft is not for beginners. They do very little to help those non-tecks (unless you continue to feed them money). I have asked for additional help several times. I have pleaded with my “dedicated Infusionsoft coach” (Derek Solomon) for help. I have emailed and called him several times, but cannot get him to respond. Infusionsoft is not a good system. It is not intuitive at all. I find the support guys excellent and the sales staff full of BS… avoiding calls.

      I have been a paying customer since February 2009, but unfortunately not a happy one. I have asked for help in getting one successful campaign sequence and they have not helped – yet I have paid over $5,000 to date. I purchased the followup software thinking it would help increase my business, but it has been the opposite. I am on the brink of going out of business before I have the chance use it. I took the chance and invested in them, but they won’t return the favor to me… big surprise. Infusionsoft really should practice what they preach and take care of their existing customers.

      I don’t usually bash companies either, but Infusionsoft is severely hurting me right now because they have over $5000 of my money at a time when my business is very cash-poor. I can’t keep quiet any longer because it is unfair for them to prey on small businesses (like they do) with no recourse.

  22. Jamon says:

    I didn’t even know that this forum was up. For some reason I pulled up Infusionsoft on google and stumbled onto this chat. I happen to be one of the bad, bad salesmen at Infusionsoft. I got a bachelors in business, and took a stab at my own business, then realized that I needed to do a little more work for someone else before I try to be superman.

    Reading these posts, even from our own employees, I see one common theme. Infusionsoft has or hasn’t done something wrong. I have no reservations in saying, “buck up and take ownership for yourself and your responsibilities.” If you want to be on the path of life that allows you to be the victim and find fault, failure, and dissatisfaction in all that you do, I feel sorry for you. Everyone on this post needs to go back to basics and evaluate themselves and determine what the true issues are. I am truly sad, and I hope that all the negativity that is beaming from my monitor right now will somehow be realized and resolved.

    Ironically, I bet that at least one person reading this will try to track the source. All I can say is…time to get a hobby.

    • Jamon, you see a bunch of people with specific complaints about faults with your company and the best you have to say is “buck up”? How about stop ripping people off?

      Also, what’s this bullshit about the life path where you’re a victim? You’re the fucking predator. It’s your fault. A normal person would realize this and try to change when called out–you decided to tell the people you steal from to evaluate their lives and figure out why they are weak.

      You and your company’s pathetic attitude is why I keep getting emails and phone calls from people asking who they should use instead of InfusionSoft. It’s a great feeling to know I have saved many people from the frustration of going with you guys.

      And as for the “irony” of someone wanting to track the source of an Infusionsoft sales employee who’s unconcerned with unethical sales tactics, I’ll save everyone the time… Jamon is apparently Graham Nelson.

  23. Mark says:

    What CRM is everyone recommending? I do NOT want to make the same mistake twice!!!

    • There are lots of choices out there depending on your needs. Infusionsoft jams a lot of features into one, but as for a central CRM I’ve heard good things about Sugar CRM and Salesforce.com. If you’re looking to do ecommerce a lot of people I know are happy with 1ShoppingCart. It really depends on what you’re looking to do.

      • George says:

        Thank you for this helpful page! Currently, this shows up on Google’s 1st page result for “infusionsoft” which is how I found it. I’m glad I did.

        As for 1ShoppingCart, it seems to be a standard in the industry, but I’ve had MORE problems than success AS A CUSTOMER (trying to buy from others who use 1shoppingcart) which makes me not want to use it for my own customers.

        I posted about the problem I had here:

        http://www.linkedin.com/answers/technology/e-commerce/TCH_ECM/478081-53663

        (and I’m more tech savvy than the average person, so I wouldn’t be surprised if there are others who can’t buy from 1shoppingcart and don’t go to the trouble of publicizing it.)

        Primarily I’m looking for an affiliate management system. Any tips there? Thanks.

        • Hmm, I’ll have to keep an eye out about 1ShoppingCart. Haven’t used it myself, so thanks for the feedback.

          As for affiliate management, have you checked out Google’s offering? Since you’re already using Checkout, that might play nice. It obviously ties in nicely with Analytics. Haven’t used it myself though (I don’t sell anything myself and haven’t been asked by a client to integrate with it). They got the unit from DoubleClick last year if memory serves. It might be overkill for what you’re looking for, but probably worth a glance.

  24. B.Nolan says:

    I have been searching for quality CRM, after being treated like dirt from Cory, I sent the CEO a golden Screw Driver. You ask why, when someone calls and wants to buy something you would anticipate that the sales staff treats you good, instead Infusion thinks everyone should bow down to them. So if they were going to screw me, I wanted them to get the proper tool to do so. Then the CEO has a guy named Nate call me, he a very good sale person, I look at it ( Infusion Soft) and Aaron Stead told me that they would offer 30 day free trial. Nate continued on all the feature and yes it appears to have amazing features. The Prices on the website at the time was $ 299.00 a month. I stated I would take that. Then I was asked to pay $ 4000.00 for setting it up!, I asked where did the $ 4000.00 come from. They never mention it through out the presentations. NOT ONCE. Now a week later there websites hides all pricing. They say they are here to help the entrepreneurs….no they are not, they are here to mislead you and take as much as you can.

    This is were the following statement comes true ” Figures never lie, but liars allow figure.” Its really ashame as it appear to be a nice product, just has the wrong team presenting it. If there were honest from the start it would have been more acceptable, but when they mislead you, can you trust them. I am one who called the administrator and asked what else can I use.

    In today’s economy more people are being very aware of companies like infusion, I called the presidents assistant and she makes claim that we are here to help us and stated that the prices were on the website, I asked where, and she could not fine it as she is not knowledgeable of what the website looks like and then stated “oh, you have to call us”

    All I can say is Honey I did, and your team would not reveal it until the very end and tried to cover it up.

    Good Luck To all the people that got CON by Infusionsoft.

    • Ah, the infamous set up fee. For a webapp. Software as a service (SaaS) should almost always have a free trial. I’d be highly suspicious of any firm that wants that much up front when there are no actual costs to set up your account (it’s not like they have to go program you the solution–it’s already set up and setting up your account should be a effectively adding a database row).

      • B.Nolan says:

        Very true, the set up fee is what the salesperson earns, by offer High Setup commission the can afford to get the best CON MEN in sales, if they do one sale a week at $ 4000.00 that’s 12,000 a month, that’s 144,000 a year for selling a setup charge that does not need to be there. Like I stated get con men.

        • If I were running things I would tie the commission to how long the customer stays active. A bunch of pissed off customers who want their money back shouldn’t be rewarded. If you only get the big money once they stay on for a year you can’t lie to your leads.

      • Danny says:

        Oh yeah. The rabid selling hype of the guy (Rob Hegarty) made me dubious (anything any good will sell itself, not need a pusher) about the whole deal. My feet were cold and my ripoff radar was flashing and beeping. Once he hit me with the $4000.00 setup fee after telling me how ‘affordable for small businesses’ the system was, my feet went from cold to ice, and my ripoff radar started jumping up and down and turning backflips trying to get my attention.

        Later, when he realised I wasn’t fooled into being hooked, and he offered to do it without the setup fee (suddenly minus $4000.00 in cost!), my feet went from ice to liquid nitrogen, and my ripoff radar detonated from overload.

        I am SO glad I didn’t go with them it’s not funny.

        Don’t mess with your business or your shopping cart system; getting someone else in between you and your customers is financial suicide. As to increased sales through better web visibility, just go with a Google Adwords campaign; no, they’re nowhere NEAR the results Infusionsoft promised, but they are REAL and POSTIVE positive results. In my personal experience, the result was on the order of 30% increased sales per month, for only $100 per month, or $1200.00 per year.

        Folks, any time anyone makes the claims that Infusionsoft’s pushers do, it’s likely a load of hooey; in an old adage (all the best wisdom is handed down; ‘there’s nothing new under the sun’) if it seems too good to be true, it probably is.

  25. Tim says:

    I also had a terrible experience with Infusionsoft. The guy who was supposed to import my leads took over a month to get back with me and actually never ended up doing it. The software is extremely “bulky” and “slow”. Thank God I did a free trial and didn’t leave 1ShoppingCart. Of course it took over 3 weeks before I got my money back from the free trial but at least I did.

    I can say that when I did call in for technical support those guys were knowledgable and willing to help. I give them that. But this big problem is the OVERALL support. Infusion has 1 or 2 guys doing a job that 5 people should be on, making it impossible to get good service.

    Bottom line, I’d NEVER go back to Infusionsoft. But it would be nice if they cleaned up their sloppy CRM and just started over from scratch.

    • B.Nolan says:

      AT least you go the free trial, for me they wanted the set up fee of $ 4000.00 just to do the free trail. How is it a free trial if you have to pay $ 4000.00

  26. AM says:

    I don’t usually do this, but the fact that it is one of the worst experiences I have had with any salesmen, I wanted to put this out there to warn people. I was approached by infusionsoft and to put a long story short, every part of the very, very high pressure sale, felt like a con. They were promising way too much, and it sounded like a lie. They even made up a so called “VP” who had to make decisions for them, and give them authorization to give me a good deal. This “VP” doesn’t exist. They made a mistake, and didn’t hang up the phone all the way, and I could hear them talking. Short version is that if you would be safer to do business in Iraq selling American flags on the street, dressed in a shirt that says shoot me. Total 100% con. If I was mean I would post what I recorded to the Internet. I’m not. Instead, I’ll just warn you. If you deal with this company after reading this, and not properly researching the many other voices that echo the same, it was just your time to learn a lesson. Guaranteed fraud. I promise you. The salesmen will tag team until they get your money, because that is all they want. Terrible company, terrible business, and as a whole, entrusted to people who need to know we are not all fools. Shutdown Infusionsoft, and help us make the Internet a better place, which requires your non-existance.

  27. Ryan says:

    Let me start by saying I am an Infusion Employee. I have been with the company for over three years. I have had the opportunity to work with customers who are very pleased with our software and those who are not. Calling the company a fraud is really a joke. The people at Infusionsoft are there because they have a passion for helping small businesses. It pains me to hear about your bad experiences, but it is still good to hear. We try and share both our successes and failures internally, hearing the bad helps us know what to fix, and believe me we are always trying to improve. I am ok with criticism where criticism is due. We have a large number of happy customers and I think you can tell by the number of posts from our employees which are all unsolicited that we care and want to make a better product. Our product may not be perfect, but I don’t know one that is. What you will find at Infusionsoft is a group of people working hard to do something good for small business. If you don’t have a good experience I encourage you to let us know. We listen to feedback. I am disappointed that the author of this blog felt he had to go to this length to get our attention, but am glad he did and hope it will create the changes needed to make the product better.

    PS To the guy who sent the golden screw driver. While I hate that you sent it to our CEO I find you sense of humor impeccable.

  28. Kirk says:

    I found this blog because of an RSS feed I have set up regarding Infusionsoft and CRM. I have been with Infusionsoft, as an employee, for 9 months and came over hear at great sacrifice after working at a University for 7 years. I am fortunate to work with a group of people who care and seriously work hard for the idea of helping small business owners run their businesses better. Any company will have those customers whose needs were not met, or who felt ‘pressured’ into buying.

    I don’t know of any tactic that Infusionsoft can possibly use to ‘force’ people to make a decision and spend their resources. I do know that thousands of our customers are gratefully turning their businesses around by fixing their follow up and better serving their customers and communities.

    Any chance that we have to right a wrong is an opportunity to help not only our business grow but all of yours also. I appreciate the passion and conviction that it takes to write down opinions and perceptions that deeply affect others. However, we at Infusionsoft are hard working and honest people who have a passion to improve small business and create a better way to stay in front of prospects and clients. There will be great successes and inevitable errors as we grow. We appreciate being able to have the errors and mistakes realized so that we can overcome them and positively effect our clients.

  29. Kirk says:

    Clarke Bishop from Greaseskid Marketing posted a fair rebuttal to Jon’s earlier posts:

    http://www.greasedskid.com/index.php/infusionsoft/infusionsoft-complaints-and-review/

    Update by editor: full text of the above link removed–we’re not in the business of copyright infringement. Go to Clarke’s site to read his rebuttal.

  30. Gregg LaPore says:

    This is an interesting site. As a recent InfusionSoft buyer (about 9 months ago) I might not have purchased InfusionSoft if I had read this blog. There are some truly frightening stories here.

    But as an Infusionsoft user, none of these experiences are ours. So far we are using their “sequences” system to automatically followup with companies that have requested information on our construction software.

    Everything is working as advertised. And one of the reason it’s working, is that we put A LOT of thought and work into crafting strong marketing materials for our followups. So far we are seeing strong results from that effort. Now when we call people to follow up, we are hearing our own marketing language coming back to us. In other words, we are educating the customer on how our software will improve their lives/businesses as well as making them comfortable with us and they are, therefore, closer to saying “yes” to a purchase.

    We also use InfusionSoft to automatically followup with prospects who’ve purchased. We have sequences with training content as well as invitations to on-line training classes. We use InfusionSoft not only to deliver training materials but monitor who has opened those e-mails so we know who’s learning and who’s not.

    And all this happens automatically because we are using InfusionSoft.

    As to problems with APIs and carts, we can’t speak to that because we haven’t used them, but the followup features of InfusionSoft are 100% reliable in our experience.

    We have made back far more money than we have put into it, so I would give InfusionSoft a strong thumbs up to other companies who want to make their marketing more effective.

    A word of advice to anyone considering adopting InfusionSoft for customer followup. You will get out of it exactly as much as you put into it. All that InfusionSoft is is a piece of software. It contains no marketing materials. It cannot write copy for you. It can’t write a sales letter or make a phone call. But, if you write your own marketing materials or hire someone who can, InfusionSoft is an amazing force-multiplier. It’s like having a perfect assistant that never fails to get the correct information to the correct prospects/customers in the correct order on the correct day.

    And if you know anything about marketing, you know that it takes between 7 and 20 hig quality contacts with someone before they decide to purchase. That is what many companies fail at. This is where InfusionSoft can help you.

    Success to you all,
    Gregg LaPore
    TRAKWARE

    • Great to hear of your success Gregg. You seem to be only using a small portion of what Infusionsoft does and luckily for you you’re using what it is best at. There are much cheaper solutions for auto-responders though (AWeber comes to mind).

      • Chris says:

        I’m sorry, but when you compare Infusionsoft to Aweber, it shows me you don’t understand the power of Infustionsoft, and you probably have not even looked at the pricing, because for a decent sized database, Aweber costs just about as much as the basic Infusionsoft.

        Aweber does not have the tagging feature and is set up completely different- I’m surprised a programmer cannot grasp that basic concept. Aweber has a set of lists. Infusionsoft has a database of people, which you can apply tags to that mean whatever you want them to. Aweber does not do printed letters, fax, or voice broadcasts. Have you even been to aweber.com?

        I’m not bashing Aweber at all; I’m sure if you talked to them they would tell you they do not have all the features Infusionsoft has, and they don’t offer a shopping cart, either.

        It’s funny that the people I know who actually use Infusionsoft like it; they did not tell me any horror stories like I see here.

        • He was only using a small portion of what Infusionsoft does and the portion he was using happens to be what AWeber does. It was a simple suggestion based off a small comment, you’re reading way into things.

          Curious though that you’re all about Infusionsoft when you came to this site by searching for “Infusionsoft scam”. Have a beef that you didn’t share?

          • Chris says:

            Actually I just searched on Infusionsoft, and Google suggested the term with “scam” on the end, so I was curious what the alleged scam was, since the people I know who use it are happy with it.

            An API that isn’t as great as you would like it is in no way a scam.

            • I never said it was a scam, those statements were people who found the post and added their own comments. I said it was awful, speaking of the API and customer service. I stand behind that.

  31. Gregg LaPore says:

    The problem with AWeber is that there is no logic flow. You can drop someone into an e-mail sequence and it runs until you take them out manually or it ends.

    It’s the same thing for Constant Contact or iContact. These are perfectly good solutions for people who want to do e-mail campaigns but they are limited to that.

    I already have autoresponders in my 1ShoppingCart and I use them. But that’s all they are. Just dumb autoresponders. They cannot make changes based on the actions of the recipient.

    We really value the logic that you can build into your campaigns in InfusionSoft. We have a long campaign that drives the prospects to a sales video. Once they click the link that takes them to the video, we kick them over into another sequence that’s based on them having seen that video. If they buy at any point, the system kicks them over into both a Welcome and a Training sequence. That’s the thing we like about InfustionSoft, is that we can build intelligence into the follow up. That way we aren’t annoying new customers with sales info and we aren’t offering special deals to people who just bought and no one has to remember to do this manually.

    The other thing that AWeber is cannot do is fax broadcasts or voice broadcasts. We use both of those. Our target market is Joe-Sixpack-Excavator. In general, these guys are not e-mails savvy. But they all understand a fax or a voice message.

    And it’s true, we could be using a separate service for both of those and do it cheaper. But someone would have to work hard at making sure the lists we send to each were correct all the time. Btdt! And I’d never go back.

    We use also use InfusionSoft to keep track of all of our customers and prospects. We’ve used ACT and Maximizer and both are good in their own ways but you still have to do so much stuff manually. Neither of those can do e-mail, fax or voice broadcasts or take in information from webforms. it all has to be done manually and labor is expensive.

    InfusionSoft isn’t for everyone. Just like you said, there are other solutions. Autoresponders. Contact Manager software. Shopping Carts. Fax broadcast system. Voice broadcas systems. But they are all separate. The don’t talk to each other. They cannot react.

    So, as an actual user who’s seen what it can do for his business and has a high value products, I would never go back. Not even if they offered me double my investment back.

  32. Kirk says:

    I appreciate Greg’s time in posting the response. The biggest reason that companies are looking into Infusionsoft is not the API or shopping cart. What they are looking for is getting away with one off emails that don’t allow for change or multiple macros to fire off automatically. If someone is looking for an auto responder they are better off going with Constant Contact or Awebber. However, if you’re going to do that you might as well master Outlook and hope that people follow up with you about your business based on the minimal follow up you’d do.

    The great thing about Infusionsoft is that we are not a big dumb software company that doesn’t care. We value everyone’s opinions and try to relate how they feel. I really feel that anyone reading this blog should consider the consistent message that Infusionsoft is willing to listen and do better. It does no one any good to plead the victim and draw others down.

  33. B. Nolan says:

    Here we go again, I received an email from Clate Mask, really not from him but a marketing blast, then one from Joseph Manna stating the pricing is now $ 199 not the 59.95 like it was, but when I call him, he knows nothing about pricing, even though he sent an email with pricing.

    I wonder if there really is a company out there that is HONEST. IT appears as Infusionsoft is not honest company. No one knows about pricing, each rep makes up his own pricing. Since this is happening what kind of support will they offer???? with nothing established and its a free for all environment. How long will Insfuionsoft last?

    I gave them once a golden screw driver for screwing with me, Maybe we should send another giant poster for screwing with all the companies and not have established pricing. Imagine all the people that did pay the $ 4000.00 set up fee and now Joseph Manna states ” the setup fees are waived” Waived is amazing that so many paid and now they are not.. Professional Scam artist.

    My only hope was to find a quality CRM for Sales. How many do you think got rip off by them to-date?

  34. Kirk says:

    B. Nolan doesn’t have his facts straight. Infusionsoft is offering a basic self serve for $199 a month to those potential clients who don’t need help with the set up. Maybe if B. Nolan figures out which company he’s trying to complain about he’d know that Infusionsoft has never sold its software for that price.

    Just because you have a rant doesn’t mean that you are truthful or accurate.

  35. More awfulness. Infusionsoft makes passwords expire for no reason other than time. It’s frequent too, they only last a month or two. This along with the crazy rules makes it way more likely you will write your password down and end up with a breach. Check out the password requirements:

    Your password must meet the following requirements:
    - Must contain at least 7 characters
    - Must contain letters and numbers
    - Must contain at least 1 upper case letter
    - Must not match or include your username
    - Must not match any of your last 4 passwords

    Just one of many examples of poor usability in Infusionsoft. If someone gains access to your account, requiring a password change is pretty useless since they will just go ahead and change your password and lock you out. (No, email confirmation is not required.)

    • Jeff says:

      Those are PCI requirements. At least they are not as heinous as the windows domain password requirements :)

      • Then it seems odd that PCI Compliance would allow anyone to change someone’s login with just access to the email account. It doesn’t matter how strong a user’s Infusionsoft password is if all it takes is to guess the secret question on Yahoo. Not to mention that you store the actual passwords, not hashed copies. (I really hope they are encrypted.)

  36. Malcolm George says:

    What are my options??

    I run a dental office off of dental-industry-specific software (Eaglesoft; an SQL database) and don’t have e-commerce.

    I want to manage combined email and direct mail campaigns (emails andled automatically; direct mail via third party or by giving us a daily list). I want logic-based management of who is sent what, and I want it updated daily based on things like (A) website request for additional information (they fillout a form on website; software collects their info and starts a contact campaign), (B) patients who have certain procedures on that day, (C) patients who refer others… people that fall off our radar screen. The kind of contact management I’d otherwise have to hire a full time person to manage.
    It sounds as though Infusion could manage the web stuff easily. I’m not sure how I’d be able to daily update my Infusionsoft database from Eaglesoft (again, have someone manually do it?).
    No $$ transactions or anything like that. I’m just looking for am automated way to manage lots of contacts with my patients based on potential interest, procedures, etc.

    It’s alot of money for my small business if this isn’t simply the greatest solution for what I want.

    If not Infusionsoft, then what?

  37. Josh Bailey says:

    Over 3,000 small businesses helped and specifically over 300 dentists with their systemization, marketing, web, seo, processes, growth strategies and implementation… lets at least meet for a 15 minute collaboration call. What say ye Malcolm George? :) getmeautomated@myautomationcoach.com

  38. Cody says:

    Wow, I was interested in getting in touch with this company but from reading your very descriptive and detailed account with them, and other peoples comment, I don’t think I will be contacting them anytime soon.

    It’s also funny to me that on their twitter page as of 6/17/09 they have this written: “Good morning! How is everyone’s small business going? Keeping customers happy, following up, increasing revenue?”

    The impression I get is that they are very much about saying what they think customers want to hear, but getting results from them is a different story… or no one there knows what is going on, and there are so many jobs spread across the board that getting to the right “department” and getting a specific answer is a major headache.

    Thanks for the post Jon, it’s good to see someone take charge and make a company accountable for their business practices. So often, people don’t have a voice when something has gone wrong with a company, but you took to the Internet and it looks like people have heard you. I certainly do not plan to use InfusionSoft, and I more than likely won’t or wouldn’t recommend it to anyone else.

  39. We are currently trying to figure out how the Pay Plans are all put together and having a horrible time. Just found out the the limits seem to be at a 1000 max. Our test program is used to dump the tables so we can find things. We could find what we were looking for then noticed that we are only getting 1000 records. This was an unpleasant surprise. No error msg just only can get 1000 records.

    Previously we tried using the Synced and cannot set or reset it.

  40. Confusionsoft says:

    I posted this originally over at Jonathan Van Clute’s blog:
    http://tooltrainer.com/tools/blog/infusionsoft-customer-service-sucks/

    When I used to use them about 3 years ago they had a ’special gift from Santa’ offer – just click here.

    So I clicked (as you do)

    ‘Congratulations your SPECIALLY DISCOUNTED gift is on it’s way from the North Pole – you just pay $xxx instead of the usual $yyy (I forget the exact $)’

    With that SINGLE CLICK they charged my cc for some useless info product, printed single-sided on chunky huge poorly-bound manuals – some gift!

    It gets better…

    Oh well I thought – lets see if it’s any good, I’ll politely request a refund after seeing it. I felt it was the least I could do as Santa was going to all that trouble to bring it all the way from the North Pole.

    One day there’s a knock on my door (in the UK). ‘Maybe it’s Santa with my ‘gift”.

    I answer the door and it’s the mailman.

    ’scuse me sir but you’ll need to pay an extra $xxx – there’s not enough postage to cover the cost of sending it…

  41. Roman says:

    We were considering “IS” and ran into this site. I went through the DEMO with a rep and it appears very solid. One concern I had was certainly the customer support. Because regardless of how good the functions are, if you are not able to get them working, they are worthless. And that is always a concern. And you would certainly expect top flight support for $4000 down and $300 per month.

    We have made investments in other software and ran into big problems with support that either stalled projects or stopped them altogether…wasting valuable time and money.

    I respect the owner of this site postings, but why is no one listing viable InfusionSoft alternatives? And run of the mill shopping carts are not alternatives.

  42. JG says:

    I’ve been researching systems for some time now, and we decided to go with UltraCart (http://www.ultracart.com), and hooking it in with a locally -hosted Interspire Email Marketing autoresponder (http://www.interspire.com/emailmarketer/).
    We are in the free trial of UltraCart, and went with it because of its one-click upsells and sales-funnel capabilities for upsells, cross sells, downsells, etc. We then pass the contact info to the autoresponder which can do triggers for different email sequences.

    This combination seems to give us the majority of what IS offers, at a fraction of the cost (only about $59/month for UltraCart, plus the one-time purchase price for Email Marketer).

    BTW, I think Infusionsoft is an awesome concept; we were just able to approximate all of its major functionality with a little patience by combining these other two solutions.

  43. Dale says:

    I am yet another disgruntled customer just letting anyone who seeks a CRM solution to beware Infusionsoft. I got the ole bait and switch. I was “sold on” the Deluxe version and then sold the Basic version. The rep told me it would do everything I needed except co-branding I needed for my affiliates. I was mislead about integration with my software program, which the salesman (who is no longer employed there)knew was my greatest need. He convinced me to try it for three months and if I didn’t see the benefits in my business he would see that my set up fee was refunded. The program is a nice daily planner, but that isn’t worth $200 per month. I finally woke up when I got ready to import a letter I had written an realized support had never resolved the issue I had importing a simple letterhead. For $200 each and every month they couldn’t even make that work. I called to cancel and asked for my set-up back. What a joke…. Surprise, surprise – my request was denied. Don’t even talk with these people without recording the conversation, they lied to me and they will lie to you. Whatever it takes to get your money. I will not lay down and roll over for them. Anyone know of a Better Business Bureau I can report these people to? This may not be financially viable as a lawsuit, but I can at least warn others about my experience.

  44. ERIC says:

    I’ve researched various CRM products, I don’t know much about infusionsoft, but their infatuation with various “sales gurus” makes me nervous (plus comments above)….I’m just about to go with saleforce.com, I believe with some third party add-ons you could duplicate infusionsoft follow up marketing etc.

    • Heard lots of good things about Salesforce. And there’s a free trial, not a BS giant setup fee like with Infusionsoft. No reason not to try it!

      • Eric and Administrator,

        Would you mind reporting on your efforts/successes/failures/wins/losses/time/expenses in evaluating Salesforce.com and the various add-ons/bolt-ons/strap-ons required to recreate the built-in features you get with Infusionsoft?

        As a 4.5 year user of SFDC and certified SFDC instructor for Dell I can tell all who read this that SFDC was not built for the small business entrepreneur to automate their marketing, tag prospects, process ecommerce activities, create, manage and deliver follow-up sequences, etc.

        While their App-Exchange offers some nice features how much time and money will you spend researching and implementing tools that come built-in with Infusionsoft?

        The bottom line is the 1-15 person company that is Infusionsoft’s stated target market needs the functionality Infusionsoft provides all in one package. The double bottom line is most entrepreneurs are a) terrible at writing, b) terrible at marketing, c) terrible at delegating, d) terrible at setting goals, e) terrible at ecommerce, f) terrible at affiliate/JV marketing, g) terrible at selling…basically, they’re good at whatever skill around which they launched their current venture (programming, PC repair, mortgages, basket weaving) and they are bound to fail with any system they choose unless they get a boatload of help.

        However, “nobody ever got fired for buying IBM,” so when they get SFDC and 45 days later it’s a $65/mo/user online calender and Excel-generating SaaS that is not helping their marketing and sales efforts one iota they just quietly chalk it up to their own ineptitude and their sales continue to dwindle. But if they get Infusionsoft and quickly get overwhelmed with how much it does the natural human tendency kicks in they blame the messenger for the fact that growing a business is tough and you need to put processes in place to make your business life – and life – easier and more productive.

        I look forward to hearing your feedback – or anyone’s feedback – on implementing SFDC and how it has helped their small business grow in the last year.

        Good Selling,
        Wes
        Life is too short for follow up calls.

  45. Value Tracker says:

    Sell the Sizzle Sell-where the beef!!

    If it walks and looks like a duck it’s a duck

    Do you feel you are being sold with fancy broad strokes promises or success and results?

    Do you feel that someone is just tangling a carrot?

    Are marketers just pitching you I watch infomercials where they request a credit card to try us and offer free stuff as an add bonus and pressure to buy right now
    I have seen so many times in my travels consulting companies building custom applications for clients then all of a sudden of the revelation/ realization why don’t we go into the software business
    Unfortunately the solution is designed built and implemented with the agenda of generating Consulting Services
    Do you feel every time you request hard facts and figures you get loop back to speak with some slick used car salespeople. They strategy is to just keeping on spinning you until you give in and go along these slick lines of grandeur?
    Every time you ask for information that is meaningful you are to a Coach (fancy term for a Billable Consultants) to discuss your need and build a custom program Why can’t you just get the substantive information you need without have to try a credit card

    Serious Business people need want and desire clear and direct answer instead of fancy dialogue not slide ways responses to move you forward in the sale process

    Don’t you really desire is clear as a bell and direct answers, information that your organization needs in order to make an educated decision– sorry no free stuff no fancy promotion and party give always.

    • Brad Nolan says:

      Whats amazing it they state that on there website it only a Six Minute set up, and now you get to try it for free, before they charge $ 4000.00 for the set up, Six into 4000 is $ 666.66, Strange where have we seen this number before?????? at the rate per minute they claim there time is worth $39K an hour. WOW! most affordable for small businesses…..like I stated before, Con Job.

      Brad Nolan

  46. Mark says:

    Infusionsoft finally paid my money back after getting the BBB Arizona involved. I am not going to say anything malicious about InfusionSoft; however, buyer beware and don’t buy into their pressure sales tactics. It may be a good solution for some companies it was not the answer for my company. Sugar CRM seems to be fitting well for my company.

  47. Alex says:

    Can’t believe nobody has mentioned OFFICE AUTOPILOT.

    I was with Infusionsoft for about 2 months before things went hilariously wrong… and of course that was after the data transfer that resembled getting a filling drilled from a polite dentist who is, unfortunately, out of anaesthesia.

    It was right around that time that I met someone at a business conference who happened to work with the guys at Office Autopilot (and their sub-brand sendpepper.com), and he said I should contact them and give it a try.

    Office Autopilot ROCKS. It is everything that infusion tries to be except that it all works, and it’s all so simple and intuitive that I was able to do my own data transfer in under an hour. Amazing. Everything from tech support to deliverability and tracking is first rate and straight-forward.

    I don’t want to sound like an advertisement, but this system has taken my business to the next level without any crazy set up fees or draconian user policies.

    The one caveat is that Office Autopilot does not supply the electronic shopping cart service. They have an integration with Ultracart that is seamless and has been just unbelievable for my 4 info product businesses. (Ultracart is another big recommendation, by the way. Cheap as dirt and does everything from advanced affiliate tracking to “upsell after” to back-office management). The integration of the 2 is cheaper than infusion with zero hassles.

    My 2 cents.

    Alex

    • Nic says:

      Thanks for mentioning Office Autopilot, that’s the first time I’d heard the product mentiond. I’ve checked out the site and their Send Pepper product seems the perfect fit for me.

      My main focus is executing and following up direct mail campaigns and that product even integrates a PURL script and landing page creator! both major pluses over IS. Their tracking looks brilliant too. Everything I hoped IS was and more for 60% cheaper than IS how good is that. Oh it also integrates properly with Outlook and GMail so very happy about that.

      Alex I appreciate you mentioning Office Autopilot. I found this thread while searching for an alternative to InfusionSoft.

      I bought IS based on its reputation and the stable of top marketers already using it. Having played with it for 4 months I won’t rtecommend it to others. Every test campaign I sent went straight to my SPAM folder, I had no end of difficulty connectign to my account and the fact it did not integrate with Outlook tasks and was so clunky to use meant it was a very negative experience.

      I hope Send Pepper and Office Autopilot deliver.

  48. Jason says:

    We’ve liked http://www.goodbarry.com. It integrates eCommerce, CRM, email marketing with auto-responders in one. And it’s cheap ($39 & up / month), especially compared to Infusionsoft. We had horrible customer service with Salesforce.com so stopped using them. We were frustrated trying to tie together QuickBooks, Website, Marketing, eMails etc. Now we just use goodbarry and QB. Not perfect but best I’ve found. This link might also help people: http://themarketingmojo.com/2009/04/14/rankings-demand-generation/#comment-1609

    I do admire IS, trying to help busy small companies to compete with the big dogs by automating vital marketing. They should send their code out opensource so everyone could pitch in and fix it faster.

  49. Matt says:

    ConfusionSoft is a Sales organization…not a technology company…
    They are looking for a high volume of customers who will barely use
    the system..not a few who will dig in and quickly find the limitations…

  50. Paul says:

    Wow,

    A friend of mine pointed me this way after his own strange “customer service” experiences with InfusionSoft.

    All I can think is they must have one heck of an affiliate program.

  51. Todd says:

    I have been following infusionsoft for sometime as I am a fan of Joe Polish and Dan Kennedy who are marketing royalty using and endorsing it. On my quest to not getting duped on this type of software, can you recommend a product that is solid without all the obvious issues above

  52. Jon,
    How was your visit at Infusionsoft last week?
    Wes

    • It was quite productive–there should be some stuff to show off soon. Still a lot of work to do, but at least it’s going in the right direction :) .

      • Jon,
        As a CMAC for over a year I like Infusionsoft and the people.

        While I have had some frustration with some features (or lack thereof) the staff has treated me like gold and, no, I don’t think it’s because I’m a CMAC. (I’m not some world-renowned super marketer. Just a former Air Force football player with 6 kids building my own sales and marketing consulting gig in the bowels of SoCal with a passion for sales and marketing training/consulting.)

        I am also certified as a trainer with Salesforce.com and I used SFDC since 2004 with various high tech companies.

        With that experience I have no qualms recommending Infusionsoft to small business owners over SFDC. SFDC was meant for large enterprises. SFDC sucks when it comes to helping small businesses market and sell and grow.

        I will stipulate that I approach using Infusionsoft from a sales and marketing standpoint vs. a programmer, which I am not.

        Infusionsoft has been great for my small business clients that are looking to:
        - embed web forms.
        - build a database.
        - tag that database for future, relevant correspondence.
        - communicate with that database regularly with good, relevant content.
        - codify and quantify their unique selling propositions to ensure their messaging is delivered to 100% of prospects 100% of the time.
        - track open rates with HTML emails and trackable links embedded in the emails.
        - process credit cards (ecommerce) for both one time orders and subscriptions via order forms and/or a shopping cart.
        - offer an upsell at the time of checkout.
        - store and share notes and files/documents with small teams.
        - grow.

        I’m glad Infusionsoft dropped the $5,000 setup fee. I was not a fan of that at all.

        Infusionsoft, when installed and used properly like Gregg LaPore described above, is PERFECT for the one-office dentist, Realtor®, mortgage broker, promotional items company, IT VAR, restaurant owner, etc with 1 – 25 employees and thinks marketing is putting a wrap on their car and their picture on their business card and expect the phone to ring.

        I’ve been selling and/or training since 1995 and I can tell you that Infusionsoft and Dan Kennedy made me stretch to fully comprehend and begin to master the art of marketing through persuasive copywriting, consistent follow up and upsells.

        Did Infusionsoft sell a little more than they could handle? Probably. (How many small businesses [or former small businesses] wished they had that problem?)
        Did it cause some pain for some users? Obviously.
        Are some of their sales people a little pushy and cheesy? Yes (but none of them have been through my sales training courses!)
        Do any of the sales people possess the power of telekinesis or Jedi Mind Tricks that forced people to buy? Not that I know of.
        Do the support staff blow people off? Apparently but they’ve never done it to me nor any of my clients and I don’t have ESP, telekinesis or Obi Wan’s powers.
        Are the support staff inexperienced? I noticed an influx of rookies 6-8 months ago but that seems to have tapered off and the folks I’ve spoken with since then have been fine if not superb.
        Is it a better solution for the small businesses I listed above compared to hobbling together Outlook, Excel, 1ShoppingCart, aWeber and ConstantContact and Salesforce.com? Without a doubt.

        If you’re a 90 person company with 65 SKUs and you’re growing 50% a year and you’re adding 5 products a month…Infusionsoft may not be right for you…but they admit it.

        If you don’t have a list, you’re just starting out online, you’ve never created a webform and you’ve never even used the “Categories” feature in Outlook to segment your contacts, might you be better off with a ConstantContact account for $19 or $29/mo? Probably. But how big do you want to be and how quickly? If the answer is “BIG” and “fast” then it may be worth it for you to start out with Infusionsoft.

        If you’re a 10 person company with two sales people and you, the owner, are involved in sales and and you’re doing manual, duplicate entry and sales and leads are falling off the table then Infusionsoft can be a life-saver.

        But if you’ve never written a follow-up sequence or exported contacts as CSV files or tagged/categorized contacts, and you can’t explain your own company’s USP and you can’t rattle off in your sleep 3 COMPELLING reasons why I should buy from YOU then you’d be well-advised to take the $4,000 you just saved on the Infusionsoft setup fee and retain someone to help you set all of this up for you FROM DAY ONE!

        Why?

        Because sales and marketing are:
        A) Not the same.
        B) Not as easy as it looks.
        C) Friggin’ IMPOSSIBLE to master in a timely fashion for the typical “E-Myth” technician that thinks “I can shimmy a door better than my jerk of a boss” and goes out on his own to open his own contracting business only to have his ass, kidneys, liver, lungs, nostrils, knee caps and esophagus handed to him a mere 6 months later after he’s run out of fancy business cards and relatives he can beg business off of.

        If you try to duct tape your marketing and bootstrap any platform, in 4 months you’ll be out $800 in fees, $8,000 in lost opportunity costs, and 60 hours of software-induced frustration and you’ll be posting on here how much you dislike Infusionsoft.

        Keep up the good work, Jon. Thanks for helping Infusionsoft improve. Thanks for being open-minded about helping them improve.

        Remember, Life’s too short for follow up calls.

  53. Barnaby says:

    Feels like a scam to me – I cancelled my subscription on the day I bought it. They continued to bill me incorrect and now owe me $299 in back charges, having agreed on the phone that I was billed in error.

    However…still I am being “chased” for monthly payments (despite not having a subscription) and still, despite several phone conversations, they have not refunded my money.

    Crap service – open lies by people who promise to sort the issue out – still no refund.

    DO NOT USE INFUSION SOFT.

  54. Wow… pretty interesting dialogue here. As a former Infusionsoft employee, I can honestly say that the crew at Infusion is dedicated to the success of every customer. The business environment is fast-paced as it should be and the company has been wildly successful. I’ll admit that the system isn’t perfect (what software is???), but the functionality provided by Infusion and the way it can transform your business is unsurpassed.

    I’m very familiar with Sugar, Salesforce, Sage and the like and Infusion is built for small businesses who understand automated marketing.

    The majority of the business owners who will benefit most from Infusion have no clue what the heck an API is nor how to use one. We’re talking about taking mom & pop shops into this century and automating the mundane.

    I’m stoked to see Infusion growing and, like all software, it’s not perfect, but it’s pretty darn sweet if you ask me.

    BTW… if you’re curious why I’m no longer at Infusion… Arizona is not my kind of place to live. Couldn’t get out of there fast enough. :-)

  55. Pete says:

    Based on what I’ve seen through this dialog it appears that the API is the real issue. From my perspective as a prospective user, that’s not good. However I plan to have a software company build the API link from my current scheduling and order processing softare to InfusionSoft. We need lead management and automated follow-up with our customers. At $199 per month is there better software that I should be looking at? What are the limitations on the software or the size of the contact database that can be built?

  56. Pete,
    You can get a 30-day free trial of Infusionsoft on my website and I’ll help you test the heck out of it before you make a decision. There is no limit to the size of your contact database but you’ll have to upgrade from the Basic to the Deluxe to the Pro for 500,000 contacts. Custom plans can be created if you go over 500,000 contacts. Infusionsoft has been the best for me and my growing number of clients for “lead management and automated follow up.”
    If you click on my name above it will take you to my website and you can contact me from there anytime.
    Good selling,
    Wes

  57. Jason says:

    Infusionsoft turned out to be my worst investment.

    Infusion fraudulently charged my customers. I had a free trial setup through an Infusionsoft web form that required a 0.49 Cent authorization charge. Instead they charged my customer $49.00!!! I called in and complained and was told there isn’t a problem that my form was wrong. They gave me instructions to modify the form. I made those modifications and still my customers were charged $49.00. Can you imagine how angry our customers were???? During that time about 90% of our free trials canceled because of the fraudulent charge. After 3 full weeks of this happening I called in and said I wanted to cancel and get a refund. I received a call that day saying my problem “is a known bug” and that many customers were experiencing the same issue on my server. Funny, for 3 weeks I was told that nothing was wrong. I call to cancel and suddenly its a known bug. I was told that my problem would be resolved within the next 5 days. 3 days later my ticket suddenly showed up as resolved. I checked and the bug was still there. 2 weeks later after going back and forth I canceled. No refund was ever given and they charged me the following month. [they did refund that last monthly charge]. I was told that Scot Morrison would call me regarding my refund. After leaving him countless voice mails I just gave up. Considered going to the BBB but I was just ready to move on.

    Bottom line, as a small business putting thousands up front was hard for me to do. I made the investment and was totally burnt. This is just one issue. I experienced a laundry list of bugs and poor service. Do not use Infusionsoft.

  58. Mark J says:

    This is scary to anyone, like me, considering Infusionsoft. Here’s my question. What can and cannot one do if they do NOT us ethe API? Is it required to use? And what exactly is Infusionsoft – ie I hear it referred to as software – is that installed on my desktop or on the web server?

  59. henray says:

    I am so glad to have found your site come up 3rd in rankings under Infusion. You are right on!! I am adding a customer service correspondence I had with Infusion to tell my story. I have more issues with them than this, but this one is about creating a step in a follow-up sequence. If you name it the same name as another step, it overrides that message. So, I had named my steps Message 1, Message 2, etc. I created about 50 emails with these Step Names. Only to later find out that it was overriding my message every time I created a step using the same name. No error message came up saying it would do this, nothing on the page says that you need to have a unique name. It makes it seem like the name is just for your reference only. I bring up other issues, but this should give you an understanding to start reading their response….

    INFUSIONS RESPONSE:
    This is actually something we put in place for your benefit. It is a good thing to be able to reference the template with the step. It is easy to know what the template is if you are looking in each FUPS step.. But, if you are looking at your template library and your email templates are not named something that resembles the step title you would have no idea where that template is being used.

    You can always change it but typically or as a best practice it is a good thing to label the two (step and email title) something similar.

    All my best,
    Infusionsoft Support

    MY RESPONSE:
    This is IN NO WAY a benefit. There is no doubt I frustrated with this system. I am shocked by your answer to this issue. It would ONLY BE A BENEFIT if you had a pop up message that says: “YOU ALREADY HAVE A TEMPLATE WITH THIS NAME, would you like to continue and override this message or cancel and rename this message?” You don’t set up your system to tell us anything, we have no idea that naming it the SAME NAME as another STEP that it will override all our messages under that STEP NAME. How would we ever know this? How does overriding a ton of messages because you don’t give us a clue helping us? I had to go in a RECREATE all my steps, delete the old ones, and rename them all with a unique name.

    A VERY BIG PROBLEM with your system is you DON’T have any ERROR MESSAGES. Your system just lets us continue and we believe everything is just fine but later find out it is not. It is a big mess. This is has been SUCH A BIG problem that I would discourage my clients from using this system because of it.

    Even your support guy I was talking with agreed this was a glitch in the system and was not right. He apologized for this inconvenience. And then you say it is for our convenience.

    Some other examples of this kind of issue of not having an ERROR message…

    You don’t say ANYTHING about NO COMMAS or CHARACTERS in the FROM NAME or TITLE of an email. Where is the warning when I click NEXT telling me this was not okay? Not letting me continue? Where was the message or link explaining what not to put in a FROM NAME or TITLE in an email to clue us in on your system? Every other system I work in you CAN have commas in the FROM NAME & TITLE, so to assume that we know this, is very irresponsible of Infusion. Instead your system let me continue with the email, pick my mailing list, leading me to believe the email was successful. I know you are going to say GO TO REPORTS, but why? There should be an ERROR message saying I can’t have COMMAS, like every other system in the world.

    Another issue, we created username and passwords for our AFFILIATES, sent a ton of emails out with their login information. But, the affiliates were not able to log in. WHY? Because Infusion doesn’t allow you to have more than 8 digits in the password. Yet, when setting the passwords up, there was NO ERROR MESSAGE! How about – “Your password is too long. Please no more than 8 characters for your password”

    I could give more examples of this exact same thing. We think something is working but later find out it didn’t.

    My suggestion:
    ERROR MESSAGES – Set up ERROR MESSAGES if something is not correct. Don’t let us just continue with these errors. AND give us little messages or links under things that are important. Like “no characters in the from name or title’, or a pop up “YOU ALREADY HAVE A TEMPLATE WITH THIS NAME, would you like to continue and override this message or cancel and rename this message?” or “Your password is too long. Please no more than 8 characters for your password” As a web designer, I know that it is easy to set up something like – a field that doesn’t allow more than 8 character to be entered – this stuff is basic.

    I should also point out that we did name the title of the email the same as the step in some instances. For some reason, it still overrided our messages.

  60. Darren Brite says:

    It’s the worst CRM I’ve ever used. Unfortunately, not only is the CRM junk, but the management there defends their position on not honoring refunds by using their religion (Mormon) as a crutch. I actually had someone from the management team email me saying that he was a Mormom and prayed before speaking with me. Apparently God told him to screw me and not refund any money.

  61. Amber says:

    Just a question for this group….if the product is so bad why have these problems not been reported to BBB? I use the BBB to verify a business and to see what the customers are saying. In a forum like this one it seems easier to gripe without really backing things up. I am not asking this because of any affiliation with Infusionsoft but rather as one curious about this whole rant. I have setup (on my own) a trial version of the software. It cost me….my time! I have run through the full cycle of setting up a campaign, importing contacts, offering free stuff etc. When I spoke to the sales rep I simply told her that I was going to setup and use the software for the 15 day trial period then assess its usefulness.

    The sales rep didn’t hound me or use any pressure on me. She did ask for more info on my business which is normal if a company really cares about their customers!

    I think that some of the comments are short sighted and probably have very little reality behind them. Comments like Darren Brites seem to diminish the power of this rant….so what if the company has a mormon, jew, muslim, satanist or no religious background! Anyone who has ever dealt with people knows that there are the good, the bad and the ugly in every religion or non-religion!

    Until I find some obvious fault in the program I will continue to use it for free. Once the trial has expired I will decided on what to do next.

    FYI BBB only reports 11 issues in the last 36 months. How many of you really are sharing actual experiences

  62. Sally J says:

    Amber,
    Would you be willing to share the name of your sales rep (coach)? I have been trying to contact ours for 2 days and no one answers or returns my messages.

    I managed to get the number of his manager and he also did not answer or return my messages.

    Support said they cannot help me with my issue and I need to speak to my sales coach. My sales coach won’t contact me. His boss won’t contact me. The reception person transfers me to support when I ask for help with this. It’s impossible.

    Sally

  63. Mike Barber says:

    Once upon a time I signed up with Infusionsoft, I am a international exporter with customers in various countries, inside infusionsoft when trying to import my customer list, I found that not every country was listed and there was no way to add them, after several emails to their support I finally got an answer aprox 2 weeks later saying that they did have improvments in the pipeline and I would have to wait until a future update to have all countries listed, this was the start of a very poor experience, I cancelled my trial and sent them several emails to not bill me for the trial as it was a waste of my time, the next month on credit card statement they billed me any way, then it took them a further 2 months to credit the money back to my account, I also had an issue with one of the sales people promising me some material and DVD package that never turned up even though they assured me it had been sent, then retracted what they had said and wanted to offer me some training instead, all in all not a good experience, there are a lot better systems out there at a fraction of the cost.

  64. Randy King says:

    I really love InfusionSoft – the way it is designed to work is really beautiful. Regrettably, it does not always work the way it’s designed. I am getting really frustrated with the bugs – not because there are bugs – any complicated system will have them – but because tech support frequently says that they cannot reproduce the bug, that the bug doesn’t exist, or that it’s really NOT a bug.

    For example, consider ANY software system: If I enter 09/15 into a mandatory DATE field, what would you expect to have happen? It should convert it to 09/15/09 (current year), or it should throw an error and tell the person to enter a valid date.

    InfusionSoft sees 09/15 as an invalid date, converts it to NULL and enters this mandatory field into the database as an empty field.

    Tech support’s response to this is that “they understand my concern” and here’s the correct way of fixing this: Tell the user to enter mm/dd/yy in that field.

    I don’t know about the rest of you, but it’s been my experience that users won’t enter data in proper formats even if you held a gun to their heads.

    I mean – come ON! If you tell me I can make a field mandatory, then let it be so, and what software doesn’t append the current year to data that’s a valid date?

    This is one of dozens of bugs that I have either worked around, given up on, or just stopped using because I could not make it work. With over 25 years of database and coding experience, I don’t think I’m daff to the issues. :)

    I will be actively searching for a replacement to InfusionSoft very soon if they don’t step up.

  65. camikazee says:

    I just got Infusionsoft last month.
    Software seems fine for what we do in our company. We use it like a CRM, nothing more.
    There are MANY bugs to be fixed, and another EXTREMELY important issue, is that for what they charge, they need 24 HOUR support!! That is a MUST!!
    In other hand, so far the software works kinda well, but the day it gives me any shit like the one you are mentioning in this blog i switch to another company as soon as I can. I am not “in love” with the software and so far the Infusion performance is “Just OK”
    I got Infusion, but I must say I tested EVERYTHING else before made my choice. I tried SugarCRM, Netsuite, esalestrack, salespucher, pipelinedeals, relenta, oprius, salesforce, webcrm, etc etc etc etc…
    And the TRUTH is that there is NOT a complete, comprehensive and yet powerful software out there! Doesnt matter what you search there is NO ONE that can handle what we (the customers) need!
    Infusion sucks? Can’t say, Havent tested it that long. Will let you know if something happens.
    And I repeat, 24/HR support is a MUST!

    • Camikazee,
      If you’d like to discuss ways to use Infusionsoft for more than just CRM feel free to shoot me a note and we can set a time to chat.
      I’d like to see their support hours expanded as well. It would be nice to see it at least go from 6 AM ET to 7 PM PT.
      Wes

  66. Fed up says:

    I tried Infusionsoft before coming across this and other pages listing all the grievances people were having

    I’ve now experienced first-hand most, if not all, of the problems people on this page have listed.

    8 days now , 5 emails and no response from their tech team

    Goodbye Infusionsoft! Switching to Sendpepper.com

  67. EyeSpyPro says:

    There is always some asshole that starts posts like this; funny.

    Hey Fed up, No company is perfect. I have been using infusionsoft for 1 year and I love it. It does everything I want and some of what the idiots post here is funny.

    Why don’t you get off your ass and pick up the phone???

    I call Infusionsoft when I have a problem and they help me fix it. The online community is great for support, and their webinars really help me grow my business.

    Opinions are like assholes & everyones stinks. What makes a person say Infusionsoft stinks when we love it.

    We love Infusionsoft! It just keeps getting better & better… 5 stars to Infusionsoft!!!

    • Fed up says:

      Posted with eloquence and class lol

      You don’t think people posting here have tried calling to get their issues resolved? READ what was written above Einstein, it doesn’t matter whether you call, email, or write a letter, Infusionsoft will only cause users more grief.

      You are in the minority here, if Infusionsoft is so terrific why is there 100 complaints for every positive mention of the company?

      I’ve gone with another company and, 3 weeks in, I’m already feeling relived to not have to deal with the nightmare that is Infusionsoft anymore.

      And tonight their site is even down lol.. *slaps forehead*

      • FedUp,
        I’m not sure what happened to you but Infusionsoft has been great for me. I took at look at SendPepper and it looks nice but they’re charging $139/mo for only 10,000 contacts. So it looks like a decent tool for newbies/rookies with small lists but it’s an incomplete tool for professionals with big lists.

        The reason there is a ratio of “100:1 complaints to compliments,” as you say, is simply human nature. The average consumer will tell 21 people when they are dissatisfied but only 3-7 when they are happy.

        If you are truly so relieved then go forward with vim and vigor and vitality with your new SaaS and be happy. I’m not sure why, if you are so relieved, you are coming back here mouthing off.

        If I did nothing but spew hate on every company or product or service that has ever let me down for one reason or another I’d never get anything done. Go kill it with whatever product that works for you and don’t look back.

        Happy New Year.
        Wes Schaeffer, The Sales Whisperer®

  68. Jon – I feel you! I read your blog; you are obviously a very talented coder.

    ——–

    Dear All,

    I am sure the Infusionsoft API could be better. I am also sure that some of the code you have written could be better also. Things are always changing and there is always room for improvement.
    Software doesn’t make you money, sales and marketing knowledge does! That is why Infusionsoft is so successful. They have made the Inc. 500 list 3 years in a row, going from just under $600,000 gross in 2004 to over 12.6 million in 2008. Don’t believe me, visit http://www.inc.com/inc500 and find out for yourself.

    Why is Infusionsoft growing so rapidly? They have helped hundreds of small businesses not only double, but even triple and quadruple their sales. I should know, as I own one of those businesses!
    Don’t believe me, read this blog post made by Clate Mask, the founder and CEO of Infusionsoft: http://www.infusionblog.com/company-info/the-double-your-sales-club-wall-featuring-you/
    You be the judge!

    Lastly, I am very happy with Infusionsoft as a CRM to run my business. We use the API for our order forms, for our custom survey, and to build custom reports. Infusionsoft is more than a software company to me—they are a compassionate and knowledgeable team of people! Justin Morris’s contribution to this thread is a testament to their caring. He remains sincere and cordial throughout, something I cannot say for the creator of this announcement.

    Respectfully,

    Will Franco (Flywheel aka Ortonom)
    jiveSYSTEMS, LCC

    ——–

  69. Neil Gee says:

    Hi,
    Stumbled on this site whilst trying to reference what type of backend database Infusionsoft actually uses. I have been amused reading the posts, and the Administrator busting the balls of the “cloak and dagger” comments made by the mystery shoppers! Love your early rant on the pretentious API guy.

    Infusionsoft seems like a big affiliate pyramid selling scheme once you are hooked you are tossed in the bucket with all the others. Whilst i can’t comment on what its like – i have used ACT, Filemaker, MySQL but as a final solution I have seen a demo of Salesforce which looks fine.

    For email management and deployment I can recommend Campaign Monitor (http://www.campaignmonitor.com/) which is my favourite, you can white label it and bill clients and is so easy to use, and also Constant Contact and Aweber. If you just need email solutions check these out and make a better informed decision.

    BTW – what db does the product use?

    • Infusionsoft uses MySQL as far as I know. The app itself is Java.

    • Neil,
      Why do you call Infusionsoft a bit “affiliate pyramid selling scheme?” That sentence makes no sense at all. I have restaurants using it, insurance agents, medical billing companies, etc. None of them are into pyramids or anything close to it.

      My restaurant client now has hundreds of customers in their database getting a free burrito coupon on their birthday and offering coupons and Super Bowl specials and similar offers to drive traffic and they love it and so do their customers.

      While some internet marketers have used Infusionsoft to do stupid stuff I wouldn’t say it’s Infusionsoft’s fault.

      I’ve used SFDC for years and trained hundreds of Dell sales people on it and it’s a good tool for a big business to manage pipelines and run reports and view the dashboards for inventory planning, etc. But it’s the last thing I’d recommend to a business owner running a retail store with 5 employees. It won’t help them.

      Business owners don’t know how to market. I just hung up with a nice lady from the East Coast who is launching a new fitness DVD and she has her web person designing her shopping cart before she does the website…and she has no marketing in place…hates social media…has no free reports…does not understand affiliate marketing (which would enable her to KILL IT with her product and training if she offered it to gyms, dieticians, chiropractors, etc,) yet she’s debating whether to buy 1,000 or more of her DVD’s from her distribution company!

      AHHHHHHH! I COULDN’T TELL HER TO STOP FAST ENOUGH!

      I told her to start selling the DVD’s now. Tell everyone if it’s normally $37.97 that it’s now $19.97 if they pre-order and allow 4-6 weeks for delivery. If she sells 500 it will make ordering the 1,000 that much easier. If she sells 10…then she knows she needs to make adjustments.

      I just don’t get the Infusioinsoft bashers. It’s a powerful system. It’s not perfect. But what is? The support is unlimited and included with the monthly service. Some of the techs are green but they always get me an answer.

      I’ll have a booth at Infusioncon March 10-12 in Scottsdale. It’s free to attend. Come on down and let’s discuss sales and marketing in person and all grow in 2010 and beyond.

  70. Steve says:

    We just started our company and we were considering Infusionsoft. If these complaints are valid what
    CRM would you recommend to run campaigns with large databases.

  71. Shepherd Smith says:

    Having looked at InfusionSoft and others, and having used Eloqua, Marketo, and TrueInfluence, I’d recommend the latter.

    http://www.trueinfluence.com

    • Shepherd,

      The monthly pricing True Influence charges would choke Donald Trump, Paris Hilton and Simon Cowell…and that’s just their “Entry” pricing of $1,500/mo. (Infusionsoft’s Basic pricing is just $199/mo.)

      For $1,500/mo ($18,000/yr) for just 10,000 contacts True Influence hypnotize my clients, get 3 testimonials, 7 referrals and 10 upsells from every one of them…a week! For $5,000/mo for their Pro it better include a happy ending. (I won’t even discuss their $10,000/mo Enterprise.)

      Dude, we’re talking about software for small businesses (1-25 employees) to streamline their sales and marketing. Case in point, I signed a new client this week that is selling a book. He has sold about 250 books in the last 90 days and wants to take it to the next level. He had 453 names spread across 5 databases (one in 1ShoppingCart, 1 in Outlook and 3 in Constant Contact).

      None of his contacts were tagged so he couldn’t cross-reference or upsell to each database. (You don’t want to offer free shipping to a customer that just bought your book 10 days ago!)

      Infusionsoft’s Deluxe package with eCommerce and Affiliate modules, 50,000 contacts, 75,000 emails and 2 user licenses is ideal for him. His VA can use one license, he can assign tasks to her, we’ll send daily sales via simple script that will generate and email a report to his fulfillment house, we’re creating affiliate resources for the 13,000+ potential affiliates in the pet industry, and he WILL double his sales in the next 12 months (probably 90 days.)

      While True “Diamond-Encrusted-Platinum” Influence may be good for a 50-500 employee enterprise it’s the totally wrong offering for the clients Infusionsoft supports.

      Wes

  72. Larry says:

    We have been trying to get the API to work since March of 2009. We are on our 4th company to try and tackle this and none have succeeded. It has cost us $$$$ about $7k to date. Others seemed to have tackled the problem, but not us. We sunk a lot in our first company and now low on cash to hire it out again…. It’s become a joke in our company.

    What Does it take to implement the API- Please Help!

    lvsoule@hotmail.com

  73. Darren says:

    I have tried (unsuccessfully) to work with the Arizona BBB on a complaint against Infusionsoft. After the BBB decided that Infusionsoft should participate in BBB’s arbitration on my claim, Infusionsoft declined to… Apparently Infusionsoft had a special clause put into their BBB agreement that does not force them to use the BBB’s arbitration (free to consumers) instead they have their own idea of arbitration…We were given a 100% money back guarantee by the rep and Infusionsoft is not honoring it. To boot, after cancelling the service Infusionsoft continued to charge our company credit card. We had the charges reversed and then Infusionsoft had our account sent to an outside collection company.

    I am perplexed at how they continue to get such a high rating from the BBB and why the BBB does not update their online records about complaints with Infusionsoft.

    We were completely “taken” by this company and the software (bug-ridden) was incorrectly sold to us. The firm posture that Infusionsoft is taking is to not honor their guarantee.

    My question to those out there with similar issues: did you try the BBB? If so, what happened? Did you escalate it from there? What agency should I go to if the BBB does not take action? Attorney General? FTC?

    Please respond back or you can email me with suggestions at darren1964@live.com

    • Darren,
      How long did you use the software? Did you use the Affiliate modules? Did you completely activate and start your first campaign within 30 days? Infusionsoft is the only software firm I’ve found that offers any type of guarantee, let alone a double your sales guarantee and/or a one year guarantee.

      To get your money back you have to use it for a year.

      Now if the rep you were working with offered a separate guarantee that’s between you and him but I hope you got it in writing. I’ve been in sales for 16 years and training sales people for 4 and I’ve seen some desperate guys say some stupid stuff to get a sale. No company is immune from employing stupid sales people so if encountered one that is a shame.

      But they offer a 15-day free trial and you can get a 30-day free trial from any CMAC like me. If you know what you are doing and what you’re looking for 30 days is more than enough to test a hosted platform like Infusionsoft.

      If you needed to test the eCommerce and Affiliate modules that are not included in the free trial you could easily arrange for detailed GoToMeeting sessions to test those features with an expert.

      It sounds to me like one or more of the following happened in your case:
      a) You followed every step required of their 12 month guarantee and did not double your business and you are owed your money.
      b) You were made a desperate promise by a desperate sales person (after you played hard to get) to get you to plop down $199 or $299/mo for a month or two and may be entitled to your money back if you can prove it.
      c) You misunderstood the money back guarantee with their Double Your Sales offer and didn’t live up to your end of the bargain and aren’t owed anything.
      d) You started working with the software and realized it’s not some easy-cheesy auto-responder like Aweber or bulk email delivery platform and got scared and aren’t owed anything.

      Growing a business is hard and the bankruptcy courts are replete with able-bodied technicians, competent middle-managers and/or super-duper big dreamers that didn’t know what it takes to build a list, market to that list and turn a profit.

      Using Infusionsoft to its fullest is a lot of work. When you double your sales, you’ll be glad you learned it.

      With their countless hours of demos, unlimited free support, 30-day free trial and 50+ resellers like me available to help entrepreneurs evaluate Infusionsoft’s solution I can’t understand why anyone would make a bad decision.

      Good luck in growing your business. If a no-bullshit copywriter/trainer/marketer can help you reach your goals please drop me a line.

      Wes

  74. tman says:

    I have been using infusionsoft for two years now and I am a big fan. The only complaint I have is the cost. It is way to spendy. Other that that I love it. I think it is fairly easy to ues and I do a lot with it.
    I also like Dan Kennedy and would love to have a pic with him. Even if he is not a model. I would prefer him to some empty head with a body. Thanks

  75. Ben Hale says:

    I wish I had read your report prior to signing on with Infusionsoft. Infusionsoft has been a complete disaster for my business and the major problem is with their shopping cart which is a complete piece of crap. Besides the $7,000 I spent with Infusionsoft, I have had to pay my people another $5,000 in hourly time to try to work around all of the issues with the cart. When we contact infusionsoft, the common response we hear is the “It can’t be done”. My web sales since going with infusionsoft have plummeted because my clients get completely confused with the shopping cart and end up going to a competitor.

    I have approached Infusionsoft with these issues and documented costs and loss of income in hopes that they would be like other businesses and try to make it right for the customer. Boy was I wrong in thinking that! They basically laughed at me and said that there was no way I would get any refund or credit and then they had the gall to tell me that “infusionsoft is the right product for my business”. In my 25 years of owning my own company, I have never worked with a company that disregards the client once they have you locked in. It feels like a total scam. I would love to bring suit against this company for damages and if there are other companies that want to participate, let’s get together and go after them.

    • Ben,
      While I have heard a lot of people having API problems with large shopping carts with many SKUs (that’s one of the big reasons Jon started this blog) I just checked out your site and it seems to be working quite smoothly.

      I selected a card, went back to “BUY MORE CARDS,” added a second card with my name and it brought me right back to the form to pay. Did I miss something?

      How good are your API guys? With you only selling a handful of cards your shopping cart should have been set up much easier than what you are describing.

      Wes

  76. Charles Sherman says:

    We signed up for the trial and did not notice that in one fo the 5 emails sent out upon signup that they would start billing our card after the trial expired.

    Every message we have left has been ignored. Every email we sent was ignored. The only time you can get someone on the phone is to call the Sales department. Calling anyone directly gets you voicemail.

    When I was able speak with someone (Marc Pilkington) I was told that they would refund the charges ( 3 months at that point) and would cancel the account. No refund and they are still billing our account.

    So 5 months on we are going to have to close our credit card.

    Will also be reporting this to the BBB (for what it’s worth) and also reporting this to or credit card company and their credit card processor.

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