What is Infusionsoft?

Our content is reader supported, which means when you buy from links you click on, we may earn a commission.

Infusionsoft helps you automate your marketing and sales all from within one unique tool. It serves as an email marketing solution plus allows for the creation of order forms to take payments and even set-up complex shopping carts if you have multiple products.


Who Infusionsoft is For:

Infusionsoft is for small business owners including course creators who have seen some success and are looking to increase their profits. Alternately, if you’re just starting out and don’t mind spending the money for this tool, then it may be a good fit for you.

Skill Level:

While Infusionsoft does the job of several tools all-in-one, it is complex to use. While it may only take you part of a day to get started with most email marketing tools and an hour to slap on a PayPal order form, there’s a steep learning curve when it comes to using this software. That’s why they require the purchase of a Kickstart training packages with the purchase of any plan. In addition, there are numerous third party Infusionsoft consultants willing to help you out for a fee if you need more one-on-one time.


You’ll access your Infusionsoft account from an online portal. It’s not exactly mobile friendly, but will work on mobile devices. There’s also an Infusionsoft app to help you manage your contacts on the go.

Special Features:

Infusionsoft is really unique in that it allows you to automate all your email marketing and even your sales all from one dashboard. Campaigns are the heart of this tool. They allow you to tag your contacts and automate specific email sequences all from a drag and drop interface. It’s used by loads of course creators, myself included for around 10 years, and is considered a must-have sales machine by many.


With the advancement of many email marketing tools which now also offer tagging and drag and drop interfaces, it is easier to get the automation of Infusionsoft by piecing a few tools together.

In addition, the Infusionsoft order forms are not well optimized for mobile or for high conversions. In fact, you’ll likely need to pay a consultant to help you customize the order forms, or use a tool called Spiffy to get them to convert better and work better on mobile phones. Since Infusionsoft can take payments, higher converting order forms should be a part of their product.

Detailed Features

✔ Customized workflows✔ Shopping cart✔ Web forms
✔ Automatically trigger email sequences✔ Set-up recurring payments✔ Pre-built landing pages
✔ Tag subscribers✔ Take payments✔ CRM
✔ Behavior based triggers✔ Create order forms✔ Add contacts
✔ Automate communications✔ Send custom quotes✔ Connect to API
✔ Automate goals✔ A/B split tests✔ Advanced integrations
✔ Automate sequences✔ Marketing reports✔ Sync data
✔ Advanced campaign builder✔ Sales reports✔ Top quality support
✔ Drag and drop interface✔ Administrative reports
✔ Customizable dashboard

Pricing Model

Starting Price: $99/month for Keap, $199/month + the additional training fee.

Advanced Plans: $399/month for up to 10,000 subscribers + all features + the additional training fee.

Annual Savings: I’ve not ever seen an offer to save money through an annual payment for Infusionsoft.

Trial Option: There is no trial option of Infusionsoft, however they do offer a free online demo to help you decide if it’s the right tool for you.

Free Version: All Infusionsoft plans are paid, there is no free version. You can sign-up for a free online demo to help you decide if this tool is right for you.

Guarantee: All Infusionsoft subscription fees are nonrefundable. You must cancel your subscription at least 10 days before the next billing date to avoid another charge.

Customer Support

Training: Community, help center with detailed guides, and more.
Support: Chat, email, phone support; articles, knowledge center, training videos, consulting.

Company Details

Founded in: 2001 by Clate Mask
Headquarters: Arizona, USA

Competing Tools

There really isn’t anything else just like Infusionsoft. Ontraport probably has the most similar feature-set, but comes with nearly the same price tag.

Lisa Parmley
Lisa Parmley

Lisa Parmley is the founder of coursemethod.com. After gaining a Master's degree, she worked in research for about seven years. She started a training company in 2001, offering a course helping people pass a professional exam. That course has earned multiple 7 figures. She created SEO and authority site building training around 2007 which went on to earn well into the 6-figure mark.

She has 22+ years of experience in the trenches creating and selling online courses. Get help starting and growing your online course business here.

Grow faster with free step-by-step training for online course founders.

Access Course Method Pro progress tracking and Strategic Planners
+ gain inspiration from successful course creators in weekly emails.

Unsubscribe at any time.