Software Comparison
Infusionsoft vs BigContacts vs Capsule CRM vs Pipeliner CRM

Save time and effort by comparing these leading CRM software.
Quickly access the latest reviews to read actual user opinions and ratings. Get amazing coupons and discounts, access Free Demos or Trials immediately.



Listed in : CRM

Infusionsoft is a CRM and Marketing Automation solution that helps users manage their daily tasks, contacts, leads, sales and more. It lets users impo... Learn More


Listed in : CRM

BigContacts application will enable you to organize very quickly and smoothly all of your necessary contact data. Our single contact dashboard enables... Learn More


Listed in : CRM

Capsule CRM is an online CRM system that allows you to manage and keep track of people, businesses, and companies with whom you trade. With Capsule, y... Learn More


Listed in : CRM

Pipeliner CRM brings the power of sales information back to salespeople online or off, giving a one kind strategy to overseeing and associating. It is... Learn More

Pricing Starting From

screenshot for Infusionsoft

Infusionsoft

CRM

$ 199
For 1 Month / 4 user(s)

screenshot for BigContacts

BigContacts

CRM

$ 10
For 1 Month / 1 user(s)

screenshot for Capsule CRM

Capsule CRM

CRM

Free Plan

screenshot for Pipeliner CRM

Pipeliner CRM

CRM

$ 55
For 1 Month / 1 user(s)

Available Features

screenshot for Infusionsoft

Infusionsoft

CRM

Contact Management

Marketing Automation

2,500 Contacts

12,500 Emails/mo

screenshot for BigContacts

BigContacts

CRM

Total Contacts 50.000

Total File Storage 50 GB

Contact Management Module

Email Integration

Sales Tracking Module

Email Marketing Module

System Reminders & Alerts

QuickBooks Online Sync Contact + Transaction Sync

Google Contacts Sync

MailChimp Sync

Google Calendar Sync

Outlook Synchronization

Social Media Tracking

API Access

screenshot for Capsule CRM

Capsule CRM

CRM

2GB storage per user

50,000 contacts

Unlimited opportunities

Unlimited cases

Integrates with Xero, KashFlow, FreeAgent, FreshBooks and MailChimp

screenshot for Pipeliner CRM

Pipeliner CRM

CRM

Unlimited Access to All Features including Mobile

Full Offline Capability

Accounts Management

Contacts Management

Leads Management

Opportunities Management

Accounts, Contacts, Leads, Opportunities Unlimited

Pipeline & Archive Management

Tasks Management

Appointments Management

Tasks, Appointments Unlimited

Document Management

Document Storage 2 GB

Notes Management

Alerts & Notifications

Built-in Internal Messaging

Accounts and Contacts Auto Profiling

Automatic Task Scheduling

Visual Buying Center

Visual Org Chart

Dynamic Velocity View

Dynamic Opportunity Timeline View

Dynamic Target Views

Target Multiple KPIs

Free Trial Availability

screenshot for Pipeliner CRM

Infusionsoft

CRM

No Free Trial Available.

screenshot for Pipeliner CRM

BigContacts

CRM
screenshot for Pipeliner CRM

Capsule CRM

CRM
screenshot for Pipeliner CRM

Pipeliner CRM

CRM

Cloudswave Editorial Review

screenshot for Infusionsoft

Infusionsoft

CRM

Infusionsoft Review by Cloudswave

Infusionsoft is the great sales and marketing software for small business automation. It offers professional tools that assist in key business operations. Infusionsoft may help in managing leads and customers, automating marketing operations, automating sales online, connecting multiple systems to streamline business operations, processing payments, and analyzing results to improve business operations.

What do you need to manage successful business?

What business is bound to succeed? We believe that it doesn’t matter what business it is. It is important if it is managed by people with defined values. To do successful business the people need to respect themselves, to appreciate their team and customers, and finally appreciate their financial success.
It is impossible to fill the needs of others without understanding their own needs. It is impossible to treat the neighbor as a servant, because the Earth is very small and still round. Besides, it’s a good practice to put yourself into buyer’s or competitor’s shoes. Would you like to have yourself as a competitor? Would you like to buy from yourself?
Another business trick that leads to success is that everything should always be counted. If you don't want to count, so you don't want to know. And if you don't want to know, you don't care!
Infusionsoft is the excellent system that is developed to help those people who are willing to change the world with their great business ideas.

What is Infusionsoft?

Founded in 2001, Infusionsoft is an online service that offers email marketing platform for small businesses with 25 employees or less. The history of the product began from the writing of a script to automate sales leads. This script laid down the basis for the modern service.
Today Infusionsoft offers marketing automation tools, marketing reports, built-in metadata and fields for keywords, drag and drop functionality for editing and publishing landing pages, the web forms, calculation tools, referral program management, sales reports and more. Infusionsoft customers can get professional tools that help to improve the work efficiency, to eliminate redundant work, to apply e-commerce instruments. 
1
Infusionsoft does not provide free or trial version. Actually it is not possible to see the platform interface anywhere on the official site until you buy the product. But there is good news: you can find a lot of great Infusionsoft tutorials on YouTube and see this SaaS product in action.
Infusionsoft platform is much like online tools for the project management. There are five basic categories: CRM, Marketing, E-Commerce, Admin, and Tools. Each category includes several sections for quick and clear navigation. For example, there are Contacts, Companies, Opportunities, Referral Partners and Visitors sections in the CRM category. Every category has its own reports and settings. Besides, there is My Nav category that can be filled with frequently used tools. It is possible to choose what tools will be shown here. It will save an incredible amount of time as you navigate around in the software.   
2
There are also some other tricks to make navigation easier. For example, there is integrated search tool through all items, the list of recently viewed items and also favorites list.The Dashboard is one more great way to customize the Infusionsoft experience. Here the custom widgets may be added. For example, the user can view the recent users’ activity or email stats, monthly sales report here.
3

E-mail marketing

Business owners know that email is one of the most proven methods of attracting customers. Just let them fill in the form when they are visiting your site. That’s it! You’ve got the potential customer.
Working with the email means that people can get informational newsletters from the company, invitations to interesting events, and a series of emails with tips and even letters in which it is proposed to unsubscribe from the company mailing list. This increases the credibility of the company.
Infusionsoft owners know how to treat users and to turn them into customers like no one else. This company is the leader in converting leads to the customers. Using the carefully planned email campaigns the company often turns into customers those who have left their email even more than one year ago. There is a “Infusionsoft Guide To Sales and Marketing” which is offered for free for all company’s prospective customers.

E-mail tools

There are a lot of professional tools inside the Infusionsoft platform that help to work with email more effectively. Say, what do you need to email hundreds or thousands (or hundreds of thousands) of people at once? Infusionsoft definitely knows the answer. 

Templates and custom signature

The drag and drop email builder can help to create a branded email template that may be the first step to building and launching your marketing efforts with Infusionsoft. Also be sure to set up email signature before you send your first broadcast email. It will save you time and make you more efficient.

Email throttling prevention

There are also emails planning tools that will help to prevent email throttling. When you send too many emails at once ISP may refuse to deliver your mail. So to make sure that all messages are delivered it’s a good idea to schedule the emails to deploy over an extended period of time, to segment the emails by domain or to split the mailing lists into multiple parts. Infusionsoft helps with email planning so you may be sure that all emails can be sent by your “completions” date. 4

Customer relationship management

Infusionsoft is a CRM (customer relationship management) system, so it is aimed to the learning and understanding the needs of existing and potential customers. So working with contacts is one of the most essential parts of the platform. 
5
There is no need to enter all info about people by hand because there are tools for automatic importing such information into Infusionsoft. Besides, the user has the opportunity to check for duplicate contact records and to merge them if needed. The contacts may be grouped and tagged. This makes sending targeted marketing messages easier.

eCommerce tools

One of the best features of Infusionsoft platform is that you can sell your products, services or subscriptions online right from here. The setup of products and/or services that you plan to sell online using your Infusionsoft application is pretty simple. Shopping cart and order form can be flexibly configured, and it is easy to embed them on the website. There are a lot of payment types available (PayPal and major credit cards are among them) and you can choose all or just some of them. Infusionsoft automatically sends notification to buyers if they use expired cards or have problems with failed charges and overdue balances.
The Infusionsoft modules tightly connected, so if the customer made a purchase from your site, his order history is stored in the contact’s profile. Then you may use this info to send special offers or thanks emails only to selected customers. The promotions can be segmented by any criterion: purchase history, locations, date, events, holidays etc.
There is an integrated referral program which may help in word-of-mouth marketing acceleration. The user is offered to create custom referral program and provide partners with an access to marketing materials stored within the separate panel. And don’t worry about the commissions, because Infusionsoft always keeps track of them.

Campaign Builder

To make the business grow it is important to create successful campaigns. There is a separate module that is designed to build a marketing and sales process from start to finish. Experienced Infusionsoft users say that Campaign Builder is the heart of this platform. E-mails, tasks, contacts can easily be managed with some other tools (many of them are often better than Infusionsoft ones). However in Campaign Builder all modules can be easily tied together and automated. So understanding how the Campaign Builder works indicates that the user is 90% of the way toward getting a great benefit from Infusionsoft.
6
The campaign builder has a visual, drag & drop interface. The main item here is called the goal. The goal contains all necessary info about events and actions. The main formula of Campaign Builder is “if there was an event X, it is necessary to automatically perform action Y”. The number of events is unlimited. It can be applied tag, filled form, a purchase made on the website etc. When a goal is triggered by its event, the predefined action automatically starts.

Conclusion

Infusionsoft is not the solution for everyone, but it has a clearly defined target audience. It doesn’t offer different plans for small, medium business and for the big corporations as some other do. Infusionsoft is focused on the small business needs instead. Due to this there is nothing superfluous here; just the tools that every small company needs. E-mail marketing, contacts managing, e-commerce and analysis tools are linked together and work as a whole. But first of all Infusionsoft is the platform for online businesses, so if you sell your products through the Web you will get the greatest benefit from the use of it.
screenshot for BigContacts

BigContacts

CRM

No Cloudswave Editorial Review available yet.

screenshot for Capsule CRM

Capsule CRM

CRM

No Cloudswave Editorial Review available yet.

screenshot for Pipeliner CRM

Pipeliner CRM

CRM

No Cloudswave Editorial Review available yet.

Most Favorable User Review

screenshot for Infusionsoft

Infusionsoft

CRM
User review from
10
Matthew Veil
Jun 11, 2016

I have been using InfusionSoft for almost 2 years now and compared to all the other comparable systems I have personally used or tried out it is by far the best system available. So much more of a CRM than with many more features it is a very robust system. It includes a fairly easy to set up email drip funnel systems, e-commerce, the ability to apply tags and define lists, creates very intelligent email campaigns and much more. It is not for the faint of heart, but for someone serious about building their business and about marketing. andnbsp; andnbsp;

Pros :

  • All in one system with plenty of integration's available, the nice thing about that is that considering there are so many options currently available online as services that if you are particularly fond of one service or another, then it is most likely you can integrate with the system, most integrations feed directly into.
  • Easy set up process they walk you through all the basics to get you up and running. Customer support is great to work with.andnbsp;
  • Pricing in comparison it's hard to beat when I compared it to the major competitors.
  • Often times you're faced with having a lot of techs people build out a lot of open sources or pay big prices for licensing fees, but in this case, it is a good compromise of time and resources.andnbsp;

Cons :

  • Not for the brand new start-ups without motivation, this is a serious system with a serious investment of time and money for businesses who are looking to stay busy with sales.
  • Not for the pure novice or someone wanting to "try out" a CRM system to learn how CRM's work.andnbsp;
  • I'd recommend a lot of time going through all the guides and even hiring a professional InfusionSoft consultant to come in and work with your business to get the most out of it.
  • If possible go through a consultant team before you buy and ask a lot of questions first, some of them will give you a lot more information in how it can relate to your main business operations and marketing and guide you through the setup process to get you up and running much faster to see results sooner. andnbsp;

screenshot for BigContacts

BigContacts

CRM

No favorable user review available yet for BigContacts.

screenshot for Capsule CRM

Capsule CRM

CRM

No favorable user review available yet for Capsule CRM.

screenshot for Pipeliner CRM

Pipeliner CRM

CRM
User review from
10
Claire Cockcroft
Apr 25, 2016

I really love using Pipeliner. It has made my life so much easier!andnbsp; The functionality is spot-on. It gives us greater visibility of what is happening per team, per sector, per campaign we are running.andnbsp; It's really easy to use and powerful on the screen in meetings. I particularly like being able to jump from view to view and also the velocity option.andnbsp; I find the Navigator really good too, especially for summarising overdue tasks and the upcoming activities bar at the right hand side, makes planning even easier. The support is also excellent, my contact Todd is always available for any queries. His knowledge of the tool is first class and he has helpful suggestions to make everything run smoother. Recommended!

Pros :

  • Customer support.
  • Ease of use.
  • Navigator options.
  • Management reports.
  • Powerful displays to use in sales meetings.

Cons :

  • There are none

Most Unfavorable User Review

screenshot for Infusionsoft

Infusionsoft

CRM

No unfavorable user review available yet for Infusionsoft.

screenshot for BigContacts

BigContacts

CRM

No unfavorable user review available yet for BigContacts.

screenshot for Capsule CRM

Capsule CRM

CRM

No unfavorable user review available yet for Capsule CRM.

screenshot for Pipeliner CRM

Pipeliner CRM

CRM
  • User review from
    1
    Raj Nadar
    Mar 22, 2016

    This is the Microsoft Dynamics of the CRM world. Software made to sell itself, meaning if someone demos it to a CEO, they'll be massively impressed. A CRM is as good as it's usage by salespeople. This CRM struggles to get that.

    Pros :

    • Looks great.

    Cons :

    • Could get my team members to use it. Could create reports that I wanted, in short couldn't use it.

  • Most Favorable Critic Review

    screenshot for Infusionsoft

    Infusionsoft

    CRM
    100
    Matthew Guay , Zapier

    Thursday 02 October 2014

    Infusionsoft includes everything you'd need to identify your customers' needs, customize marketing to them, actually sell your real products, and make sure you're staying on top of everything you need to do at the same time. And it’ll even let you know how you’re doing at marketing.

    More about Infusionsoft
    View all the Infusionsoft Critic Reviews
    screenshot for BigContacts

    BigContacts

    CRM
    75
    Judy Swann , SmallBizCRM

    Saturday 17 May 2014

    If you are prioritizing customer relationship management, BigContacts will give you that focus. I can see both sales and marketing teams getting value from BigContacts in sectors as diverse as commodity sales, services, technology, publishing, real estate, and non-profit. Endorsements on the company website attest to widespread user-enthusiasm for BigContacts.

    More about BigContacts
    View all the BigContacts Critic Reviews
    screenshot for Capsule CRM

    Capsule CRM

    CRM
    75
    Jonathan Blum , Entrepreneur

    Tuesday 07 December 2010

    For a company just starting with online collaboration, or looking for an easy upgrade, Capsule could be at the top of a list to consider. It offers the sales-oriented focus that small teams need. But if you’re already running another software management system, is it worth switching to Capsule? That’s a tough call. As promising as Capsule is for small groups, it still requires a big effort to manage properly.This capsule is worth trying, but it still might hurt to swallow.

    More about Capsule CRM
    View all the Capsule CRM Critic Reviews
    screenshot for Pipeliner CRM

    Pipeliner CRM

    CRM
    75
    Anonymous contribution , SmallBizCRM

    Thursday 22 May 2014

    Pipeliner is the first CRM application to really link method with process. The method is the logical sequence of events in the customers buying steps, and how this translates into what the sales organization does to move an opportunity forward.

    More about Pipeliner CRM
    View all the Pipeliner CRM Critic Reviews

    Most Unfavorable Critic Review

    screenshot for Infusionsoft

    Infusionsoft

    CRM
    0
    Terrence L. , G2 Crowd

    Friday 10 July 2015

    What do you like best?The Sales Person follow up with you to close the deal. What do you dislike?Infusionsoft pays $500 referral fees to affiliates. Sales person misleading and false promises at sales stage. They will drag on and not let you cancel the subscription. Recommendations to others considering the productIf you are a SME Look for other product that requires less or no upfront. Infusionsoft uses your upfront cost to pay the affiliates that bring you in. So they entire business economics is not in favour of you. If you need such a BIG product at the first place. If you are big enough, consider SAP. SAP lives on customer service.What business problems are you solving? What benefits have you realized?This product is not suitable for our business. And we encounter lots of issues cancelling the subscription. Infusionsoft charges $2000 start up cost +$299 per month of service fee. Evan Samurin (the Sales) says if it is not for our company, they will do something to credit the upfront $2000 back to us. After we used it for a month our A/P emailed Evan saying infusionsoft is not for us, Evan says that he will forward the message to customer service. I haven't heard from infusionsoft again, We have followed up with Evan with no reply. Our company credit card is billed month after month, which forced our company to call the credit card and cancel the card. Then someone from Infusionsoft customer service, Blake Ghormley emailed us saying we have unpaid balance. We asked Blake to communicate with Evan and credit us back for the months that I didn't use. Blake Ghormley disappeared again. The problem of this product is, Infusionsoft pays $500 referral fee to the person introduce...

    More about Infusionsoft
    View all the Infusionsoft Critic Reviews
    screenshot for BigContacts

    BigContacts

    CRM

    No critic review available yet for BigContacts .

    screenshot for Capsule CRM

    Capsule CRM

    CRM
    50
    Andy Pearson , Business Beginings

    Saturday 29 June 2013

    Capsule CRM is a very capable CRM for a range of orthodox business requirements. If you are doing anything unusual you could easily find its limits but for many it could be a tool to support significant business growth.

    More about Capsule CRM
    View all the Capsule CRM Critic Reviews
    screenshot for Pipeliner CRM

    Pipeliner CRM

    CRM

    No critic review available yet for Pipeliner CRM .

    Demo Video

    screenshot for Infusionsoft

    Infusionsoft Demo Video

    CRM
    screenshot for BigContacts

    BigContacts Demo Video

    CRM
    screenshot for Capsule CRM

    Capsule CRM Demo Video

    CRM
    screenshot for Pipeliner CRM

    Pipeliner CRM Demo Video

    CRM

    Typical Customer

    screenshot for Infusionsoft

    Infusionsoft

    CRM
    • Business
    screenshot for BigContacts

    BigContacts

    CRM
    • Business
    screenshot for Capsule CRM

    Capsule CRM

    CRM
    • Business
    • Personal Use
    screenshot for Pipeliner CRM

    Pipeliner CRM

    CRM
    • Business

    Supported Devices

    screenshot for Infusionsoft

    Infusionsoft

    CRM
    screenshot for BigContacts

    BigContacts

    CRM
    screenshot for Capsule CRM

    Capsule CRM

    CRM
    screenshot for Pipeliner CRM

    Pipeliner CRM

    CRM

    Supported Languages

    screenshot for Infusionsoft

    Infusionsoft

    CRM
    • English
    screenshot for BigContacts

    BigContacts

    CRM
    • English
    screenshot for Capsule CRM

    Capsule CRM

    CRM
    • English
    screenshot for Pipeliner CRM

    Pipeliner CRM

    CRM
    • English
    • Spanish
    • German
    • Portuguese

    Free Download: CRM Software Pricing Guide

    Enter your email and press continue to start downloading.

    Detailed comparison of the 10 best CRM software!

    One last step to begin your download:

    Complete this brief form and we'll email you the PDF document.

    Thank you for downloading the white paper..

    The white paper has been sent to your email. You can also download it right now from this URL: