Infusionsoft vs ConvertKit: Features, User-Experience and Pricing

By: Puranjay Singh   Last updated: 20 Sep 2017

An in-depth comparison between Infusionsoft vs ConvertKit. Which of these is the right marketing automation tool for you?

  Infusionsoft


Features

User-Experience

Pricing & Support

Overall

Best for: SaaS startups, agencies, businesses with under 100 employees

Plans from: $199/month

  ConvertKit


Features

User-Experience

Pricing & Support

Overall

Best for: Bloggers, authors infopreneurs, very small businesses

Plans from: $29/month

Infusionsoft vs ConvertKit Overview

As far as marketing automation software goes, Infusionsoft and ConvertKit are on the opposite ends of the spectrum.

Infusionsoft is an all-in-one marketing software. It doesn't just promise to help you run automated marketing campaigns; it promises to automate your entire business.

ConvertKit, on the other hand, is an email automation platform with some marketing automation capabilities. It can't automate your business; it can only send emails and segment leads on an automated basis.

Infusionsoft is designed for small businesses with at least 2-3 marketers on their team. ConvertKit is meant for bloggers, authors and solopreneurs who want a quick and easy email marketing solution.

These differences will become more apparent as we dive deeper into Infusionsoft and ConvertKit's features, user-experience, pricing and support.

About Infusionsoft and ConvertKit

Before we look at the features and user-experience, let's take a quick glance at Infusionsoft and ConvertKit.

  Infusionsoft Overview

Headquarters: Chandler, Arizona
Year Founded: 2001
Total Employees: 500+
Company Status: Privately Owned
Funding Raised: $127.9M
Key People: Clate Mask (Founder & CEO)
Website: Infusionsoft.com
Social:     

Infusionsoft homepage screenshot

Infusionsoft is a mature business that has been valued at over $500M and might go public in the next couple of years. It has hundreds of employees and a massive list of customers. The business is profitable and has been around for 16 years.

Needless to say, it won't go away any time soon.

  ConvertKit Overview

Headquarters: Remote
Year Founded: 2013
Total Employees: 20+
Company Status: Privately Owned
Funding Raised: None
Key People: Nathan Barry (Founder & CEO)
Website: ConvertKit.com
Social:     

ConvertKit homepage screenshot

ConvertKit is exactly like the audience it serves: small, nimble and bootstrapped. The company was founded by influential designer and author Nathan Barry to serve his own needs. Although it has grown to over 20 people, the company is entirely remote and has no central office.

ConvertKit is run like a startup. This means lower stability but more personal attention.

I will look at Infusionsoft and ConvertKit's features, user-experience, pricing, support and community below before giving my final verdict.

Infusionsoft vs ConvertKit: Feature Comparison

As we learned above, Infusionsoft and ConvertKit serve two very different markets and have very different features. While one is a full-featured marketing solution with tools for capturing, organizing, nurturing and closing leads, the other is a simple email marketing tool with some marketing automation capabilities.

Let's compare Infusionsoft and ConvertKit's features in more detail below:

  Infusionsoft

  ConvertKit

  Infusionsoft

1. Marketing automation

Full-featured marketing automation with a visual, drag-and-drop campaign builder.

  • Visual campaign builder
  • Drag-and-drop automation
  • Behavior-based triggered messages
  • Pre-made automation campaign templates
  • CRM integration
  • Content personalization
  • Built-in split testing
  • 1: customer automation

2. CRM

Small-business friendly built-in CRM with expanding capabilities and feature list.

  • Website activity tracking
  • Orders, appointments and interactions history
  • In-depth segmentation
  • Task management
  • Full-featured mobile CRM
  • Social CRM
  • Built-in calling & call recording
  • Role management & permissions

3. Sales Features

Infusionsoft has a number of features to help you automate common sales activities. For most businesses, it can easily double up as a sales solution.

  • Pipeline/deal management
  • Custom quote creation
  • Lead scoring
  • Custom sales reporting
  • Forecasting
  • Data import/export
  • Sales gamification & leaderboards

4. Online Sales/E-Commerce

Given its target audience of small businesses, Infusionsoft offers a range of options to sell online. Infusionsoft's e-commerce features are easily best-in-class.

  • Order forms
  • Online storefront
  • Shopping cart
  • One-time & recurring payments
  • Order fulfillment
  • Smart card reader
  • Point of sale (POS)
  • Inventory management

5. Other Features

  • Affiliate management
  • Custom marketing & sales reports
  • Income reports
  • Mobile-optimized templates
  • Landing page builder
  • Mobile app
  • Content predictions/recommendations
  • Membership sites
  • Content/document management
  • Data visualizations

6. Integrations

Infusionsoft offers over 500 integrations and apps in its marketplace. It also gives you API to build your own integrations. Let's look at some major integrations below.

  • WordPress plug-in
  • API access
  • Salesforce
  • Quickbooks
  • Gmail
  • Outlook
  • SAP
  • Netsuite
  • Zapier

Overall

Infusionsoft has a huge list of features. Combined, they can take care of most of your marketing needs. This is ideal for small businesses (20-100 employees), infopreneurs, and agencies who want an all-in-one marketing and sales solution.

  ConvertKit

1. Marketing automation

Limited event-based marketing automation with if-then triggers to create automation rules.

  • Visual campaign builder
  • Drag-and-drop automation
  • Behavior-based triggered messages
  • Pre-made automation campaign templates
  • No CRM integration
  • No content personalization
  • No split testing
  • 1:1 customer automation

2. CRM

ConvertKit does not have a built-in CRM. You will have to look at Zapier for a third-party integration.

  • Website activity tracking
  • Orders, appointments and interactions history
  • In-depth segmentation
  • Task management
  • Full-featured mobile CRM
  • Social CRM
  • Built-in calling & call recording
  • Role management & permissions

3. Sales Features

ConvertKit does not offer any sales-focused features. You will need to buy another tool to manage your pipeline, score leads or send quotes.

  • Pipeline/deal management
  • Custom quote creation
  • Lead scoring
  • Custom sales reporting
  • Forecasting
  • Data import/export
  • Sales gamification & leaderboards

4. Online Sales/E-Commerce

ConvertKit does not have any built-in e-commerce capabilities, though it does plug into a number of e-commerce solutions such as Gumroad, Samcart, Shopify, etc..

  • Order forms
  • Online storefront
  • Shopping cart
  • One-time & recurring payments
  • Order fulfillment
  • Smart card reader
  • Point of sale (POS)
  • Inventory management

5. Other Features

  • Affiliate management
  • Custom marketing & sales reports
  • Income reports
  • Mobile-optimized templates
  • Landing page builder
  • Mobile app
  • Content predictions/recommendations
  • Membership sites
  • Content/document management
  • Data visualizations

6. Integrations

Most integrations are limited to blogger-friendly tools such as membership sites, webinar tools, course sites, etc. There are no integrations for enterprise software.

  • WordPress plug-in
  • API access
  • Salesforce
  • Quickbooks
  • Gmail
  • Outlook
  • SAP
  • Netsuite
  • Zapier

Overall

As you can see, ConvertKit's features are limited to basic marketing and email automation. That's because it serves a very different need than Infusionsoft. On the whole, if you want an all-in-one marketing software, go with Infusionsoft. For simple email automation, pick ConvertKit.

Infusionsoft vs ConvertKit: User-Experience Comparison

How user-friendly a software is often determines how likely you (or your team) is to use it.

ConvertKit's winning feature is its user-experience. Infusionsoft, on the other hand, has the hard task of making complex features easy to use.

Let's look at how these Infusionsoft and ConvertKit compare in their user-experience.

  Infusionsoft

  ConvertKit

  Infusionsoft

1. Navigation & Search

Infusionsoft navigation

Infusionsoft does a good job of categorizing its huge list of features. You can usually find what you want with relative ease. The search functionality is good as well.

2. User-Interface

Custom fields in Infusionsoft

The UI looks clean and modern. It isn't the best-looking enterprise software on the market, but you won't have much to complain about.

3. Dashboard

The dashboard in Infusionsoft

The dashboard is customizable and shows meaningful data at a glance in a visually unimpressive way. A few more graphs and charts would make things easier to understand.

Marketing Automation Builder

The visual campaign builder in Infusionsoft

The automation builder is visual and (relatively) easy to use. It integrates seamlessly with other tools, giving you lots of data and customization options without making things too complex.

Email Editor

Infusionsoft email editor

Infusionsoft's email editor is clunky and unimpressive. A number of competitors offer better editors. Built-in templates are nothing to write home about either.

Ease of Learning

You will have a hard time learning the software on your own. Thankfully, the mandatory onboarding helps a lot in this regard.

Finding Help

You can access live chat, email and phone support easily from your account.

Overall

Given the complexity of the software and the range of features, Infusionsoft is quite easy to use with a clean and modern UI.

  ConvertKit

1. Navigation & Search

ConvertKit form builder

Since ConvertKit's features are limited, finding the right tool is quite easy. Search functionality is limited, but you won't usually have trouble finding what you want.

2. User-Interface

The homescreen focuses on subscriber count

ConvertKit's UI is clean and easy on the eyes. Functions are well-labeled and the design is self-explanatory. The software is built for people who like to "figure things out" themselves.

3. Dashboard

ConvertKit dashboard

ConvertKit's dashboard shows very limited, but meaningful data (such as open rates). It is heavily text-focused with few visualizations. A stronger visual flair would have helped.

Marketing Automation Builder

ConvertKit marketing automation builder

Although the campaign builder isn't visual, its two-pane layout is self-explanatory. You can stack several "rules" on top of each other to create complex automations.

Email Editor

ConvertKit sequence builder

There is no better email editor as far as sending text emails is concerned. It looks and feels like writing a blog post. Creating visual emails, however, can be a challenge.

Ease of Learning

Every aspect of ConvertKit is easy to learn. Most users won't even need to consult the documentation to get started.

Finding Help

You can find help through support tickets easily, though phone and live chat support are missed.

Overall

ConvertKit's standout feature is its ultra-easy to use email scheduler and automation builder. It takes all the pain out of creating an email series and automating simple marketing tasks.

Infusionsoft vs ConvertKit: Pricing Comparison

Infusionsoft is a full-featured marketing software, while ConvertKit is mostly an email marketing tool. Consequently, these two tools are priced accordingly.

Infusionsoft requires a steep upfront commitment and costs a few thousand dollars at least. There is a mandatory onboarding process which means that you can't just sign-up and get started.

ConvertKit, on the other hand, is cheap with plans starting at $29/month. The cheapest plan gets all the same features as the most expenisve one; you only have to pay extra for subscribers. There is no onboarding fee (though you can opt for a free phone call). This means you can sign-up right way and take the software for a spin.

Let's look at the pricing in more detail below:

Infusionsoft ConvertKit
Starting Plan $199/month $29/month
Recommended Plan $379/month $29/month
Starting Contacts 2,500 1,000
Starting No. of Users 3 N/A
Onboarding Fee $999-$2,999 None
Contract Term 12 Months 1 Month
Minimum Billing
  • For 5k Contacts
  • For 10k Contacts
  • For 20k Contacts
$3,387/year
$4,587/year
$5,547/year
$8,187/year
$348/year
$948/year
$1,428/year
$2,148/year
Refund Policy None 30-days
Demo Available (Link) On Request (Link)
Overall Rating

A few things to keep in mind:

  • Onboarding is mandatory for Infusionsoft customers and starts at $999.
  • Infusionsoft does not have a refund policy.
  • Infusionsoft limits the number of emails you can send per plan (approx. 5 emails/contact/month).
  • ConvertKit requires no annual commitment. You can get your money back within 30-days.
  • ConvertKit gives you all the features and unlimited emails, regardless of your plan.

Summary

Infusionsoft is clearly expensive. However, when you consider that it can replace several tools, the cost is much more reasonable. A separate CRM and e-commerce solution, for instance, would cost $50/user and $30/month respectively. Infusionsoft gives you both for the starting price - $199/month.

ConvertKit is significantly more affordable, but also feature-limited. The easy sign-up process and low initial cost is great for bloggers and authors who want a simple email marketing tool without spending thousands of dollars. The fact that you can send unlimited emails is another big bonus.

Infusionsoft vs ConvertKit: Support & Community Comparison

Support and community are often overlooked, but are critical for a smooth user-experience. Marketing automation software is often complex; good support will make using the software far easier and enjoyable.

Similarly, a strong community means you will have other business owners to work with and learn from. It also makes finding freelancers and consultants easier.

Let's compare Infusionsoft and ConvertKit in terms of their support and community quality below.

Infusionsoft vs. ConvertKit: Support

When evaluating Infusionsoft and ConvertKit, I've considered the range and responsiveness of available support. I expect every software tool to at least offer email support, if not phone support (free or paid).

I've also considered the quality of documentation and whether there is any kind of training (video, recorded webinars, live training, etc.).

Support Feature Infusionsoft ConvertKit
Phone Support Free phone support No phone support available
Email Support Free email support Free email support
Live Chat Support Free live chat support No live chat support
Training Videos Available Not available
In-Person Training Paid training available Not available
Migration Services Not available Available
Support Responsiveness Under 3 hours Under 1.5 hours
Documentation Quality Excellent Average
Overall Rating

Infusionsoft vs ConvertKit: Community

For me, community covers everything from private Facebook groups to conferences. If the software has a vibrant community, it will have a large following among bloggers (who, consequently, can be a great source of advice and expertise). It will also have plenty of freelancers and consultants helping you get the most out of the software.

Let's see how Infusionsoft and ConvertKit compare on these two counts below:

Community Feature Infusionsoft ConvertKit
Blog Infusionsoft Blog ConvertKit Blog
Podcast Small Business Success Podcast Reach Podcast
Conference ICON Conference Craft + Commerce
Agency Partner Program Available Not available
Live Events Excellent Limited
Freelancer Availability Excellent Poor
Overall Rating

In terms of search interest, Infusionsoft is a clear favorite. However, that can be chalked up to its much larger company size and older history (16 years vs. 4 years). ConvertKit has shown remarkable gains in popularity - at least among searchers - in the last few years.

Search trends for Infusionsoft and ConvertKIt

Overall, Infusionsoft is easily a much more vibrant community. It has a popular conference, a number of local events, a well-trafficked blog and a general sense of vibrancy.

However, ConvertKit has quickly become popular among top bloggers who swear by its ease of use. Since these bloggers and influencers already have lots of followers, they've helped foster a rich community rather quickly.

What ConvertKit lacks in terms of a formal community, it more than makes up for it in its informal community of bloggers and writers.

Summary

Infusionsoft has objectively better support and community. For its target market, however, ConvertKit's offerings are perfectly adequate. On a relative scale, I would have to rate them nearly equally.

Infusionsoft vs ConvertKit: Final Verdict

Infusionsoft and ConvertKit have little in common, except for the fact that they are both email-focused marketing automation tools. Everything from their list of features to target market are on the opposite ends of the spectrum.

Infusionsoft is easily the much better software. Its "business-in-a-box" approach means that customers don't need to buy any other marketing software; Infusionsoft will handle everything from acquiring leads to accepting payments from them.

While this might be perfect for a small business with a growing sales team or a seasoned infopreneur, most young startups, bloggers and very small businesses will be a little overwhelmed. It doesn't help that using Infusionsoft requires a steep upfront investment as well as an annual contract.

Generally speaking, if you don't have at least $100,000 in online sales, or more than 2-3 people on your sales/marketing teams, Infusionsoft will be overkill.

For such users, ConvertKit is a good alternative. The limited feature set makes it one of the easiest marketing tools to use on the market. The near-obsessive focus on email simplicity also means that it is arguably the best email automation software around.

ConvertKit's entire focus is largely on bloggers, infopreneurs and other heavy text-email users. This is visible in everything from feature selection to documentation quality.

ConvertKit's much, much smaller size also means you get more personalized attention. The ultra-low price and zero initial costs also makes it perfect for its target audience of bloggers, authors and infopreneurs.

Choose Infusionsoft if you:

  • Want an all-in-one marketing solution
  • Don't have an existing CRM or sales solution
  • Need to sell goods and accept payments online
  • Make $100k+ in online sales or have 2-3 people on your marketing team

Choose ConvertKit if you:

  • Send a lot of text-heavy emails
  • Want an easy way to send scheduled emails
  • Have an existing CRM/sales solution (or don't need one)
  • Run a small (under 3 people) marketing team


Not sure if either Infusionsoft or ConvertKit is right for you? Then check out our other comparisons such as Infusionsoft vs. Ontraport and Infusionsoft vs. Hubspot.