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Infusionsoft vs Membrain

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Our analysts compared Infusionsoft vs Membrain based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Infusionsoft Software Tool
Membrain Software Tool
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Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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Membrain is a cloud-based software solution by Upstream that lets users execute their sales operations and continually improve sales strategy with coaching. Known for its sales enablement capabilities, it offers prospecting, lead scoring, contact management, pipeline management, communication management, content management and sales analytics.

Built for B2B organizations with a long sales cycle, it guides sales teams through each stage of the sales pipeline for optimal performance and drives better execution through coaching and strategy.
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$159 Monthly
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$65 Monthly
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Tailored to your specific needs
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Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • Seamless Operations:  Users can streamline their sales operations, benchmark their processes and track activities and goals from a central platform, making it easier to keep everyone on the same page. 
  • Improve Sales Effectiveness:  With well-defined sales processes and coaching, users can build and scale their sales strategy for effective and sustainable growth. 
  • Increase Win Rates:  Sales playbooks, coaching and integrated sales content ensure that sales executives follow a logical yet personalized approach to sales with each assigned lead, improving their win rates. 
  • Increase Revenue:  With continual optimization of sales processes, improving win rates, faster ramp-up times and larger deal sizes, Membrain helps users boost their revenue. 
  • Team Collaboration:  The platform facilitates team communication and coordination between sales team members from a central system. 
  • Mobile App:  Membrain has fully-featured Android and iOS apps for users to manage work on-the-go. 
  • Integrations:  Apart from pre-built integrations with key players, Membrain offers hundreds of third-party integrations through Zapier. 
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • Accounts and Contacts:  Users can store and manage their individual contacts as well as organize contacts belonging to an organization into accounts. They can also leverage global search tools for quick access to information about any contact or account. Users can also create smart lists with filters, groups and inline edits. 
  • Data Enrichment:  Membrain offers automated data enrichment for contacts and accounts and fills in details like addresses, phone numbers and social media accounts with a single click. Users just have to add the website or email address for a given account or contact. 
  • Custom Fields:  Users can add custom fields to their contacts and accounts to add specific information as required. Custom fields are automatically added to filtering and grouping parameters for better segmentation and targeted communication. 
  • Sales Pipeline Overview:  This system offers a flexible and visual overview of the sales pipeline to its users, along with drill-down details on each opportunity and actionable guidance to close a given deal. Users can manage multiple pipelines and filter and group through different stages of each pipeline to find relevant information. 
  • Customizable Sales Process:  Users can define their sales process from first communication to winning and managing a deal. Custom benchmarks, actionable steps, KPIs and best practices can be added with a simple drag-and-drop feature to build a workflow. 
  • Integrated Sales Content:  Managers can embed sales enablement content like templates, collateral, training and coaching materials within workflows, to ensure that their sales executives take the right action at the right time, and improve their performance. 
  • Membrain Guide:  With Membrain Guide, users can access real-time intelligence and actionable guidance for any given opportunity, using a set of pre-defined to complete their goals. 
  • Sales Performance Management:  Managers can configure important KPIs for individual and team-level sales goals such as quota, sales cycle, deal size, win rates and more. It can also track performance against these metrics in real-time with a visual interface. 
  • Membrain Meet:  Membrain Meet is a scheduling feature within the platform that helps users set up meetings and sync them with their calendars with a single click. 
  • Email Management:  Membrain integrates with all major email providers to organize incoming mails, offer pre-written and customizable email templates for specific purposes, and track recipient engagement. It also highlights important emails by Prospects and Opportunities, so that sales executives can follow up as required. 
  • Task Management:  Membrain offers an intuitive task management system that curates meetings and other important tasks from the workflow and calendar and sets up automated reminders and notifications. 
  • Prospect Management:  Users can define and identify their ideal customer profiles to identify high-value prospects that fit their criteria in multiple prospective campaigns to build an active stream of leads. These leads can be further qualified and scored based on data. 
  • Sales Playbook:  Managers can build multiple customized sales processes and create situational playbooks to assist their sales team through various sales situations. Similarly, managers can also map out deal-level strategies and manage stakeholders involved in the decision-making team for a given deal or account. 
  • Sales Analytics+::  Once important metrics pertaining to an individual or team level are defined, the Sales Analytics+ feature tracks them and provides a real-time visual representation of data. It also offers actionable insights, helping users identify trends and patterns while adjusting their strategy to improve performance. 
  • Dashboard:  This solution offers a customizable drag-and-drop dashboard that presents all relevant sales information in an intuitive visual manner. The live dashboard can also be shared with external stakeholders directly or used to pull reports and create presentations for external sharing. 
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Product Ranking

#3

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#80

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User Sentiment Summary

Great User Sentiment 2245 reviews
Excellent User Sentiment 20 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

96%
of users recommend this product

Membrain has a 'excellent' User Satisfaction Rating of 96% when considering 20 user reviews from 2 recognized software review sites.

5.0 (20)
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4.1 (930)
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4.8 (10)
4.1 (1061)
4.8 (10)
4.3 (15)
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3.8 (219)
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Awards

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Membrain stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Visual Sales Pipeline: Users praise Membrain's visually intuitive sales pipeline, which allows them to easily track deals and understand their progress at a glance.
Sales Process Enforcement: Membrain helps enforce consistent sales processes by guiding salespeople through each stage and ensuring they complete necessary tasks, leading to improved sales execution.
Actionable Insights: Users appreciate Membrain's ability to provide actionable insights into sales performance, allowing them to identify bottlenecks, track key metrics, and make data-driven decisions to optimize their sales strategies.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Limited Customization: Users have expressed frustration over the inflexibility of Membrain's customization options, particularly when it comes to sales process templates. They feel restricted by the pre-defined templates and find it challenging to tailor them to their specific workflows.
Steep Learning Curve: The platform's complexity and non-intuitive interface have been cited as major drawbacks. New users often find it difficult to navigate and utilize the software's full potential without extensive training and support.
Reporting Limitations: Generating comprehensive and insightful reports can be cumbersome in Membrain. Users desire more flexibility and granularity in reporting options to gain deeper insights into their sales performance and pipeline.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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User reviews from the last year suggest that Membrain is a powerful tool for businesses looking to streamline their sales processes, but it may not be the right fit for everyone. Users praise Membrain for its robust features, particularly its ability to visualize the sales pipeline and automate tasks, which helps sales teams stay organized and focused on closing deals. For example, users highlight the platform's intuitive drag-and-drop interface for managing deals and its customizable sales process templates as major strengths. However, some users find Membrain's pricing to be a significant barrier, especially for smaller businesses or startups with limited budgets. Additionally, some users have reported a steep learning curve, suggesting that Membrain may not be the most user-friendly platform for those new to CRM. While Membrain offers comprehensive customer support, some users have expressed frustration with the platform's lack of a mobile app, which can hinder productivity for teams on the go. Ultimately, Membrain seems best suited for established businesses with complex sales processes and the resources to invest in a sophisticated CRM solution. Its focus on sales pipeline management and automation makes it a valuable asset for sales-driven organizations looking to optimize their performance and drive revenue growth.

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