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Infusionsoft vs. Office Autopilot

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Infusionsoft vs. OfficeAutopilot:
The Ultimate Showdown

Updated October 25, 2014

Office Autopilot is now Ontraport. So this page is really all about Ontraport vs. Infusionsoft. Checkout the write up about the new Ontraport here.



Everyone is talking about Office Autopilot vs. Infusionsoft as if it’s the Celebrity Death Match to win the world. To me, this is more of a sizing-up of the two since I love and hate them both equally.

WARNING: This page contains lots of information that could altogether create a feeling of overwhelm. If your head spins worse after reading this then two things need to happen:

  1. Visit the recommendation page where I break down the choice into the simplest terms possible.
  2. Send me an email and let me guide your decision. I won’t steer you wrong.

All these details might make you feel like there’s no right answer because I don’t talk glowingly about Office Autopilot or Infusionsoft and kinda bash them a bit. If you feel that way, then I go back to the fact that I love both pieces of software too. There is no such thing as perfect software. Add that to the fact that I’m really intimate with the limitations of each and we have a big long list here :)

I wish somebody had given me this info when I was going through this process.

Down below you’ll see content broken up into two columns. Infusionsoft comments are on the left and OfficeAutopilot is on the right.

Since I use them both every day, I wanted to break them down for you like you’ve never seen before. Here is the table of contents:

Table of Contents: Go Ahead and Look Around

How I FEEL About Infusionsoft and OfficeAutopilot

Makes most sense to start with how I FEEL about each piece of software. Kinda weird to put feelings in to this royal rumble because that’s not the manly thing to do, but with how important this software is to your business you have to trust it and you have to like it in order to really be motivated to use it and milk it for all it’s worth.

Infusionsoft Feelings

Overall Feeling Grade: B+

Using Infusionsoft is a good experience. It looks clean and is designed well and works as it should. The campaign builder is addicting. It’s seriously awesome. My most favorite part of the software by far.

You probably won’t see things this way but I have to mention that I don’t have very much confidence in the software architecture and being a techie kinda guy (one with feelings of course) that makes me nervous. I wonder if things aren’t working like they should though there’s little evidence to prove that.

The software has a mind of it’s own sometimes, like this constant refreshing glitch it gets on in Firefox… while firefox is the only browser Infusionsoft works on for a Mac.

Customer service department is growing because of demand which scares me that they will get more disconnected to the user base. That happens when you have to hire so many new people that they aren’t as knowledgeable about the software. Infusionsoft is a bigger company and is only going to get bigger. Right now when I have tech issues, I almost always have to go to the senior tech department which can only be reached via support ticket, that’s frustrating when I need quick answers to complicated questions.

They’re willing to launch a product that isn’t up to par without telling you about what’s not up to par. This cost me a ton of money. They failed to tell me that there were no analytics in the initial Spring 2012 launch of the campaign builder (they didn’t tell anyone that but launched the product anyways). An email campaign of any kind without analytics is worthless for marketing purposes. Result is that we spent $20k building out a campaign for which the results couldn’t even be tracked… all they said was sorry sir, and gave me a month free of service after I asked for some kind of consolation.

The assistant manager I have is awesome. Nothing but good experiences with her. I had an Infusionsoft account we weren’t using and she knocked my monthly bill way down to compensate for it being unused until we could work out something. I wish the customer service reps were as dedicated as the account managers.

I feel like there’s a price creep with Infusionsoft which I hate. I feel like I’m being charged for every little thing… Events are expensive, initial coaching package is expensive, and some functionality that I feel like should be built-in costs extra, like membership sites, etc.

Office Autopilot Feelings

Overall Feeling Grade: A-

Office Autopilot is a smaller company that pays attention to the little things. That matters to me. Their customer service is much better than Infusionsoft in my opinion. At least they’ve made me feel that way. And when stuff happens, they go to bat for you… like when a launch is going on they’ll give you more time and even have someone watch things for you.

I like smaller companies that move mountains for you so that they can keep your business. It’s like banking at Wells Fargo vs a local bank. You’re just treated a little bit better. Sometimes that makes a big difference, for me it does.

One downside of a smaller company is that they’re not available 24/7 and sometimes support can take a little bit of time. That’s been frustrating on several occasions. This makes up the bulk of the A- grade.

Office Autopilot was a breeze to figure out. It’s obvious they put massive thought in to the backbone of their software. I literally had my first campaigns up and running in a couple days without any help, but when I needed help they were right there.

The software isn’t much to look at as for as design goes. To me that’s probably a bigger deal than most. The look of it doesn’t leave you excited to use it, but it’s flat out easier to use than Infusionsoft. They’re working on a new launch where they will rebrand to Ontraport and include a massive functionality and facelift. Can’t wait for that.

One of the coolest things that really makes a difference for me is that the CEO of the company is out in the marketplace talking with customers and supporting the community. Landon Ray does a great job of that and I really respect him for doing that. My personal email correspondence with him has been impressive. He cares. Infusionsoft just doesn’t give you that kind of access. To me, OAP wins that one. I trust OAP more than I do IS because they’re far more transparent.

Office Autopilot moves really slowly, but grow in ways that matter for their user base . This has contributed to some urgent paranoia a couple times :) That said, I understand why they do things the way they do. They’re methodical and strategic with their growth, way more so than Infusionsoft who seems to just roll out a shotgun approach to growth (which will hurt them). That alone gives me trust in the fact that OfficeAutopilot can manage their growth and systems in order to be around for a long time.

Shopping Experience

I hate shopping, ask my wife. I avoid it at all times. And shopping for marketing automation software has to be the worst kind of shopping. I get it. So here I try to break down what going from window shopping to user is like. If you’re like me, this matters.

Upfront cost: $2000+ Kickstart Package
Monthly rate: $219 – 379
( click to see packages )

  • No instant signup. Need to speak with a sales rep.
  • Upfront investment for mandatory coaching experience.
  • A more corporate environment, less personality and culture.
  • The little sales material on their site pushes you towards a free demo.
  • No free trial.
  • No money-back guarantee.
  • Limited to 500k emails each month.

Upfront cost: N/A
Monthly rate: $297 or $597
( Click to see price breakdown )

  • Instant sign up online with no sales rep.
  • No upfront cost other than first month’s billing.
  • A very entertaining, inviting culture (Just go watch the “How it Works” videos).
  • Very little sales material on their website
  • No free trial.
  • 90-day money back guarantee.
  • Limited to 100k emails each month. $99 for each additional 100k.

Purely User Experience

Looking at Office Autopilot and Infusionsoft from a pure user experience basis, what’s the consensus? Coaching, setup, overwhelm, easy of use, etc.

  • Great coaching to help you learn and strategize with Infusionsoft (not free).
  • Takes weeks or months to learn and set up (not a big deal, you only have to learn and setup once).
  • Campaign builder is amazing to use! Seriously the coolest feature.
  • Great design and easy navigation.
  • Traditionally overwhelming for new users… thus, the coaching.
  • Fast customer service, available 24/7. Less personal touch. No dedicated support.
  • Initial consultation and orientation process (it’s free) is fantastic for beginners.
  • Easy to learn and setup, took me a couple days (I’m a techie though).
  • It’s FASTER to get things done with Office Autopilot. Writing emails, automation, is all done very quickly, even quicker than campaign builder.
  • Poor design but very simple navigation
  • Less overwhelming for the new user.
  • Customer service can take longer, but more personal. Dedicated support.

Emails and Autoresponders

Email is a core functionality that is critical. Goes without saying that a software would be worthless without this, so it must firing on all cylinders in order to be trusted with my business. Infusionsoft an OfficeAutopilot both do great here (didn’t used to be that way).

Email Deliverability

  • Has traditionally been hammered due to poor deliverability but honestly, I haven’t noticed that big of a difference recently. Maybe a tenth of a percent difference from OAP, but then again, I’m not a heavy emailer with a gigantic list. My list consists of a newsletter and customers and Infusionsoft works great for that.
  • In the past, people have used a different email provider for broadcast (one-time) emails because Infusionsoft struggled with deliverability. There’s not a need to do that anymore that I can tell.
  • Autoresponder emails have never really showed any sign of undeliverability.
  • Infusionsoft sends all email through one domain/IP infusionmail.com. If that goes down or gets blacklisted, your email deliverability will suffer until Infusionsoft works to get it unblacklisted. This is a liability.
  • They have constant 24/7 monitoring of their email servers.
  • Never once have I heard complaints about deliverability nor have I had any issues. In fact, I’ve heart of marketers moving to Office Autopilot because of superior deliverability.
  • OAP is great for heavy mailers and huge lists because they can easily put you on your IP address so that your deliverability isn’t affected by others but is as good as you make it. That is a godsend for big lists.
  • Great deliverability for both broadcast and autoresponder email messages.

Creating and Sending Emails

  • Broadcast emails take only a couple minutes to create and send.
  • Once you’ve created a template you like and saved it, broadcast emails are quick to create. You choose which segment of your list you want to send to, based on the tags you’ve created, and then publish. Preview emails are quick to send and receive.
  • Always send HTML and text versions because if you send only HTML and someone doesn’t have an HTML-allowed email client then “This email is only viewable in HTML” will show up in place of your brilliant email. Not good.
  • Creating an HTML email is quick and simple using Infusionsoft’s drag and drop builder. Takes just a couple minutes to learn how the builder works and it’s moderately flexible.
  • The email builder doesn’t take raw HTML very well.
  • Plain text looking HTML emails look flawless in ever mobile browser I’ve seen.
  • Merge fields are limited to the standard contact info and the custom fields you create. That is annoying for trying to pull off fulfillment automation when you need to have order info in a merge field.
  • Broadcast emails are a piece of cake to send. Most people using OAP are info marketers so emails that are text only or HTML-text are easy and simple to create.
  • Like Infusionsoft, you can easily save an email and use it in any autoresponder to save you time and effort.
  • Formatting HTML emails is a bit tricky and is more complicated than Infusionsoft’s drab and drop email builder, but it suits me since I never send out designed templates for my speaking and training business.
  • Merge fields are not limited to just contact information, but you can merge order info to which is awesome for notifying customers of upcoming charges.

Autoresponders

  • OAP can’t hold a candle to how easy it is to create and maintain an autoresponder sequence using Infusionsoft’s campaign builder. It’s just not even close. You draw it up visually using a drag and drop graphical interface that is so fun to use. Best feature in IS by far.
  • Autoresponder is very flexible. You can do date, event and tag based sequences, which is good for birthdays, monthly reports, etc.
  • If-then statements are very limited and you must create your own.
  • All automation is based off of actions, meaning users have to click something to make anything happen. That is limiting.
  • Available autoresponder types: Email, voice (extra cost), letter (have to have your own fulfillment), task
  • Autoresponder sequences are created in a linear format so you have to draw out how you want your sequence to go before you do it or eventually you’ll get lost, especially if it’s a long, complicated sequence.
  • It is FASTER to create a sequence, but not easier :) funny how that works but it’s true.
  • If then statements are awesome and all done for you and done with an info-marketer in mind so you won’t have to create them yourself. You can even do stuff like when a contact comes to your site and clicks on a certain link then you send a certain email. That’s complicated to pull off in Infusionsoft. Easy in OAP.
  • You can totally automate anything based off of any movement your customer/subscriber takes through a website. It’s not just limited to clicks.
  • Available autoresponder types: Email, voice (no extra cost), post-card (on-demand printing), SMS text (pay for usage), task
  • I absolutely love that OAP doesn’t charge for voicemail autoresponder messages right now. Even better is the fact that they have built-in functionality for SMS text messaging.

Capture Methods

Well, not much good news here. To get any other capture method other than web form or manual submission, then you need to get Aweber (dedicated email addresses for each list) or Instant Customer (way cool capture methods).

Awesome tip: both softwares allow you to set up surveys using custom fields. You can easily send the survey to your email lists and then launch a sequence based off of responses (killer trick for really high conversion rates). This is even more awesome because the data is associated with the contact record in the CRM and all of it is stored nicely using custom fields.

Analytics, Tracking, Testing and Reporting

Web Analytics and Tracking

This was something that they launched recently intended to give us more data about our customers but it totally misses the point. The whole reason we want analytics in a marketing context is to know what our conversion rate is and this doesn’t solve that problem without the help of third party software.

  • Completely worthless information, stick to what Clicky.com or Google Analytics tells you.
  • Visits aren’t accurate. No useful information.
  • No way to calculate conversion rate. This is an easy calculation but since the visits aren’t accurate and the conversion data isn’t tracked, it’s impossible.
  • The lack of this data isn’t a huge deal because there are other ways of getting it but it’s incredibly annoying to not have it all in one place.
  • Doesn’t give you data about whether or not customers visited your website (OAP does and lets you automate actions based off of that).
  • Great at-a-glance detail that is useful.
  • Tracks views and conversions easily all the way from the ad click to the conversion.
  • Integrates with your website (if using WordPress, they have a plugin called Pilot Press that does that for you).
  • Tracks customer visits so that you know when they stop by or if they’re not stopping by so that you can send them an email based on that intel… that’s gangster and there’s a gazillion applications for it. Infusionsoft can’t do that.
  • Could use OAP as your only analytics package if you wanted. I don’t suggest that but there’s enough there that you could.

Testing

This is short and sweet. Infusionsoft does NOT allow you to do any split tests without crazy complications. Yes it can be done but it is horribly complicated and cumbersome. Office Autopilot is designed to do split tests out of the box. Split test anything, subject lines, landing pages, email copy, etc. and it is all tracked nicely.

Reporting

Reports are done very differently in Infusionsoft and Office Autopilot. Very, very differently. Infusionsoft has more data available, but has to be configured. OAP has less data available, but has the most important data already configured. Pick your poison. Both softwares struggle with reporting but I like that OAP has at-a-glance easy reporting.

  • Tons of data can be added to any report. Literally endless combinations.
  • The useful reports… like daily sales total… have to be configured and are not available at a glance until you figure out how to configure them. All useful report are that way which is discouraging for average users.
  • Reports are all based off of custom searches and saving those searches.
  • No visual data whatsoever. No graphs, charts, etc.
  • Tough to create a dashboard that allows you to get a true at-a-glance look at the effectiveness of your business. There is a “little box o stats” on the dashboard that can be configured to show basic data.
  • Limited to simple calculations… add, average. No dividing or multiplying.
  • Export to CSV is really the only useful export.
  • All the core data you need as a marketer is easily available at-a-glance, already configured, automatically tracked.
  • User activity reports show all activity, including visits to the site.
  • Very limited data sets, custom reporting and export options (Infusionsoft kills OAP in this category).
  • Visual graphs and chart for visual people like me (not avail. on everything).
  • Built-in already-configured reports for campaigns, ads, lead sources, media, etc.

Customer Service, Community and Events

Customer Service

  • Infusionsoft is a bigger company and they act like it. Very corporate. There are several layers of customer service and you don’t have a dedicated customer service rep that knows your company. You do have an account manager but they do not deal with normal customer service stuff. Most users will never have a need to meet their manager.
  • They are easy to get a hold of both on the phone and online. Chat takes a while usually so most basic things are better treated on the phone.
  • They have people available 24/7 which has literally saved me a few times.
  • They have UK offices as well so there’s always “business hours” going on.
  • They offer a great coaching experience. I just wish they didn’t charge for it.
  • And they said this was great? Yeah, they did.
  • I think OAP does a better job at customer service than Infusionsoft simply because they have a dedicated support hero, meaning he or she is your only support contact. That’s killer because you get to know them and they get to know you and your business. This is the personal touch that I like. It’s like “big city banking but small town service.”
  • Not available 24/7 except on extremely rare occasions or when hired to be available 24/7 for a launch or something.
  • No open phone support (though they’ve never had a problem with me calling). Most everything is done via email and chat. This can be cause for frustration if you want quick answers sometimes.
  • They keep decent hours so for all intents and purposes, unless you’re like me working at all hours of the night, 7am – 10pm PST will be great for you if you’re in the US. For those friends in the UK or Australia might be frustrated by the hours.
  • Have integrated “professional services” that can do everything for you if need be or you can hire them to do certain things that you don’t want to do.
  • Setup experience is awesome. They actually do parts for you, like integration with your site, adding tracking codes, setting up your first campaigns, etc.

Community and Events

I’m the kind of person that appreciates a community of people that chat about how they’re using the software and post their issues online so that I can find them and solve my own issues. Crowd source is awesome. Infusionsoft dominates here, they have a user and developer community as well as a marketplace. Office Autopilot has no open community of any kind that I’m aware of. No forums or user-driven community.

Infusionsoft has far more events, holding 5 – 6 major events, like Infusioncon and Infusionsoft University, every year and also encouraging local meet ups across the country. The “Marketer of the Year” contest is great. Events do cost extra no matter if you’re with IS or OAP.

Office Autopilot just held their first user conference that I’m aware of. I wasn’t able to attend but I was told it was awesome. They brought out some big dawns like Eben Pagan and Frank Kern. I hope those continue.

CRM – Customer Relationship Management

To be honest, I don’t use this feature that much inside Infusionsoft or Office Autopilot in my businesses. I use the contact records extensively and automate campaigns based off of custom fields, etc, but for my purposes, both softwares are adequate. I just want somewhere that has all the info I need in one place and both do a great job of that.

If I had a wishlist, social data, like Facebook social graph demographics, would be integrated. As of right now, it’s not.

Office autopilot is NOT company aware, meaning it’s not a great solution for B2B sales because it doesn’t use Company or Organization in its CRM.

Ecommerce

Shopping Cart

This part is easy. Infusionsoft has a shopping cart, and Office Autopilot doesn’t. That said, there are some key distinctions about Infusionsoft’s shopping cart. The cart is one of those features that seems like it was just added on and not really thought through.

  • Difficult to customize design, but got much easier with the addition of the new shopping cart/order forms in the Winter 2012 release because all design is now CSS based (infusionsoft uses tables for their shopping cart and order forms).
  • Only option is Infusionsoft-hosted shopping cart (not on your domain). That’s great if you don’t want to mess with managing a secure site, but it can hurt conversions depending on what industry you’re in.
  • Paypal is built-in to shopping cart, which is nice.
  • Can use the shopping cart via an iframe but it’s weird for tracking and design and some browsers don’t like it (must have your own SSL if you use an iframe to put the shopping cart on your own site).
  • Infusionsoft allows for a multi-step checkout or a one page check out, which is nice for conversion.
  • There are some integrations with Magento and other major shopping carts that are awesome, but they’ll run you a few thousand bucks.
  • Office Autopilot does not have a traditional shopping cart. If you need a traditional shopping cart, you need Infusionsoft or an integration with another shopping cart like Magento.

Order Forms

Order forms are meant to only sell one product or subscription at a time, not a set of products. I sell my supplements in packages and so order forms work great for that. I sell digital products and subscriptions using OAP’s order forms, which is great because that’s what they’re designed to sell best.

  • With the new order forms, we have decent control of the design now. The old order forms were really difficult to customize because of how they were built. Thankfully, just a few CSS tweaks and you can have a great looking order form. The order forms do look good right out of the box.
  • Perhaps the biggest disappointment of all: No more self-hosted order forms. Their thinking doesn’t make any sense to me. Order forms must be hosted using Infusionsoft’s SSL (each order form has a unique URL that you can customize but not with your own domain).
  • I use Forminator, which is a custom order form creator from the Infusionsoft Marketplace (like Forminator) so I have full control of my order forms. That is what I use and I love it, but it runs you another 800 bucks plus some development costs if you want to make any more customizations.
  • Paypal is built-in to the order forms and can be toggled on or off with a check box.
  • Infusionsoft allows for a one or two step order process.
  • As of right now, you cannot use custom fields on order forms. This will change though.
  • Integrates with more merchant gateways than OAP does.
  • I love the flexibility of the order forms. You can create them easy, all from one single page of settings in OAP. I can do anything I want with them out of the box. No need for extra API-driven software.
  • Self-hosted or OAP-hosted order forms.
  • Automatic WordPress integration with the order forms. If you have an SSL on your blog, you can use the order forms seamlessly.
  • Paypal integrates nicely.
  • Easily add custom fields to order forms.
  • Integrates with tons of different merchant gateways.

Digital and Physical Products

Be sure to see the recommendations page for info about how to tell if Infusionsoft or Office Autopilot is best for you based on what type of product you sell.

  • Unlimited product database.
  • Easily group in to categories and automatically updates in shopping cart.
  • Easy management of SKUs.
  • Upload a bunch of products all at once.
  • Works for digital products and subscriptions as well.
  • Much simpler to add products and subscriptions.
  • Meant more for info products, as you don’t have shopping cart functionality.
  • Works awesome for digital products and membership sites.
  • Great use for info marketers.
  • Unlimited products and subscriptions.

Shipping and Fulfillment

When you sell a product and want the thing shipped to the customer correctly. Neither software gets this one right. Uh uh.

  • Big time headache but we figured a way around it.
  • The ONLY option for fulfillment is sending a CSV file to the fulfillment company.
  • API integration is a nightmare. Molding Box is the only company I could find that integrates via API and they’re expensive for pick, pack, and ship… that said, they do on demand in-house printing and labeling so that’s nice. We use Prostar Fulfillment.
  • You have no control over what the CSV file says.
  • There is no way to fully automate fulfillment because it still takes someone to go in and check that all orders were sent and then to verify each fulfillment batch.
  • There is no functionality in Infusionsoft to deal with tracking numbers at all, so we had to build that in as custom API programming.
  • Works with UPS out of the box. Shipping options are decently thorough, but inadequate if you’ve got any custom shipping needs.
  • Fulfilment is bare bones simple in OAP, works much the same as Infusionsoft.
  • I don’t personally ship using OfficeAutopilot because I don’t have any physical products so I can only peek in and see what’s going on there.

Affiliate Program

This is one feature that both have done quite well and you really can’t base any decision off of affiliate programs because they’re both very good. There is a big difference though from an owner’s perspective that takes more work to set up.

  • A fully hosted affiliate platform with separate login. It’s already set up and you don’t have to do anything to create it other than configure your affiliate program in Infusionsoft.
  • Links get blacklisted when infusionsoft gets blacklisted, which does happen.
  • Have to have affiliates use redirect links due to blacklisting issue.
  • Configuration of the affiliate program took a while to figure out, it’s not straight forward.
  • A self-hosted affiliate platform, you must use their plugin in conjunction with WordPress and configure it properly. It’s more work.
  • I found it annoying to have to deal with creating the affiliate resources wordpress membership site and branding it and going through that charade. Once I was past that though, I was actually glad that I control everything about how affiliates interact with my site.
  • Configuration was a piece of cake. Took literally 20 minutes to configure the affiliate program settings.

Marketing Tools

This is a section that is heavily tilted toward OfficeAutopilot because the actual marketing tools that Infusionsoft comes with out of the box are very limited. OfficeAutopilot is more for info marketers and therefore has more info marketer type stuff. You’ll see what I mean.

On-demand Postcards

An ability to send a physical postcard really adds a lot of value and is a nice touch when possible.

  • Does not offer this functionality. There are third party software that can add this with integration to SendOutCards, etc.
  • Letters are a part of IS autoresponder functionality but you have to send them yourself through a fulfillment house that you manage. Infusionsoft handles the merge codes in the letter.
  • All postcards can be custom designed using a drag and drop visual editor inside OfficeAutopilot.
  • All postcards are glossy 5″ x 8″ jumbo cards.
  • Postcards cost additional but the rates are incredibly cheap compared to bulk postcards.
  • Functionally is built in to send them one at a time in an autoresponder sequence or all at once.
  • Integrates with any autoresponder.

Voicemail Blasts

  • Built-in functionality to add voicemail to broadcasts or autoresponder series.
  • Costs $.15 per minute.
  • All you do is record the message by having the system call you.
  • Built-in functionality as both broadcast and autoresponder.
  • As of this writing, this feature is FREE to use.
  • Have to set up a third party app called Voice Shot to add this functionality to Infusionsoft.

Landing Pages

  • Drag and drop landing pages with web forms.
  • Hosted securely on Infusionsoft.com.
  • Does NOT allow you to self host landing pages.
  • Very limited use of custom code.
  • No custom CSS for landing pages so you’re limited to the options they provide.
  • Drag and drop landing pages with web forms.
  • Doesn’t look as good as IS out of the box but has unlimited ability to customize.
  • Secure hosting available on one of 8 different domains they use.
  • Self-hosting is allowed. Easy landing page creation using their WordPress Plugin.
  • Unlimited use of custom code.
  • Unlimited use of CSS.
  • Their hosting isn’t that reliable so I would recommend hosting your own pages using their WordPress plugin.

Upsells and Downsells

When selling info products upsells and downsells can double your revenue when done right. OAP is the only one that offers this standard. IS requires additional third party software to add the functionality.

  • Does not have this functionality. You must purchase an additional third party software to get this functionality.
  • Unlimited upsell functionality already built-in.
  • Creates only one invoice for ease of customer service
  • Unlimited downsells as well.
  • Can host your own upsell/downsell pages or host on their secure servers.

Personal URLs (PURLs)

PURLs or Personal URLs are killer for marketing. You send out a postcard or an email and you can point people to their own domain like Seth.MarketingSite.com where all the content is customized to them. For example, the landing page would say: “Hi Seth, I’m glad you’re here.” That’s powerful.

  • Does not have this functionality. Third party app must be purchased to add this functionality and it’s not cheap.
  • Use seamlessly with their built-in postcards.
  • Use with emails.
  • Use with their landing pages.
  • Unlimited use of merge codes to fully customize a landing page.

Split-Testing

  • No built-in functionality and no conversion data.
  • If you want split tests you have to bootstrap it using tags or use third party software.
  • Built-in functionality.
  • Split test emails on the fly, data is tracked.
  • Split test subject lines, whole emails and landing page and upsets, etc.

Membership Sites

  • No built-in functionality.
  • Their sister software Customer Hub integrates nicely but costs extra per month to use it.
  • Built-in functionality.
  • Create membership sites using only Office Autopilot and wordpress.
  • Their Pilot Press plugin integrates membership functionality which is awesome!! No other software needed to create membership sites with timed release content, etc.

WordPress Integration

  • No built-in functionality.
  • Must have a third party plugin to connect to wordpress (costs extra).
  • Built-in functionality.
  • Perhaps the most convenient and dealmaking feature in my opinion. Full integration with WordPress.
  • Full integration with WordPress for tracking, affiliate center, landing pages, order forms, and membership sites.
  • Must have a WordPress configured on your own domain and OfficeAutopilot’s Pilot Press plugin activated.

Technical Stuff

  • Data clean up. Easy to scrub the lists for dupes and any other kind of information you can imagine.
  • Uploading lists. This is easy and quick and thorough in Infusionsoft. Must be CSV.
  • Scrub list. Automatically cleans up hard bounces, unsubscribes and spam requests so you don’t skew numbers and waste resources
  • Integrations. Infusionsoft has hundreds of integrations and an entire marketplace for third part apps. OAP has none of that. Granted, with Infusionsoft you will need third party apps at some point for doing things like ad level tracking, conversion rates, or customizable API order forms, etc.
  • API. They’re API is a joke. It’s a nightmare for developers to work with. It’s literally pasted together from the inside out. Glad they’re working on redoing it.
  • Closed system. Doing fun stuff with order forms, shopping cart and landing pages is difficult. They limit the use of custom code and don’t allow some things.
  • Food for thought. I find it very interesting that Infusionsoft doesn’t even use their own billing/CRM. They use NetSuite for almost everything they do in house. Hmmm.
  • No data clean up. Dupes are very common. No way to combine contacts in to one. Very annoying.
  • API. Very clean and easy to use but NO docs. Documentation is very limited but they do have a dedicated support for API development, while Infusionsoft limits you to the developers forum.
  • Easy customization. More open with their order forms and landing pages. They allow you to design them however you want.
  • Limited integrations. If you want OAP to integrate with something you have, you’ll probably have to get it done yourself or hire someone to do it. That’s a bummer. Luckily for my business I haven’t needed much outside of OAP.

Is Your Head Going to Explode?

I‘m full aware that by spending all the time to lay this out for you I’ve just confused you worse. Very true, but this isn’t a sales pitch. Sure, I get a tip if you click a link and sign up but I couldn’t care less which company or product you use. I want you using the product that’s best for you.

If I’ve succeeded (not my intent) in confusing you further visit my clean, simple, no-nonsense do-it-yourself recommendation page or ask me anything about either pieces of software. I can’t wait to hear from you.

Still Confused? I’m happy to help…

Ask Me Anything About OfficeAutopilot Ontraport or Infusionsoft

Have a question about OfficeAutopilot or Infusionsoft? I bet I can answer it. Try me. I might even be able to answer questions about all kinds of stuff :)
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