CRM Software
Top Companies in 2024
Apptivo CRM vs InfoFlo CRM
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- A+ BBB rating
- Comprehensive feature set with various customization options
- Affordable plans
- Mobile app
- 30-day free trial
- Choice between cloud-based and on-premise plans
- Affordable pricing
- Mobile app
- Steep learning curve
- May require the use of a developer
- Limited free trial
- Expensive add-ons and integrations
- Requires technical knowledge
Founded in 2009 and headquartered in Fremont, California, Apptivo is a leading provider of cloud-based CRM and marketing management solutions tailored to businesses of all sizes, with a particular focus on small and mid-sized enterprises. They offer an integrated suite of tools that includes CRM, project management, invoicing, field service, and marketing automation, all designed to work seamlessly together. One of their standout features is the high level of customization, allowing businesses to tailor the platform to their specific needs and workflows. The software supports robust compliance with industry standards such as GDPR, ensuring data security and regulatory adherence. They also provide a versatile project management module that includes task tracking, time management, and collaboration tools, making it a comprehensive solution for managing various business functions. Explore more about how Apptivo might the solution for your business operational needs in this review.
InfoFlo, based in Toronto and established in 2002, offers a versatile CRM solution designed for small and medium-sized businesses. The platform provides both on-premise and cloud-based options, enabling businesses to choose the deployment that best suits their needs. Key features include robust contact management, lead tracking, task automation, and advanced security. They distinguish themselves with flexible pricing, extensive integration options, and a focus on data security. While customer feedback generally praises their organizational capabilities and user-friendly design, some users have reported occasional interface issues and limitations in customer support. To explore how they can benefit your business, read our comprehensive review for detailed insights and evaluations.
- Cloud-Based Software : True
- Cost : Starting at $15 per user
- Free Trial : 30 days
- Mobile App : True
- Business Size Supported : Small and medium businesses (SMBs)
- Cloud-Based Software : True
- Cost : Starting at $30 per user per month
- Free Trial : 30 days
- Mobile App : True
- Business Size Supported : Small and medium businesses (SMBs)
- High level of customization
- Integrated invoicing features
- Extensive marketing tools
- One-time cost lifetime plan for on-premise deployment
- Dual-panel view for relationship management
- Advanced data security
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription—Undisclosed
- Free Trial
- Freemium
- Monthly Subscription
- Activity Logging
- AI-Powered Tools
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools—Undisclosed
- Project Management—Undisclosed
- Compliance Certifications
- Data Encryption
- Role-Based Permissions—Undisclosed
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)—Undisclosed
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs—Undisclosed
- Help Guides
- Live Chat
- Mobile Application
- Phone
Apptivo vs. InfoFlo
Choosing the right CRM software is critical for small and medium-sized businesses looking to streamline operations and foster strong customer relationships. Apptivo and InfoFlo stand out in the crowded CRM market with their distinct approaches to customer relationship management.
This comparison explores their features, ease of use, pricing, and overall value to help you make an informed decision.
Features and services
Apptivo CRM offers a feature-rich platform catering to diverse business needs. Their tools include lead management, contact management, opportunity tracking, and invoicing. Apptivo excels in customization, allowing users to tailor over 50 integrated apps for CRM, project management, marketing, and field services. Notable features include API integrations, advanced reporting, and an intelligent dashboard. While comprehensive, these features may require technical expertise to unlock their full potential.
InfoFlo CRM, on the other hand, focuses on simplicity and practicality. Core features include contact management, email integration, and task tracking, all consolidated into a user-friendly interface. Unique offerings like dual-panel relationship management and InfoFlo Pay for invoicing set them apart. Unlike Apptivo, InfoFlo provides cloud and on-premise options, appealing to businesses that prioritize data control. However, their advanced functionalities often come as costly add-ons, which can increase the total cost of ownership.
Ease of use and customization
Apptivo boasts extensive customization options, allowing businesses to adapt the platform to their unique needs. However, this flexibility comes with a steep learning curve, especially for non-technical users. Onboarding support is available but may require additional investment in training or developer assistance.
InfoFlo, in contrast, is celebrated for their straightforward design. Their dual-panel interface simplifies navigation, and features like drag-and-drop document linking make it accessible to non-technical users. However, businesses opting for the on-premise solution may need IT support for setup and maintenance, slightly diminishing their ease of use.
Pricing and plans
Apptivo offers tiered pricing plans starting at $15 per user per month for the Lite plan and up to $50 per user per month for the Ultimate plan (discounted for annual billing). Each plan includes increasing levels of functionality, making them suitable for businesses of various sizes. A 30-day free trial is available, though the platform lacks a free forever plan.
InfoFlo takes a different approach with their one-time on-premise plan priced at $99 per user, offering lifetime updates and software ownership. For cloud-based solutions, plans start at $30 per user per month. While the upfront cost for the on-premise plan is attractive, essential add-ons priced at $79 per user can quickly add up, making the overall cost comparable to subscription-based alternatives like Apptivo.
Final words
In conclusion, Apptivo and InfoFlo cater to small and medium-sized businesses but offer distinct advantages. Apptivo is well-suited for businesses seeking a highly customizable, feature-rich CRM, though their complexity may require technical expertise.
InfoFlo's straightforward design and flexible deployment options appeal to those who value simplicity and long-term cost savings. Ultimately, the choice depends on whether your business prioritizes advanced features or ease of use with data control.
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