CRM Software
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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
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