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Engagebay vs InfoFlo CRM

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Pros
  • Comprehensive integrations
  • Robust lead capture tools
  • Social media integration
  • Free plan and demo
  • Customer segmentation features
Pros
  • 30-day free trial
  • Choice between cloud-based and on-premise plans
  • Affordable pricing
  • Mobile app
Cons
  • Highly complex website
  • Lack of AI tools
  • Phone support exclusive to Pro plan
Cons
  • Expensive add-ons and integrations
  • Requires technical knowledge
Summary

Founded in 2018 and headquartered in Wilmington, Delaware, Engagebay is a CRM provider that offers an all-in-one platform combining marketing, sales, and customer service tools tailored for small to medium-sized businesses. The company provides four main products: the All-in-One Suite, Marketing Bay, Sales and CRM Bay, and Service Bay, each designed to streamline business operations. Engagebay’s unique features, such as predictive lead scoring, automated workflows, and advanced reporting tools, set them apart by helping businesses manage customer interactions, enhance engagement, and drive sales. The platform integrates seamlessly with popular apps like Gmail, Outlook, and social media channels, making it adaptable to various business needs. Engagebay’s focus on flexibility and ease of use allows users to customize their CRM experience to fit specific goals, from marketing automation to contact management. The company also strongly emphasizes data security and compliance, adhering to GDPR standards and leveraging Google Cloud’s robust security measures. Customer feedback often praises Engagebay’s blend of functionality, ease of use, and affordability, though some users point out a few areas for improvement. With their integrated platform and emphasis on enhancing customer interactions, Engagebay offers a distinctive solution in the crowded CRM market. To see how these features and tools come together in practice, dive into our full review and discover whether Engagebay can meet your business needs.

Summary

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.

Quick Stats
  • Cloud-Based Software : True
  • Cost : Free plan, then $13.79 per user per month when billed annually
  • Free Trial : Unavailable
  • Mobile App : True
  • Business Size Supported : Small-to-medium-sized businesses
Quick Stats
  • 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)
Selling Points
  • 1,000+ email templates
  • Free customer service software
  • Appointment scheduling
  • Scalable solution
Selling Points
  • One-time cost lifetime plan for on-premise deployment
  • Dual-panel view for relationship management
  • Advanced data security
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Undisclosed
    Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • Undisclosed
    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
Features & Services
  • Activity Logging
  • Undisclosed
    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
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Undisclosed
    Productivity Tools
  • Undisclosed
    Project Management
Security Features
  • Compliance Certifications
  • Undisclosed
    Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Undisclosed
    Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • Undisclosed
    FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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