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InfoFlo CRM vs Keap CRM

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Pros
  • 30-day free trial
  • Choice between cloud-based and on-premise plans
  • Affordable pricing
  • Mobile app
Pros
  • User-friendly interface
  • Extensive automation features
  • Wide range of third-party integrations
  • A+ BBB rating
Cons
  • Expensive add-ons and integrations
  • Requires technical knowledge
Cons
  • Costly compared to competitors
  • Integrations require additional fees
  • No free-for-life plan
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.

Summary

Founded in 2001 and headquartered in Chandler, Arizona, Keap CRM has become a leading name in the customer relationship management (CRM) landscape, particularly for small businesses. With over 200,000 users relying on their innovative solutions, they offer a suite of services tailored to enhance sales and marketing efficiency. Notable features include intuitive lead management, customizable sales pipelines, integrated payment processing, and robust email and text marketing capabilities, all designed to simplify the customer journey. The platform's automation tools are particularly acclaimed, enabling users to save up to 10 hours a week, thereby allowing them to focus on growing their businesses. They are also compliant with critical privacy regulations such as GDPR and CCPA, reinforcing their commitment to data security and user trust. Customer feedback highlights the platform's ease of use and effectiveness, making it a favorite among small business owners looking for a comprehensive CRM solution. For more detailed information on the CRM solution, read our full review!

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)
Quick Stats
  • Cloud-Based Software : True
  • Cost : Starting at $249 per month
  • Free Trial : 14 days
  • Mobile App : True
  • Business Size Supported : Small businesses
Selling Points
  • One-time cost lifetime plan for on-premise deployment
  • Dual-panel view for relationship management
  • Advanced data security
Selling Points
  • Text marketing and business lines available
  • Integrated payment processing
  • Unique CRM for franchises
Pricing Options
  • Undisclosed
    Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • 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
  • Undisclosed
    Productivity Tools
  • Undisclosed
    Project Management
Integrations
  • Undisclosed
    Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • Undisclosed
    FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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