trusted formInfoFlo CRM vs Monday.com | Several.com
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InfoFlo CRM vs Monday.com

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Pros
  • 30-day free trial
  • Choice between cloud-based and on-premise plans
  • Affordable pricing
  • Mobile app
Pros
  • Free trial
  • Integration capabilities
  • Easy-to-use interface
  • Mobile app
  • Customizable pipelines
Cons
  • Expensive add-ons and integrations
  • Requires technical knowledge
Cons
  • Limited features in basic plan
  • Lack of extensive AI tools
  • Restricted number of automation actions
  • Email management is unavailable in basic 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

Monday.com, founded in 2012 and headquartered in New York City, offers a cloud-based platform with project management and CRM software. Our review highlights their services, focusing on features such as customizable pipelines, advanced contact and lead management, and automation capabilities. The platform integrates with tools like Gmail and Outlook, facilitating data management and communication. The CRM has an intuitive user interface and mobile accessibility, allowing teams to manage customer data and interactions effectively. Security features include SOC 2 Type II compliance, HIPAA compliance, and two-factor authentication. Various pricing plans are available, including special options for nonprofits and NGOs. Customer feedback often mentions the platform’s ease of use and flexibility, though some users point out limitations in the basic plan and pricing concerns for smaller teams. With features designed to streamline operations, Monday.com CRM supports businesses in managing their sales processes and customer relationships. Read the full review for a comprehensive look at Monday.com CRM’s features, pricing, and customer reviews. This will help you determine if the platform aligns with your business needs and can enhance operational efficiency.

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 $13 per monthly seat or $16 per seat monthly when billed annually
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Any
Selling Points
  • One-time cost lifetime plan for on-premise deployment
  • Dual-panel view for relationship management
  • Advanced data security
Selling Points
  • 360 customer view
  • Activity tracking
  • Robust data security
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
  • AI-Powered Tools
  • API & Developer Tools
  • Undisclosed
    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
  • 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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