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InfoFlo CRM vs Nutshell

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Pros
  • 30-day free trial
  • Choice between cloud-based and on-premise plans
  • Affordable pricing
  • Mobile app
Pros
  • Free trial
  • Live demo
  • Social media integrations
  • Real-time lead notifications
  • Dedicated success strategist
Cons
  • Expensive add-ons and integrations
  • Requires technical knowledge
Cons
  • Marketing as an add-on
  • Phone support only available on Enterprise plan
  • No free 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

Nutshell, founded in 2009 and headquartered in Ann Arbor, Michigan, is a CRM provider focused on empowering small—to medium-sized businesses with various powerful tools. Nutshell offers web and mobile solutions and helps companies manage customer relationships, streamline sales efforts, and enhance marketing strategies. Their standout feature, Nutshell Campaigns, integrates email marketing directly into the CRM, creating a unified platform for sales and marketing teams. Nutshell’s services include robust sales automation, real-time notifications, AI-driven productivity tools, customizable reporting, and flexible pipeline management. The platform integrates seamlessly with popular business tools like Google Workspace, Microsoft Office, and various social media platforms, ensuring smooth data flow and streamlined processes. With a focus on data security, they employ 256-bit TLS encryption and comply with GDPR standards, earning them a credible reputation in the CRM market. Customer feedback is generally positive, praising Nutshell’s ease of use, effective automation features, and responsive support team. However, some users have pointed out areas for improvement, such as additional add-ons and limited customer support options for lower-tier plans. Ready to see if Nutshell’s dynamic CRM solutions can power up your business? Dive into the full review to uncover everything this innovative platform offers.

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 $16 per user per month billed annually, or $19 per user billed monthly
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Small to medium businesses
Selling Points
  • One-time cost lifetime plan for on-premise deployment
  • Dual-panel view for relationship management
  • Advanced data security
Selling Points
  • Online cost calculator
  • One-click phone
  • Nutshell IQ and Competitor IQ
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
  • 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
  • Undisclosed
    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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