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

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Pros
  • 30-day free trial
  • Choice between cloud-based and on-premise plans
  • Affordable pricing
  • Mobile app
Pros
  • Full customization tools
  • Efficient workflow automations
  • Over 400 integrations
  • Powerful API capabilities
  • Mobile app to stay connected on the go
Cons
  • Expensive add-ons and integrations
  • Requires technical knowledge
Cons
  • Could get pricey, especially with add-ons
  • No live chat support on lowest-tiered plan
  • 24/7 support only for highest plans
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

Pipedrive is a cloud-based sales management software company founded in Estonia in 2005, headquartered in New York City. They offer a user-friendly CRM platform designed for sales teams of small to medium-sized businesses (SMBs) globally. Pipedrive's software includes lead management, deal pipeline visualization, email integration, reporting and analytics, and automation tools. They prioritize security by complying with GDPR and CCPA regulations. Pipedrive provides a significant free trial period, a mobile app, and readily available customer support. Pipedrive is an award-winning sales CRM known for its user-friendliness and effectiveness. Though not BBB accredited and holding a D- rating, Pipedrive is committed to customer satisfaction and ethical business practices. While customers appreciate the robust features, some criticize the pricing structure and limited reporting options.

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 $14 per month per user (annual commitment)
  • Free Trial : 14-day free trial
  • Mobile App : {"id":"1419"}
  • Business Size Supported : Mostly small to medium-sized businesses (SMBs)
Selling Points
  • One-time cost lifetime plan for on-premise deployment
  • Dual-panel view for relationship management
  • Advanced data security
Selling Points
  • 14-day free trial
  • Robust visual pipeline management
  • Team collaboration features
Pricing Options
  • Undisclosed
    Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Undisclosed
    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
  • 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
  • Undisclosed
    Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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