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InfoFlo CRM vs Salesmate

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Pros
  • 30-day free trial
  • Choice between cloud-based and on-premise plans
  • Affordable pricing
  • Mobile app
Pros
  • Integration with 700+ apps
  • Free trial
  • iOS and Android mobile app
  • Product management feature
Cons
  • Expensive add-ons and integrations
  • Requires technical knowledge
Cons
  • No free plan
  • AI assistance as an add-on
  • Learning curve
  • Data migration as an additional service
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

Salesmate CRM, founded in 2016 and headquartered in Charlotte, NC, has quickly established themselves as a versatile and dynamic CRM platform catering to businesses of all sizes. Designed to streamline sales processes and enhance customer relationships, they offer a robust suite of features, including multiple sales pipeline management, smart automation, and seamless integrations with over 700 popular apps like Gmail, Zapier, and Slack. Their platform is known for its user-friendly interface and flexibility, making it an ideal choice for small to medium-sized enterprises seeking to optimize their workflows and improve sales performance. Salesmate places a strong emphasis on data security, holding ISO and SOC2 certifications and utilizing AES-256 encryption to protect client data. They have received positive feedback from users, who praise their ease of use, intuitive design, and exceptional customer support. While the platform is rich in features, it does come with a learning curve and additional costs for certain advanced functionalities, like AI-driven tools. With a 15-day free trial available, Salesmate encourages potential users to explore their offerings firsthand. For those looking to elevate their sales processes with a reliable and adaptable CRM solution, they present a compelling option worth considering. Dive into the full review to discover more about what sets them apart in the competitive CRM landscape.

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 : $23 per user/month when billed annually or $29 per user/month
  • 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
  • Built-in VoIP system
  • Drip email campaigns
  • Chrome extension
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
  • Undisclosed
    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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