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InfoFlo CRM vs vcita CRM
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- 30-day free trial
- Choice between cloud-based and on-premise plans
- Affordable pricing
- Mobile app
- Mobile application
- Free trial
- Comprehensive integrations
- Direct marketing tools
- Lead nurturing tools
- Expensive add-ons and integrations
- Requires technical knowledge
- Restricted CRM capabilities
- Lack of transparency
- Most features only offered in Platinum plans
- Phone support is limited
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.
Founded in 2010 and based in Bellevue, Washington, vcita provides a business management and client engagement platform tailored for small business owners. They offer various services, including CRM software, scheduling, payment management, invoicing, marketing tools, and lead capture, all integrated to help streamline business operations. Key features include a client portal, customizable client cards, and built-in payment processing, providing a centralized approach to managing client interactions and automating tasks. The platform also supports direct marketing through email and SMS, allowing businesses to engage with clients and manage campaigns efficiently. vcita’s scheduling tools offer online booking and appointment management, making it easier for businesses and clients to stay organized. Customer feedback varies, with some users highlighting their user-friendly interface and feature set while others note areas like support and customization as potential drawbacks. vcita is HIPAA and GDPR-compliant, using security measures such as DDoS protection and in-transit encryption to protect client data. For a deeper understanding of vcita’s offerings, explore our full review to uncover more about their features, user experiences, and how they may fit the needs of your business.
- 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)
- Cloud-Based Software : True
- Cost : The 'Starting Small' plan is $29/month annually or $35/month monthly
- Free Trial : Available
- Business Size Supported : Small businesses
- One-time cost lifetime plan for on-premise deployment
- Dual-panel view for relationship management
- Advanced data security
- Personalized AI tool
- Built-in credit card processing
- Website widgets
- Client portal
- Annual Subscription—Undisclosed
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Activity Logging
- AI-Powered Tools—Undisclosed
- 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
- Activity Logging
- AI-Powered Tools
- API & Developer Tools
- Automated Workflow Builder—Undisclosed
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools—Undisclosed
- Project Management—Undisclosed
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- FAQs—Undisclosed
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
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