InfoFlo CRM
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- 30-day free trial
- Choice between cloud-based and on-premise plans
- Affordable pricing
- Mobile app
- Expensive add-ons and integrations
- Requires technical knowledge
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.
- 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)
- One-time cost lifetime plan for on-premise deployment
- Dual-panel view for relationship management
- Advanced data security
- Annual Subscription—Undisclosed
- 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
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools—Undisclosed
- Project Management—Undisclosed
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)
- FAQs—Undisclosed
- Help Guides
- Live Chat
- Mobile Application
- Phone