InfoFlo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
For sales reps
- Auto-track email with cc@azurepath.com
- Global search to find any contact, lead or note
- Batch import and edit accounts and leads
- One touch updates (no separate edit states)
- Cold and closing leads hi-lighted automatically
- Option to create recurring leads automatically
- Canned lead notes for rapid lead updates
- Integrates with Yesware’s bcc feature
- One touch google navigate to accounts
For managers
- Eliminates need to build and run reports
- Filter any data by team or individual
- Set targets for teams and reps for any period
- Quickly spot aging pipeline issues
- Automatically track current versus past results
- Automatically track lead stage aging
- Boomerang a lead option keeps pipeline clean
- One touch insights hilight key trends
- Export any list for easy sharing of information
For finance
- Accurately forecast cash six months out
- View cash flow scenarios with insight guidance
- View and update all invoices in one location
- Multiple currency options (Euro, Pound, etc.)
- Track accounts receivable performance
- Experiment with growth or pricing changes
- Integrate monthly company expenses
- Automatically account for CoGS
Pricing Info
Pricing Info
Azurepath CRM solution offers a simple pricing scheme plus a 60-day free trial option.
- $14.95/user/month
- Unlimited use
- All features
Integrations
Integrations
Azurepath offers integration with the following business systems and applications:
- Yesware
- Gmail
- Google Drive
- Box
- Dropbox
- Quickbooks
- Xero
- Excel
- Constant Contact
- Outlook
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-based solution that offers automation capabilities for account and lead management, sales trending and analytics, and cash forecasting.
Company Email
info@azurepath.com
Contact No.
Company's Address
Durham, New Hampshire
United States
Azurepath Comparisons
Popular Azurepath Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Synchronization (emails, notes, tasks, leads)
- Integrations
- Leads & opportunities tracking
- Email marketing & management
- Customized dashboard
- Customized document templates
- Contact management
- Notes management
- Email & calendar editors
- Social & online media management
- Secured information storage
- Collaboration tools
- Central data backup recovery
- Appointments and meetings tracking
- Document management
- Project management
- Advanced search
- Document scanning
- Calendar sharing
- Reporting & analytics tools
- Market automation
- Sales automation
- Campaign dashboard
- Campaign management
- Newsletter management
- Product catalog
- Contact scheduler
- Customer database
- Quote management
- Territory management
- Remote access
- Call center management
- Integrated customer service
- Knowledge base
Pricing Info
InfoFlo has three different product plans. InfloFlo Basic has a one-time cost per user so there are no monthly fees involved. You can purchase additional upgrades for each plan. There is a free trial available that allows you to test all the key functionalities as well. You can easily sign up for InfoFlo free trial here.
InfoFlo Basic
$99.00/user
- Contact management
- Relationship management
- Import Contacts
- Import Email
- Email Management
- Email Editor
- Document archiving
- Audio recording
- Calendar management
- Calendar editor
- Notes Management
- Microsoft and Google map integration
- Skype integration
- SIP softphone
- Virtual office
- Text to speech
- SQL support
- Data Recovery
InfoFlo PBX
All InfoFlo Basic features plus:
$19.99/month
- Shipping Weight: 1.1025lbs
InfoFlo Cloud Hosting
All InfoFlo Basic features plus:
$79.99/month
Integrations
Add-ons:
- Project Management
- Document Management
- Outlook Sync
- Document Templates
- Advanced Search
- Reporting
- Advanced Tasks
- Shared Calendar
- PBX Integration
- Email Marketing
- Document Scanner
- Card Scanner
- Office Server Sync
- InfoFlo Offline
- Email Analytics
- Google Sync
- QuickBooks Sync
- Advanced Permissions
- Document Auto Naming
- Call Recording
- Scheduled Backup
- Invoicing
In addition, InfoFlo integrates with the following systems and applications:
- Outlook or CSV in Outlook format
- Skype
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SolarVision, Gilman, Pope, Scribner & Robles, Cognyst International
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
InfoFlo is a software tool that lets you fully integrate and manage contacts and improve business relationships by efficiently tracking leads and creating a sales process. It is simple and easy to use. Also, it has additional modules for newsletter management, market automation, call center management, and many more.
Company Email
sales@carmelvision.com
Contact No.
Company's Address
241 Sheppard Avenue West Toronto,
ON Canada M2N 1N2
InfoFlo Comparisons
Popular InfoFlo Alternatives
The services analyzed on this page are merely a sliver of our complete CRM Software category and you should remember that there may be better services available. If you want to ensure you make the wisest choice for your business we strongly suggest that you test more services first. It may also be a good idea to study our top 10 CRM Software list to learn which software are in the current year the best ones and dominate the market.
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