InfoFlo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Custom Surveys
- Periodic Surveys
- Recommended Questions
- Quick Filter
- At Risk Customer Alerts
- Company and Customer Trends
- Company Reports
- Industry Benchmarks
- Testimonials
- CRM Integration
- Automatic Followups
- Social Sharing
- Automatic Reminders
Pricing Info
Pricing Info
Client Heartbeat offers four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:
Basic – $29/month
- Unlimited Surveys
- 1 User
- 50 Contacts
- Company Branding
Gold – $59/month
- All Basic features
- 5 Users
- 500 Contacts
- CRM syncing/API access
Platinum – $89/month
- All Gold features
- 10 Users
- 1000 Contacts
- 3 Sub Accounts
- Concierge Support
Enterprise – $449/month
- All Platinum features
- 50 + Users
- 10,000 + Contacts
- 10 Sub Accounts
Integrations
Integrations
Client Heartbeat integrates with the following business systems and applications:
- Salesforce Sales Cloud
- Autotask
- Seamless Docs
- ConnectWise
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
JBS Bookkeeping, Effective IT, Dorks Delivered
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
Client Heartbeat is a customer survey tool that monitors customer satisfaction to intelligently identify how happy or unhappy your customers are.
Company Email
support@clientheartbeat.com
Contact No.
Company's Address
Brisbane, Australia
Client Heartbeat Comparisons
Popular Client Heartbeat 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
If you research different CRM Software apps you shouldn’t simply explore their features list and offered pricing plans. Consider that the solution should be adjusted to your needs and company so the more flexible their offer the better. Explore what OSes are supported by Client Heartbeat and InfoFlo and ensure you will get mobile support for whichever devices you work on in your company. It may also be a good idea to learn which languages and geographies are supported, as this may be a key element for many companies.
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