InfoFlo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contact management
- Interaction tracking
- Apple Mail integration
- List segmentation
- Email templates
- Deal & pipeline tracking
- Estimates
- Project management
- Task management & delegation
- Custom checklists
- Reports
- Offline access
Pricing Info
Pricing Info
Daylite for Mac is available in monthly or yearly plans. You can also sign up for a 30-day free trial of the software so you can get up to speed with all its offerings.
CRM – $25/month/user ($250/year)
- Contact Management
- Task Management
- Daylite Mail Assistant
- Daylite Calendar
- Mac, iPhone, and iPad apps
- 2-way syncing with Apple
- Contacts and Apple Calendar apps
Sales – $40/month/user ($400/year)
- All of CRM +
- Sales Opportunities Board
- Sales Pipelines
- Lead Management
- Sales Reporting
Projects – $40/month/user ($400/year)
- All of CRM +
- Projects Board
- Project Pipeline
- Project Reporting
Business – $55/month/user ($550/year)
- All of CRM
- All of Sales
- All of Projects
Integrations
Integrations
Daylite for Mac integrates with the following business applications and systems:
- Apple Mail
- Apple Calendar
- Apple Contacts
- Reminders
- Zapier
- MailChimp
- Direct Mail
- Xero
- Zoom
- Slack
- QuickBooks
- Billings Pro
- Merlin
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Wolfe Law Group, Starbuck Realty Group, Mortgage Alliance West
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 Swiss-knife CRM tool ideal for Mac, iPad, and iPhone business users. It helps businesses manage and organize all their CRM data from a single platform. It lets you organize all your emails, contacts, notes, projects, sales opportunities, calendars, and tasks. It is a fully-featured productivity application that lets you keep all your CRM data in a centralized location.
Company Email
info@marketcircle.com
Contact No.
Company's Address
30 Centurian Drive, Suite 201
Markham, Ontario, L3R 8B8
Canada
Daylite for Mac Comparisons
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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
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All the data, details and reviews that we provided in this analysis were taken from official company websites, marketing materials available online, actual experience from real clients as well as our own direct use of every service by an expert. We do our best to extensively test every solution, as a result we not only analyze it ourselves, but we also compare our results with experiences of other members from the B2B community.
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