bpm’online CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Customer Data Management integrated with Twitter, Facebook, and LinkedIn
- Lead Management with export function (MS Excel, website, other sources)
- Time Management and Communications that syncs with Google Calendar, MS Outlook and popular schedulers
- Sales Management for opportunity, quota, pipeline, projections, and forecasts
- Document Management compatible with MS Word
- Knowledge Management online library
- Marketing Management for multi-channel campaigns, audience segmentation, budget planning, track responses, and ROI estimation
- Analytics with real-time diagrams, customizable reports, and dashboards
- Administrative Tools with wizards to manage lookups, data fields, and processes without programming
- bpm’online CRM mobile apps for iOS and Android devices
Pricing Info
Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.
Pricing for Sales Module
Team Package – $25/user/month (cloud)
- Ideal for small and medium businesses with direct sales teams
- Out-of-the-box process for opportunity management: from lead to contract
Commerce Package – $30/user/month (cloud)
- Ideal for e-commerce
- A complete set of tools for short sales cycle and e-commerce
Enterprise Package – $50/user/month (cloud) or $850/user (on-site)
- Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
- Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.
Pricing for Marketing Module
Active Contact Package
- Cloud – $27 (1000 active contacts/month billed annually)
- Active contact is a contact included in one or more campaigns within a 12-month period
- Up to 365 emails per year can be sent to one active contact
- Custom pricing with the purchase of 50,000+ active contacts
User License
- Cloud – $50/user/month billed annually
- On-site – $850 per license/lifetime
- With the purchase of 1000 active contacts the first license is free
Pricing for Service Module
Customer Center Package
- Cloud – $35/user/month
- On-site – $600 per user
- Ideal for companies looking to automate helpdesk and contact center operations
- A set of tools to deliver excellent customer service and manage omnichannel communications
Service Enterprise Package
- Cloud – $50/user/month
- On-site – $850 per user
- Ideal for medium and large businesses who want to automate internal and external operations and ITIL processes.
- Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.
Integrations
bpm’online CRM offers open API options that allows it to be integrated with virtually any third-party application. Be it phone systems and social listening tools or analytics programs and ERP applications, this can blend seamlessly with your preferred business systems. Among the products you can integrate it with are:
- Google Contacts
- Google Calendar
- LDAP
- IMAP
- MS Exchange
- Google Maps
- OpenStreetMap
- MailChimp
- Mandrill
- MS Outlook
- MS Word
- MS Excel
- SmartCloud Connect
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bayer, PepsiCo, Allianz, Heineken, Telia Sonera, SpecTec, QNAP, ABLV, Starcom MediaVest, Yandex, Pelco, ZyXEL, VimpelCom, Thurava
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
Bpm'online is a leading software platform that focuses on business process automation and CRM.
Company Email
info@bpmonline.com
Contact No.
Company's Address
280 Summer St., 6th Floor,
Boston, MA 02210
bpm’online CRM Comparisons
Popular bpm’online CRM Alternatives
No CRM Software will manate to solve all the needs of a company. Even though key functionalities of InfoFlo and bpm'online CRM are obviously a priority you should also thoroughly analyze the integrations provided by every solution. In many cases your team will already be using other types of SaaS software in your company and it’s always wiser to opt for products that integrate well with each other. That way you will be able to guarantee an effortless exchange of information between your teams and services, which can really reduce time wasted on migrating between one solution and the other.
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