InfoFlo
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-Based Security
- Profile-Based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
- Access Control
- Quickstart Services
- Activity Management
- Calendar Management
Pricing Info
Claritysoft offers three SMB and enterprise pricing plans detailed below:
Sales Professional – $39/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-based Support
Sales Accelerator – $49/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
The CRM Suite – $69/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
Integrations
Claritysoft integrates with the following third-party applications:
- Microsoft Outlook
- Gmail
- Zapier
- Microsoft Excel
- QuickBooks
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
Claritysoft helps businesses to deliver exceptional customer experiences for extensive growth and success.
Company Email
info@claritysoft.com
Contact No.
Company's Address
Claritysoft CRM (HQ)
565 Metro Place South
Suite 300
Dublin, OH 43016
USA
Claritysoft Comparisons
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You shouldn’t count on simply a broad range of features and adjustable pricing plans from a reliable CRM Software. Almost as significant as key features is a top-notch customer support. You want to make sure that if you have any questions about InfoFlo or Claritysoft, or you face some problems, or perhaps you’ll want to ask for a specific revision or functionality beneficial to your team you can trust in a responsive and helpful customer support. Examine if options such as phone support, tickets or live chat are offered. Additionally, it’s a big plus if you are able to benefit from individual training or at the very least an FAQ you can use.
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