Nutshell 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
- Collaborative Environment
- Customizable Sales Processes
- Lead Relationships Management
- Native mobile apps for Mac, iOS, and Android
- Powerful Sales Analytics Reports
- Seamless Integration with a variety of Business Apps
- Calendar Sync
- Click-to-Call
- One Click Task Creation
- Bulk Email Templates
- Nutshell Maps
- Nutshell Intelligence
- Contact Importing
- Sales Collaboration
- Email Ingestion
- BCC your Emails
- Sales Team Management
- Lead Confidence
- Real Time Notifications
- Activity Reports
- Funnel Reports
- User/Team Restrictions
- Quarterly Success Plan Reviews
- Multichannel Customer Support
Pricing Info
Nutshell Sales
Foundation– $13 per user/month (yearly) or $19 per user/month (monthly)
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync
- Customizable single sales pipeline
- Free live support
- *Foundation has a 100 active leads limit
Growth – $25 per user/month (yearly) or $32 per user/month (monthly)
- Everything in Foundation, plus:
- Activity and Email reports
- Sales and Activity quotas
- Pipeline stage goals
- Up to 25 custom fields
- No open leads limit
Pro – $42 per user/month (yearly) or $49 per user/month (monthly)
- Everything in Growth, plus:
- 5 customizable pipelines
- Sales automation
- Personal email sequences
- Full reporting suite, including Activity, Funnel, and Forecast reports
- Meeting scheduling software (lite version)
Business – $59 per user/month (yearly) or $67 per user/month (monthly)
- Everything in Pro, plus:
- Increased pipelines, territories, markets, teams and more
- Unlimited Notetaker usage (AI powered speech-to-text transcription)
- Meeting scheduling software (full version)
- Audit log and changelog
- Send email templates directly from Gmail
Enterprise – $79 per user/month (yearly) or $89 per user/month (monthly)
- Everything in Business, plus:
- Unlimited pipelines
- Unlimited custom fields, teams, currencies and territories
- Read-only SQL access
- Multiple currencies
- Free scheduled phone support
- API support
Nutshell Marketing (*A Nutshell Sales subscription is required in order to have access to Nutshell Marketing)
Campaigns – From $ 5 per company (monthly)
- Easily build audiences from your CRM contacts
- No-code email builders (we also provide templates)
- Send Broadcasts (one-time), Newsletters (recurring) or Drip Sequences
- Connect your sales and marketing efforts
Landing Pages- $ 37 per company (monthly)
Unlimited landing pages creations
- Easy, no-code, drag and drop designs
- Over 30 templates to start from
- The ability to easily connect Nutshell Forms and Scheduler on your landing page
Nutshell Engagement (*A Nutshell Sales subscription is required in order to have access to Nutshell Engagement)
Foundation – $ 0 per user/month (monthly)
- Included with your Nutshell Sales Suite plan
- Unlimited access to Nutshell Chat during the beta period
- Allow website visitors to start chats with your team directly from your website
- Gather information about visitors through forms
- Assign Chat threads to the right agent
- Manage Chat threads and save every conversation for later
Pro – $ 16 per user/month (monthly)
- Hold personal, two-way conversations via Nutshell SMS
- Includes a local phone number for your business, so your whole team shares one phone number
- Send 150 free outbound messages per user
- Leverage SMS automation to send texts at the right points in your pipeline
- And more
Nutshell also provides a free trial to users.
Integrations
Nutshell CRM offers a large list of native integrations with popular apps and business systems. An interesting opportunity offered by the company is expanding the system’s functionality with a number of Zapier-built integrations. Here are some of the apps Nutshell can be connected to:
- Olark
- Microsoft Exchange
- MailChimp
- Wufoo
- Google Sheets
- Google Apps
- Google Drive
- Google Contacts
- Dropbox
- Box
- PandaDoc
- Zendesk
- Gravity Forms
- RightSignature
- Quote Roller
- Yesware
- Kixie
- Slack
- RingCentral
- Pure Chat
- 40Nuggets
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Owl's Brew. Cafe Umbria, Human Element, Brothers Leather Supply
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
Nutshell CRM is a platform that enables organizational departments to collaborate on leads and sales in real time, and improve the quality of their customer relationships.
Company Email
info@nutshell.com
Contact No.
Company's Address
IRL, 212 South Fifth Ave.
Ann Arbor, MI 48104
USA
Nutshell CRM Comparisons
Popular Nutshell CRM Alternatives
The services examined on this page are only a sliver of our entire CRM Software category and you should keep in mind that there could be better solutions available. If you want to ensure you make the best possible choice for your business we definitely suggest that you compare more products first. You can also consider to study our top 10 CRM Software ranking to find out which products are at the moment the highest-ranking ones and leaders in the market.
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