InfoFlo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Pipeline Management
- Lead Management
- Sales Team Management
- Contact Management
- Email Campaigns & Tracking
- Custom Fields
- Sales Forecasting
- Commission Tracking
- Sales Performance Monitoring
- Custom Deal Stages
- File Storage
- Collaboration Tools
- Goal Tracking
- Reporting & Analytics
- Account Permissions
- SuperShare
- Smart Agenda
- Mobile App
Pricing Info
Pricing Info
Pipeline CRM has three-tiered pricing plans: Start Plan, Develop, and Grow. All of them are also available in both monthly and yearly payment schemes. Here are the three pricing plans and their features:
Start Plan – $29/month or $25/month billed annually
- 1 Sales Pipeline
- People
- 250 Deals per account (active deals)
- Companies/Customers
- Unlimited File Storage
- Deal and Activity Reporting
- Import Data Excel or CSV
- 5 Exports/user/month
- 25 Custom Fields
- Locked Fields
- Required Fields
- 250 Email Tracking per user
- 1 Automation
- Task Templates
- Goal Dashboard – Team/Individual
- Share Lists with Internal Users
- SSO
- 1 Team
Develop – $39/month or $33/month billed annually
- Everything in Start Plan
- 2 Sales Pipelines
- 2,500 Deals per account (active deals)
- Unlimited Email Tracking per user
- 10 Automations
- Performance Pulse
- Milestones
- 2 Free Read Only Users
- SuperShare with External Partners
- 2 Teams
Grow – $59/month or $49/month paid annually
- Everything in Develop
- 5 Sales Pipelines
- Unlimited Deals per account (active deals)
- Conditional Formatting
- De-Duplication (people) Feature
- Email Templates
- Email Campaigns
- Hindsight
- Deal Intelligence Fields
- Advanced Visibility
- Unlimited Team
Integrations
Integrations
Pipeline CRM has an Open API offering. So, you can connect it to virtually any third-party software tool. Also, it has a wide range of built-in integrations. These include those with:
- Google Apps
- MailChimp
- Outlook
- Excel
- Help Scout
- Zapier
- QuickBooks
- Paycove
- Meldium
- ActiveDemand
- Userlike
- INinbox
- Finer.io
- Bitium
- Import2
- 123 Form Builder
- WebMerge
- PieSync
- Kixie
- CallRail
- Zapup
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Fujifilm, Matific, RCG Ventures
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
Designed by salespeople for salespeople, the software helps users organize their sales pipeline and monitor their performance and progress. The platform is known for its comprehensive sales-centric reporting and analytics tools that can provide insights to optimize the sales process.
Company Email
sales@pipelinecrm.com
Contact No.
Company's Address
Pipeline CRM
008 Western Ave
Seattle, WA 98104
USA
Pipeline CRM 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
InfoFlo Comparisons
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All the data, details and opinions that we shared in this comparison were taken from official vendor pages, promotional content available online, real-life experience from real customers as well as our personal everyday use of each product by a professional reviewer. We put a lot of effort to extensively examine every product, therefore we not only analyze it internally, but we also match our observations with opinions of other members from the SaaS community.
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