InfoFlo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Activity management
- Campaign management
- Contact history
- Contact management
- Document management
- Email marketing
- Interaction tracking
- Lead management
- Lead scoring
- Marketing automation
- Referral tracking
Pricing Info
Pricing Info
SalesOptima offers 4 enterprise pricing plans:
Express Status Plan
- $19/user/month (billed monthly)
- $49 account activation fee (one-time)
- Optional add-on – monthly contract rider – $5/user/month
Status Plan
- $24/user/month (billed monthly)
- $99 account activation fee (one-time)
- Optional add-on – monthly contract rider – $5/user/month
Cirrus Plan
- $39/user/month (billed monthly)
- $99 account activation fee (one-time)
- Optional add-on – monthly contract rider – $10/user/month
Nimbus Plan
- $64/user/month (billed monthly)
- $99 account activation fee (one-time)
- Optional add-on – monthly contract rider – $10/user/month
Integrations
Integrations
SalesOptima integrates with the following business systems:
- Microsoft Outlook Add-in
- Skype
- SIP Click-To-Call
- Fax2Mail
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
SalesOptima is a state-of-the-art CRM web application with a simple user interface.
Company Email
support@salesoptima.com
Contact No.
Company's Address
8770 West Bryn Mawr Ave.
Suite 1300
Chicago, IL 60631
SalesOptima Comparisons
Popular SalesOptima Alternatives
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
Popular InfoFlo Alternatives
The solutions analyzed on this page are merely a small part of our complete CRM Software category and you should take into account that there might be more desirable options available. If you would like to ensure you make the wisest choice for your business we definitely urge you to test more services first. It may also be a good idea to consult our top 10 CRM Software list to see which software are at the moment the highest-ranking ones and leaders in the market.
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