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Act! vs InfoFlo Comparison

Overview

Act! CRM is a comprehensive sales and marketing platform, providing everything you and your team need to successfully run...

InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$15/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

237

183

94

60

67

  • Value for money
  • Ease of use
  • Features
  • Customer support
77%
would recommend this app

4.5

(82)

5

4

3

2

1

49

25

6

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

They also have a large number of plans available, are affordable, and there are a good number of independent technicians out there that can help you with your data, and design third party add-ons too.
Really excellent technical help if you want it. We use it for monitoring our membership, probably only using a few of its features.
Easy to use and easy to setup, the software is ready direct from installation and the built in reporting and functionality is fantastic.

Pros

That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.

Cons

Sometimes switching between databases causes the software to crash. It has been a problem with most versions we have used.
We have been frustrated over the years by the number of crashes and freezes. Occasionally an import will not import correctly and the data in put into the wrong fields.
In my business my CRM is my navigator and used as a main part of my business day. The down time is ridiculous.

Cons

I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them.
In creating a contact, the default company name selected in the email extension such as @gmail. Minor problem as I have to delete it before adding or selecting a company already in the database.
The sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.
  • Vendor responds to reviews
  • Last review16 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features58
  • "What If" Scenarios
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Auto-Dialer
  • Auto-Responders
  • Automatic Backup
  • Automatic Call Distribution
  • Batch Processing
  • Billing & Invoicing
  • Blended Call Center
  • By-Extension Reporting
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Case Notes
  • Claims Management
  • Client Management
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Employee Directory
  • Employee Management
  • Event Triggered Actions
  • Expense Tracking
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Image Library
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Manual Dialer
  • Marketing Automation
  • Marketing Calendar
  • Microsoft Outlook Integration
  • Mobile Access
  • Monitoring
  • Multi-Channel Marketing
  • Multiple Parties
  • Multiple Scripts
  • Multivariate Testing
  • On-Demand Recording
  • Open Database Design
  • Outbound Call Center
  • Outbound Reporting
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Progressive Dialer
  • Project Management
  • Projections
  • Prospecting Tools
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Chat
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Analytics
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Survey/Poll Management
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Telemarketing Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Third Party Integrations
  • Time Tracking
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • WYSIWYG Editor
  • Website Visitor Tracking
  • Who Answered Log
  • Workflow Management
  • Total features126
  • "What If" Scenarios
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Auto-Dialer
  • Auto-Responders
  • Automatic Backup
  • Automatic Call Distribution
  • Batch Processing
  • Billing & Invoicing
  • Blended Call Center
  • By-Extension Reporting
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Case Notes
  • Claims Management
  • Client Management
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Employee Directory
  • Employee Management
  • Event Triggered Actions
  • Expense Tracking
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Image Library
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Manual Dialer
  • Marketing Automation
  • Marketing Calendar
  • Microsoft Outlook Integration
  • Mobile Access
  • Monitoring
  • Multi-Channel Marketing
  • Multiple Parties
  • Multiple Scripts
  • Multivariate Testing
  • On-Demand Recording
  • Open Database Design
  • Outbound Call Center
  • Outbound Reporting
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Progressive Dialer
  • Project Management
  • Projections
  • Prospecting Tools
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Chat
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Analytics
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Survey/Poll Management
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Telemarketing Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Third Party Integrations
  • Time Tracking
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • WYSIWYG Editor
  • Website Visitor Tracking
  • Who Answered Log
  • Workflow Management

Integrations

  • Total integrations42
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations9
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

InfoFlo

I have started a new activity last year and choosed Infoflo that is very well for small business

Reviewed 3 years ago

a professionnal way of organisation to contact my customers and have a look on each activity .

Pros

Even if you have not bought all the addons you can start your Customer Relationship activity. And when you start your activity you can act in a professionnal way right away. That's why I have recommanded this software to different business people who were looking for a solution.

Cons

nothing really instead the fact of having once a problem with the downloading of my incoming mails. And it was impossible to get them back.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

InfoFlo

No Support During Paid Program Integration - No Refund After It Never Worked Fully

Reviewed 7 months ago

It was one of the most time exhausting experiences that ended up in me losing money for a piece of software that we do not use.

Pros

I thought it was going to be an inexpensive alternative to ACT, for the functions that we use, but once we added on multi-user and Outlook integration, it was the same price as my annual ACT upgrade. Things worked well on "single user" trial mode so we bought the software. Then when we tried to integrate the two users we had issues and were told we would have to buy support at $149/hour. We were given...

Cons

The interface is cheap looking, looks like something that was designed 15 years ago. Some parts are not intuitive to use. There is no support offered at all. It seems to be run by one individual and he is very condescending. After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version. We were not offered a refund because we "trialed it". We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure. DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.

Act! vs. InfoFlo

See how Act! and InfoFlo stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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10+ YEARS RECOMMENDING SOFTWARE

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