Apptivo vs InfoFlo Comparison

Overview

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information...

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
$10.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$99.00
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

245

163

38

8

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.5

(78)

5

4

3

2

1

48

24

4

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7.
I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new.
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Pros

We also like how to link groups and individuals to businesses; as well as being able to save documents to the businesses profile. The general layout of the program is good and easy to use.
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.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.

Cons

I had a little problem importing some contacts, and made some mistakes that made the problem worse.
Sometimes we get lost in all the features and the setting fields.
Customer documents were attached to the wrong customer.

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 review7 days ago
  • Vendor responds to reviews
  • Last review8 months ago

Key features

  • Total features68
  • "What If" Scenarios
  • API
  • Access Control
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Application Sharing
  • Archiving & Retention
  • Audit Trail
  • Auto-Responders
  • Automatic Backup
  • Automatic Notifications
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Client Management
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Custom Fields
  • Custom Forms
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Document Storage
  • Email Integration
  • Email Templates
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Microsoft Outlook Integration
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • QuickBooks Integration
  • Quote Management
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Supplier Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features23
  • "What If" Scenarios
  • API
  • Access Control
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Application Sharing
  • Archiving & Retention
  • Audit Trail
  • Auto-Responders
  • Automatic Backup
  • Automatic Notifications
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Client Management
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Custom Fields
  • Custom Forms
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Document Storage
  • Email Integration
  • Email Templates
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Microsoft Outlook Integration
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • QuickBooks Integration
  • Quote Management
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Supplier Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations28
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations9
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • 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

Apptivo vs. InfoFlo

See how Apptivo and InfoFlo stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.