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InfoFlo vs Copper Comparison

Overview

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

Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.

  • 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
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$25/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

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

5

4

3

2

1

255

115

26

17

14

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

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.

Pros

I love that it syncs to our G-Suite environment. Having all of that information on a record is truly helpful to gain insight on our relationship with a customer.
They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment.
This is a super intuitive, easy to implement system. It is super customizable and have allowed our remote team to work more efficiently and effectively.

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.

Cons

When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped.
Good until inability to cancel. Now I feel the product is majorly defective as you cannot refuse to let customers cancel and continue billing them.
We were limited on the number of record types we can create. We deal with services and there was no way to customize the software to include this.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review12 days ago

Key features

  • Total features126
  • "What If" Scenarios
  • @mentions
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Auto-Dialer
  • Automatic Backup
  • Automatic Call Distribution
  • Billing & Invoicing
  • Blended Call Center
  • Bulk Send
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Case Notes
  • Cataloging/Categorization
  • Channel Management
  • Claims Management
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Contract/License Management
  • Conversion Tracking
  • Customer History
  • Customer Support
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Docket Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Engagement Analytics
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • File Transfer
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Management
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Historical Reporting
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Manual Dialer
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Currency
  • Multiple Parties
  • Multiple Scripts
  • On-Demand Recording
  • Open Database Design
  • Opportunity Management
  • Outbound Call Center
  • Outbound Reporting
  • Performance Management
  • Performance Metrics
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Presentation Tools
  • Progressive Dialer
  • Project Management
  • Project Planning
  • Projections
  • Proposal Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real-Time Chat
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Revenue Management
  • Ring Groups
  • Role-Based Permissions
  • Routing
  • SIP Trunking
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Survey/Poll Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Telemarketing Management
  • Territory Management
  • Text to Speech
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • Visual Analytics
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Web-based Deployment
  • Who Answered Log
  • Workflow Management
  • Total features110
  • "What If" Scenarios
  • @mentions
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Auto-Dialer
  • Automatic Backup
  • Automatic Call Distribution
  • Billing & Invoicing
  • Blended Call Center
  • Bulk Send
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Case Notes
  • Cataloging/Categorization
  • Channel Management
  • Claims Management
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Contract/License Management
  • Conversion Tracking
  • Customer History
  • Customer Support
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Docket Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Engagement Analytics
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • File Transfer
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Management
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Historical Reporting
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Manual Dialer
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Currency
  • Multiple Parties
  • Multiple Scripts
  • On-Demand Recording
  • Open Database Design
  • Opportunity Management
  • Outbound Call Center
  • Outbound Reporting
  • Performance Management
  • Performance Metrics
  • Phone Key Input
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Presentation Tools
  • Progressive Dialer
  • Project Management
  • Project Planning
  • Projections
  • Proposal Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real-Time Chat
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Revenue Management
  • Ring Groups
  • Role-Based Permissions
  • Routing
  • SIP Trunking
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Survey/Poll Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Telemarketing Management
  • Territory Management
  • Text to Speech
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • Visual Analytics
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Web-based Deployment
  • Who Answered Log
  • Workflow Management

Integrations

  • 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
  • Total integrations77
  • 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

InfoFlo vs. Copper

See how InfoFlo and Copper 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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