InfoFlo vs LiveAgent

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

President

Overall, InfoFlo is a reliable and useful CRM for managing contacts, tracking communication, and organizing customer information.

Owner

Its is an excellent CRM to optimize your customer service and organizational efficiency.

Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Administrative Reporting

Alerts/Escalation

Alerts/Notifications

Appointment Management

Appointment Scheduling

Archiving & Retention

Assessment Management

Asset Lifecycle Management

Attendance Management

Auto-Dialer

Automatic Call Distribution

Billing & Invoicing

Blended Call Center

By-Extension Reporting

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Center Management

Call Duration

Caller ID

Call Logging

Call Monitoring

Call Recording

Call Routing

Call Tagging

Call Volume

Campaign Management

Campaign Segmentation

Case Management

Case Notes

Certification & Licensing

Child Welfare Management

Client Management

Client Portal

Collaboration Tools

Committee Management

Communication Management

Compliance Management

Computer Telephony Integration

Configurable Workflow

Conflict Management

Contact Database

Contact Management

Contract/License Management

Conversion Tracking

Customer Database

Customer History

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Docket Management

Document Management

Document Storage

Document Templates

Donor Management

Due Date Tracking

Email Alerts

Email Management

Email Marketing

Email Templates

Email Tracking

Employee Directory

Employee Management

Event Management

Expense Tracking

File Transfer

For Accountants

For CPA Firms

Forecasting

Forms Management

For Nonprofits

Goal Setting/Tracking

Grant Management

Help Desk Management

HIPAA Compliant

Inbound Call Center

Inbound Reporting

Interaction Tracking

Internal Chat Integration

Invoice Management

Invoice Processing

Keyword Tracking

Knowledge Base Management

Lead Management

Manual Dialer

Marketing Automation

Membership Management

Mobile Access

InfoFlo

Web-based

Windows

Android

iPad

iPhone

Linux

Pipedrive

Copper

Cloud

Senior Human Resources Recruiter

There are occasional errors like freezes and error messages, especially when there are many active tasks or data, but restarting the application fixes everything, although it does interrupt my workflow.

Marketing Assistant

It's more of an annoyance than a dealbreaker, but I'd probably like it more if the UI got some attention.

The Outlook integration is what I actually use every day.

The interface looks like it hasn't been touched in a while.

I didn't feel pressured to buy more than I needed upfront.

Print Shop

Partner

This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be.

Manager

Please look into all options before making a decision; I wish my company took the time to research better.

Very good replacement for Goldmine which I had been using >15 years

This CRM software is the exact solution I was looking for to keep track of my contacts.

Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers.

They also have an extensive library of information and videos for setup and its features.

Their on-premise option was even more appealing to me because it had a one-time price with free updates.

sales

an easy and fast to achieve my work with good experience

Real Estate Broker

Not a monthly subscription means I can use it with less stress

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.

Business Development Manager

I have not used all options, but if I would need to mention any Cons, the opportunity configuration does not allow for automatic self numbering, which would be really helpful.  

Easy navigation and set up with the flexibility to fit all your needs.

We do, however, understand that we utilize a lot of data and processing based on the amount of information that is being processed.

We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure.

The platform is straightforward and relatively easy to navigate.

Learning the product is exciting knowing what I will be able to do.

This software is very intuitive and it perfectly does what I expected.  

Ease of Use

Features

Options

Customer Support

User Interface

Purchase

Bugs and Issues

Task Creation

Subscription

Large Enterprises

Freelancers

Small Business

Mid-size Business

InfoFlo Solutions

Zendesk Suite

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

LiveChat

LiveChat is a customer service software that enables businesses to communicate with website visitors in real time through chat functionality. The platform includes AI-based chatbots for automating routine inquiries, customizable chat widgets, and proactive chat invitations to engage visitors. It offers integration capabilities with various third-party applications including CRM systems, e-commerce platforms, and marketing tools.

Administrative Manager

It’s a reliable tool that brings all customer communication into one place, which makes daily tasks much easier. While there’s a bit of a learning curve and the interface can feel busy at times, once you get used to it, it really helps streamline support and improve response times.

data analyst

I Live agent's advanced features which make it absolutely easy and efficient to  interact with website visitors, leading to improved customer satisfaction and increased conversion ratesI like that the customer support are always active to help incases of any issues which is a major plus

LiveAgent is a web-based Live Chat and Help Desk solution which enables the management of support tickets from multiple channels, including phone, live chat, and social media.

Start with a 1 month free trial, no credit card needed, no contracts.

InfoFlo vs LiveAgent Comparison (2026)

InfoFlo

LiveAgent

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives