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Zoho CRM vs InfoFlo Impact Comparison (2026)
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HubSpot CRM
4.5
Bigin by Zoho CRM
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Good recommendations?
Zoho CRM
4.3
(7K)5
3.5K
4
2.3K
3
781
2
173
1
84
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
InfoFlo Impact
4.5
(101)5
61
4
31
3
6
2
0
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price! Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.
- 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
Video & Screenshots
No videos yet
Pricing
User reviews
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
173
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.5
101
5
4
3
2
1
61
31
6
0
3
- Value for money
- Ease of use
- Features
- Customer support
79%
would recommend this appPros
“I like Zoho CRM for its smart workflow management that automates routine tasks and it’s effective email campaign features that helps create and track personalized customer engagement.”
GO
Gabriella O.
Human resources manager
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“It provides a solid combination of contact management, email communication, workflow automation, and sales tracking capabilities.”
AR
Ansuman R.
Ecom manager
Pros
“One of the biggest highlights is the incredible customizability, which allows you to mold the software to fit your specific use cases perfectly.”
Johnny B.
CEO
“Finally, I appreciate the flexibility of their infrastructure, they offer servers in both Canada and the US, so you have the freedom to choose exactly where you want to store your data.”
Johnny B.
CEO
“Overall, InfoFlo is a reliable and useful CRM for managing contacts, tracking communication, and organizing customer information.”
RV
Ruth V.
CSR
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“The mobile app is really frustrating when I'm out showing properties and need to update deal stages on the fly.”
AC
Andy C.
Sales Director
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
Cons
“Interface looks a bit dated.”
RR
Ruth R.
Marketing Assistant
“The interface looks like it hasn't been touched in a while.”
SD
Sandy D.
Marketing Assistant
- Vendor responds to reviews
- Last review5 days ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- 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
- Automated Routing
- Automatic Call Distribution
- Billing & Invoicing
- Blended Call Center
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- By-Extension Reporting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Duration
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Routing
- Call Tagging
- Call Volume
- Caller ID
- Caller Profiles
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Case Management
- Case Notes
- Certification & Licensing
- Channel Management
- Chat/Messaging
- Chatbot
- Child Welfare Management
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Directory
- Employee Management
- Engagement Tracking
- Estimating
- Event Management
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- File Transfer
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- HIPAA Compliant
- Help Desk Management
- IVR
- Inbound Call Center
- Inbound Reporting
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Keyword Tracking
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Manual Dialer
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Membership Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multi-Location
- Multiple Scripts
- Multivariate Testing
- Negative Feedback Management
- No-Code
- On-Demand Recording
- Onboarding
- Opportunity Management
- Outbound Call Center
- Outbound Reporting
- Performance Management
- Performance Metrics
- Phone Key Input
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Predictive Dialer
- Prioritization
- Product Catalog
- Program Management
- Progress Reports
- Progress Tracking
- Progressive Dialer
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recording
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Ring Groups
- Role-Based Permissions
- SIP Trunking
- SSL Security
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduled Recording
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Status Tracking
- Summary Reports
- Survey/Poll Management
- Task Management
- Task Scheduling
- Team Assignments
- Territory Management
- Text to Speech
- Third-Party Integrations
- Time Tracking
- Timer
- Training Management
- Trust Accounting
- Unattended Call Management
- Unified Communications
- Video Conferencing
- Virtual Call Center
- Virtual Extensions
- VoIP
- VoIP Connection
- Voice Customization
- Voice Mail
- Volunteer Management
- Web Forms
- Website Integration
- Who Answered Log
- Workflow Management
- eCommerce Management
- Total features169
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- 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
- Automated Routing
- Automatic Call Distribution
- Billing & Invoicing
- Blended Call Center
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- By-Extension Reporting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Duration
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Routing
- Call Tagging
- Call Volume
- Caller ID
- Caller Profiles
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Case Management
- Case Notes
- Certification & Licensing
- Channel Management
- Chat/Messaging
- Chatbot
- Child Welfare Management
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Committee Management
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Configurable Workflow
- Conflict Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Directory
- Employee Management
- Engagement Tracking
- Estimating
- Event Management
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- File Transfer
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- HIPAA Compliant
- Help Desk Management
- IVR
- Inbound Call Center
- Inbound Reporting
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Keyword Tracking
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Manual Dialer
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Membership Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multi-Location
- Multiple Scripts
- Multivariate Testing
- Negative Feedback Management
- No-Code
- On-Demand Recording
- Onboarding
- Opportunity Management
- Outbound Call Center
- Outbound Reporting
- Performance Management
- Performance Metrics
- Phone Key Input
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Predictive Dialer
- Prioritization
- Product Catalog
- Program Management
- Progress Reports
- Progress Tracking
- Progressive Dialer
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recording
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Ring Groups
- Role-Based Permissions
- SIP Trunking
- SSL Security
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduled Recording
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Status Tracking
- Summary Reports
- Survey/Poll Management
- Task Management
- Task Scheduling
- Team Assignments
- Territory Management
- Text to Speech
- Third-Party Integrations
- Time Tracking
- Timer
- Training Management
- Trust Accounting
- Unattended Call Management
- Unified Communications
- Video Conferencing
- Virtual Call Center
- Virtual Extensions
- VoIP
- VoIP Connection
- Voice Customization
- Voice Mail
- Volunteer Management
- Web Forms
- Website Integration
- Who Answered Log
- Workflow Management
- eCommerce Management
Integrations
- Total integrations65
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Docusign
- Dropbox
- Eventbrite
- GetResponse
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Workspace
- HubSpot CRM
- HubSpot Data Hub
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- PandaDoc
- PayPal Payments
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- WordPress
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- Total integrations7
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Docusign
- Dropbox
- Eventbrite
- GetResponse
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Workspace
- HubSpot CRM
- HubSpot Data Hub
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- PandaDoc
- PayPal Payments
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- WordPress
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
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