InfoFlo vs. Insightly Comparison


InfoFlo InfoFlo Solutions Inc	Insightly	+	+
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About Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.		About Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Small and medium sized businesses		Audience Organizations in any industry
Support Phone Support 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $20/month/user Pricing depends on users and features Free Version Free Trial		Pricing $29.00/month/user Plus - $29 per user per month Professional -$49 per user per month Enterprise - $99 per user per month Free Version Free Trial
Reviews/Ratings Read all reviews		Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
		Pros & Cons from Real Users Pros Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments. The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members. Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running. Cons First few days of onboarding this platform seems complicated due to its UI. The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks. I think there could be more advanced features for a CRM.
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information InfoFlo Solutions Inc Founded: 2004 Canada infoflo.one/non-profit-free-trial/		Company Information Insightly Founded: 2010 United States www.insightly.com
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Categories Construction CRM Contact Management CRM Donation Management Financial CRM Foster Care Fundraising Grant Management Healthcare CRM Human Services Nonprofit Patient Case Management Real Estate CRM Social Work Case Management Stakeholder Relationship Management		Categories Business Management Construction CRM Contact Management CRM Healthcare CRM Lead Management Project Management Sales Enablement Sales Force Automation Sales Forecasting Sales Tracking Task Management
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Show More Features Donation Management Features Campaign Management Donation Tracking Donor Database Event Management Gift Management Grant Management In-Kind Donations Matching Donations Mobile Donations Online Donations Pledge Management Receipts / Statements Recurring Donations Volunteer Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Foster Care Features Adoption Management Automated Reminders Available Families Database Case Management Checklists Child Intake Education Requirements Tracking Family Portal Foster to Adopt Online Applications Online Licensing Forms Payments Tracking Placement Management Reporting Respite Credits Tracking Treatment Management Fundraising Features Alumni Management Auction Management Campaign Management Contribution Tracking CRM Donor Management Event Management Gift Matching Management Grant Management Membership Management Mobile Giving Payment Processing Pledge Management Prospect Management Raffles / Lotteries Recurring Giving Volunteer Management Grant Management Features Compliance Management Contract Management Grant Application Management Grant Award Tracking Grant Opportunity Search Self-Registration Human Services Features Case Management Certification & Licensing Child Welfare Management Document Management Reporting & Statistics Scheduling Time Tracking Training Management Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management Patient Case Management Features Activity Tracking Assessment Notes Billing & Invoicing Calendar Management Candidate Identification Case List Management Eligibility Verification HIPAA Compliant Medical History Records Patient Records Referral Management Treatment Planning Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Social Work Case Management Features Case Notes Client Management Document Management Forms Management Goal Setting / Tracking Program Management Referral Management Reporting & Statistics Scheduling Volunteer Management Stakeholder Relationship Management Features Community Investment Tracking Stakeholder Assessment Stakeholder Commitments Management Stakeholder Complaint Management Stakeholder Consultation Tracking Stakeholder Engagement Stakeholder Grievance Management Stakeholder Information Management Stakeholder Issues Management Stakeholder Mapping		CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Show More Features Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Forecasting Features Competitor Analysis Correlation Analysis Dashboard Dynamic Modeling Exception Reporting Graphical Data Presentation Modeling & Simulation Performance Metrics Sales Trend Analysis Statistical Analysis Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View
Integrations Chargebee Contractbook DirectIQ Grow Hippo HubSpot Marketing Hub HubSpot Operations Hub LeadCRM Mailchimp Motileo Proposable Raklet ReachEngine Retreaver Salesforce Marketing Cloud Account Engagement Setmore Smily Stackreaction T-Max Phone Systems Vision Helpdesk Show More Integrations View All 1 Integration		Integrations Chargebee Contractbook DirectIQ Grow Hippo HubSpot Marketing Hub HubSpot Operations Hub LeadCRM Mailchimp Motileo Proposable Raklet ReachEngine Retreaver Salesforce Marketing Cloud Account Engagement Setmore Smily Stackreaction T-Max Phone Systems Vision Helpdesk Show More Integrations View All 340 Integrations
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