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InfoFlo vs. ACT! CRM

Home InfoFlo vs. ACT! CRM

Find and compare CRM software: InfoFlo or ACT! CRM. This article will help you narrow down your choices and choose the vendor that best fits your company needs.

 Act! CRMInfoFlo CRM
TypeCloud
On-Premise
On-Premise
Free VersionYes
30 day free trial available
(Limited Functionality)
Yes – 1 month free trial available; no long-term commitments
Cost (Details)$10-35/month/user$99/user
One-time fee with upgrades for life
Business SizeSmall

Small
Medium
Large
PlatformsWindows
iOS (mobile)
Windows
Ease of UseDifficultEasy
Ease of ImplementationModerateEasy
Unique FeaturesOpportunity Management
Calendar Management
Lead Management
Task Scheduling
Outlook Sync
Document Archiving
Task Management
Social Media Integration
Email Management
Invoicing
SupportPhone Support
Email Support
Video Tutorials
Knowledge Base
Phone, Email Support, Knowledge Base Access and YouTube video tutorials Available
Integration with Other ProductsGoogle Apps
Constant Contact
Facebook
Microsoft Outlook
Dropbox
Google Apps
Mailchimp
Quickbooks
PBX
Mobile CompatibilityYesYes
DowntimeDepends on the type of CRM product you purchase.InfoFlo allows you to connect to a secondary server with your most up to date data and continue working where you last left off in order to minimize downtime.
Innovation3*5*

Verdict:

Two things that differentiate InfoFlo from ACT! are the ease of use and innovation. Customers of ACT! with editions of Microsoft SQL Server 2008 R2 and earlier versions have been experiencing compatibility issues with Windows 10. The only two versions that are compatible with Windows 10 are ACT! v17.2 and V18. Upgrades are also available to Enterprise customers as well as customers with Software Assurance on their volume licensing.

Small to medium sized businesses on a budget (most affected parties) are forced to upgrade their CRM system to a newer version or risk disruption to their operations as well as sales cycles. The other choice is to downgrade the operating system from Windows 10 to one of the earlier versions.

We are happy to report that InfoFlo is fully compatible with Windows 10. The upgrades are provided to customers free of charge to ensure little to no disruption when changes such as these do occur.

Another important aspect to consider when deciding between ACT! and InfoFlo is the pricing. With InfoFlo, you pay a one-time fee of $99/user. With ACT! you are looking to pay anywhere between $10-$35/month/user. There are options to pay annually as well as to purchase just the software itself. However, the latter CRM option may prove to be more expensive in the long-run.

Think of how much you will be paying each year as opposed to the amount of money you will put in at time of purchase and not having to worry about costs later. Even if you do not know what the future holds for you and your company, you may end up paying more with ACT! on a monthly basis to keep the CRM tool running. And if it turns out that you are paying too much money and there is a cheaper and better option out there [which there is], it will cost you more to re-train your staff, move over all of the data etc.

Our goal is to continue building powerful, intuitive and affordable solutions to meet the needs and requirements for all small and medium size businesses. InfoFlo has been sold across the globe to over 10,000 businesses.

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sales@carmelvision.com
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
Phone: 646-465-7676
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