Ratings and Reviews 196 Ratings
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What is InfoFlo?
Simplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
What is HubSpot Customer Platform?
HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth.
It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements.
Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.
Integrations Supported
WordPress
AVANSER
Acefone
BIGContacts
Deadline Funnel
ExecVision
FlashRev
Kommo
MetaRouter
OceanFrogs
API Availability
Has API
API Availability
Has API
Pricing Information
$20/month/user
Pricing depends on users and features
Free Trial Offered?
Pricing Information
Free
Starter plan is $20/month, Professional plan is $1,450/month, Enterprise plan is $4,700/month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
InfoFlo Solutions Inc
Date Founded
2004
Company Location
Canada
Company Website
infoflo.one/non-profit-free-trial/
Company Facts
Organization Name
HubSpot
Date Founded
2006
Company Location
United States
Company Website
www.hubspot.com/products/customer-platform
Categories and Features
Construction CRM
Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
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
CRM
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
Donation Management
Campaign Management
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Financial CRM
Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Foster Care
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
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
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
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Nonprofit
Committee Management
Donor Management
Event Management
Fundraising Management
Member Database
Membership Management
Volunteer Management
Patient Case Management
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
HIPAA Compliant
Patient Records
Referral Management
Treatment Planning
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Stakeholder Relationship Management
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
Categories and Features
Account Data Management
Not specified
Account-Based Orchestration
Not specified
AI Content Generators
Not specified
AI Email Writers
Not specified
AI Marketing
Not specified
AI Sales Assistants
Not specified
AI Sales Tools
Not specified
AI Social Media Post Generators
Not specified
AI Summarizers
Not specified
AI Tools
Not specified
AI Writing
Not specified
Automotive CRM
Call Logging
Contact Management
Customer Support
Marketing Automation
Product Catalog
Quotes / Proposals
Territory Management
B2B eCommerce
Not specified
Call Tracking
CRM
Call Log
Call Recording
Call Routing
Campaign Management
Conversion Tracking
Keyword Tracking
Campaign Management
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Chatbot
Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration
Cold Email
Not specified
Construction CRM
Client Tracking
Forecasting
Project Management
Scheduling
Contact Management
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
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management
Conversational Support
Not specified
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Customer Self-Service
Not specified
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Revenue Management
Win / Loss Analysis
Demand Generation
Not specified
Drag and Drop Email Builders
Not specified
eCommerce Marketing
AB Testing
Abandoned Cart Email
Analytics / ROI Tracking
Customer Data Profiles
Dynamic Content
Email Marketing
Email Personalization
Facebook Ads
Google Ads
Product Recommendations
Push Notifications
Retargeting
SMS Marketing
Search Marketing
Segmentation
Signup Forms & Popups
Social Marketing
Triggered Emails
Website Visitor Tracking
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Email Personalization
Not specified
Email Template Design
A/B Testing
Code From Scratch
Drag & Drop Editing
Image Library
Import HTML Code
Mobile-Friendly / Responsive
Potential Issue Identification
Premade Templates
Proofing
Reporting / Analytics
Text Editor
Theme Editor
Financial CRM
Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
Hotel CRM
Not specified
Landing Page
A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Lead Scoring
Not specified
Live Chat
Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking
Marketing
Not specified
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Operations Management
Not specified
Popup Builders
Not specified
Quote-to-Cash
Not specified
Real Estate CRM
Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Revenue Operations
AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation
RFM Analysis
Not specified
Sales
Not specified
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Content Management
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management
Sales Dialers
Not specified
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
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 Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Sentiment Analysis
Not specified
SMS Marketing
2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win
Social CRM
Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management
Social Media Management
Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring
Website Visitor Identification
Not specified