InfoFlo vs eXsight
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Overview
InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface
InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
eXsight Call Accounting is a fully integrated technology expense management and unified communications management solution with optional outsourced managed services
eXsight Call Accounting is a fully integrated technology expense management and unified communications management solution with optional outsourced...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$30.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$1.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.4/ 5Features
4.4/ 5Customer Service
4.3/ 5Value for Money
4.6/ 5Ease of Use
4.2/ 5Features
4.4/ 5Customer Service
4.7/ 5Value for Money
4.3/ 5Features
Total features 164
- API
- 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
- Audit Management
- Auto-Dialer
- Automatic Call Distribution
- Billing & Invoicing
- Blended Call Center
- By-Extension Reporting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Duration
- Call Logging
- Call Monitoring
- Call Recording
- Call Routing
- Call Tagging
- Call Volume
- Caller ID
- 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
- Cost Analysis
- Customer Database
- Customer History
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- 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
- Flexible Rate Tables
- For Accountants
- For CPA Firms
- For Nonprofits
- Forecasting
- Forms Management
- Goal Setting/Tracking
- Grant Management
- HIPAA Compliant
- Help Desk Management
- IVR
- Inbound Call Center
- Inbound Reporting
- Interaction Tracking
- Internal Chat Integration
- Inventory Optimization
- Inventory Tracking
- Invoice Management
- Invoice Processing
- Keyword Tracking
- Knowledge Base Management
- Lead Management
- Manual Dialer
- Marketing Automation
- Membership Management
- Mobile Access
- Multi-Location
- Multiple Scripts
- On-Demand Recording
- Order Management
- Outbound Call Center
- Outbound Reporting
- Phone Key Input
- Predictive Dialer
- Procurement Management
- Program Management
- Progress Reports
- Progress Tracking
- Progressive Dialer
- Project Management
- Project Time Tracking
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Recording
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Ring Groups
- Role-Based Permissions
- SIP Trunking
- SSL Security
- Sales Pipeline Management
- Scheduled Recording
- Scheduling
- 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
- Training Management
- Trust Accounting
- Unattended Call Management
- Unified Communications
- Usage Tracking/Analytics
- 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
Total features 38
- API
- 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
- Audit Management
- Auto-Dialer
- Automatic Call Distribution
- Billing & Invoicing
- Blended Call Center
- By-Extension Reporting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Duration
- Call Logging
- Call Monitoring
- Call Recording
- Call Routing
- Call Tagging
- Call Volume
- Caller ID
- 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
- Cost Analysis
- Customer Database
- Customer History
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- 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
- Flexible Rate Tables
- For Accountants
- For CPA Firms
- For Nonprofits
- Forecasting
- Forms Management
- Goal Setting/Tracking
- Grant Management
- HIPAA Compliant
- Help Desk Management
- IVR
- Inbound Call Center
- Inbound Reporting
- Interaction Tracking
- Internal Chat Integration
- Inventory Optimization
- Inventory Tracking
- Invoice Management
- Invoice Processing
- Keyword Tracking
- Knowledge Base Management
- Lead Management
- Manual Dialer
- Marketing Automation
- Membership Management
- Mobile Access
- Multi-Location
- Multiple Scripts
- On-Demand Recording
- Order Management
- Outbound Call Center
- Outbound Reporting
- Phone Key Input
- Predictive Dialer
- Procurement Management
- Program Management
- Progress Reports
- Progress Tracking
- Progressive Dialer
- Project Management
- Project Time Tracking
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Recording
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Ring Groups
- Role-Based Permissions
- SIP Trunking
- SSL Security
- Sales Pipeline Management
- Scheduled Recording
- Scheduling
- 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
- Training Management
- Trust Accounting
- Unattended Call Management
- Unified Communications
- Usage Tracking/Analytics
- 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
Integrations
- Gmail
- Google Calendar
- Google Contacts
- Microsoft 365
- Microsoft Outlook
- QuickBooks Online
- QuickBooks Online Advanced
- WordPress
Not provided by vendor