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...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

  • Free
  • One Time License
  • Subscription

Starting from

  • Free
  • One Time License
  • Subscription

Overall rating

4,5 /5
(82)
Ease of Use
4,4/5
Features & Functionality
4,4/5
Customer Service
4,3/5
Value for Money
4,6/5

Overall rating

4,3 /5
(6)
Ease of Use
4,5/5
Features & Functionality
3,8/5
Customer Service
4,8/5
Value for Money
4,8/5

Total features 125

  • "What If" Scenarios
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Audit Management
  • Auto-Dialer
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • 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
  • Caller Profiles
  • Campaign Management
  • Case Notes
  • Claims Management
  • Client Management
  • Client Portal
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer History
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Directory
  • Employee Management
  • Expense Tracking
  • File Management
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Historical Reporting
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Lead Management
  • Live Chat
  • Mailing List Management
  • Manual Dialer
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Multiple Parties
  • Multiple Scripts
  • On-Demand Recording
  • Open Database Design
  • Outbound Call Center
  • Outbound Reporting
  • Phone Key Input
  • Predictive Dialer
  • Progressive Dialer
  • Project Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Chat
  • Recording
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Survey/Poll Management
  • Task Management
  • Team Assignments
  • Telemarketing Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Time Tracking
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • User Management
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Who Answered Log
  • Workflow Management

Total features 40

  • "What If" Scenarios
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Audit Management
  • Auto-Dialer
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • 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
  • Caller Profiles
  • Campaign Management
  • Case Notes
  • Claims Management
  • Client Management
  • Client Portal
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer History
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Directory
  • Employee Management
  • Expense Tracking
  • File Management
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Historical Reporting
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Inbound Call Center
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Lead Management
  • Live Chat
  • Mailing List Management
  • Manual Dialer
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Multiple Parties
  • Multiple Scripts
  • On-Demand Recording
  • Open Database Design
  • Outbound Call Center
  • Outbound Reporting
  • Phone Key Input
  • Predictive Dialer
  • Progressive Dialer
  • Project Management
  • Prospecting Tools
  • Purchasing & Receiving
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Chat
  • Recording
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Survey/Poll Management
  • Task Management
  • Team Assignments
  • Telemarketing Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Time Tracking
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • User Management
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Who Answered Log
  • Workflow Management
  • Gmail
  • Google Calendar
  • Google Contacts
  • Microsoft 365
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • Quickbooks Online
  • WordPress
  • Gmail
  • Google Calendar
  • Google Contacts
  • Microsoft 365
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • Quickbooks Online
  • WordPress