InfoFlo vs. Method:CRM Comparison


InfoFlo InfoFlo Solutions Inc	Method:CRM Method Integration	+	+
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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 Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.
Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Small and medium sized businesses		Audience Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported		API Offers API Not Supported
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 Not Supported Free Trial Supported		Pricing $25.00/month/user Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team. Free Version Not Supported Free Trial Supported
Reviews/Ratings Read all reviews		Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information InfoFlo Solutions Inc Founded: 2004 Canada infoflo.one/non-profit-free-trial/		Company Information Method Integration Founded: 2010 Canada www.method.me/
Alternatives Sumac Societ		Alternatives WORKetc
DejaOffice CRM CompanionLink Software		Nutshell
PracticePanther Law Practice Software PracticePanther Legal Software		Pipedrive
PlanStreet		Salesforce
NewOrg NewOrg Management System View All		Platformax View All
Categories Construction CRM Supported Contact Management Supported CRM Supported Donation Management Supported Financial CRM Supported Foster Care Supported Fundraising Supported Grant Management Supported Healthcare CRM Supported Human Services Supported Nonprofit Supported Patient Case Management Supported Real Estate CRM Supported Social Work Case Management Supported Stakeholder Relationship Management Supported		Categories Appliance Repair Supported Construction CRM Supported Contact Management Supported CRM Supported Financial CRM Supported Nonprofit Supported
CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Not Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Supported Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Not Supported Household Tracking Supported Influence Tracking Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Nonprofit Features Accounting Not Supported Committee Management Supported Donor Management Supported Dues Management Not Supported Event Management Supported Fundraising Management Supported Member Database Supported Membership Management Supported Social Media Management Not Supported Volunteer Management Supported Show More Features Donation Management Features Campaign Management Supported Donation Tracking Not Supported Donor Database Supported Event Management Supported Gift Management Supported Grant Management Supported In-Kind Donations Supported Matching Donations Supported Mobile Donations Not Supported Online Donations Not Supported Pledge Management Supported Receipts / Statements Supported Recurring Donations Supported Volunteer Management Supported Foster Care Features Adoption Management Supported Automated Reminders Supported Available Families Database Supported Case Management Supported Checklists Supported Child Intake Supported Education Requirements Tracking Supported Family Portal Supported Foster to Adopt Supported Online Applications Supported Online Licensing Forms Supported Payments Tracking Supported Placement Management Supported Reporting Supported Respite Credits Tracking Supported Treatment Management Supported Fundraising Features Alumni Management Supported Auction Management Supported Campaign Management Supported Contribution Tracking Supported CRM Supported Donor Management Supported Event Management Supported Gift Matching Management Supported Grant Management Supported Membership Management Supported Mobile Giving Supported Payment Processing Supported Pledge Management Supported Prospect Management Supported Raffles / Lotteries Supported Recurring Giving Supported Volunteer Management Supported Grant Management Features Compliance Management Supported Contract Management Supported Grant Application Management Supported Grant Award Tracking Supported Grant Opportunity Search Supported Self-Registration Supported Healthcare CRM Features Audience Targeting Supported Campaign Management Supported Marketing Automation Supported Medical History Records Supported Patient Communications Supported Patient Management Supported Physician Management Supported Predictive Analytics Not Supported Human Services Features Case Management Supported Certification & Licensing Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Supported Patient Case Management Features Activity Tracking Supported Assessment Notes Supported Billing & Invoicing Supported Calendar Management Supported Candidate Identification Supported Case List Management Supported Eligibility Verification Not Supported HIPAA Compliant Supported Medical History Records Not Supported Patient Records Supported Referral Management Supported Treatment Planning Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Supported Referral Tracking Supported Segmentation Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Stakeholder Relationship Management Features Community Investment Tracking Supported Stakeholder Assessment Supported Stakeholder Commitments Management Supported Stakeholder Complaint Management Supported Stakeholder Consultation Tracking Supported Stakeholder Engagement Supported Stakeholder Grievance Management Supported Stakeholder Information Management Supported Stakeholder Issues Management Supported Stakeholder Mapping Supported		CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported Construction CRM Features Client Tracking Not Supported Contract Management Not Supported Forecasting Not Supported Project Management Not Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Not Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Not Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Not Supported Segmentation Supported Shared Contacts Not Supported Social Media Integration Not Supported Financial CRM Features Account Alerts Not Supported Asset Management Not Supported Expense Tracking Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Not Supported Nonprofit Features Accounting Supported Committee Management Not Supported Donor Management Supported Dues Management Not Supported Event Management Not Supported Fundraising Management Not Supported Member Database Not Supported Membership Management Not Supported Social Media Management Not Supported Volunteer Management Not Supported
Integrations Chat Agents Not Supported Eventur Not Supported Freedom Merchants Not Supported Gmail Not Supported Google Calendar Not Supported Google Workspace Not Supported Mailchimp Not Supported Microsoft Outlook Not Supported MindCloud Not Supported PayPal Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Rambox Not Supported Simplii Not Supported Vonage Business Not Supported Wufoo Not Supported Xero Not Supported Zapier Not Supported doForms Not Supported Show More Integrations View All 1 Integration		Integrations Chat Agents Supported Eventur Supported Freedom Merchants Supported Gmail Supported Google Calendar Supported Google Workspace Supported Mailchimp Supported Microsoft Outlook Supported MindCloud Supported PayPal Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Rambox Supported Simplii Supported Vonage Business Supported Wufoo Supported Xero Supported Zapier Supported doForms Supported Show More Integrations View All 21 Integrations
		Claim Method:CRM and update features and information Claim Method:CRM and update features and information