InfoFlo vs. Platformax Comparison


InfoFlo InfoFlo Solutions Inc	Platformax	+	+
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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 Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
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 Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Small and medium sized businesses		Audience Businesses searching for an inside sales CRM solution to improve their processes
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 $9.99 per month 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 Supported
Company Information InfoFlo Solutions Inc Founded: 2004 Canada infoflo.one/non-profit-free-trial/		Company Information Platformax Founded: 2009 Slovenia www.platformax.com
Alternatives Sumac Societ		Alternatives Pipedrive
DejaOffice CRM CompanionLink Software		monday CRM monday.com
PracticePanther Law Practice Software PracticePanther Legal Software		Salesforce
PlanStreet		Close
NewOrg NewOrg Management System View All		ClientTether 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 Construction CRM Supported Contact Management Supported CRM Supported Financial CRM Supported Inside Sales Supported Lead Management Supported Real Estate CRM Supported Sales Enablement Supported Sales Force Automation 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 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 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 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 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 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 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 Not Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Not 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 Not Supported Financial CRM Features Account Alerts Not Supported Asset Management Not Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Not Supported Relationship Tracking Supported Team Assignments Not Supported Territory Management Not Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Not Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Not Supported Referral Tracking Not Supported Segmentation Supported Show More Features Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Not Supported Presentation Management Not Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Force Automation Features Call Management Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Not Supported Proposal Generation Supported Referral Tracking Not Supported Sales Forecasting Supported Territory Management Not Supported
Integrations Gmail Not Supported Google Calendar Not Supported Google Drive Not Supported Mailchimp Not Supported WordPress Supported View All 1 Integration		Integrations Gmail Supported Google Calendar Supported Google Drive Supported Mailchimp Supported WordPress Not Supported View All 4 Integrations
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