Insycle vs InfoFlo CRM Comparison

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insycle

CRM Software

4.8 157 user ratings

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88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

InfoFlo CRM

CRM Software

4.6 194 user ratings

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Overview

Description	Insycle is a modern customer data management platform that can be used to organise, cleanse and update customer data. Insycle helps to identify duplicate contacts or companies that deduplicate them. This platform also improves personalisation by standardising job titles, industry, address, and other text fields. Also, one can segment and create targeted campaigns using consistent data. With Insycle, users can import from CSV over flexible update controls and templates to avoid overwriting important data or duplicates alike. Insycle identifies incomplete, inaccurate data, and improperly formatted data to fix it. Also, this platform ensures the removal of fake contact, redundant data, and any bad data. This customer data management platform aggregates groups of data and drills down to underlying them. Also, one can explore the database to understand which fields are being used. It understands how many different values every field has. With Insycle, people can analyse and consolidate field structure and standardise their values. Workflows, automation, edit grids, and collaboration are some other features present within. Read more	Infoflo CRM is a feature-rich contact management system with over 20 built-in components, as well as lifetime free updates that monitors, maintains, and automatically ties all critical contact information back to the relevant contact, allowing access to all information with a single click. It helps you manage your customer records and provides you with rapid access to crucial data and business insights. With Infoflo CRM, you can take your sales pipeline with you so you don't miss out on any critical events or deals. With a simple search of the name or company, you can quickly access your to-do list and contacts on the move. You can sync all of your calendar events, Outlook contacts, categories, businesses, and outgoing/incoming emails in real time. InfoFlo enables you to manage all of your client interactions in one simple interface, ensuring that you have access to all of the critical information you want at a glance. You can attach files, configure email, and create reminders. Additionally, you can view and filter tasks for the whole organization using Infoflo CRM. Read more
Pricing Options	Free Trial Available Starts at $25.0. Offers Custom plan.	Free Trial Available Starts at $30.00.
SW Score & Breakdown	78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 69% Reviews 72% Momentum 61% Popularity 72%	88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 95% Reviews 79% Momentum 62% Popularity 71%
SaaSworthy Awards	# 1 Fastest Growing	Not Available

Features

Total Features	3 Features	22 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 14 More - Show Less
Unique Features	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Not available	Freelancers Medium Business Small Business
Platforms Supported	Not available	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows
Modes of Support	Not available	Business Hours Online

Reviews & Ratings

User Rating	4.8/5 157 user ratings	4.6/5 194 user ratings
Rating Distribution	Excellent 79.6% Very Good 19.7% Average 0.6% Poor 0% Terrible 0%	Excellent 71.6% Very Good 22.7% Average 3.1% Poor 1% Terrible 1.5%
User Sentiments	Powerful Data Deduplication, Extensive Automation Capabilities, Helpful Customer Support, Seamless HubSpot Integration Steep Learning Curve, Occasional Confusing UI/UX, Limited Data Visualization and Reporting, Pricing Complexity	Affordable Pricing, Ease of Use, Outlook Integration, Customizable Features Software Bugs, Limited Customization in Settings, Lack of Mobile Version, Inadequate Documentation
Review Summary	Insycle is a powerful data management tool that helps users clean and organize their CRM data, primarily in HubSpot and Salesforce. It offers a wide range of features for de-duplication, data cleansing, bulk editing, and formatting. While users praise its effectiveness and the time it saves, some note a learning curve and suggest utilizing their training resources and support, which is consistently lauded as excellent.	InfoFlo Software receives generally positive reviews, lauded for its user-friendly interface, robust features, and affordability. Users appreciate its ability to centralize customer data, manage projects, and integrate with Outlook, making it an efficient tool for teams, particularly those working remotely. However, some reviewers point out limitations in customization options and occasional software glitches. While the software offers a one-time purchase model, additional features often require add-on purchases, which might not be ideal for all users.
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Pricing

Pricing Options	Free Trial Available Starts at $25.0. Offers Custom plan.	Free Trial Available Starts at $30.00.
Pricing Plans Monthly Plans Annual Plans	Starter $25.00 $31.00 per month Growth $38.00 $47.00 per month Professional $50.00 $63.00 per month Enterprise Custom	On Premise $99.00 $99.00 per user Cloud Starter $30.00 $30.00 per month Cloud Advanced $35.00 $35.00 per month
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