Compare Act! vs. InfoFlo in 2026

InfoFlo

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Average Ratings 554 Ratings

Total

ease

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design

support

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Average Ratings 196 Ratings

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Description

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Description

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

API Access

Has API Yes

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

8x8 Yes

Act-On Yes

CloudCall Yes

DevHub Yes

Ecwid Yes

Eventbrite Yes

Evolve IP Yes

Facebook Yes

FreshBooks Yes

Freshdesk Yes

Show More Integrations

Explore All 80 Integrations

Integrations

8x8 No

Act-On No

CloudCall No

DevHub No

Ecwid No

Eventbrite No

Evolve IP No

Facebook No

FreshBooks No

Freshdesk No

Show More Integrations

Explore All 1 Integration

Pricing Details

$30.00/month/user

Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually

Free Trial Yes

Free Version No

Pricing Details

$20/month/user

Pricing depends on users and features

Free Trial Yes

Free Version No

Deployment

Web-Based Yes

On-Premises Yes

iPhone App Yes

iPad App Yes

Android App Yes

Windows Yes

Mac No

Linux Yes

Chromebook No

Deployment

Web-Based Yes

On-Premises Yes

iPhone App Yes

iPad App Yes

Android App Yes

Windows Yes

Mac Yes

Linux Yes

Chromebook No

Customer Support

Business Hours Yes

Live Rep (24/7) No

Online Support Yes

Customer Support

Business Hours Yes

Live Rep (24/7) No

Online Support Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person Yes

Vendor Details

Company Name

Act!

Founded

1987

Country

United States

Website

www.act.com

Vendor Details

Company Name

InfoFlo Solutions Inc

Founded

2004

Country

Canada

Website

infoflo.one/non-profit-free-trial/

Product Features

Automotive CRM

Call Logging Yes

Contact Management Yes

Customer Support Yes

Inventory Management Yes

Lease Management Yes

List Management Yes

Marketing Automation Yes

Product Catalog Yes

Quotes / Proposals Yes

Service Department Management Yes

Showroom Management No

Territory Management Yes

Business Management

Billing & Invoicing Yes

CRM Yes

Employee Management No

Financial Management Yes

Inventory Management No

Marketing Management Yes

Order Management Yes

Point of Sale (POS) No

Project Management Yes

Purchasing No

Scheduling Yes

Time & Expense Tracking No

Training Management No

Vendor Management No

Construction CRM

Client Tracking Yes

Contract Management Yes

Forecasting Yes

Project Management Yes

Quote Management Yes

Sales Management Yes

Scheduling Yes

Time Management Yes

Contact Management

Activity Management Yes

Appointment Management Yes

Contact Database Yes

Contact History Yes

Contact Import/Export Yes

Customer Pipeline Yes

Email Marketing Yes

Group Management Yes

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools Yes

Sales Pipeline Management Yes

Search / Filter Yes

Segmentation Yes

Shared Contacts Yes

Social Media Integration Yes

CRM

Calendar/Reminder System Yes

Call Logging Yes

Document Storage Yes

Email Marketing Yes

Internal Chat Integration Yes

Lead Scoring Yes

Marketing Automation Integration Yes

Mobile Access Yes

Quotes / Proposals Yes

Segmentation Yes

Social Media Integration Yes

Task Management Yes

Territory Management No

Email Marketing

A/B Testing Yes

Artificial Intelligence No

Auto-Responders Yes

CAN SPAM Compliance Yes

Customer Surveys Yes

Drip Campaigns Yes

Dynamic Content Yes

Event Triggered Email Yes

Image Library Yes

Landing Pages/Web Forms Yes

Mailing List Management Yes

Mobile Optimized Emails Yes

Reporting/Analytics Yes

Subscriber Management Yes

Template Management Yes

WYSIWYG Email Editor Yes

Financial CRM

Account Alerts Yes

Asset Management Yes

Expense Tracking Yes

Household Tracking Yes

Influence Tracking No

Lead Management Yes

Marketing Management Yes

Relationship Tracking Yes

Team Assignments Yes

Territory Management Yes

Healthcare CRM

Audience Targeting Yes

Campaign Management Yes

Marketing Automation Yes

Medical History Records Yes

Patient Communications Yes

Patient Management Yes

Physician Management Yes

Predictive Analytics No

Drag & Drop Yes

Form Creation Yes

Real Time Editing Yes

Responsive Yes

SEO Management Yes

Templates Yes

Lead Capture

Business Card / Badge Scanning No

Dashboard Yes

Data Extraction Yes

Lead Distribution Yes

Lead Notifications Yes

Lead Nurturing Yes

Lead Qualification Yes

Lead Scoring Yes

Online Forms Yes

Lead Management

Activity Tracking Yes

Campaign Management Yes

Lead Capture Yes

Lead Distribution Yes

Lead Nurturing Yes

Lead Scoring Yes

Lead Segmentation Yes

Pipeline Management Yes

Prospecting Tools Yes

Source Tracking Yes

Legal CRM

Marketing Automation

A/B Testing Yes

Analytics / ROI Tracking Yes

Artificial Intelligence Yes

Content / Blogging Platform No

Customizable CTAs Yes

Drip Campaigns Yes

Dynamic Content Yes

Landing Pages / Web Forms Yes

Lead Scoring Yes

Sales Intelligence Yes

Search Marketing Yes

Segmentation Yes

Social Marketing Yes

Website Visitor Tracking Yes

Online Form Builders

Artificial Intelligence Yes

Assign Roles / Permissions Yes

Collaboration Tools Yes

Conversational Forms Yes

Data Tables Yes

Drag & Drop / No Code Yes

Export to PDF Yes

HIPAA Compliant Yes

Import Existing Forms Yes

Mobile Forms Yes

Offline Forms No

Pre-made Templates Yes

Quizzes / Questionnaires No

Reporting / Data Visualization Yes

Signup Forms Yes

Surveys Yes

Real Estate CRM

Campaign Management Yes

Client / Property Matching Yes

Contact Management Yes

Dashboard Yes

Email Marketing Yes

Interaction Tracking Yes

Lead Management Yes

Property Alerts No

Referral Tracking Yes

Segmentation Yes

Real Estate Lead Generation

Sales Tracking

Activity Dashboard Yes

Alerts / Notifications Yes

Appointment Scheduling Yes

Call Logging Yes

Comments / Notes Yes

Custom Reports Yes

Document Management Yes

Email Templates Yes

Interaction Tracking Yes

Lead Management Yes

Lead Scoring Yes

Pipeline Management Yes

Reporting / Analytics Yes

Task Management Yes

Social CRM

Calendar/Reminder System Yes

Customer Support Yes

Email Marketing Yes

Lead Capture Yes

Lead Nurturing Yes

Live Chat No

Marketing Automation Integration Yes

Multi-Channel Social Integration No

Social Media Monitoring No

Task Management Yes

Product Features

Construction CRM

Client Tracking Yes

Contract Management Yes

Forecasting No

Project Management Yes

Quote Management Yes

Sales Management Yes

Scheduling Yes

Time Management Yes

Contact Management

Activity Management Yes

Appointment Management Yes

Contact Database Yes

Contact History Yes

Contact Import/Export Yes

Customer Pipeline Yes

Email Marketing Yes

Group Management Yes

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools Yes

Sales Pipeline Management Yes

Search / Filter Yes

Segmentation Yes

Shared Contacts Yes

Social Media Integration Yes

CRM

Calendar/Reminder System Yes

Call Logging Yes

Document Storage Yes

Email Marketing Yes

Internal Chat Integration Yes

Lead Scoring Yes

Marketing Automation Integration Yes

Mobile Access Yes

Quotes / Proposals Yes

Segmentation Yes

Social Media Integration Yes

Task Management Yes

Territory Management Yes

Donation Management

Campaign Management Yes

Donation Tracking No

Donor Database Yes

Event Management Yes

Gift Management Yes

Grant Management Yes

In-Kind Donations Yes

Matching Donations Yes

Mobile Donations No

Online Donations No

Pledge Management Yes

Receipts / Statements Yes

Recurring Donations Yes

Volunteer Management Yes

Financial CRM

Account Alerts Yes

Asset Management Yes

Expense Tracking No

Household Tracking Yes

Influence Tracking Yes

Lead Management Yes

Marketing Management Yes

Relationship Tracking Yes

Team Assignments Yes

Territory Management Yes

Foster Care

Adoption Management Yes

Automated Reminders Yes

Available Families Database Yes

Case Management Yes

Checklists Yes

Child Intake Yes

Education Requirements Tracking Yes

Family Portal Yes

Foster to Adopt Yes

Online Applications Yes

Online Licensing Forms Yes

Payments Tracking Yes

Placement Management Yes

Reporting Yes

Respite Credits Tracking Yes

Treatment Management Yes

Fundraising

Alumni Management Yes

Auction Management Yes

CRM Yes

Campaign Management Yes

Contribution Tracking Yes

Donor Management Yes

Event Management Yes

Gift Matching Management Yes

Grant Management Yes

Membership Management Yes

Mobile Giving Yes

Payment Processing Yes

Pledge Management Yes

Prospect Management Yes

Raffles / Lotteries Yes

Recurring Giving Yes

Volunteer Management Yes

Grant Management

Compliance Management Yes

Contract Management Yes

Grant Application Management Yes

Grant Award Tracking Yes

Grant Opportunity Search Yes

Self-Registration Yes

Healthcare CRM

Audience Targeting Yes

Campaign Management Yes

Marketing Automation Yes

Medical History Records Yes

Patient Communications Yes

Patient Management Yes

Physician Management Yes

Predictive Analytics No

Human Services

Case Management Yes

Certification & Licensing Yes

Child Welfare Management Yes

Document Management Yes

Reporting & Statistics Yes

Scheduling Yes

Time Tracking Yes

Training Management Yes

Nonprofit

Accounting No

Committee Management Yes

Donor Management Yes

Dues Management No

Event Management Yes

Fundraising Management Yes

Member Database Yes

Membership Management Yes

Social Media Management No

Volunteer Management Yes

Patient Case Management

Activity Tracking Yes

Assessment Notes Yes

Billing & Invoicing Yes

Calendar Management Yes

Candidate Identification Yes

Case List Management Yes

Eligibility Verification No

HIPAA Compliant Yes

Medical History Records No

Patient Records Yes

Referral Management Yes

Treatment Planning Yes

Real Estate CRM

Campaign Management Yes

Client / Property Matching Yes

Contact Management Yes

Dashboard Yes

Email Marketing Yes

Interaction Tracking Yes

Lead Management Yes

Property Alerts Yes

Referral Tracking Yes

Segmentation Yes

Social Work Case Management

Case Notes Yes

Client Management Yes

Document Management Yes

Forms Management Yes

Goal Setting / Tracking Yes

Program Management Yes

Referral Management Yes

Reporting & Statistics Yes

Scheduling Yes

Volunteer Management Yes

Stakeholder Relationship Management

Community Investment Tracking Yes

Stakeholder Assessment Yes

Stakeholder Commitments Management Yes

Stakeholder Complaint Management Yes

Stakeholder Consultation Tracking Yes

Stakeholder Engagement Yes

Stakeholder Grievance Management Yes

Stakeholder Information Management Yes

Stakeholder Issues Management Yes

Stakeholder Mapping Yes

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Compare Act! vs. InfoFlo

Average Ratings 554 Ratings

Average Ratings 196 Ratings

Description

Description

API Access

API Access

Screenshots View All

Screenshots View All

Integrations

Integrations

Pricing Details

Pricing Details

Deployment

Deployment

Customer Support

Customer Support

Types of Training

Types of Training

Vendor Details

Company Name

Founded

Country

Website

Vendor Details

Company Name

Founded

Country

Website

Product Features

Product Features

Alternatives

Alternatives

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