Infoflo CRM vs. Act!: Comparing Best CRM Solutions 2026

Overview: Infoflo CRM and Act! as CRM Category solutions.

This comparison report of Infoflo CRM vs. Act! is based on a specific set of business needs and context. The comparison uses 5243 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Infoflo CRM and Act!

Infoflo CRM, Act!, Bigcontacts CRM, Karma CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Infoflo CRM covers Sales Call Management with Phone Calls, Contact List Management with E-Mail, Sales Document Management with E-Mail, Engagement Management with E-Mail, etc.

Act! focuses on Contact List Management, Engagement Management with E-Mail, Communication Management with E-Mail, Sales Document Management with E-Mail, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Infoflo CRM: InfoFlo CRM offers affordable, customizable CRM software for small to midsize B2B companies, enhancing business productivity. Core features include email marketing, project management, and real-time team collaboration.

Act!: Act! offers integrated CRM and marketing automation to enhance lead conversion and customer engagement. Users can market efficiently and build lasting customer relationships.

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Applying your context and needs changes the comparison

Business Setting

Popular in Industry

  • Insurance (11.0%)

  • Financial Services (10.0%)

  • Construction (7.0%)

  • Financial Services (9.0%)

  • Real Estate (8.0%)

  • Computer Software (7.0%)

Popular in Segments

  • SMB and MidMarket (98.0%)

  • Enterprise (2.0%)

  • SMB and MidMarket (93.0%)

  • Enterprise (7.0%)

Infoflo CRM and Act!: Best activities based on customer satisfaction


Infoflo CRM in Action: Unique Activities

How can Infoflo CRM optimize your Sales Document Management Workflow?
The system allows users to create professional reports and proposals using customizable templates, and the software automatically populates these documents with information from the database. It facilitates efficient quote generation, lead tracking, and automated email communication. While the system offers a one-time purchase option, it has limitations regarding user control over information and potential discrepancies in upgrade procedures.
"...but email using separate signatures for the business specific domain...." Peer review by Gary F, Broker Associate, Real Estate
What solutions does Infoflo CRM provide for Helpdesk Management?
The software provides customer relationship management capabilities. The software includes a call center feature. The software integrates with VoIP services.
"...The call center feature is what we needed the most and it has solved our issues...." Peer review by Consultant

Act! in Action: Unique Activities

Why is Act! the best choice for Contact List Management?
Act assists in organizing contacts, scheduling interactions, and tracking communication history. It facilitates managing customer information and maintaining current contact lists. Act's capabilities are limited by the fact that some users have found it less effective than previous versions.
"...ACT gives you a lot of the features of a good CRM, such as contact lists, company listings/linkings, integration with Outlook, email word processor, email templates,..." Peer review by Patrick M, Manager of Technical Services, Information Technology and Services
How can Act! optimize your Engagement Management Workflow?
Act Engagement Management helps users track customer interactions, schedule follow-up appointments, and create personalized notes. It simplifies the process of managing customer relationships, saving time and enhancing engagement. Act Engagement Management does not offer support for the creation of to-do lists or quotes.
"...provides the ability to keep a detail history of all my contacts (3,089 at the moment) along with a tickler as to when to follow up with them...." Peer review by Philip L, Owner, Apparel & Fashion
What makes Act! ideal for Communication Management?
Act Communication Management helps users manage interactions with clients and colleagues. It offers features such as email tracking, call logging, and appointment scheduling. Act Communication Management has limitations in areas such as mobile device integration and reporting capabilities.
"...We love communication with our team via remote locations using act to store all customer info and interaction I love being able to store all customer information, interactions/communications all in one place from multiple users in different locations...." Peer review by User in Apparel & Fashion, Apparel & Fashion
How can Act! enhance your Lead Tracking process?
ACT! is a robust tool for tracking sales opportunities. It allows users to record prospect information, manage calendars, and track lead sources and status changes. While ACT! provides many helpful features, it can sometimes require extra steps to track opportunities.
"...for my personal use, it is an excellent system for tracking prospects and obtaining the sales potential of each client...." Peer review by ARTURO, AZU PARTS & SERVICES

News

Latest Act! news

Act! Named a 2026 CRMmys Finalist for Best CRM for Small Business

Act! has been named a finalist in the 2026 CRMmys Awards for Best CRM for Small Business. This recognition highlights Act!'s commitment to providing CRM solutions tailored for small and midsized businesses, evaluated by an independent practitioner panel. The award reflects Act!'s performance against current standards and its longstanding focus on empowering SMBs.

22/06/2026 - source