Overview: Infoflo CRM and Unanet CRM by Cosential as CRM Category solutions.

Infoflo CRM and Unanet CRM by Cosential, both offer robust customer relationship management solutions but cater to different needs and industries. Infoflo CRM is strong in sales call management and serves large enterprises, particularly in insurance and financial services. Unanet CRM focuses on document and proposal management, appealing to construction and engineering sectors. Both products support vital business development functionalities, but Infoflo CRM excels in integration, whereas Unanet emphasizes custom reporting.

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.

Unanet CRM by Cosential: Unanet-CRM-by-Cosential allows project-based businesses to manage the entire customer lifecycle. Pursuit through final invoicing is streamlined effectively.

Infoflo CRM and Unanet CRM by Cosential: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Infoflo CRM excels in managing sales calls and recording, making it a favorite among sales teams. read more →

Unanet CRM by Cosential specializes in sales document management and proposal creation, helping businesses streamline proposal processes. read more →

Business Goals

Infoflo CRM aids in enhancing customer relationships and acquiring new clients, focusing on personalized communication. read more →

Unanet CRM by Cosential helps in scaling best practices and increasing sales, targeting growth and market expansion. read more →

Core Features

Infoflo CRM offers robust integration capabilities and custom reports tailored for detailed analytics. read more →

Unanet CRM by Cosential shines with extensive custom report options and training tools, facilitating greater insights. read more →

Vendor Support

Infoflo CRM provides 24/7 support via phone and email, reflecting its dedication to constant availability. read more →

Unanet CRM by Cosential also offers strong round-the-clock support, with added focus on training and onboarding. read more →

Segments and Industries

Infoflo CRM caters predominantly to large enterprises, particularly within the insurance and financial services sectors. read more →

Unanet CRM by Cosential's main users are in construction and engineering, with a broad appeal to diverse business sizes. read more →

Operational Alignment

Infoflo CRM aligns with the needs of large enterprises, blending into extensive workflows with ease of data migration. read more →

Unanet CRM by Cosential fits construction industry workflows, designed for efficient document management and communication. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Infoflo CRM in Action: Unique Use Cases

How can Infoflo CRM enhance your Contact List Management process?

What makes Infoflo CRM ideal for Sales Document Management?

How can Infoflo CRM optimize your Engagement Management Workflow?

How can Infoflo CRM enhance your Helpdesk Management process?


Unanet CRM by Cosential in Action: Unique Use Cases

What Are the key features of Unanet CRM by Cosential for Business Development?

What Are the key features of Unanet CRM by Cosential for Workflow Management?

What benefits does Unanet CRM by Cosential offer for Training & Onboarding?

News

Latest Unanet CRM by Cosential News

Product Innovations at Unanet Champions 2025 Leverage AI to Help Customers Achieve ...

Unanet introduced new AI-driven product innovations at Unanet Champions 2025. These enhancements aim to boost efficiency and business development for customers. The updates leverage artificial intelligence to streamline project management and financial workflows for professional services and government contracting firms.

11/05/2025 - source

Business Setting

Infoflo CRM

Unanet CRM by Cosential