InfoFlo vs Probate Admin

Starting Price

Not provided by vendor

$75.00

Best For

We cater to any company as our CRM system can be easily customized to any industry.

ProbateAdmin serves practitioners who deal with the administration of a deceased's Estate in England & Wales.

Ideal number of Users

1 - 1000+

1 - 1000+

Rating


4.5 / 5
(78)
Read All Reviews

4 / 5
(1)

Ease of Use


4.4 / 5


  • "I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments."

  • "We are a very small company (3 employees) looking for an easy to use CRM software to share and keep information about our sales communication with our customers."


4 / 5


Customer Support


4.3 / 5


  • "The program is an excellent, affordable CRM. Customer support is timely and has been great."

  • "The tech support structure for submitting tickets to resolve quick questions is also a great solution."


4 / 5


Features & Functionality


4.4 / 5


  • "Very reliable and easy to use CRM platform. Love the customization and upgrade abilities."

  • "The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business."


4 / 5


Value for Money


4.7 / 5


  • "It has all the basics that i need at a very affordable price. Great response from their team on my questions and like that i own it for life vs a monthly cloud based crm."

  • "I like this software because it is a one time cost and I feel that I own."


4 / 5


Product Features

  • Billing & Invoicing
  • Calendar Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract Management
  • Docket Management
  • Document Management
  • Email management
  • Expense Tracking
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Billing & Invoicing
  • Calendar Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract Management
  • Docket Management
  • Document Management
  • Email management
  • Expense Tracking
  • Task Management
  • Time Tracking
  • Trust Accounting

Screenshots

Capterra screenshot placeholder
View 5 screenshots 202871 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

Share Your Comparison of Probate Admin vs InfoFlo

InfoFlo vs Probate Admin

Share

Share Your Comparison of
Probate Admin vs InfoFlo