InfoFlo vs Prevail

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Attorneys Legal Support Staff Non-Attorney Representatives In-House Counsel Personal Injury Firms Social Security Firms Workers' Comp Firms Criminal Defense Firms VA Disability Firms

Rating


4.5 / 5
(74)
Read All Reviews

4.7 / 5
(65)
Read All Reviews

Ideal number of Users

1 - 1000+

1 - 499

Ease of Use


4.4 / 5


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

  • "Very easy to use, good value for the price, and with most of the needed functionality."


4.5 / 5


  • "I like that it is easy to use and pretty user friendly. I like that there are not as many options for personalization as Prevail 6."

  • "It's great and I love it so much, it's so easy to use."

Customer Support


4.3 / 5


  • "Great Software, Easy to Use & awesome customer service."

  • "The ease of use and the customer service. They know what their talking about and spend the time to understand."


4.8 / 5


  • "Customer support representatives are the BEST!!!! Because of them, I found this system very interesting and user friendly."

  • "I love that all the information about a case is at your fingertips. Their customer service is the best I've ever seen."

Features & Functionality


4.4 / 5


  • "Data organization is excellent. Custom fields allow for further customization which allows for even better categorization of data."

  • "Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication."


4.5 / 5


  • "Very user friendly and very functional. Even the most inexperienced can learn to use Prevail very quickly."

  • "Its quick its intuitive and its user friendly."

Value for Money


4.7 / 5


  • "The price is very market friendly without continuing fees, like most donor CRMs."

  • "All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money."


4.7 / 5


  • "Always pay for the technical support, it is worth EVERY penny spent."

  • "WE have been using PREVAIL7 for 4 yrs. It is worthwhile investment."

Product Features

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

Screenshots

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

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InfoFlo vs Prevail

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