InfoFlo vs Process Server's Toolbox

Starting Price

Not provided by vendor

$35.00/month

Best For

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

We provide best of breed software for process serving companies to manage cases, jobs, and clients.

Ideal number of Users

1 - 1000+

1000+

Rating


4.5 / 5
(78)
Read All Reviews

4.5 / 5
(2)

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."


5 / 5


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."


4.5 / 5


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


Value for Money


4.7 / 5


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

  • "1 time fee, simple to use and long term cost is amazing."


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
Capterra screenshot placeholder

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
  • close Documentation

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InfoFlo vs Process Server's Toolbox

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Process Server's Toolbox vs InfoFlo