InfoFlo Print
InfoFlo Print is an all-in-one management software designed specifically for print shops to streamline order management, estimating, production tracking, and customer communication in a single integrated platform.
Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | InfoFlo Print | Insightly |
|---|---|---|
| Website | infofloprint.com | insightly.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $99/month | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2010 | 2009 |
| Headquarters | Toronto, Canada | San Francisco, USA |
Overview
InfoFlo Print
InfoFlo Print provides a centralized hub to manage your entire print shop operation from initial quote to final delivery. You can eliminate manual entry and fragmented systems by using a platform that combines customer management, automated estimating, and real-time production tracking. It helps you respond to customer inquiries faster and ensures your team stays aligned on job statuses without constant meetings.
The software is built specifically for the printing industry, meaning you get specialized tools like a web-to-print portal and automated proofing workflows. You can manage your shop's health through detailed reporting and integrated accounting, allowing you to focus on growing your business rather than chasing paperwork. It scales with your shop's needs, whether you are a small local printer or a high-volume commercial facility.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Overview
InfoFlo Print Features
- Automated Estimating Generate accurate quotes in seconds using pre-configured pricing rules for materials, labor, and machine time.
- Web-to-Print Portal Give your customers a branded online storefront where they can place orders, upload files, and track progress 24/7.
- Production Management Track every job through your shop with visual status updates and automated notifications for your production team.
- Digital Proofing Send proofs to customers automatically and capture digital approvals or change requests directly within the system.
- Inventory Tracking Monitor your paper stock and supplies in real-time so you never run out of materials during a critical job.
- Integrated CRM Store all customer interactions, order history, and files in one place to provide personalized service every time.
- Automated Invoicing Convert approved quotes into invoices instantly and sync them with your accounting software to get paid faster.
- Shipping Integration Calculate shipping rates and print labels directly from the order screen to streamline your fulfillment process.
Insightly Features
- Relationship Linking. Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pricing Comparison
InfoFlo Print Pricing
- Unlimited users
- Customer Management (CRM)
- Order & Quote Management
- Production Tracking
- Basic Reporting
- Email Integration
- Everything in Subscription, plus:
- Web-to-Print Storefront
- Online Payment Integration
- QuickBooks Sync
- Advanced API Access
- Custom Development Options
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pros & Cons
InfoFlo Print
Pros
- Industry-specific tools designed specifically for print shop workflows
- Unlimited user seats prevent costs from scaling with team size
- Centralized communication keeps all customer files and notes organized
- Responsive support team helps with initial setup and customization
- Web-to-print portal simplifies the ordering process for repeat clients
Cons
- Initial setup requires significant time to configure pricing rules
- Interface can feel dated compared to modern general-purpose CRMs
- Learning curve for staff transitioning from manual paper systems
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription