Name: Infolio
Rating: 7 (1 reviews)
Author: Motech ltd.

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Bug  Tracking

Development

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Visual Collaboration

Enterprise

Accounting

Anti-Money Laundering (AML)

Investor Relations

Revenue Management

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Component Content Management

Data Pipeline

Electronic Data Interchange (EDI)

Fraud Detection

Hosted Virtual Desktop

Identity Governance and Administration

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Hosting

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Database Management Systems

Security Awareness Training

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Intent Data

Marketing Automation

Marketing Resource Management

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Prototyping

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Email Tracking

Sales Intelligence

eCommerce

Sales

Operational Technology (OT) Security

Security

Computer-Aided Design (CAD)

Construction Accounting

Loan Servicing

Nonprofit Fundraising

Patient Engagement

Revenue Cycle Management (RCM)

Utilities

Vertical-Specific

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Collaborative Task Management: Infolio's comprehensive and unique set of features has received praise from multiple users, making collaborative task management and brainstorming sessions more efficient and productive. Reviewers have appreciated the ability to set a project as private or share it with their team, which makes progress tracking easy with color-coded task cards.

Intuitive Interface: Several reviewers have praised Infolio for its highly intuitive interface that is visually appealing, making it simple to access and open files directly from the site. Users found inviting others to join straightforward, and noted that the app had a short learning curve, making it ideal for use in team environments.

Compatibility with Multiple Devices: Many users have appreciated Infolio's compatibility with multiple devices such as iPhones, iPads, and browsers. With this feature in place, reviewers found the app highly accessible and versatile allowing them to create pinboards with images, notes, links, docs, and lists on-the-go.

Difficulty Adding Users: Some users have had difficulty adding new users to Infolio. 

Glitches with File Types and Notes: Several reviewers mentioned experiencing glitches when trying to add certain file types to containers, as well as limitations with notes, such as a size limit and not being able to contain images and videos.

Search Function Needs Improvement: Multiple reviewers suggested that the search function in Infolio could be improved for better usability.

Infolio is a robust project management software solution that offers easy access and interaction with all data from one place, anytime and anywhere. It is designed to facilitate collaboration among team members with dedicated project chats, visual boards for information sharing, and custom data fields for lightweight CRM activities. Available on the web and as a native iOS app, Infolio is flexible enough to cater to teams of various sizes.

In addition to offering features like unlimited projects creation, task organization by lists and statuses, real-time monitoring of progress, commenting system, notifications and more - Infolio enables remote work by managing both work and team in one place via its visual task management functionality. The software also comes with multiple views such as Table View or Calendar View options allowing users to select their preferred presentation format based on their project needs. 

The software further integrates easily with cloud services such as Google Drive, One Drive or Dropbox making it easier for users to embed documents stored in these clouds into Infolio boards for faster results. All in all, this productivity tool provides an intuitive interface packed full of advanced functionalities ideal for management professionals across industries from start-ups through Fortune 500 companies looking for an all-in-one handy solution tailored towards enhancing collaboration amongst colleagues while simplifying complex workflows.

Infolio is a sales intelligence software solution offered by Motech ltd.

LinkedIn Sales Navigator is a sales intelligence software solution offered by LinkedIn.

Professional

Team

HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.

Sales Hub Starter

Starter Customer Platform

Sales Hub Professional

Sales Hub Enterprise

HubSpot Sales Hub

Infolio

Sales intelligence (SI) refers to technologies, applications and practices for the collection, integration, analysis, and presentation of information to help salespeople keep up to date with clients, prospect data and drive business.

Find out more at https://infolio.co or claim your free account right now at https://app.infolio.co

With Infolio you can run and track projects in Kanban based task boards, collaborate on content in visual spaces, and discuss stuff in the project chat.

This easy overview will introduce you to our key features. Learn the basics and get familiar with advanced techniques – to get your projects running and deliver results fast.

Quick demo of Infolio — All-in-one project collaboration suite

Infolio Demo Office Yoga

Infolio WordPress CV/Portfolio Theme DJ demo

infolio demo video stylist make up artist

Infolio demo video

Motech ltd.

Prospecting

Features related to generating leads and finding new contacts.

Advanced search

Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

Web browser extension

Allows users to search across the internet to find and capture new leads using a web browser extension.

Identification of new leads

Helps source leads at an acceptable rate, volume, and quality.

List quality

Lists generated by the tool are typically high quality.

Email contacts

Generates email contact information for leads.

Direct dial contacts

Generates direct dial contact information for leads.

List upload/download

Lists can be easily and quickly uploaded or downloaded from the platform.

Ideal customer targeting

Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

LinkedIn integration

Data.com integration

Load time/data access

Provides fast and consistent access to lists and leads.

Reverse IP lookup

Allows users to identify unknown web visitors using reverse IP lookup; because they have expressed interest, newly identified visitors are considered prospects.

Sales Intelligence Data Standards

How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory?

Contact information

Information about individual contacts is available and high quality.

Industry information

Information about industries and markets is available and high quality.

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

Lead qualification process

Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

Smart lists and recommendations

Automatically segments and qualifies leads into dynamic smart lists; more advanced tools can make recommendations not only about which leads to follow up on, but when to follow up or with what material. Actionable intelligence.

Salesforce integration

Integrates with the Salesforce.com CRM platform.

Company/business profiles

Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company. Gives sales reps context so they can deliver tailored sales pitches.

News updates

Tracks news related to accounts and contacts, such as acquisitions, market expansions, changes to leadership, etc.; adds relevant news updates to contact and/or company profiles.

Web traffic insights

Provides analytic insight around website interaction (aka behavioral or intent data). This may affect lead scoring and prioritization.

Prospect tracking/following

Allows users to “follow” particular leads or accounts, subscribing to receive updates on external events and changes to their position within the pipeline.

Alerts and reminders

Sends sales teams alerts/reminders about key happenings, opportunities, and recommended actions to take with leads.

Data hygiene

Helps users maintain clean lists and records, including duplicate management.

Automatic data refresh

Contact and company data are automatically kept up to date.

Filters and segmentation

Allows users to filter contacts and segment leads to explore data and create lists.

Notes

Allows users to attach notes to contact and company records.

Salesforce opportunity creation

Allows users to easily create an opportunity in Salesforce from within the SI tool.

Ability to append contact, lead, and account level data

Users can append records at the contact, lead, and/or account level.

Sales Intelligence Email Features

Features that support sending emails to leads, especially initial emails to a list of prospects. May gather additional sales intelligence based on email engagement, adding additional info to the contact record and/or contributing to lead prioritization.

Automated initial emails

Initial emails can be triggered to send to leads automatically.

Sales email templates

Users can create and share templates for emailing leads. May also include template testing capabilities, or other analytics that will recommend a template for a particular lead.

Sales landing pages

Users can create landing pages and link to landing pages in sales emails.

Engagement tracking

Allows users to track audience engagement with emails.

Append emails to records

Allows users to selectively or automatically append email threads and attachments to leads/contact records.

Infolio

Overview

What is Infolio?