InfoFlo

InfoFlo

All-in-One CRM Software Solution

4.5/5 (67 reviews)

InfoFlo Overview

CRM solutions on the market today are over-priced and are complicate to use. As well most of these solutions typically charge a recurring ongoing monthly fee in addition to many additional hidden costs. We believe that software doesn't have to cost 100's per month, per user but instead a one time cost. For this reason our Simple-To-Use CRM software has no monthly fees, includes free upgrades for life and is an affordable one-time cost for life.

Pricing

Starting from
$99
Pricing options
Free Trial
One Time License
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, China, Europe, Germany and 5 others, Japan, Latin America, Middle-East and Africa, United Kingdom, United States

Supported Languages

Danish, Dutch, English, French, German and 5 others, Hungarian, Italian, Russian, Spanish, Turkish

InfoFlo Reviews

Overall rating
4.5/5
93% positive reviews
41
Excellent
21
Very good
4
Average
0
Poor
1
Terrible
Lorraine C.

Carmel Vision's InfoFlo is software I can't live without!

Used Daily for 2+ years
Reviewed on 2018/02/07
Review Source: Capterra

It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.

Pros

InfoFlo is a powerful organization tool that puts all your data, emails, notes and documents at your fingertips. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project.
This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. A host of highly affordable optional add-ons enable integrated invoicing or integration with your accounting system, PBX integration, phone call recording, email marketing, email analytics, list management, automated backup, Google integration, Outlook integration, use on mobiles and tablets... The add-ons list just keeps growing.
The system allows a high degree of customization to accommodate the data you want to store, arranged your way.
Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it.
Videos help you learn to use it and the support is good.

Cons

Very few: No comprehensive user guide, but it's quite intuitive.
Sometimes support staff can be a little unclear in responses, but they always clarify if asked.
It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss.
I cannot access documents in InfoFlo to upload to a website. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jeff B.

Great Software

Used Daily for 1+ year
Reviewed on 2018/02/08
Review Source: Capterra

Keep control of my customers

Pros

Easy to use. Got on top of it in hours. Simple interface, simple screens. Particularly like the "relations" so you can go from Company to Employee or Employee back to company. Far more powerful than a "folder" structure which I have used previously.

Cons

Have only ONE style of email template. I suggest an alternative or rather an addition. Have MANY buttons on the email screen that are programmable. First button could be programmed to have the caption THANK YOU. Which on clicking simply inserts into the email text "Thank you for your email". Another button programmed to have the caption TRIAL which on clicking inserts some text into the email "You can download a trial version from our website www...... Another button SIGNATURE which inserts your signature as text.
With ten buttons you can personalise the email in a few button presses. I have been thanked so many times for my personal email using a button system. I ignore one template emails - they are a lot of text that is mainly irrelevant. The buttons give you the opportunity to personalise emails and makes a real point of difference. I have used such a system and loved it. Don't get me wrong InfoFlow is great - but this is one feature that I would use many times a day and I would warrant so would everyone else. The more buttons the better. Got other ideas too if you like this one! I develop software myself. Jeff Bilkey

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jay M.

Excellent support, simple interface. Missing features are minor & only available in expensive CRMs.

Used Daily for 6-12 months
Reviewed on 2018/02/06
Review Source: Capterra

Time savings in managing customer info and maintaining collective information management/situational awareness. Time, printing, and transcription error savings also in filling out internal office forms and other templates. Looking forward to exploring social media integrations and exploring other 3rd party apps that we can combine to enhance the CRM with even more workflows we use.

Pros

Easy to teach new staff, well laid out dashboards and view/browsing of relationships and linked information. Activity logs of other systems can clutter up the view and simply having them requires staff effort (increased wages or dedicated IT admin). Any computer can be used as a server without need for DNS or VPN, etc. Document version control. Basic user permissions can be set. Desktop pop-up reminders a nice touch. VOIP telephony available too!

Cons

Templates only available in Word (recommend Invoicing add-on if you require forms to use formulas), and templates only use merge fields (auto-fill data into forms) that are available in the contact record (uses system fields and custom fields). Hoping to see custom fields and templates that can also be created for opportunities (initiate letter from within the opportunity so it uses fields from that one and not another opportunity from same customer). Email accounts are merged into a single in and a single out basket- am told folders are going to be available in a future update. Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Alex T.

Service has been great. Program has some aggravating limitations.

Used Daily for 1+ year
Reviewed on 2018/02/06
Review Source: Capterra

Improvement in contact management over manual address book

Pros

I use the program to maintain personal contacts and contacts for a small service business. Service, from the initial sales contact through support when I got confused have been remarkable. It was the service even more than the product that made me choose this program. It is fairly easy to use, even for someone who really isn't the most technically competent. Even with limitations that are a bit frustrating, the value for money is excellent.

Cons

There are some limitations that I find frustrating. One in particular is mail merging. You appear to have to deal with one contact letter at a time. The flexibility in this area falls short of other CRM products I have used in the past. But again, my comments must be taken in the context of the price point and relative value for money. Sorting capabilities are limited. For example I cannot seem to create a custom list by choosing/limiting contacts who fall into several categories. For example customers who from a list of 5 services receive only 3 services. In our landscaping business we have customers who are individuals as well as business customers. The two groups seem to have to be dealt with separately as opposed to being able to generate a simple list of all customers in a given category.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Janet H.

InfoFlo offers an excellent CRM solution for both small and medium sized businesses.

Used Daily for 1-5 months
Reviewed on 2017/07/04
Review Source: Capterra

InfoFlo offers an exceptional CRM platform enabling you to boost concentration and stay on focus to complete your workflow.

Pros

- InfoFlo's software design is unique among its competitors due to InfoFlo having a mainframe where modules or "add-ons" may be added or removed according to the end user's needs. As a result, InfoFlo's software is not bloated resulting in superior end user experience. The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
- Price for start up is very reasonable - and there are no monthly subscriptions - This allows the smallest of businesses to enjoy a sophisticated CRM without the worry of monthly overhead.
- InfoFlo form editor offers an endlessly number of customized fields to address unique business needs. Having built over 100 field items in a single form within InfoFlo, I can attest InfoFlo accepted all my customized fields without the slightest hint of impacting performance nor any instability concerns during the upload process. Actually using this form is a breeze.
- Email function simple yet complete (no confusing clutter).
- Able to rename internal functions that best suits the nomenclature for my business.
- As your business grows, InfoFlo is able to grow with you - there's no worry to outgrow your InfoFlo CRM.
- Offers categories function to facilitate in search results with superior accuracy.
InfoFlo is one of the best purchases yet I have made for my business.

Cons

No cons but for future suggestion it would be nice to
1) add url links as an option in the form editor;
2) add links between contact and contact. Rationale: Allow you to know your contact's social circle.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10

InfoFlo Pricing

Starting from
$99
Pricing options
Free Trial
One Time License
Value for money

InfoFlo is a one time cost and includes free upgrades for life!

InfoFlo Features

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Calendar Management

  • API
  • CRM Integration
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for InfoFlo

Key features of InfoFlo

  • Built-in Email Editor
  • Business Card Scanning
  • Calendar Sharing
  • Collaboration
  • Contact management
  • Custom Dashboards
  • Document Management
  • Document Scanning
  • Document Templates
  • Email Management
  • Email Marketing
  • Leads & Opportunities
  • Map Integration
  • Phone Integration
  • Project Management
  • QuickBooks Desktop Sync
  • QuickBooks Online Sync
  • Reporting & Analytics
  • Scheduled Backup
  • Two Way Google Sync
  • Two Way Outlook Sync

Benefits

InfoFlo Software is an all-in-one easy to use CRM software designed for SMBs. With our intuitive design users can easily see their recent communication activities automatically linked and archived.

InfoFlo FAQs

Below are some frequently asked questions for InfoFlo.

Q. What type of pricing plans does InfoFlo offer?

InfoFlo offers the following pricing plans:

Starting from: $99

Pricing model: One Time License

Free Trial: Available

InfoFlo is a one time cost and includes free upgrades for life!

Q. What are the main features of InfoFlo?

InfoFlo offers the following features:

  • Built-in Email Editor
  • Business Card Scanning
  • Calendar Sharing
  • Collaboration
  • Contact management
  • Custom Dashboards
  • Document Management
  • Document Scanning
  • Document Templates
  • Email Management
  • Email Marketing
  • Leads & Opportunities
  • Map Integration
  • Phone Integration
  • Project Management
  • QuickBooks Desktop Sync
  • QuickBooks Online Sync
  • Reporting & Analytics
  • Scheduled Backup
  • Two Way Google Sync
  • Two Way Outlook Sync

Q. Who are the typical users of InfoFlo?

InfoFlo has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does InfoFlo support?

InfoFlo supports the following languages:

Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish

Q. What type of pricing plans does InfoFlo offer?

InfoFlo has the following pricing plans:

One Time License

Q. Does InfoFlo support mobile devices?

We do not have any information about what devices InfoFlo supports

Q. What other apps does InfoFlo integrate with?

InfoFlo integrates with the following applications:

Gmail, Google Calendar, Google Contacts, Microsoft Outlook, Office 365, QuickBooks, QuickBooks Online, Wordpress

Q. What level of support does InfoFlo offer?

InfoFlo offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials