InfoFlo Review

PROS: The thing that I really liked about this tool is how customizable it is, especially since our company has such a unique workflow that any CMS we would end up using would really need to be adaptable and customizable for it to work for us. This tool was precisely that, and it is even priced affordably. Another thing that I liked is how the developers are very open to hearing from their users and then using that feedback to improve their product.

CONS: It's a good tool, but it can always be improved. For one thing, configurations options could be further increased. Developers could, for instance, give users a chance to have task notifications be based on the due date rather than the start date.

PROS: I like a number of things about this tool For one, the customer support team is very helpful, quickly resolving the problems we approached them with and also providing us with fixes to bugs. This tool was also very user-friendly, which is a big deal since our company is small and not only of us are tech-savvy. Another thing that I really appreciated is how this made it easy for us to access customer-related tasks, notes, documents, and emails. It also allows us to work remotely and even without an internet connection, thanks to the offline synchronization feature. Finally, it all comes at a cost that is affordable to us.

CONS: Generally, I really like this software. However, there are a number of things that can be improved. For one, this tool seems to have a problem syncing with Outlook versions that aren't in English. It also doesn't allow me to input a contact's department, which is something that you really need to have if you're working with an organization that has a lot of departments. It would be great if we were allowed to add that information and have that information sync with Outlook as well.

PROS: Before, I was using Saleslogix and Goldmine CRM. So, those are my points of reference. Pricing is very affordable whether it's for indivdual use, small-scale, or mid-scale business. All basic features appear to be there. The tool is set up in a modular matter. That'll make it easier for you to choose modules or features you really need.

CONS: I like the fact that a History tab can keep up with all calls, meeting, projects, sales, and activities completed. I don't miss not having a certain area to peek into a finished activity for a company and the customer. Currently, the customization is very much limited under settings.

PROS: We love the Carmel Vision support service, they helped us to transfer from our old system to Infoflo, and they are really helpful and responsive to every need. They want to be sure that their products meets all our company needs.

CONS: The only thing that I dislike is that their customer service is based in Canada, and we are in UK, so we need to wait till afternoon to fix some issues. But, this is not a dislike, we love this software.

PROS: InfoFlo helps me to select the modules that best fit my business needs. What I like most is that I can use this app 30day free and they provide me with tech support on how to run the app. It’s very easy to use, and the app provides me with great import features and other categories features. The support team is great, they met all my company needs.

CONS: I don’t have anything to dislike. It’s new system for me.

PROS: So many things to like about this software. For one, we don't need to subscribe and only need to pay once. Any other functions we need, we can simply pay for. Thanks to this tool, our end of the year reports can be done with ease. This tool allows us to create detailed and custom reports according to the like of our clients or based on projects. Another way that this tool makes proposals and reports easy to do is by allowing us to create templates, as well as the system itself automatically filling in fields if needed. Another plus is that all of our data stays on our server.

CONS: Considering that we've used this software for a couple of years now, it's great that we've only had minor problems that we were able to solve simply by going to the website and looking at the provided resources and Knowledge Base. There are still a couple of issues, such as how some of the CRM parts couldn't be implemented into our process. I also would like to see a simpler screen, which I can think can be accomplished if they allow users to turn off certain portions of the software that we don't really need or use that often.

PROS: I'm working in a satellite office company. I constantly need interaction with other people in different offices within the Florida area. This tool ensures my projects, daily activities, companies, and contacts are all secured in one place. What's more, I get to share my information to my colleauges daily.

CONS: So far, I don't have anything to complain abouot this wonderful tool. It can do just about everything that I want it to do. The greatest thing with this is that I don't have to resort to paying any monthly fees to use it services. I treature this tool so much.

PROS: I like how I get to only deal with a one-time fee. I also love the fact that I can add functionality as I want them. I like how simple the design came to be and how I always have data with me. I've had my hand with other CRM software. The problem with them is that the complication is too intricate for my needs and setting them up was a hassle.

CONS: One of the biggest drawback is the issue that I'm dealing with. I wanted to upgrade my PC's RAM since it's always slowing down whenever I get it runing. I want to keep running in the background so I can toggle from task to the next easily. Unfortunately, it's using up a lot of PC's resources. So a definite hardware upgrade is a must!

PROS: Infoflo is great organizational and add-on service solution. We are using it to get feedback from our clients and to create customizable reports for our billing processes. We use this software for our day-to-day workflow. It’s very customizable and easy to use tool.

CONS: It would be great if they could make a mobile version of this software.

PROS: I've tried closing to 10 CRM. A majority of them are made for firms with more than ten employees from various departments. I wanted one that would assist in managing my 7-work volunteer, email, and personal domains. This tool happens to be the first where I get to manage just about everything.

CONS: When it comes to setting up a contact straight from a client's email, the company name (by default) is actually the email address extension. This requires clearing before saving it. It's a small issue, but it would be nice if the name of the company was left blank.

PROS: Outlook sync and the ability of custom programming. Also the initial migration from our legacy system. One time perpetual license and no annual software maintenance.

CONS: Poor customer service experience. Custom work is not guaranteed like out of the box programming. General release updates are buggy and when custom dev updates are applied, bugs that surface are not included in free bug fixes. Their attitude is that no software is perfect so the customer should expect bugs. They like to compare themselves to Microsoft and that Microsoft applications all have bugs. So as a customer I should expect every release to have bugs. Cannot rely on updates to be bug free. Always fixing new bugs after each update. Owner's statements would contradict previously agreed statements from Account Team

PROS: Infoflo is intuitive and easy to use CRM. This software meets all my business needs. I can easily install and use the add-on products feature. I love the price, because it’s really reasonable. Their customer service is very responsive and always ready to help.

CONS: There is nothing to dislike about this software.

PROS: First of all, I love the integration with the Outlook, this is a big plus for InfoFlo. Also, the app provides many features and supports various modules. Their support team are always here to help you with some issues or questions. The price is great, and the one-time-purchase policy is great thing and rarity on the market today. I love the search engine, it’s very fast.

CONS: I would love to see price for annual subscription that would cover software support and some updates, also it would be great if they could make cloud access together with on-premise.

PROS: Infoflo is great CRM app that is easy to use and provides me with amazing features that make my work easier. It’s great because there isn’t an option for monthly fee, otherwise it would be more expensive for small businesses. At the beginning I was confused with how all the email thing is working. I didn’t know whether my emails were displayed or not displayed. But, thanks to its great customer service I finally figured out how all thing is working. They are really amazing and helpful.

CONS: I wish they could make better integration with QuickBooks.

PROS: We love Infoflo features for stages, appointments, emails and etc. This software helps us to stay in track with our customer needs.

CONS: At the beginning we had some issues with few bugs, we needed to close the app and start over again. But everything is okay now.

PROS: Infoflo is easy to use and intuitive software with amazing interface. This app allows us to add new employees so we can speed up the production and engage them so they can become more productive as well. I have to tell, that they have wonderful support team. They help us when we face with some issues. They are very helpful and responsive.

CONS: It would be nice if they could implement automated workflow, for e.g. an option to create certain type of document that will help to create task for each employee, instead of manual tasking.

PROS: When you need to train new sales reps the earning course for Infoflo is really short, but it’s very beneficial and useful.

CONS: I would like to see more options for Admin account.