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InfoFlo Review

InfoFlo
Our score: 9.1 User satisfaction: 100%

What is InfoFlo?

InfoFlo is an innovative yet simple-to-use CRM solution created for freelancers and SMBs. Serving as a one-stop-shop tool for managing contacts and business relationships, this platform is known for its competitive pricing plans. It is currently the most affordable CRM software on the market at a $99 one-time cost inclusive of free upgrades. 

Infoflo offers one of the most powerful Outlook sync on the market. It leverages your CRM tool with its project management and phone system integration. Your data is secured both in your private cloud or on your local network. By centralizing your customer relationships in a single platform, you can quickly access, view and manage your data in a single glance. On top of that, it is even equipped with integrations to calendar tools, email programs, and products like Google Sync, Outlook, and QuickBooks.

Overview of InfoFlo Benefits

InfoFlo offers a complete contact management solution by tracking, managing, and automatically linking pertinent information about your business contacts. All you need is a single-click access to retrieve all your information. It also offers you a look at your business relationship with your customers to see your previous exchanges and deals.

With just one click, InfoFlo can instantly connect you with a specific contact or a company or a number of them on various collaboration projects. All information is then automatically shared.

You can use InfoFlo to track leads and search for more possibilities for growth. It allows you to review the deals you and your sales team are working on.

What makes InfoFlo a good business solution is it can integrate all details of your contacts and clients directly from Outlook or an an Outlook formatted CSV file.

InfoFlo allows you to do email and calendar management, so correspondence as well as events and meetings are organized and stored. It can also do notes, task, and recordings management which you will find useful in your business.

InfoFlo lets you view a live feed of your Twitter, LinkedIn, and Facebook account. Now you can post to those social media accounts and view all the information within InfoFlo. It is also fully integrated with Skype allowing you to call contacts on your Skype account right from InfoFlo.

With a built-in 512 bit encryption, all your information in InfoFlo is virtually secured. You can transform any office into a virtual one with this security software. It can also centrally backup and restore the entire InfoFlo database, including users, contacts, documents, and all other information.

Overview of InfoFlo Features

  • Synchronization (emails, notes, tasks, leads)
  • Integrations
  • Leads & opportunities tracking
  • Email marketing & management
  • Customized dashboard
  • Customized document templates
  • Contact management
  • Notes management
  • Email & calendar editors
  • Social & online media management
  • Secured information storage
  • Collaboration tools
  • Central data backup recovery
  • Appointments and meetings tracking
  • Document management
  • Project management
  • Advanced search
  • Document scanning
  • Calendar sharing
  • Reporting & analytics tools
  • Market automation
  • Sales automation
  • Campaign dashboard
  • Campaign management
  • Newsletter management
  • Product catalog
  • Contact scheduler
  • Customer database
  • Quote management
  • Territory management
  • Remote access
  • Call center management
  • Integrated customer service
  • Knowledge base

What Problems Will InfoFlo Solve?

InfoFlo Position In Our Categories

Keeping in mind businesses have special business-related needs, it is sensible that they avoid going for an all-in-one, ”best” business application. Nonetheless, it is futile to try to chance on such a software product even among widely used software systems.
The practical thing to undertake can be to note down the numerous vital factors that necessitate scrutiny such as important features, pricing, technical skill capability of the employees, business size, etc. Thereafter, you must do the product research thoroughly. Go over some InfoFlo evaluations and check out each of the software options in your shortlist more closely. Such well-rounded product investigation guarantee you keep away from mismatched apps and choose the system which offers all the benefits you require business requires to be successful.

Position of InfoFlo in our main categories:

TOP 20

InfoFlo is one of the top 20 CRM Software products

TOP 10

InfoFlo is one of the 10 Sales Software products

InfoFlo is also listed in the following subcategories:

Companies have different needs and requirements and no software application can be ideal in such a condition. It is futile to try to find a perfect off-the-shelf software product that meets all your business wants. The wise thing to do would be to adapt the system for your specific requirements, worker skill levels, finances, and other factors. For these reasons, do not hurry and subscribe to well-publicized popular solutions. Though these may be widely used, they may not be the ideal fit for your specific needs. Do your homework, investigate each short-listed system in detail, read a few InfoFlo CRM Software reviews, call the maker for clarifications, and finally settle for the product that provides what you need.

How Much Does InfoFlo Cost?

InfoFlo Pricing Plans:

Free Trial

InfoFlo Basic

$99.00/user

InfoFlo PBX

$19.99/month

InfoFlo Cloud Hosting

$79.99/month

InfoFlo has three different product plans. InfloFlo Basic has a one-time cost per user so there are no monthly fees involved. You can purchase additional upgrades for each plan. There is a free trial available that allows you to test all the key functionalities as well. You can easily sign up for InfoFlo free trial here.

InfoFlo Basic

$99.00/user

  • Contact management
  • Relationship management
  • Import Contacts
  • Import Email
  • Email Management
  • Email Editor
  • Document archiving
  • Audio recording
  • Calendar management
  • Calendar editor
  • Notes Management
  • Microsoft and Google map integration
  • Skype integration
  • SIP softphone
  • Virtual office
  • Text to speech
  • SQL support
  • Data Recovery

InfoFlo PBX

All InfoFlo Basic features plus:

$19.99/month

  • Shipping Weight: 1.1025lbs

InfoFlo Cloud Hosting

All InfoFlo Basic features plus:

$79.99/month

User Satisfaction

Positive Social Media Mentions 50
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and InfoFlo reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with InfoFlo. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Free
  • One-time payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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InfoFlo Comparisons

InfoFlo user reviews

A great and realtively affordable tool to communicate with colleagues daily.

Read full review >
Rickey
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.10.2018 Company Size: More than 100 Employees Industry: Construction

Firsthand impressions using this tool for CRM and and managing projects.

Read full review >
Rita
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 23.09.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

I highly recommend Infoflo

Read full review >
Lamar
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.09.2018 Company Size: More than 100 Employees Industry: Human Resources

Custom development and application upgrades are generally buggy

Read full review >
John Chow
2/5

Overall Impression

1/5

Customer Support

1/5

Value for Money

3/5

Ease of Use

Published on: 30.07.2018 Company Size: 51-100 Employees Industry: Real Estate

Customizable CRM software

Read full review >
Martin
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 23.03.2018 Company Size: More than 100 Employees Industry:

What are InfoFlo pricing details?

InfoFlo Pricing Plans:

Free Trial

InfoFlo Basic

$99.00/user

InfoFlo PBX

$19.99/month

InfoFlo Cloud Hosting

$79.99/month

InfoFlo has three different product plans. InfloFlo Basic has a one-time cost per user so there are no monthly fees involved. You can purchase additional upgrades for each plan. There is a free trial available that allows you to test all the key functionalities as well. You can easily sign up for InfoFlo free trial here.

InfoFlo Basic

$99.00/user

  • Contact management
  • Relationship management
  • Import Contacts
  • Import Email
  • Email Management
  • Email Editor
  • Document archiving
  • Audio recording
  • Calendar management
  • Calendar editor
  • Notes Management
  • Microsoft and Google map integration
  • Skype integration
  • SIP softphone
  • Virtual office
  • Text to speech
  • SQL support
  • Data Recovery

InfoFlo PBX

All InfoFlo Basic features plus:

$19.99/month

  • Shipping Weight: 1.1025lbs

InfoFlo Cloud Hosting

All InfoFlo Basic features plus:

$79.99/month

What integrations are available for InfoFlo?

Add-ons:

  • Project Management
  • Document Management
  • Outlook Sync
  • Document Templates
  • Advanced Search
  • Reporting
  • Advanced Tasks
  • Shared Calendar
  • PBX Integration
  • Email Marketing
  • Document Scanner
  • Card Scanner
  • Office Server Sync
  • InfoFlo Offline
  • Email Analytics
  • Google Sync
  • QuickBooks Sync
  • Advanced Permissions
  • Document Auto Naming
  • Call Recording
  • Scheduled Backup
  • Invoicing

In addition, InfoFlo integrates with the following systems and applications:

  • Outlook or CSV in Outlook format
  • Twitter
  • Facebook
  • Skype
  • LinkedIn

InfoFlo average rating:

Average score
5/5 (14 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Pearl

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.

Reviewed 2 years ago

Read full review >

The least favorable review

John Chow

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

Reviewed 1 year ago

Read full review >

More reviews from 14 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

A great and realtively affordable tool to communicate with colleagues daily.

Read full review >
Rickey
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.10.2018 Company Size: More than 100 Employees Industry: Construction

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.

What do you think about this review? Great Poor

Firsthand impressions using this tool for CRM and and managing projects.

Read full review >
Rita
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 23.09.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

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.

What do you think about this review? Great Poor

I highly recommend Infoflo

Read full review >
Lamar
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.09.2018 Company Size: More than 100 Employees Industry: Human Resources

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.

What do you think about this review? Great Poor

Custom development and application upgrades are generally buggy

Read full review >
John Chow
2/5

Overall Impression

1/5

Customer Support

1/5

Value for Money

3/5

Ease of Use

Published on: 30.07.2018 Company Size: 51-100 Employees Industry: Real Estate

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

What do you think about this review? Great Poor

Customizable CRM software

Read full review >
Martin
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 23.03.2018 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor

A CRM database that’s very simple to operate.

Read full review >
Daisy
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.03.2018 Company Size: More than 100 Employees Industry: Accounting

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!

What do you think about this review? Great Poor

Great tool for managing our staff and projects, keep everything in one place

Read full review >
Ben
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.03.2018 Company Size: 11-50 Employees Industry: Information Technology Service

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.

What do you think about this review? Great Poor

At last! A robust and affordable CRM that can be utilized with Outlook.

Read full review >
Jonathan
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.03.2018 Company Size: More than 100 Employees Industry: Real Estate

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.

What do you think about this review? Great Poor

Infoflo is great for managing tasks

Read full review >
Howard
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.02.2018 Company Size: More than 100 Employees Industry: Not available

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.

What do you think about this review? Great Poor

Great customer support service

Read full review >
Cathy
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.02.2018 Company Size: 1-10 Employees Industry: Industrial Automation

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.

What do you think about this review? Great Poor

Infoflo is great CRM and helps us to keep track of everything

Read full review >
Kara
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.02.2018 Company Size: More than 100 Employees Industry: Not available

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.

What do you think about this review? Great Poor

Great CRM meets all my business needs.

Read full review >
Pearl
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.02.2018 Company Size: More than 100 Employees Industry: Insurance

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.

What do you think about this review? Great Poor

Great CRM tool helps to organize the operational processes

Read full review >
Margarita
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 23.01.2018 Company Size: More than 100 Employees Industry: Financial Services

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.

What do you think about this review? Great Poor

Must have CRM in every business

Read full review >
Frankie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.12.2017 Company Size: More than 100 Employees Industry: Publishing

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.

What do you think about this review? Great Poor
Reviewed By Nestor Gilbert
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