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InfoFlo REVIEW

CRM Software

14 user reviews
USER SATISFACTION 100%
OUR SCORE 9.1

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

Position of InfoFlo in our main categories:

20

InfoFlo is one of the top 20 CRM Softwareproducts

Top
10

InfoFlo is one of the 10 Sales Softwareproducts

20

InfoFlo is one of the 20
CRM Software products

10

InfoFlo is one of the 10
Sales Software products


InfoFlo is also listed in the following subcategories:

Category:Position:Category:Position:
Contact Management Software#6
Category:Position:
Contact Management Software#6

Since each company has unique business needs, it is advisable for them to abstain from searching for a one-size-fits-all faultless software solution. Needless to say, it would be useless to try to find such a platform even among market-leading software applications. The smart thing to do would be to list the various important aspects that require consideration such as required features, budget, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some InfoFlo reviews and look into each of the other apps in your shortlist in detail. Such exhaustive homework can ensure you weed out ill-fitting applications and zero in on the solution that provides all the features you require for business success.

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

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.

POSITIVE SOCIAL MENTIONS

50

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
Language Support
  • English
Pricing Model
  • Free
  • One-time payment
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • On Premise

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

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

User reviews


User reviews in total: 14

12
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1
0

Average Rating:

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The most favorable review

Rickey

2 months ago


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.

The least favorable review

John Chow

5 months ago


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

Published 2 months ago
Verified
user
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,...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



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Published 5 months ago
Verified
user
Pro
review
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.



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
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,...



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