InfoFlo is a scalable, integrated CRM solution that can be accessed online or installed on premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users also have access to InfoFlo’s core features, like email marketing, appointments and meetings, project management, Skype and Outlook integration, and task management, all which can be shared amongst team members in real time.
InfoFlo will work with clients to build a CRM that’s customized for their business size and needs. The solution can be utilized by small to mid-sized B2B companies in a variety of industries including Accounting, Software, Construction, Real Estate, Healthcare and more.
InfoFlo gives clients access to training tools and videos on their website, as well as providing customer support through an online ticket system.
Lonnie from CLY Enterprises
InfoFlo is great. Not only does it do everything I need, the support is first class. And the cost is great.
Arie from AB Financial
Pro: A huge relief to finally find a CRM software that links all emails, notes, appointments, files, tasks and opportunities to the appropriate contact and company. We can finally organize all of our customer information and easily access it when we need it. Plus the Gmail Sync feature allows us to view and send all emails directly from Infoflo, saving us a lot of time.
Con: There is no app yet, but I hear it's in the works. With that said, the Gmail Sync addon allows us to view most information on our phones anyway.
Rachel from TopDoc
We love InfoFlo! This software is a intuitive, easy to use and very very affordable. There are several features that are essential for my business
1) Integration with Outlook which is better than any other sync I've seen out there.
2) Installing the CRM on our own servers rather than the cloud- which is key for privacy
Getting the basics down with InfoFlo is very simple, and the website offers a series of helpful tutorial videos which makes getting started really easy.
Haya from CD Capital
The system is very intuitive and simple to use. It took me no time to learn how to use it, and if I ever get stuck the customer service is first rate. The feature set is extensive and I can pick from a list of add-ons depending on my needs. I use the Outlook add-on which is fully integrated with my Outlook program making the transition to using InfoFlo very simple. Overall, it's a great CRM package and happens to be very affordable which is great!