InfoFlo Software


 

InfoFlo is an 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 midsize B2B companies in a variety of industries including accounting, software, construction, real estate, healthcare and more. Additionally, it also offers project management, email marketing, invoicing and document management modules as addons.

InfoFlo gives clients access to training tools and videos on their website, as well as providing customer support through an online ticket system.

 

InfoFlo - Contact Management
 
  • InfoFlo - Contact Management
    Contact Management
  • InfoFlo - Dashboard
    Dashboard
  • InfoFlo - Email Management
    Email Management
  • InfoFlo - New Opportunity
    New Opportunity
  • InfoFlo - Sales Management
    Sales Management
  • InfoFlo - Task Management
    Task Management
Supported Operating System(s):
Windows 7, Windows 8

55 Reviews of InfoFlo

Showing 1-20 of 55

 

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Amy from Silver Lake CC.com
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

After searching and installing about 7 different CRMs this was by far the easiest to implement

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Pros

Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away.

Cons

I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something

Review Source: Capterra
 

Michael from Canadian Pro Drivers
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Excellent CRM interface to emails

Ease-of-use

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Great cost effective integration with OFFICE email and calendar

Pros

The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.

Cons

The tool is fragile, in that it seems to 'fall over' too often, requiring a reset or download of a 'more recent version'. The software only runs on Windows platforms, and is not web based.

Review Source: Capterra
 

Eric from Pharos Consulting Services
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

After Goldmine left the single user market found InfoFlow as an affordable Windows CRM application.

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An afforadable contact management that includes basic project management option.

Pros

The price is affordable for an individual, small business or mid-size business. All the basic functionality seems to be there. The system is modular so you can purchase the modules or functionality you need. One time purchase includes future updates, not a subscription. One of the few CRM systems with a Project Management module included. The Project Management module was a deciding factor. My needs included keeping up with companies, contacts, activities, schedules and monitoring projects. Additionally use it for sales and opportunity management.

The interface is clean and easy to navigate. There is some basic customization capability.

You can create a "template" that populates the task based on the type of new Project when a new project is created. Great feature.

Cons

I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc. I miss not having a specific place to look at completed activity for a customer of company.

There is limited customization available from the settings. You can create additional fields / custom fields, you can create task types, status, priority, etc. You can change the field labels to better fit you organization. While not highly customizable the basic system is very flexible and meets my needs.

Key dislike is that the documentation is limited. There is a knowledge base online but not a "user manual"

When updates are provided there is no way to find what is included, the update page is very out dated.

Review Source: Capterra
 

Jeff from CADMethods Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Great Software

Ease-of-use

Functionality

Product Quality

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Value for Money

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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

Review Source: Capterra
 

Lorraine from Rainbow Works Pty Ltd
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

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

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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.

Review Source: Capterra
 

Victoria from Conoce Tus Derechos, Inc.

February 2018

February 2018

Multipurpose CRM for donors, prospects, grants and events.

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Pros

We are a nonprofit who has trialed and purchased InfoFlo for our CRM, grants management and donor management. While there are hundreds of CRMs for nonprofits, I found InfoFlo to be the best way to get a CRM that will manage grants, donors, events, and reporting, as well as allow me to customize it. The price is very market friendly without continuing fees, like most donor CRMs.

Cons

I would like to see more support options included in the price, like chat and brief phone calls. I would like to see an integrated POS so we could take donations from out website and have the information recorded in the InfoFlo database. I understand this is something that InfoFlo is currently working on.

Review Source: Capterra
 

Celeste A. from DANCEL Multimedia, Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Great product yet challenges with reports and support

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Pros

Works like Business Contact Manager, easy to use, one time fee. I like the dashboard and syncing with Outlook email features.

Cons

REPORTING is not flexible, additionally a report is needed online that we can run and just click on a client name to go straight to the contact information. Reports cannot be sorted by different fields unless you export into Exel and modify which is time consuming.
Support, at times is a challenge, recently when asking for help installing the offline version of Infoflo(after 2 weeks of trying) we were told to buy support so we looked at a work around ourselves and it still would not download our data.
We contacted them for the 5th time and it we were told it is an internal error that an update is coming out for it.
EMAIL & POP UP REMINDERS: do not work on my computer at all, they worked one time on my IT guys computer.
BACKUP: does not remind you when it is full and then we did have a backup for 3 months. They said they are working on this.
MASS DELETE: cannot do this, must delete ONE entry at a time. They are working on this.
DELETION OF EMAILS THAT ARE NOT A CONTACT: This cannot be done and somehow upon installation of the software we had duplicated emails and now have over 250K and cannot delete them.

Review Source: Capterra
 

Frank from C K Capital, Inc
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Professional staff

Ease-of-use

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I use it as a contact program and keeping history communications.

Pros

Many very useful features. I like the notes feature because you cannot go back and edit entries. Showing most recent activity.

Cons

Could not get sync to work properly. I have multiple devices and I should be able to have program on each device. No phone app.

Review Source: Capterra
 

Michael from Imagine Backyard
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Improves customer follow ups, resulting in increased revenue

Ease-of-use

Functionality

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Better customer follow up

Pros

Easy to navigate, contacts are easily visible, tab selection for scrolling through various functions very good.

Cons

Back ups take up huge hard drive space. Once you purchase this software your on your own to resolve any software questions or how to use features. There is no personal support other than online videos that don't always resolve specific issues.

Review Source: Capterra
 

Thomas from Genesis

February 2018

February 2018

Considering several CRM softwares available in the market, Infoflo is surely value for money.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

You have the option of purchasing the add-on based on your requirement, and it is faster because the data is in your system

Cons

I am yet to find anything that I find it user friendly in this software. I do not think I can segmentise or work sections for different types of clients.

Review Source: Capterra
 

Marios from Peachy Health Clinic
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Fantastic product. Surpassed my needs and expectations!

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Gave me the ability to work more efficiently and conveniently.

Pros

Fast, simple, versatile. Very well conceived and implemented product. Makes life very much easier and efficient.I especially like the fact that you can add modules as needed and the fact that the software can grow with the business needs. The support provided by the company is excellent too.

Cons

Nothing significant. There is a delay with editing feature (of notes) but I guess this has got to do with the broadband speed. It would be good to be able to change some of the Icons (you can change the name) it would then take on a more personal and bespoke look. Other than that only praise for the product.

Review Source: Capterra
 

Tony from Back To The Grain Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Infoflo, easy to use and it manages my business sales & contacts easily. I would be lost without it.

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Pros

I run a small family run Business and I love how Infoflo seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed.

Review Source: Capterra
 

Amjad from First Source Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

One of the best CRM software's

Ease-of-use

Functionality

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Value for Money

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manage my sales team

Pros

you pay for one time & its very easy to use in a different ways & its suitable for most of the applications that could be used on

Cons

its not applicable with QB and on the other hand if it could be cloud base it would be much better to use

Review Source: Capterra
 

Aleksandros from The Leaders

February 2018

February 2018

I'm working with InfoFlo for more than 5 years. Great features for a truly low price.

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I organized my label and I understood my clients better

Pros

- Value for money
- Business layout
- Ease of use
- Overall experience
- suited for small to big size labels

Cons

The official APP of the product recently released and still needs some improvements which I'm sure that this will be fixed ASAP from the label.

Review Source: Capterra
 

Rich from Springer Realty Group
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

InfoFlo is user friendly with not so complicated features

Ease-of-use

Functionality

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It allows me to keep up with my clients. I can easily look at when I last communicated with a potential client.

Pros

I like how I'm able to integrate my GMail account into InfoFlo. I can click on a contact and all emails, notes and tasks associated with the contact are shown.

Cons

Freezes and or locks up from time to time during periods of non-use. I have to go into End Task to shutdown.

Review Source: Capterra
 

Greg from Konig Australia

February 2018

February 2018

Works well, simple to use, with a pipeline forecasting $ opportunity that works well

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increase sales and account mamangement

Pros

Integration with emails and calendar so tasks are always visible. To find a person quickly by their name or a company or category, especially with the search my computer function, making sales and managing customers very manageable.

Cons

Would like more flexibility with the dashboard as would like to see pipeline by product type by month by year

Review Source: Capterra
 

Marie-Elisabeth from MEli Business
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

I have started a new activity last year and choosed Infoflo that is very well for small business

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a professionnal way of organisation to contact my customers and have a look on each activity .

Pros

Even if you have not bought all the addons you can start your Customer Relationship activity.
And when you start your activity you can act in a professionnal way right away.
That's why I have recommanded this software to different business people who were looking for a solution.

Cons

nothing really instead the fact of having once a problem with the downloading of my incoming mails. And it was impossible to get them back.

Review Source: Capterra
 

Kelly from Bertrand Johnson Acoustique Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Didn't quite work out for us

Ease-of-use

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Pros

Number one: It isn't cloud based or paid for monthly!!! You have it on your server to use for as long as you want. That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual. I'm sure that if you start out with a clean slate or want to pay the fee so they will help you transfer your data into their software, it's probably great. We were very enthusiastic to try it. If our needs were greater and we had a bigger budget, things would have probably worked out fine. As it is, we appreciate that we got a lot of free help from tech support (normally it's all paid) with a few of the issues we had. We just weren't able to make it work with our tiny budget. Thanks to Shai for his time and patience.

Cons

After dozens of attempts, we were never able to transfer our existing data to the software by ourselves. Were told we would have to pay a minimum of 2 hours support just to request help transferring our data into their software. I have 2 programmers, there is an Import function in the basic package, we had both CSV and Excel files to use for the import. It didn't seem right to us that we should need their help. We were told after we bought a license that we would not be able to import on our own... so we feel that the function shouldn't be visible to the client if it can't be used by them without paid help. It's misleading. Our budget was very small as our needs were very simple. I finally got my programmers to build us a small address book as that is all we really needed.

Review Source: Capterra
 

Lianne from Bergeron Financial Solutions

February 2018

February 2018

I like the fact that infoflo is a one time cost and that the data is saved on my computer

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I think it will serve our needs well, but still learning and figuring things out.

Pros

I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

Cons

2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Review Source: Capterra

  Response: Carmel Vision, Carmel Vision

Date: February 2018

February 2018

 

Thank you for your review Lianne.

Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal.

Our online ticketing support provides at the very minimum a same day response time and typically within hours.

We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate.

We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base.

Thanks for all the feedback.

 

Parviz from iFreedom Financial Solutions Inc.

February 2018

February 2018

It is easy to install and you can customize it to your needs. I am in Financial industry.

Ease-of-use

Functionality

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Value for Money

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Quality
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Pros

It is easy to install and you can customize it. I also like free lifetime updates. Another good thing about this CRM is the technical support by email is free.

Cons

It is not accessible on your mobile and it doesn't work with IOS or Mac computer. I like to see this option to buyt and pay for it once or have a component for mobile access same as buying other components and also make it available to IOS and Mac computers

Review Source: Capterra