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.

Contact Management
Contact Management

Contact Management

Dashboard

Dashboard

Email Management

Email Management

New Opportunity

New Opportunity

Sales Management

Sales Management

Task Management

Task Management

Supported Operating System(s):

Windows 7, Windows 8



66 Reviews of InfoFlo

Overall rating

4.5 / 5 stars

Write a review

Showing 1 - 20 of 66 reviews

Start your review of InfoFlo

Write a review

Mark from Investia Financial Services Inc.

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Support is difficult to contact

I think Infoflo is a good CRM program, but it is not for someone who does not have computer support. Given that you own the software, it is much less expensive than subscription based programs.

Pros

I like this software because it is a one time cost and I feel that I own
it. Subscription based pricing seems more affordable but it makes things
extremely expensive if CRM is a permanent addition.
I like Infoflo because I think it has most of the features that I need. I
had a relatively well known CRM software program before Infoflo but it
began to crash and the provider has changed to an enterprise program with
an expensive monthly subscription, no individual user options and wouldn't
support an individual user so I had to start over.

Cons

The downside of Infoflo software is that you have to be proficient at
maintaining and trouble shooting computer issues. Apparently a lot of
the problems come from changes made automatically by my Norton antivirus
software!
I had a problem where Infoflo would not start automatically and I had to
restart it manually. This continued for several months until it just
wouldn't start. This was corrected when I asked support and they told me
that I had to download updates. This was the first that I had heard of
this. I thought software should work without updates.

The most recent problem was that the program was not displaying any of the
text describing the any of the links. I was "down" for several weeks. I
finally walked into Infoflo's offices with my computer and they fixed the
problem for me. My Norton antivirus had automatically deleted a file! I
would have never figured it out on my own.

Review Source: Capterra

Jean-Francois Regnauld from Thule Investments

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Easy to use, intuitive and works off line

My main business problem is to manage my contact list and deal flow. Infoflo helps me managing both.

Pros

The import of my LinkedIn contact list was easy and intuitive. So well done on that. The most important for me is to be able to use the software on my computer without the need of being connected. Very convenient when you travel long hours (i.e. a plane) and want to update your contact list with those recently collected business cards for exemple...

Cons

It's doing what I was expecting, so no complaint.

Review Source: Capterra

Kerry from Accurate Surveying & Mapping, P.C.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Best CRM out there, we think so!

We are preparing proposals and reports that are automatically filled in with the information from the database. Its super easy to prepare reports of our current projects for our weekly meetings that are up to date and relevant.

Pros

One time, up-front cost with no subscriptions and the data is located on our own server. Lots of flexibility with the modules offered that gives our team the tools we use most.

Cons

Would like the ability to turn off some of the features that we do not use as much. It does so much, and we have streamlined our processes to what works best for us.

Review Source: Capterra

Mathias from myolution GmbH

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Very easy to use, good value for the price, and with most of the needed functionality.

We need to keep customer related information, documents, e-mails and tasks in one place accessible for all the team members. The data is stored in a SQL database on a server in the cloud, so that home office use is possible with a good performance.

Pros

We are a very small company (3 employees) looking for an easy to use CRM software to share and keep information about our sales communication with our customers. Having access to customer related e-mails, documents and notes is very important. In addition, customer related tasks need to be available as well. All this we found in InfoFlo very nicely implemented and for a reasonable price. Offline synchronization is available as well, which is a great benefit when traveling without stable internet connection (airplanes, trains,…)
The support is really fast and highly motivated to help with problems and bug fixes.

Cons

There is not much to say, because InfoFlo is a great piece of software. Only the Outlook synchronization plug-in seems to have some small problems with using Outlook versions in another language (German). What is strongly missing is the possibility to input the department of a contact. Dealing with large companies or universities with many departments, this is valuable information and needs to be synchronized with outlook as well. A feature request is filed and hopefully this will be implemented soon.

Review Source: Capterra

Kevin from Natural Food Company

Ease-of-use

Value for money

Customer support

Functionality

August 2018

User friendly and easy enough to figure out

Pros

It has all the basics that i need at a very affordable price. Great response from their team on my questions and like that i own it for life vs a monthly cloud based crm.

Cons

Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software.

Review Source: Capterra

Daniel from Interweigh Systems

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

I have been using InfoFlow for 3 days now very extensively. Many good positive features.

More efficient use of information.

Pros

The e-mail integration feature is very powerful.
Saves a lot of time and allows for efficient customer follow-up.
Documentation management is also very strong.
Good merge field integration.
Had been using Maximizer 12 Entrepreneur before.
This is a worthy competitor with better features.

Cons

Contacts do not inherit the company address and phone numbers.
This means that a not of repetitive duplication is involved when entering in a lot of contacts for one company.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Great Software, Easy to Use & awesome customer service

Pros

The ease of use and the customer service. They know what their talking about and spend the time to understand. We are a small company that is expanding and has never used a software before. This was extremely easy to use and started all employees on the software immediately after it was implemented.

Cons

Training sessions are slightly high in price, although you don't really need much training because they give you a good demo and thorough walk through when you sign up.

Review Source: Capterra

Gary from Aerocomm Technical Sales

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

July 2018

First Outlook based CRM that meets my needs

Easy to use CRM for use with Outlook.

Pros

For literally years I researched CRM trying find one that would meet my needs specifically keeping all my contacts and calendar in a single data base but allowing me to send emails out using my individual signatures and email address for each one, business, volunteer, and personal. Easy to use and priced right. No long term contract just a one time, outright purchase.

Cons

In creating a contact, the default company name selected in the email extension such as @gmail. Minor problem as I have to delete it before adding or selecting a company already in the database. Better would be a blank line.

Review Source: Capterra

John from Rancho Mission Viejo

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Overpromised and underdelivered

Pros

One time fee with no maintenance costs, bugs are fixed free. Ability to create custom modules. Data migration flexibility.

Cons

Not SaaS, poor customer service, mainstream and custom updates are buggy, bugs introduced by custom programming are billable

Review Source: Capterra

Bill from Demand Data Creations

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Great for my small business

No monthly subscription

Pros

Monthly fees are a tough challenge for small business budgets. Liked this one was a one time cost, simple to use, and plenty of add on features to customize it for the efforts I need for my business.

Cons

Not sure I have any concerns as I begin making this part of my daily business plans and efforts. Looks like they have plenty of training and instructional resources.

Review Source: Capterra

Michelle from Michelle Mays CPA LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Super product

Software allows me to centralize client information.

Pros

The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently.

Cons

Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link. It would be nice if the software allowed user to automatically select the subfolders when the main folder is checked.

Review Source: Capterra

Amy from Silver Lake CC.com

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Excellent CRM interface to emails

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Great Software

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

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

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.

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Multipurpose CRM for donors, prospects, grants and events.

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Great product yet challenges with reports and support

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Professional staff

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Improves customer follow ups, resulting in increased revenue

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

Displaying 1 - 20 of 66 reviews