InfoFlo software


62 reviews(4.5/5)
62 reviews(4.5/5)

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.

Supported Operating System(s):
Windows 7 , Windows 8

62 Reviews of InfoFlo

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  • Kevin from Natural Food Company

    August 2018

    User friendly and easy enough to figure out

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Daniel from Interweigh Systems

    Number of employees: 11-50 employees

    August 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Great Software, Easy to Use & awesome customer service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gary from Aerocomm Technical Sales

    Number of employees: 1 employee

    July 2018

    First Outlook based CRM that meets my needs

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • John from Rancho Mission Viejo

    Number of employees: 51-200 employees

    July 2018

    Overpromised and underdelivered

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Bill from Demand Data Creations

    Number of employees: 1 employee

    June 2018

    Great for my small business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Michelle from Michelle Mays CPA LLC

    Number of employees: 2-10 employees

    May 2018

    Super product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Amy from Silver Lake CC.com

    Number of employees: 51-200 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Michael from Canadian Pro Drivers

    Number of employees: 11-50 employees

    April 2018

    Excellent CRM interface to emails

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Eric from Pharos Consulting Services

    Number of employees: 2-10 employees

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jeff from CADMethods Ltd

    Number of employees: 2-10 employees

    February 2018

    Great Software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lorraine from Rainbow Works Pty Ltd

    Number of employees: 1 employee

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Victoria from Conoce Tus Derechos, Inc.

    February 2018

    Multipurpose CRM for donors, prospects, grants and events.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Celeste A. from DANCEL Multimedia, Inc

    Number of employees: 11-50 employees

    February 2018

    Great product yet challenges with reports and support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Frank from C K Capital, Inc

    Number of employees: 1 employee

    February 2018

    Professional staff

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michael from Imagine Backyard

    Number of employees: 11-50 employees

    February 2018

    Improves customer follow ups, resulting in increased revenue

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Thomas from Genesis

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marios from Peachy Health Clinic

    Number of employees: 2-10 employees

    February 2018

    Fantastic product. Surpassed my needs and expectations!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tony from Back To The Grain Ltd

    Number of employees: 2-10 employees

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Amjad from First Source Engineering

    Number of employees: 11-50 employees

    February 2018

    One of the best CRM software's

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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