It has been a very successful transition to Infoflo and recommend for small and large businesses.

Documentation management is also very strong. Good merge field integration.

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

The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.

This software is very intuitive and it perfectly does what I expected. The user interface is more friendly than other platforms, enhancing my experience with it.

Perfect for tracking communication with clients.

No Support During Paid Program Integration - No Refund After It Never Worked Fully.

Very reliable and easy to use CRM platform. Love the customization and upgrade abilities.

Data organization is excellent. Custom fields allow for further customization which allows for even better categorization of data.

Input of information was a breeze to get started as they have a great mapping feature. The fact everything gets into a customer file with no redundancy.

The ability to integrate the incoming phones calls  through Infoflo talk is an excellent tool to record all customer contact records.

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

The software seems to work pretty good. I really like the breadth of options.

The problems come from changes made automatically by my Norton antivirus.

I had a problem where Infoflo would not start automatically and I had to.

1 time fee, simple to use and long term cost is amazing.

I also like free lifetime updates. Another good thing about this CRM is the technical support by email is free.

It was one of the most time exhausting experiences that ended up in me losing money for a piece of software that we do not use.

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.

The downside of Infoflo software is that you have to be proficient at. Maintaining and trouble shooting computer issues.

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.

While this software appears to be good on the surface, it does not perform as advertised.

Occasionally get an error message. But I just restart the software.

There is no way for multiple users to enter data consistently (such as pull down menus with option to select client industry so data gets entered however a user chooses.

Integrates seamless with Microsoft Office, Ease of use and the ability to get running right out of the box. Great product for small to midsize businesses.

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.

The import of my LinkedIn contact list was easy and intuitive.

Like a lot of new launchs  we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales).

The ease of use and the customer service. They know what their talking about and spend the time to understand.

Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).

Good value for the price for not for profit organizations. It does everything that we need it to do.

This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.

You can not export to excel. You cannot delete mistakes.

Great customer service and they listen to suggestions from their customers on how they can improve their product(s) to make them more intuitive and user-friendly.

It's a good way to track donors and volunteers and the exported reports are pretty good.

The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.

With Sumac, we got the perfect solution  excellent customer service and an easy-to-use product at an affordable price.

The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.

Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.

It has always been because of my lack of knowledge of it's capabilities.

SUMAC wins the prize for the tech company that consistently provides patient, helpful and good advice.

Like that you could manage contacts, take payment and sync with accounting software.

A great way to manage show attendees, we like that we can track who has donated and who has seen performances and what dates; contact types are very useful, as is the search builder function.

The website integration is great and easy to use.

We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered  almost everything on our wish list (and much more).

It is sometimes difficult to load the software onto Mac computers.

Sumac and its staff have been really supportive and so responsive to our specific needs and even our suggestions for improving the software.

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.

They are knowledgeable, friendly, patient and professional. It's so reassuring to know that if you need help, there is a live person available to walk you through what you need.

But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Sumac is incredibly easy to use, is customizable, and the free support is outstanding. They are always happy to help.

The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.

For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature.

Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support.

Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness.

US Dollar

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.



LongDescription

Call Duration

Call Tagging

Call Volume

Forecasting

Inbound Reporting

Caller Profiles

Internal Chat Integration

Time Tracking

Trust Accounting

Document Storage

Access Controls/Permissions

Activity Tracking

Employee Directory

Sales Pipeline Management

Referral Tracking

Contract/License Management

IVR/Voice Recognition

Automatic Call Distribution

Calendar/Reminder System

Relationship Tracking

Invoice Management

Voice Mail

Docket Management

Auto-Dialer

Blended Call Center

Call Recording

Call Logging

Team Assignments

Calendar Management

Activity Management

On-Demand Recording

Conflict Management

Call Center Management

Unattended Call Management

Progressive Dialer

Data Import/Export

VoIP

File Transfer

Call Routing

Virtual Extensions

Self Service Portal

Text to Speech

Recording

Contact Management

VoIP Connection

Help Desk Management

Outbound Call Center

Lead Management

Email Marketing

Mobile Access

Survey/Poll Management

Inbound Call Center

Ring Groups

Territory Management

Phone Key Input

Hotkeys

Virtual Call Center

Shared Contacts

Marketing Automation

Queue Management

Role-Based Permissions

Social Media Integration

Unified Communications

Multiple Scripts

Workflow Management

Predictive Dialer

Email Management

Caller ID

Activity Dashboard

Alerts/Notifications

Computer Telephony Integration

Knowledge Base Management

Segmentation

Reminders

Telemarketing Management

Real-Time Chat

Calendar Sync

Billing & Invoicing

Conversion Tracking

Accounting Integration

Keyword Tracking

Interaction Tracking

Expense Tracking

Manual Dialer

Multiple Parties

Outbound Reporting

Alerts/Escalation

Asset Lifecycle Management

Open Database Design

Reporting/Analytics

Case Notes

Contact Database

Scheduled Recording

Who Answered Log

Customizable Forms

Voice Customization

Video Conferencing

Client Management

Quotes/Estimates

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

InfoFlo

In Person

Live Online

Webinars

Documentation

Videos

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit: Donations, Case Management, Memberships, Grant Management, Volunteers, and more.

Sumac also offers integrated web pages, build-in email marketing tools, and robust reporting.

Top-rated support included!



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