InfoFlo

About InfoFlo

CRM solutions on the market today are over-priced and are complicate to use. As well most of these solutions typically charge a recurring ongoing monthly fee in addition to many additional hidden costs. We believe that software doesn't have to cost 100's per month, per user but instead a one time cost. For this reason our Simple-To-Use CRM software has no monthly fees, includes free upgrades for life and is an affordable one-time cost for life.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of InfoFlo

InfoFlo Software is an all-in-one easy to use CRM software designed for SMBs. With our intuitive design users can easily see their recent communication activities automatically linked and archived.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Countries available

Australia, Canada, Cayman Islands, China, France and 9 others

Supported Languages

Danish, Dutch, English, French, German and 5 others

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

InfoFlo Software - Dashboard View
InfoFlo Software - Document Management
InfoFlo Software - Maps
InfoFlo Software - SMS Integration
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InfoFlo video
InfoFlo Software - Dashboard View
InfoFlo Software - Document Management
InfoFlo Software - Maps
InfoFlo Software - SMS Integration

Features

Total features of InfoFlo: 165

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Assessment Management
  • Asset Lifecycle Management
  • Attendance Management
  • Auto-Dialer
  • Automatic Call Distribution
  • Billing & Invoicing
  • Blended Call Centre
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Centre Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer History
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard Creation
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Due Date Tracking
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Directory
  • Employee Management
  • Event Management
  • Expense Tracking
  • File Transfer
  • For Accountants
  • For CPA Firms
  • For Nonprofits
  • Forecasting
  • Forms Management
  • Goal Setting/Tracking
  • Grant Management
  • HIPAA Compliant
  • Help Desk Management
  • IVR/Voice Recognition
  • Inbound Call Centre
  • Inbound Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • Keyword Tracking
  • Knowledge Base Management
  • Lead Management
  • Manual Dialer
  • Marketing Automation
  • Membership Management
  • Mobile Access
  • Multi-Location
  • Multiple Scripts
  • On-Demand Recording
  • Outbound Call Centre
  • Outbound Reporting
  • Phone Key Input
  • Predictive Dialer
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Progressive Dialer
  • Project Management
  • Project Time Tracking
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • Real Time Notifications
  • Real Time Reporting
  • Recording
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • SSL Security
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Survey/Poll Management
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Territory Management
  • Text to Speech
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Centre
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customisation
  • Voice Mail
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Who Answered Log
  • Workflow Management

Alternatives

Microsoft Teams

4.5
#1 Alternative to InfoFlo
Microsoft Teams is a chat-based workspace in Microsoft 365 which lets users collaborate on documents, make voice &...

Copper

4.4
#2 Alternative to InfoFlo
Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.

Salesforce Sales Cloud

4.4
#3 Alternative to InfoFlo
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Pipeline CRM

4.3
#4 Alternative to InfoFlo
PipelineDeals is a CRM you will actually use. Boost your business's sales pipeline and deal growth by up to 300% in the...

Reviews

Overall rating

4.5 /5
(95)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
4.3/5

Already have InfoFlo?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 95
Mark
Overall rating
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fantastic for my small consulting business

Reviewed on 02/10/2019

It helps me structure my activities so all critical parts of the business are being focused on...

It helps me structure my activities so all critical parts of the business are being focused on appropriately. It shows me how robust the pipeline is so I can have early warning on what activities I need to ramp up.

Pros

As a small business owner I am faced with doing everything. InfoFlo helps me keep track of my commitments and results. It helps me structure my days, keeps my focus on all aspects of the business (networking, prospecting, proposing, selling and delivering). I like the ability to tie notes and tasks to individual people and projects. I really like how the system links all activities (e-mail, tasks, etc.) to a person or project. It makes it easy on follow-up to see everything in one place.

Cons

It sometimes doesn't work after my computer has gone to sleep and I need to restart it.

Alternatives Considered

Pipeline CRM

Reasons for Choosing InfoFlo

That product took too many of my computer resources and also didn't have nearly the capability of InfoFlo

Reasons for Switching to InfoFlo

Cost was more appropriate for my business
Mathias
Overall rating
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 11/10/2018

We need to keep customer related information, documents, e-mails and tasks in one place accessible...

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.

Lisa
Overall rating
  • Industry: Architecture & Planning
  • Company size: 11–50 Employees
  • Used for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Don't waste your money

Reviewed on 13/08/2019

This product is only good for small companies that sell via phone to individuals and do not care...

This product is only good for small companies that sell via phone to individuals and do not care about mulitple contacts within a client's firm. 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.

Pros

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

Cons

It did not fuction as advertised. the conversion of our existing data was never completed successfully. the sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.

Tim
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Amazing app

Reviewed on 27/09/2019

Pros

1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

Cons

Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market.

Alternatives Considered

Pipedrive and Copper

Switched From

Pipedrive
Joe
Overall rating
  • Industry: Human Resources
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Observations from a Seven Year Customer

Reviewed on 28/11/2018

I can't think of anything at the moment.

I can't think of anything at the moment.

Pros

1) I like the ability to manage multiple email address from a single application.
2) I also like the separation of known and unknown contacts which is VERY helpful when managing incoming emails and deleting the junk.
3) The notes associated with individual contacts are also very helpful in managing a contact history by individuals and companies..
4) The tech support structure for submitting tickets to resolve quick questions is also a great solution.

Cons

I can't think of anything at the moment.

Showing 5 reviews of 95 Read all reviews

InfoFlo FAQs

Below are some frequently asked questions for InfoFlo.

InfoFlo offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

InfoFlo is a one time cost and includes free upgrades for life!

InfoFlo has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

InfoFlo supports the following languages:

Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish

InfoFlo supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

InfoFlo integrates with the following applications:

Gmail, Google Calendar, Google Contacts, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, WordPress

InfoFlo offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for InfoFlo.