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.
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.
Images




Not sure about InfoFlo?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Salesforce Sales Cloud

monday.com

HubSpot CRM

Pipedrive

Reviews
Already have InfoFlo?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy to use and improved my workflow significantly
Reviewed on 06/02/2018
Better comunication with clients. Easy to use and improved the client experience,
I would highly...
Better comunication with clients. Easy to use and improved the client experience,
I would highly recommend
Pros
I love that information is accessible and easily viewable on a mobile device. Clients love it to and it improved their accessibility as well.
Cons
I can't think of anything that did not work for me. The software made the client interactions easier and was of great value to the client experience.
- Industry: Writing & Editing
- 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
Carmel Vision's InfoFlo is software I can't live without!
Reviewed on 07/02/2018
It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.
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.
- Industry: Transportation/Trucking/Railroad
- Company size: 2–10 Employees
- Used for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
No Support During Paid Program Integration - No Refund After It Never Worked Fully
Reviewed on 07/10/2020
It was one of the most time exhausting experiences that ended up in me losing money for a piece of...
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.
Pros
I thought it was going to be an inexpensive alternative to ACT, for the functions that we use, but once we added on multi-user and Outlook integration, it was the same price as my annual ACT upgrade. Things worked well on "single user" trial mode so we bought the software. Then when we tried to integrate the two users we had issues and were told we would have to buy support at $149/hour. We were given a bunch of links to "resolve our issue", but no one even bothered to explain from the beginning that there would be a "Server/Host (database)" account and all others would be a "Mini Client". The secondary users were stuck on the trial version for more than a week. If I had not been persistent, we would never even gotten the paid for licenses to activate on each machine. In the end, it was really not useable. I had my assistant spend hours on data entry from histories and notes that did not carry over from ACT and in the end, you couldn't even change the dates on the notes and there was no information visible on the summary screen without clicking into each and every note to try and find the information you were looking for. This would be the opposite of useful CRM. I tried to ask for my money back and just received a no. DO NOT WASTE YOUR MONEY ON THIS SOFTWARE!
Cons
The interface is cheap looking, looks like something that was designed 15 years ago. Some parts are not intuitive to use. There is no support offered at all. It seems to be run by one individual and he is very condescending. After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version. We were not offered a refund because we "trialed it". We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure. DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Excellent CRM for Growing Business
Reviewed on 21/06/2021
InfoFlo is the common platform that all departments in our organization use from customer service,...
InfoFlo is the common platform that all departments in our organization use from customer service, billing, intake and shipping. The ability to track individual tasks for specific employees and recognize how much capacity each of them have for the day is very useful.
Pros
The capability to have the software grow with our needs is so important to our organization. We had launches the program as an attempt to go paperless and had we not done so when we did the impact of the pandemic could have crippled our organization.
Cons
The processing speed can vary depending on the time of day and # of users that are accessing the system. We do, however, understand that we utilize a lot of data and processing based on the amount of information that is being processed.
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
InfoFlo is a great contact management tool.
Reviewed on 23/06/2021
Overall it has been a very good experience. For our purpose, it centralizes our communications and...
Overall it has been a very good experience. For our purpose, it centralizes our communications and keeps our records organized which is exactly what we need.
Pros
InfoFlo is truly an excellent contact management software. It is great to access a contact and be able to see all the notes, emails, documents related to that contact. InfoFlo is a critical part of our organization.
Cons
Our InfoFlo is installed in a terminal server which has caused some problems in particular with scheduling appointments or using its calendar. We have tried several times to fix it without success. The software is also very limited on its reporting capabilities.
InfoFlo FAQs
Below are some frequently asked questions for InfoFlo.Q. What type of pricing plans does InfoFlo offer?
InfoFlo offers the following pricing plans:
- Starting from: US$30.00/month
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of InfoFlo?
InfoFlo has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does InfoFlo support?
InfoFlo supports the following languages:
Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish
Q. Does InfoFlo support mobile devices?
InfoFlo supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does InfoFlo integrate with?
InfoFlo integrates with the following applications:
Gmail, Google Calendar, Google Contacts, Microsoft 365, Microsoft Outlook, QuickBooks Online, QuickBooks Online Advanced, WordPress
Q. What level of support does InfoFlo offer?
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.
- CRM Software
- Contact Management Software
- Legal Case Management Software
- Financial CRM Software
- VoIP Software
- Call Centre Software
- Contact Centre Software
- VoIP Phone Systems
- IVR Software
- Telephony Software
- Cloud PBX Software
- Patient Case Management Software
- Call Accounting Software
- Call Tracking Software
- Call Recording Software
- Customer Communications Management Software