
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:
N/A
- 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.
Devices
Business size
Markets
Australia, Canada, China, Germany, France, United Kingdom, Ireland, Japan, Cayman Islands, New Zealand, Singapore, United States and 7 others
Supported Languages
Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish and 5 others
Pricing starting from:
N/A
- Free Version
- Free Trial
- Subscription
Images




Features
Total features of InfoFlo: 112
Alternatives
HubSpot CRM

Pipedrive

Pipeline

Maximizer CRM

Reviews
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- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!
Reviewed on 06/02/2018
Pros
While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases.
Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience.
The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm.
If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.
Cons
To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee.
- Industry: Insurance
- Company size: 2-10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Perfect for tracking communication with clients
Reviewed on 21/08/2019
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized...
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.
Pros
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.
Cons
That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.
Reasons for Choosing InfoFlo
ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a fieldReasons for Switching to InfoFlo
The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
I like the fact that infoflo is a one time cost and that the data is saved on my computer
Reviewed on 06/02/2018
I think it will serve our needs well, but still learning and figuring things out.
I think it will serve our needs well, but still learning and figuring things out.
Pros
I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.
Cons
2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. 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. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.
Response from Carmel Vision
Thank you for your review Lianne.
Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal.
Our online ticketing support provides at the very minimum a same day response time and typically within hours.
We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate.
We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base.
Thanks for all the feedback.
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Fantastic Product shame about the price
Reviewed on 01/04/2022
All my CRM issues go away with this product and I like that it's not a subscription but paying for...
All my CRM issues go away with this product and I like that it's not a subscription but paying for all you need in one go is a a hard hit to take.
Pros
Honestly an excellent product all around
Cons
Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast.
Alternatives Considered
Maximizer CRMReasons for Choosing InfoFlo
More features and avoid a never ending monthly fee.Switched From
CentrixOne Email MarketingReasons for Switching to InfoFlo
Monthly subscription fee- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Onboarding to InfoFlo
Reviewed on 25/01/2022
I've only been using it for very little time so I'm spending much time in the "Academy" . Learning...
I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.
Pros
The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.
Cons
Haven't found anything so far! I'll let you know if something crops up...
Reasons for Choosing InfoFlo
Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.Switched From
DejaOffice PC CRMReasons for Switching to InfoFlo
InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.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: View Pricing Plans
- Free Trial: Available
InfoFlo is a one time cost and includes free upgrades for life!
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 Advanced, Quickbooks Online, 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.
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