Top Rated InfoFlo Software Alternatives
As consultants we not only needed a CRM to keep track of our clients we also needed basic project management tools and document management tools so that our various teams can collaborate on common projects but also share information in a sane manner. It has also been a pet hate that most mail and contact systems do not “connect” email to contacts, projects, tasks and companies and that they also become almost personal filing systems, treating mail and attachments as personal rather than company information.
Over the years we have used a well-known major CRM but it has simply become too expensive to maintain and like most such products was more focused on the prospect to client to sales chain and offered little that is practical to those of us who do not run large sales organisations but need contact management and basic project management and marketing tools. The ability to create a project and connect all contacts, email and documents and share these across the team is paramount.
Then we found InfoFlo. Brilliant!!! The right mix of tools, people who listen to end users, and good old fashioned friendly service. And the price is simply fantastic. A couple of days to install, configure and import our existing contact base and were away laughing. This was so easy to do. We have been using InfoFlo for 6 months now and are constantly finding better and more efficient ways to do the things we do every day. We have fewer meetings as we can share so much information. The application is intuitive and easy to learn to use, our team just started using it. From the point of a consultants view this is the best tool we have used. We would recommend it to any small to medium sized organisation that needs to share its business functions across its teams. Review collected by and hosted on G2.com.
Although invisible to most users the inability to store documents where I want in my server is a minor bleat (Infoflo stores attachments and documents in its own bespoke directory system) as well as the inability to move and store email attachments where I want. I appreciate that to most users this is a non issue but we still like to manage our files etc within project directories. Review collected by and hosted on G2.com.
92 out of 93 Total Reviews for InfoFlo Software
Overall Review Sentiment for InfoFlo Software
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What I appreciate most about InfoFlo is its powerful organizational capabilities that put all of our data, emails, notes, and documents at our fingertips. It is a great tool to record all customer contact records. Infoflo also gives us the ability to create workflows, tasks and record all activities associated with our clients. Review collected by and hosted on G2.com.
The user interface seems quite dated and sometimes the support staff can be a little confusing in their answers, but they always clarify if asked. Review collected by and hosted on G2.com.
Great program that's easy to use and terrific support. It is not just a CRM you can access important data for customers it is quick and easy. Review collected by and hosted on G2.com.
the sofware should have more bundles available that is the only issue i have ran into just needs more bundles. Review collected by and hosted on G2.com.
Ease of use & calendar/ appointments function Review collected by and hosted on G2.com.
Not possible to integrate with 3CX
Occasional software glitch eg. ona recent software update all the contact names were duplicated (still not respolved) Review collected by and hosted on G2.com.
Info flo is an intergated ERP solution and this delivers a central architecture for all of your busines data and needs Review collected by and hosted on G2.com.
It is not just cloud based there is also an on premise solution and in this day and age that really isnt a viable solution the marketplace Review collected by and hosted on G2.com.
We love that any team member can see a complete customer history, including all emails and phone calls sent and received. We can track issues in the 'Opportunities' feature, and everyone can answer customer queries. It allows us to back each other up for absences or when another team member is tied up. Review collected by and hosted on G2.com.
We occasionally have conflicts between InfoFlo and other software, that take time to investigate. As non-techies, we don't always figure out the conflicts quickly. Review collected by and hosted on G2.com.
Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user-friendly and enables users to add custom fields to suit their company requirements. The ability to integrate the incoming phone calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks and record all activities associated with your customers. The customer support is excellent with Infoflo staff always contactable by email to offer support and set up regular training Customer service always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs. Review collected by and hosted on G2.com.
There is nothing we dislike about Infoflo, but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name, such as the first line of address or something similar. Review collected by and hosted on G2.com.
This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features. Review collected by and hosted on G2.com.
If you need extreme hand-holding for setup, there may be a slight learning curve. Review collected by and hosted on G2.com.
The program met our privacy requirements by allowing us to keep client data on our own server. Being a Canadian company, InfoFlo understood the Canadian privacy regulations.
Outlook Sync was a much faster and easier way to file emails by client. Review collected by and hosted on G2.com.
That it took me a while to find this program. Review collected by and hosted on G2.com.
When I first purchased the software I was concerned that, as a small user, the level of service would receive would be poor but I was pleasantly surprised. My startup issues were addressed promptly. The person I dealt with was knowledgeable and pleasant. The software was fairly easy to learn. The tutorial videos were very helpful. Review collected by and hosted on G2.com.
I disliked having to wait for the 30-day trial to expire before I was able to purchase and install the package design I wanted. Review collected by and hosted on G2.com.
