InfoFlo Software Reviews & Product Details

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.

The interface is very friendly to use, which allows starting productivity right away. No training is really needed. WE expected some CRM features and Infoflow matches all of them. Review collected by and hosted on G2.com.

Perhaps the fact that the opportunities section does not have an automatic self numbering option. This would be helpful to track certain parameter. Review collected by and hosted on G2.com.

Not a monthly subscription makes it more preferable Review collected by and hosted on G2.com.

Add ons make it a bit difficult to figure out what is needed until you get them Review collected by and hosted on G2.com.

The system can be customized to our needs. Utilizing the API integration with our existing website will enable our organization to improve dramatically. Review collected by and hosted on G2.com.

The speed of the program varies depending on the # of users accessing the system at once and the amount of data we require. Review collected by and hosted on G2.com.

Ease of use, very intuitive. Excellent support. Review collected by and hosted on G2.com.

Some functions could be more streamlined. Review collected by and hosted on G2.com.

We were looking for a simple to use CRM that tracks activities and maintain contacts. To date, we have added our clients and prospects including large databases utilizing the various import functions built into the system. Importantly, the program that identifies duplicate entries is a real timesaver. I have used 3 different CRM's in my career and by far our current system is the easiest to use with extensive functionality. Review collected by and hosted on G2.com.

I wish we had an auto tracking function for telephone calls. Review collected by and hosted on G2.com.

I really like the simplistic process of each activity. Once learned, the software is easily taught to others if needed. However, there are plenty of short-clip videos so one can effectively train themselves. I also like that there are no "monthly costs" (license fee) and you can pay for the parts of the software that you need instead of being forced to buy functionality that you may not want. All of the add-ons are good, but with the way InfoFlo is packaged, you can grow at "your own pace" as the business need arises. I especially liked the Google sync add-on. I was dreading having to enter information in yet another database to make it useable for me. The Google sync saved me a great deal of time and as the saying goes "time is money". Review collected by and hosted on G2.com.

I have really enjoyed using the software. Sometimes the server doesn't connect automatically and you have to connect manually. However, excellent instructions are provided to get over the hurdle. Review collected by and hosted on G2.com.

This product did not live up to the advertising claims. Review collected by and hosted on G2.com.

This product is only good if you care about telephone sales to individuals. If you do other types of marketing and care about relationships with multiple contacts with a client company - don't waste your money. If you have multiple people entering data and need items such as the client's market sector or ID status entered consistently - don't waste your money. if you have an existing CRM and need to convert your data - don't choose this product as your data will not be converted correctly or consistently! Our attempts to get a refund were denied. Review collected by and hosted on G2.com.

This is the easiest most efficient sales software we have ever used. It was affordable and perfect for our growing business.

The training was exceptional! Review collected by and hosted on G2.com.

Nothing. It has been everything we hoped for. Review collected by and hosted on G2.com.

One time, up front cost, no subscriptions and our data resides on our server. If you need additional functionality you simply purchase the module and move on. We have really liked the ability to create our own templates for Professional Reports and proposals and have the information in InfoFlo automatically fill in our fields as needed. It is great at the end of the year being able to create custom reports that detail any information we would like to know about our projects, clients, etc. Review collected by and hosted on G2.com.

We have used this software for the past two years and have had minimal issues. Most of our problems were solved using the Knowledge Base on InfoFlo's website. There are parts of the CRM solution that we have tried implementing into our process, but for one reason or another don't use it. It would be nice to be able to turn certain portions of the software off to simplify the screen with what we use. Review collected by and hosted on G2.com.