InfoFlo Software Pros and Cons

We needed to desperately integrate a simple to use but powerful CMS system but also knew that because of our unique workflow – we would need heavy customization for any system. Cost would also be a factor, so that is when I choose InfoFlo. Also as mentioned in dislike below - they listen to comments and will make changes to suit a larger customer base. Review collected by and hosted on G2.com.

The software could have more configuration options that appeal to a wider base - for instance a Task notification that is based on choice of 'due' date rather than 'start' date. Review collected by and hosted on G2.com.

Flexibility of custom programming to enhance functionality and make it more adaptable for many business use cases Review collected by and hosted on G2.com.

Custom development is very buggy. Bug fixes introduced by custom work are not guaranteed like bug fixes from the out of box product. Just about every mainstream update and update for custom work has introduced new bugs to custom and out of the box functionality.

Customer service and account management is lacking. Recent interactions with their owner have left me extremely disappointed. Paid 10 hours of support upfront this year at a discounted rate, but owner recently got involved and told me it was a mistake to offer the option for us and he wanted to credit us the original amount and then bill us time and materials instead. Also recent discussions with the owner on how to handle upgrades contradict previous agreements with Account Team. Review collected by and hosted on G2.com.

I have been using InfoFlow very extensively now for 3 days.

The email integration is very powerful.

Document management is also a strong feature.

Had been using Maximizer Entrepreneur Version 12 which is no longer supported.

InfoFlow is a strong alternative

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Maximizer 12 had a feature where it would inherit the company address and phone numbers into the contacts window.

InfoFlow does not offer this feature.

Means a lot of duplicate typing of the same information.

InfoFlow tells me that they could be offering this feature shortly in an upgrade. Review collected by and hosted on G2.com.

Love the ease in customizing the product Review collected by and hosted on G2.com.

There really isn't anything that I dislike Review collected by and hosted on G2.com.

Simple and intuitive. Syncs with Outlook. Very cost effective. Review collected by and hosted on G2.com.

I wish I could schedule a bulk email into the future Review collected by and hosted on G2.com.

I have tried close to 10 CRM . Most are geared toward companies with 10 plus employees in multiple departments. I needed one for me that would help me manage my 7 work, volunteer, and personal domains and email. This is the first one where I can manage everything including in a single calendar and over 1,000 contacts. So simple to figure out. I needed some help with the email sync but Shai fixed it quickly and also recommended ways to speed performance and my productivity! AWESOME! Review collected by and hosted on G2.com.

In setting up a new contact from a client's email, the default company name is the email address extension. This needs to be cleared before saving. Very minor problem but it would be preferable that the company name be left blank. I could either select from an existing account or add a new one in the blank line. Very minor problem. Review collected by and hosted on G2.com.

The Employees behind this software respond immediately to your questions/concerns.

Software itself is super simple and easy to use. Demos are provided and they thoroughly walk you through the software Review collected by and hosted on G2.com.

A couple of things just as training sessions are a little pricey in my opinion Review collected by and hosted on G2.com.

I like that after years of using other crms this was ready to go out of the box. No heavy customization to get what you need the way you need it. The support team and user interface are my two biggest pros on infoflo. Review collected by and hosted on G2.com.

Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software. Review collected by and hosted on G2.com.

I love that there's only a one time fee and that I add on features as I need them. I also love the simplicity of the design and that my information stays in my possession. I've tried samples of other CRM software. The complication of those is above my needs and so complicated to set up that I end up not using them. I've used Infoflo for several months and only love it more and more. Review collected by and hosted on G2.com.

The biggest thing I dislike is my own issue. I need to upgrade the RAM on my computer because it slows everything down when it is running. I like to keep it open in the background so I can switch back and forth easily, but it uses up a lot of my computer's processing power. I knew when I purchased this computer that it was light on RAM and I would need to upgrade it at some point. Now is the time! Review collected by and hosted on G2.com.

Most CRMs seem to require you to revamp your firm's workflow to accommodate their system. With InfoFlo, we were able to customize it to work within our desired flow. Review collected by and hosted on G2.com.

When exporting reports to Excel the output needs to be manipulated into a reader friendly report but if you are comfortable with Excel, it is not a big deal. Review collected by and hosted on G2.com.