InfoFlo Software Reviews & Product Details

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.

The interface is good, easy to use, and very straight forward. Review collected by and hosted on G2.com.

Customization is available, but limited. Review collected by and hosted on G2.com.

How fair the pricing is. The monthly fees from other companies are quite high and get you nothing. Review collected by and hosted on G2.com.

I haven't found anything that I dislike yet. It was just too easy. Review collected by and hosted on G2.com.

Product is highly customizable so I can customize to fit the needs of my business. Review collected by and hosted on G2.com.

When linking to email folders, the program requires one to check every subfolder to link rather than adding all subfolders automatically beneath a selected folder. Review collected by and hosted on G2.com.

It is incredibly user friendly. Updating and customizing the system to meet your needs is simple and easy. It incorporates all of the necessities of a CRM without over complicating it. Review collected by and hosted on G2.com.

I have worked with a lot of CRM's and can easily describe what I dislike about all of them. I've used InfoFlo for almost a month now and haven't yet found anything that I dislike. Review collected by and hosted on G2.com.

Its great to have all tabs available from the home page to get access to information easily Review collected by and hosted on G2.com.

The Task tab does not bring up the contacts phone number without secondarily bringing up the summary page. Review collected by and hosted on G2.com.

Ease of use. Easy to set up, flexible, no need for coders on staff. We liked this product as it fit our needs on our budget. Review collected by and hosted on G2.com.

Would get more flexibility with more complicated software. We had to take a few short cuts to get it to work the way we wanted. Review collected by and hosted on G2.com.

Easy to use, easy to navigate, automatically updates when sending emails from outlook,

Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM’s I’ve used Review collected by and hosted on G2.com.

The icons are a little dated, they need to be sharper, the system logs out if left on overnight, but that’s a personal preference. There is not much to say its an easy software to use with no issues Review collected by and hosted on G2.com.

The technical support has been very good. I appreciate the screen sharing function while discussing everything Review collected by and hosted on G2.com.

Nothing really. As I use the software it becomes more an more intuitive. Review collected by and hosted on G2.com.

Pretty much everything so far. Its designed in an intuitive way that allows you to navigate the program easily. In my business its essential to be able to collect, store and manage a ton of information. I dont have time to be searching for a piece of information from last quarter for instance that will make the difference of me winning the business or not. Infoflo makes it easy to manage hundreds of accounts and their activity. Also, the customer service has been great! Review collected by and hosted on G2.com.

Nothing yet. I supposed I have spent a lot of time figuring out how to do particular functions. But the customer service is great and so far they have helped me get to know my CRM and take advantage of its features. Review collected by and hosted on G2.com.