InfoFlo Software Pros and Cons

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.

Systematically I am looking for CRM software, which would be free or pay one-time charge. Free version stand out as being incomplete or too restrictive for normal use. Then I found InfoFlo and download the trial version and immediately saw that this is the right thing for us. Trial version is full, so that they can peacefully find out what additional modules you need. The price for the basic version is really very low, with additional modules, the price can be much higher, but it is a one-time payment and free upgrades. The staff is very friendly and willing to help. Software is stable and works flawlessly highly recommend it as a good investment. Review collected by and hosted on G2.com.

- There is no instruction manual in pdf, only the knowledge base, which explains only the essential things.

- Updates are very frequent and do not explain what they actually update.

- There is no direct connection to Office 365 Exchange Online, just over the outlook connector.

- Licensing of additional modules is sometimes muddy, such as for automatic backup you need to buy as many licenses as users, which can be a very simple function formed a significant cost. Review collected by and hosted on G2.com.