InfoFlo Software Pros and Cons

I am a previous user of Goldmine CRM and Saleslogix so those are my reference points.

The price is affordable for an individual, small business or mid-size business. All the basic functionality seems to be there. The system is modular so you can purchase the modules or functionality you need. One time purchase includes future updates, not a subscription. One of the few CRM systems with a Project Management module included. The Project Management module was a deciding factor. My needs included keeping up with companies, contacts, activities, schedules and monitoring projects. Additionally use it for sales and opportunity management.

The interface is clean and easy to navigate. There is some basic customization capability.

You can create a "template" that populates the task based on the type of new Project when a new project is created. Great feature. Review collected by and hosted on G2.com.

I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc. I miss not having a specific place to look at completed activity for a customer of company.

There is limited customization available from the settings. You can create additional fields / custom fields, you can create task types, status, priority, etc. You can change the field labels to better fit you organization. While not highly customizable the basic system is very flexible and meets my needs.

Key dislike is that the documentation is limited. There is a knowledge base online but not a "user manual"

When updates are provided there is no way to find what is included, the update page is very out dated. Review collected by and hosted on G2.com.

InfoFlo is an affordable full function CRM system that allows me to manage all aspects of my lead management and customer communication. The User Interface is outstanding, and I was able to get up and running very easily. My contacts are segmented across multiple business lines, and I can further segment contacts into various categories. This allows me to be very effective and targeted in identifying and communicating with those customers and/or leads that require my attention. The application is also fully integrated with outlook, which allows me to continue to use those outlook functions that I have grown attached to... without issue. Review collected by and hosted on G2.com.

There is nothing about the software application that I dislike. Review collected by and hosted on G2.com.

I work in at a satellite office for my company and I am in constant need of communicating with others in various offices throughout the state of Florida. This software helps keep my daily activities, business projects, business contacts, and companies all in one place. In addition, I can share my data with work colleagues on a daily basis. We are able to share calendars, tasks, projects, and contacts without having to pickup the phone, text, or email each other every day. This helps us organize our respective locations and not overwhelm another college with information that may not be important to them. All of us are doing business in different markets and we need to keep our Outlook inboxes and calendars for our local areas. However, we still need to communicate with one another and this software enables us to do just that. Review collected by and hosted on G2.com.

I have not complaints about this software. I does everything I need to do without having to pay a monthly fee. Review collected by and hosted on G2.com.

I own a small manufactures rep business and i am not a fan of having to carry all my files for all the projects that i am working on with me. With Infoflo i can link all the emails, notes, documents and contacts associates with the project and have it all in one place instead of having to search all over my computer for it. Also the staff are very knowledgeable and willing to help at any time, which is great since i am not a computer expert. Review collected by and hosted on G2.com.

Would be nice to add additional information to the sales/opportunities section like multiple documents and emails, but other than that it is a great product. Review collected by and hosted on G2.com.

The way the InfoFlo connects and communicates with other programs creates many efficiencies that we would not otherwise have. Everyday our team seems to find new way to utilize the functions within InfoFlo and helps us all to do better do our jobs and communicate large amounts of customer and product information across the company. The service and support we have received has been top level and invaluable to the success in implementing the system. The best part for us is that we continue to grow and evolve as a company the system can grow and evolve with us. Review collected by and hosted on G2.com.

The lack of a Mac specific program (despite work around available) can be annoying and we look forward to the release of a mobile version of the program. Review collected by and hosted on G2.com.

The price is very competitive and their "one time purchase" policy with updates for life along with the ability to purchase additional modules as needed is ideally suited to a growing practice like ours.

Additionally the integration with Outlook is a greatly appreciated feature.

To be able have a history all of a client’s interactions with us, whether its emails, account data or tasks on one screen is invaluable

InfoFlo has proven to be highly customizable while being user friendly. We were pleased with the extent to which we can customize the software to the specific needs of each team member.

As far as pre sales and after sales support, Shai and Eran have been extremely knowledgeable and helpful. Review collected by and hosted on G2.com.

We have been using InfoFlo for over a year and so far this is nothing to dislike.

We do have one feature request:

At this moment, the software does not have a mobile component with offline client contact and calendar data which would allow us to replace another application from another vendor that we currently have to use for our travelling staff. Review collected by and hosted on G2.com.

The best feature for ourselves was the call center feature as we run a helpline it helps us keep track of our repeat callers case notes, the intergration to voip allows us to be able to access client profiles and Review collected by and hosted on G2.com.

nothing to dislike about this piece of software Review collected by and hosted on G2.com.

Contact management and organization. Extremely easy interface with a a low learning curve. Review collected by and hosted on G2.com.

No built in backup. Starting the price for the core software low and needing 2-3 to make it functional is annoying. Review collected by and hosted on G2.com.

InfoFlo is easy to customize and we have been able to buy add-ons as needed to increase it's usefulness. I like that I can create as many categories as I need to group different contacts together and search for them later based on very specific search terms. Review collected by and hosted on G2.com.

InfoFlo can be a little bit different to get use to - importing contacts has to be done is a very specific way. Training from InfoFlo was very helpful on this front. Review collected by and hosted on G2.com.

It is simple to use and is sufficient for most of my needs Review collected by and hosted on G2.com.

There are some improvements (shortcuts) that could be made Review collected by and hosted on G2.com.