InfoFlo Software Pros and Cons

Very intuitive and Easy to Use- Our staff learned how to use the product very fast

Friendly and fast support.

More particularly, a very effective system for a law firm like mine.

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Everything is amazing that there's nothing negative with the software. It actually makes working much faster and very user-friendly. Review collected by and hosted on G2.com.

infoflo crm offers seamless integration with outlook ..a big plus compared to most of the web based solutions out there. Very rich in features and can purchase the wide variety of modules as needed.

The learning curve is short and the folks at Carmel are very eager to help with set up and post installation issues or questions.

The price is very competitive and their "one time purchase" policy is a rarity in the industry along with updates for life.

Shai is the best..very helpful. Review collected by and hosted on G2.com.

they should have a reasonably priced annual subscription which would cover updates and software support.

they should have cloud access along with on premise. Review collected by and hosted on G2.com.

InfoFlo is really simple to use and provides a capability I had not found in other CRMs I have reviewed. I like the idea that it is not a monthly fee base CRM. As a small business, the monthly fee for many CRMs while reasonable for some others are expensive and this never stops. InfoFlo, you size what you need with the Add-Ons.

I needed some help in how my emails were being displayed or not displayed. I had missed an important point about how emails are brought into InfoFlo by first populating the contact if it is unknown. Shai Berliner was most excellent in helping me. InfoFlo videos do show you the proper method. I am one of those Engineers who never look at a manual to run something and this was the problem of not knowing how to populate a contact to bring new emails for that contact into Infoflo.

I am very big on Customer service and InfoFlo has provide excellent support. I highly recommend them for a best value CRM for small business. Review collected by and hosted on G2.com.

I wish that the software was linked better with QuickBooks. I will be looking forward to more integration with QuickBooks in the future. Review collected by and hosted on G2.com.

It's easy to use interface cuts down on the learning curve of a new system.

They have great videos to go along with every feature.

Easily integrate with Gmail and Outlook users.

No subscription or annual maintenance fees.

Free upgrades for life. Review collected by and hosted on G2.com.

Nothing so far. The experience with InfoFlo has been a pleasant one. Review collected by and hosted on G2.com.

Searches for individual contacts and companies and groups is quick and easy. Also, I like the onhe time charge because I do not like to get charged every month for a subscription. Review collected by and hosted on G2.com.

Every additional function is a add on and it cost extra. But if you do not really need them, you do not have to purchase. A better search engine should have been included in the basic product offering though. Review collected by and hosted on G2.com.

InfoFlo allows the user to select the modules that best fit their company needs. Not only do they let you use the application for a 30 day trial, they actually provide you with tech support on how to use the product during this time. See FACEBOOK post:

Just purchased InfoFlo last week and have it up and running all of my previous CRM data. Once you figure out the import features using the company and categories features it is awesome. I need to give a special thanks to Shai B. for all his help. He ensured InfoFlo would meet all my needs prior to purchasing the software and he was right. This one time purchase will same me over $1200 each year. Thank you SIR! Review collected by and hosted on G2.com.

Learning a new system. Not really an application dislike.

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We use the stages, appointments, and emails more than anything I think. It all helps us stay on track so that we don't get behind or let a customer fall between the cracks. Review collected by and hosted on G2.com.

There was a few bugs to begin with and we ended up having to start over but since then it seems to be working great! Review collected by and hosted on G2.com.

The learning curve for InfoFlo is short which is a big plus when training new sales reps yet it is big on benefits and usability. Review collected by and hosted on G2.com.

On the top of my wish list for InfoFlo is more robust options for the admin. Review collected by and hosted on G2.com.

To have everything on one screen, to be able to connect a client with thier emails and company and sales its is just amazing. Review collected by and hosted on G2.com.

Have not found one yet. But there seem to be a bug or two in the software which requires re-booting every once in a while. Review collected by and hosted on G2.com.

Infoflo is very intuitive and as a result very easy to use. I run a small executive search firm and the level of functionality of the database suits my business needs perfectly. The add on products are relevant and again, very easy to install and use. The one off price is very reasonable as is the price of the add on products.

I have been very impressed by the customer service of Carmel Vision . I had some questions when first using the system and Shai Berliner , an account manager at Carmel Vision has been really helpful. I would not hesitate in recommending Infoflo. Review collected by and hosted on G2.com.

I have been using Infoflo for only a month and thus far I have not discovered anything that I dislike about the system. Review collected by and hosted on G2.com.