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InfoFlo Software Reviews & Product Details - Page 7

InfoFlo Software Overview

What is InfoFlo Software?

Infoflo's software is an easy to use customer relationship management CRM software that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, 
email, calendar, document & task management solution. Most CRM solutions today are far too expensive for businesses and are not user-friendly. As a result, these solutions typically involve recurring maintenance and software update costs, in addition to initial assessment and consultant costs. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Our Customers appreciate this pricing model and take advantage of our free upgrades for life option.

InfoFlo Software Details
Languages Supported
German, English, French, Polish, Spanish
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Product Description

Infoflo is an easy to use CRM that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, email, calendar, document & task management solution.

How do you position yourself against your competitors?

There are many SMB CRM software solutions on the market ranging in both price and functionality … so why compromise? Customers are drawn to InfoFlo because they are tired of spending effort trying to “figure out” the complexities of traditional CRM products. Traditionally customers are stuck deciding between an overpriced, feature rich CRM or a cost conscious CRM with very limited functionality. With InfoFlo you can have the best of both worlds and get a feature rich CRM at a price point that is fair and also includes free upgrades for life.


Seller Details
Year Founded
2002
HQ Location
Toronto, Canada
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Phone
1 416-223-4353

Shai B.
SB
Overview Provided by:
Account Manager at InfoFlo

Recent InfoFlo Software Reviews

Nicolae R.
NR
Nicolae R.Mid-Market (51-1000 emp.)
4.5 out of 5
""Excellent CRM for your business"."
What I appreciate most about InfoFlo is its powerful organizational capabilities that put all of our data, emails, notes, and documents at our fing...
EH
Elizabeth H.Enterprise (> 1000 emp.)
4.0 out of 5
"infoflo review"
Great program that's easy to use and terrific support. It is not just a CRM you can access important data for customers it is quick and easy.
Morgan D.
MD
Morgan D.Small-Business (50 or fewer emp.)
5.0 out of 5
"Stop Thinking About It and Get this CRM Program!"
Great program that's easy to use and terrific support.
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InfoFlo Software Media

InfoFlo Software Demo - CRM Software
Contact and dashboard view
InfoFlo Software Demo - CRM Software
InfoFlo DashBoard View
InfoFlo Software Demo - CRM Software
Document Depot
InfoFlo Software Demo - CRM Software
Built-In Google and Bing Mapping
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93 InfoFlo Software Reviews

4.5 out of 5
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93 InfoFlo Software Reviews
4.5 out of 5
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4.5 out of 5

InfoFlo Software Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for InfoFlo SoftwareQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Paul W.
PW
Vice President
Financial Services
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about InfoFlo Software?

Ease of use! It is an extraordinarily intuitive User Interface, which allows us to get new employees up to speed and productive in a very fast manner.

SUPPORT - CarmelVision has been exceptional, both in terms of normal day-in/day-out operational support, but more importantly, when we have critical business/production issues, they help us resume normal operation, normally within a couple of hours! I've never heard of commercial software with this kind of support. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

really nothing about current content, rather what would be missing. It would be nice to have a form of automated workflow, i.e. having the creation of a certain type of document create a task for a particular employee, without the manual tasking. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

Great price point. Especially, in that it gives us complete control and ownership of our data Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

Work process automation. This tracks all of our information , clients, and providers, and allows us to facilitate our billing and followup. Review collected by and hosted on G2.com.

Tracey L.
TL
Founder
Consumer Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InfoFlo Software?

Inexpensive, extensible. There are no subscription fees. You purchase what you need as you need it. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

Not Mac compatible. Loses connection to server regularly. Initialization after updates can be frustrating. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

This is not a FINRA compliant CRM. If you're in financial services, you'll need to investigate another tool. Also, when you're using the trial version, understand that the features included are more than just the core product. If you do the trial and then purchase the software, you may lose features you had with the trial version if you don't purchase other components. Do take advantage of the guided tour. Seeing the features implemented by a knowledgeable person is very helpful in developing an implementation strategy. Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

Integration of contacts, email, calendars Review collected by and hosted on G2.com.

Kimberlee C.
KC
President of Sales & Marketing
Business Supplies and Equipment
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InfoFlo Software?

This software program has changed everything in our office. Our contact management is so much easier to keep track of, and with email integration, it makes our life so much easier and helps with time management. I highly reccomend InfoFlo to small and large businesses becuase the sky is the limit. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

It took me a few day's to get used to using this program because I am so used to using another progam that I have been using for 7 years and the opportunity's section could add a few more options, but other than that, I absolutely love this program Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

I highly recommend InfoFlo Software because of the ease of use and versatility of the program. Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

We have everything in one program, where as before, we emailed seperately, had a seperate calender and seperate contact manager. Basically, we had to copy and past every email into our contact manager if we wanted to track it, which was very time consuming and frustrating at times Review collected by and hosted on G2.com.

Aleksandros L.
AL
Official Manager
Music
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about InfoFlo Software?

Enormous deal of media contacts can be handled and get reports with a single click. Clicking a contact gives you all the details and history from a variety of lists. Not to mention that the price is extremely low and you can get only the add-on goodies that you need. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

I think that there should be better graphics. Of course is not critical for a CRM program but a small improvement can happen Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

If you need an easy to use yet powerfull CRM software you have to try it out! Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

I can handle my database and arrange my mailing lists in an efficient way while I can receive reports and inspect whatever I wish fast and easy. Review collected by and hosted on G2.com.

Dan L.
DL
President
Internet
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InfoFlo Software?

This CRM is very user friendly - easy to set up and intuitive to use. The relationship feature between Contact and Company is handy. The custom fields features are nice, complete with check boxes. I like the pricing model where we can buy the core and add only what we need. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

So far, I have not found anything that I dislike about InfoFlo. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

Use company policies to create data protocols for use in the CRM. This will help keep data consistent from record to record. Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

Tracking data for clients, prospects, and support activities. InfoFlo reduced our admin time to setup and service each client in our system. Review collected by and hosted on G2.com.

Christopher T.
CT
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about InfoFlo Software?

InfoFlo is a valuable information organization solution, with additional add-on services available. We opted for the reporting function, which has made it easy to provide clients with feedback, as well as creating customizable reports for our own billing purposes. Our business has integrated InfoFlo as the fundamental software for our day-to-day workflow and communications.

Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

At this moment, the software does not have a mobile component which would be welcome however not essential to our day to day business activities Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

Infoflo allows our business to stay up-to-date on client information, correspondence and documents. The software is user friendly and sync’s with Microsoft Outlook, allowing our entire company easy access to the same information. The ability to customize sync times means there is little to no delay in refreshing new information. Updates/Changes made to an account are instantly viewable company-wide. The seamless communication InfoFlo provides has saved us time and & cut out confusion.

InfoFlo has proven to be highly customizable while remaining user friendly. We were pleased to the extent of which we can customize the software to our specific needs. The customer support we have received since utilizing this software has been attentive, knowledgeable and friendly. InfoFlo has been a essential tool in keeping our accounts organized and our business running smoothly. Review collected by and hosted on G2.com.

Daniel H.
DH
ICT
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about InfoFlo Software?

the best part of this product was the way Carmel Vision, Were willing to help us move our existing data across from our old system. no job was to big or small, they were willing to help. every issue we came across was swiftly ironed out by the guys at infoflo to help us get the best out of there system. there are very few Company's that will work this closely with you to make sure 100% there product suits your needs Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

the only thing i can honestly say i disliked was the fact that Carmel vision are based in Canada, as we are UK based so if anything where to go wrong we would have to wait till late afternoon to fix this. but this has not really been an issue at all!! Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

The Best Support by far Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

Loss of data was a huge issue for us, now we can keep track of all our data with very little worries. it also helps keep our staff organised, since the installation of infoflo, our call rates have gone through the roof!.

when it comes to our sales pipelines infoflo has kept everything in one place for us now, instead of having to go back and forth between different programs infoflo has made our lives much easier and much more organised.

Another great feature is the email syncing, now we can truly prioritize our emails, lets face it clients come first! Review collected by and hosted on G2.com.

Chacko V.
CV
Owner
Accounting
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InfoFlo Software?

Handling of emails - both incoming and outgoing emails are connected to a contact Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

A few more features can be added to the incoming emails - an icon for replied, forwarded emails. Also saving a draft email should be a must, Many times a long email to a client is completed over a few days. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

For a small business, I would strongly recommend Infoflo Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

flow of information. recording when received, who handled and when completed etc Review collected by and hosted on G2.com.

Verified User in Events Services
CE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InfoFlo Software?

I was looking for a software where I could have all my clients names and adress, company etc but most something that could also link their info with their social medias AND pictures.

Why pictures, because my business is about working with women's posture and presentation. And I needed to be able to recognise them the minute I would receive an email from them, in order to so good follow up.

InfoFlo just responded exactly what I needed! Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

A bit difficult to personalise the looks of the emails. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

I have and will continue Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

All info in one place with pictures of clients! The benifits are more personalised communication with clients Review collected by and hosted on G2.com.

Jean K.
JK
President
Accounting
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InfoFlo Software?

I love the ability to attach any kind of document or email to a specific contact. Another great feature is the ability to see all the history of all communications with specific contacts. Review collected by and hosted on G2.com.

What do you dislike about InfoFlo Software?

Learning to navigate the program is not as intuitive as I would like. Review collected by and hosted on G2.com.

Recommendations to others considering InfoFlo Software:

This is a very good, financially affordable solution for small businesses. Review collected by and hosted on G2.com.

What problems is InfoFlo Software solving and how is that benefiting you?

The problems that this software solves are:

1. Organizing data and information for each contact

2. Accessing email/Word programs without leaving InfoFlo

3. Accessing the history of all communications with my contacts.

The benefits are that I am more efficient, using less time to find information. Review collected by and hosted on G2.com.