InfoFlo CRM Reviews

& Product Details

What is InfoFlo CRM?

InfoFlo CRM is a straightforward and user-friendly contact management and CRM solution renowned for its seamless Outlook integration. It offers a cost-effective and simple approach to CRM, making it ideal for businesses looking for basic CRM functionalities without the complexity and high costs often associated with such systems.

Clients appreciate InfoFlo CRM for its ease of use and effective pipeline forecasting, which aids in sales and customer management. The software’s integration with email platforms like Gmail and Outlook is a highlight, allowing users to link all emails, notes, and tasks to specific contacts directly within the CRM. This feature enhances the efficiency of managing customer relationships.

InfoFlo CRM’s general layout is intuitive, and users can tailor the software to meet their specific needs. It’s particularly favored by professionals who require a straightforward CRM tool that integrates well with existing email systems and provides essential CRM features without over-complication.

Best For

All-in-One CRM Software Solution

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Infoflosolutions
Located In
United States
Website
infoflosolutions.com

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InfoFlo CRM Pricing

Starting from:

$30 /month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

InfoFlo CRM pricing has plans for both cloud-based and on-premise solutions. For cloud services, the pricing starts from $30/3 licenses/month for the Starter plan and $35/3 licenses/month for the Advanced plan, including 3 respectively 5 addons. The on-premise version is available for a one-time fee or $99/license, emphasizing customizable solutions tailored to business needs.

InfoFlo CRM Features

Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Billing & Invoicing
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Client Portal
Client Management
Collaboration Tools
Communication Management
Contact Database
Contact Management
Contract/License Management
Customer Database
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Email Management
Email Marketing
Email Templates
Forecasting
Interaction Tracking
Internal Chat Integration
Invoice Management
Lead Management
Marketing Automation
Mobile Access
Project Management
Prospecting Tools
Quotes/Estimates
Referral Tracking
Reporting & Statistics
Sales Pipeline Management
Segmentation
Social Media Integration
Task Management
Task Scheduling
Territory Management
Workflow Management

Additional Features

Dashboard Creation
VoIP
Outbound Reporting
Caller ID
Docket Management
Employee Directory
Attendance Management
Knowledge Base Management
Search/Filter
Relationship Tracking
Call Recording
Voice Mail
By-Extension Reporting
Appointment Scheduling
Appointment Management
CRM
Call Tagging
Document Templates
Status Tracking
Web Forms
Certification & Licensing
SIP Trunking
Automatic Call Distribution
Self Service Portal
File Transfer
Case Management
Real Time Notifications
Progress Reports
Customer History
Team Assignments
Scheduled Recording
Manual Dialer
Invoice Processing
Role-Based Permissions
Conflict Management
Call Duration
Employee Management
Summary Reports
Reminders
Website Integration
Forms Management
Third Party Integrations
Computer Telephony Integration
Progressive Dialer
Configurable Workflow
Help Desk Management
Progress Tracking
Email Tracking
Donor Management
HIPAA Compliant
Ad hoc Reporting
Administrative Reporting
Real Time Reporting
For Accountants
Call Logging
Video Conferencing
Due Date Tracking
Voice Customization
Survey/Poll Management
Inbound Call Center
Registration Management
Expense Tracking
Unified Communications
Outbound Call Center
Unattended Call Management
Shared Contacts
Trust Accounting
Membership Management
Call Routing
Blended Call Center
Alerts/Escalation
SSL Security
Case Notes
Predictive Dialer
Records Management
Reporting/Analytics
Time Tracking
Multi-Location
Virtual Extensions
Child Welfare Management
On-Demand Recording
Ring Groups
For Nonprofits
Keyword Tracking
Conversion Tracking
Recording
Call Monitoring
Volunteer Management
Phone Key Input
Compliance Management
VoIP Connection
Scheduling
IVR/Voice Recognition
Who Answered Log
Multiple Scripts
Email Alerts
Training Management
Asset Lifecycle Management
Call Center Management
Project Time Tracking
Call Volume
Text to Speech
Virtual Call Center
Goal Setting/Tracking
Program Management
Event Management
Archiving & Retention
Auto-Dialer
For CPA Firms
Assessment Management
Grant Management
Referral Management
Committee Management
Inbound Reporting
Queue Management
Campaign Segmentation

Additional Features Show Less Features

Global Buzz: InfoFlo CRM at a glance

4.5

Global Average Score

Score4.51/5

Reviews2,045

Customizability and Flexibility

InfoFlo stands out for its unique design, which allows users to add or remove modules based on their needs. This prevents software bloat and ensures a superior end-user experience. This modular approach allows the software to grow with your business, offering scalability.
Affordability

One of InfoFlo’s most praised aspects is its cost-effectiveness. It offers a one-time purchase option with no monthly subscriptions. This pricing model is particularly beneficial for small businesses and startups, providing access to a sophisticated CRM without monthly overhead.
Ease of Use

Users have reported that the software’s interface is clean and easy to navigate, contributing to its ease of use. The system’s responsiveness and reliability in daily use are also highlighted, making it a dependable option for managing customer relationships.
Integration and Reporting Features

InfoFlo integrates well with Outlook and other apps, simplifying administrative processes and enhancing productivity. Its reporting and bulk email features align with user needs for a seamless solution.

Customer Support

While some users find customer support satisfactory, others have mentioned difficulties contacting support when needed. This variance indicates that while support can be timely and helpful, there might be room for improvement in accessibility and responsiveness.
Customization Limitations

Despite the software’s flexibility, some users noted a desire for more customization options, particularly in terms of adding specific fields or functionality. Enhanced customization could further tailor the CRM to meet unique business requirements.
Documentation and Updates

A key area for improvement is the availability of comprehensive documentation and detailed update logs. Users have expressed the need for a more thorough user manual and clearer communication regarding what new updates include.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.