InfoFlo CRM Reviews for 2025
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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.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
InfoFlo CRM Pricing
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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
- 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
User Sentiment - InfoFlo CRM Reviews
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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InfoFlo CRM Company Details
Company Name
Infoflosolutions
Headquarters
United States
Website
infoflosolutions.com
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