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InfoFlo CRM

Tekpon Score
9.5

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 an ideal choice 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 overcomplication.

Found in these Categories

Best For

Choose On-Premise or Cloud packages Affordable Software
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Infoflosolutions

  • Located In

    United States

  • Website

    infoflosolutions.com

Starting from:

$30 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool has two plans. Cloud for 30 USD, and On your data for 99 USD. For more info, check on their website.

  • 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

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