InfoFlo

Read Before You Buy!

Pros

I haven't had a positive experience with InfoFlo yet. I've tried multiple times, and so has my team, but it's just not a good program.

Cons

The program lacks user-friendliness. Basic tasks, like assigning a sales rep to an account, are not possible. They insist on charging thousands and needing months to add this feature due to manpower shortages. Every time we try to use features, they're just not there. It feels like they lure you in for upgrades, then claim they can't deliver. Months pass without any refund discussions. Avoid at all costs!

InfoFlo Review

Pros

The Calendar function within InfoFlo proves to be straightforward and user-friendly, allowing for intuitive scheduling and efficient management of tasks and appointments.

Cons

Integrating with 3CX is not feasible. Occasional glitches occur, like duplicating all contacts after a recent update.

I really like this app

Pros

It's quick and easy to complete my tasks with a good experience.

Cons

I wonder if the app can integrate with WhatsApp. Seems like it could be beneficial.

Bueno

Pros

It efficiently handles both contact management and call management tasks with seamless integration and effective organization capabilities.

Cons

It's quite challenging without any prior experience.

Cost efficient and comprehensive CRM

Pros

InfoFlo is the best CRM on the market in terms of features to price ratio.

Cons

InfoFlo really needs to step up their customer support game.

Fantastic Product shame about the price

Pros

To be completely honest, it stands out as an exceptionally well-rounded product.

Cons

Integration was incredibly smooth and fast, no complaints there. However, the pricing feels a bit misleading after the trial period. The basic product is affordable but lacks significant functionality, and add-ons quickly add up.

Onboarding to InfoFlo

Pros

The interface is clear, divided into understandable sections for quick workflow. The Outlook integration is a plus. I find InfoFlo feature-rich, loaded with useful tools, and obviously created by people who understand CRM needs.

Cons

So far, I haven't encountered any issues. I'll keep you posted if anything comes up.

Phenomenal Program and Customer Service

Pros

Using it without the burden of monthly subscriptions significantly reduces my stress levels.

Cons

Figuring out which add-ons are useful isn't straightforward until you start using the program.

Good software with great price!

Pros

This CRM software is exactly what I needed to track my contacts. The one-time price with free updates for the on-premise option appealed to me. The platform is straightforward and relatively easy to navigate. It's perfect for those looking for a simple solution with the potential to be as robust as needed. You can choose the on-premise option or the online version, both supporting multiple users. Easy to navigate and set up, it's flexible to fit all needs. They also offer an extensive library of information and videos for setup and features.

Cons

If you require extensive setup assistance, there might be a slight learning curve.

Infoflo is a fantastic product which has been instrumental in developing our business

Pros

InfoFlo gives a complete overview of contacts, storing all their information in one place at the touch of a button. It's highly intuitive and allows custom fields to match company needs. Integrating incoming calls through InfoFlo Talk is a great tool to record all customer interactions. InfoFlo also facilitates creating workflows, tasks, and recording all customer-related activities. The customer support is excellent, always reachable by email for support and regular training. The team always tries to accommodate modification requests, making InfoFlo flexible enough to suit individual company needs.

Cons

No real drawbacks, but it would be helpful in the future to have a way to identify contacts with the same name, such as using their address or something similar.