Infoflo transforms business operations with its all-in-one solution, optimizing customer relationships through lead tracking, communication management, and centralized data storage. Boost productivity and forge lasting connections. Elevate your business now with Infoflo!

InfoFlo Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What Is Infoflo?

Overview

Infoflo CRM stands as a dynamic solution for customer relationship management, crafted to meet the needs of businesses aiming for streamlined organization and improved communication. It is cloud-based and serves diverse industries, offering robust tools to optimize operations. Infoflo helps particularly in tackling issues associated with communication coordination.

Infoflo Pricing

Infoflo offers two main packages: on-premise and cloud. The cloud plan is priced at $30/month, with low upfront fees and phone support. The on-premise plan has a one-off cost of $99 and comes with security and free manual updates. However, the cost of the software will differ depending on your organization type and needs. Please click ‘Get Pricing’ for a customized pricing guide. A 30-day free trial is also available.

Infoflo Integrations

The software seamlessly integrates with various popular business applications. These include Gmail, Microsoft 365, WordPress, Google Calendar, Quickbooks Online, Microsoft Outlook, Google Contacts and LawPay. Watch a free Infoflo demo to learn more about its integrations.

Who Is Infoflo For?

The software is designed for businesses of all sizes across various industries. It is an ideal fit for companies that need to customize their clients’ needs. Infoflo caters to the following industries: computer software, writing and editing, transportation, financial services, marketing and advertising, and food and beverages.

Is Infoflo Right For You?

Positioned as a top-tier software, Infoflo CRM empowers users to optimize workflows, boost productivity, and foster lasting client relationships. Tailored for versatility, it stands as a cornerstone in revolutionizing business processes across various sectors. The software also offers a host of add-ons including email marketing, reporting and advanced tasks.

Still not sure if Infoflo is right for you? Get in touch with our customer support team at 661-384-7070, and it will help you make the best decision.

InfoFlo Features

The software allows users to generate on-the-fly reports, providing real-time insights into business performance. This enhances decision-making by delivering instant and customized analytics.

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Infoflo's document storage allows users to securely organize and access vital files in one central location. This streamlines collaboration, reduces data silos, and ensures quick retrieval for increased productivity.

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Infoflo excels in communication management, offering tools to track and organize interactions with clients. This fosters efficient team collaboration, ensures timely responses, and enhances overall customer satisfaction.

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The client portal provides a centralized platform for clients to access relevant information, updates, and documents. This enhances transparency, strengthens client relationships, and promotes self-service, saving time for both parties.

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This feature helps organize and track leads throughout the sales pipeline. It improves follow-up processes, ensures timely engagement with potential clients, and maximizes conversion rates for sustained business growth.

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Pros and Cons of InfoFlo

Pros

  • Excellent customer support
  • Easy to set up
  • Customizable
  • Mobile app
  • Robust suite of tools

Cons

  • There could be more integrations

InfoFlo Reviews

Overall Rating

4.4

23 Reviews

Rating Distribution

5

star

(14)

4

star

(7)

3

star

(1)

2

star

1

star

(1)

March 2023

Read Before You Buy!

Allison

Automotive

Ease of use

2

Value for money

2

Customer Support

2

Functionality

2

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!

February 2023

InfoFlo Review

Chris

Real Estate

Ease of use

8

Value for money

8

Customer Support

8

Functionality

10

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.

February 2023

I really like this app

Yousef

Retail

Ease of use

10

Value for money

10

Customer Support

9

Functionality

9

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.

December 2022

Bueno

Manuel

Hospital & Health Care

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

November 2022

Cost efficient and comprehensive CRM

Bahar

Retail

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

April 2022

Fantastic Product shame about the price

Yvonne

Financial Services

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

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.

January 2022

Onboarding to InfoFlo

Thom

Real Estate

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

September 2021

Phenomenal Program and Customer Service

Jason

Real Estate

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

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.

July 2021

Good software with great price!

Tom

Food & Beverages

Ease of use

9

Value for money

10

Customer Support

9

Functionality

10

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.

June 2021

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

Owen

Farming

Ease of use

8

Value for money

8

Customer Support

10

Functionality

8

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.

Frequently Asked Questions

No, Infoflo does not offer API.