Overall Rating

4.4

23 Review(s)

Rating Distribution

5

star

(14)

4

star

(7)

3

star

(1)

2

star

1

star

(1)

Satisfaction Score

Ease of use

9

Value for money

9

Customer Support

9

Functionality

9

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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!

Ease of use

2

Value for money

2

Customer Support

2

Functionality

2

Allison

Automotive, 11-50 employees

Less than 6 months

March 2023

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.

Ease of use

8

Value for money

8

Customer Support

8

Functionality

10

Chris

Real Estate, 1-10 employees

More than a year

February 2023

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.

Ease of use

10

Value for money

10

Customer Support

9

Functionality

9

Yousef

Retail, 11-50 employees

February 2023

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.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Manuel

Hospital & Health Care, 500+ employees

Less than 6 months

December 2022

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.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Bahar

Retail, 101-500 employees

Less than a year

November 2022

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.

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

Yvonne

Financial Services, 1-10 employees

April 2022

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.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Thom

Real Estate, 1-10 employees

Less than 6 months

January 2022

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.

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

Jason

Real Estate, 1-10 employees

Less than 6 months

September 2021

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.

Ease of use

9

Value for money

10

Customer Support

9

Functionality

10

Tom

Food & Beverages, 1-10 employees

Less than 6 months

July 2021

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.

Ease of use

8

Value for money

8

Customer Support

10

Functionality

8

Owen

Farming, 11-50 employees

More than a year

June 2021

InfoFlo is a great contact management tool.
Pros

It is an excellent contact management software. It's great to access a contact and see all related notes, emails, and documents. InfoFlo is a critical part of our organization.

Cons

Our InfoFlo is installed on a terminal server, causing problems, especially with scheduling appointments and using the calendar. Despite multiple attempts to fix it, we've had no success. The software also lacks robust reporting capabilities.

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

Denisse

Legal Services, 11-50 employees

More than a year

June 2021

Excellent CRM for Growing Business
Pros

The software's ability to grow with our needs is crucial to our organization. We launched it to go paperless, and it helped us avoid major issues during the pandemic.

Cons

Processing speed varies depending on the time of day and the number of users accessing the system. Given the volume of data processed, this variability is understandable.

Ease of use

8

Value for money

8

Customer Support

10

Functionality

10

Willie

Health, Wellness and Fitness, 11-50 employees

More than a year

June 2021

Good
Pros

The software enhances CRM, facilitates mailing and marketing campaigns, and streamlines the follow-up process for leads.

Cons

The interface feels outdated and is difficult to manage.

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Anonymous

Not Specified, 1-10 employees

Less than 6 months

February 2021

Practical Solution
Pros

This software is very intuitive and perfectly meets my expectations. The user interface is more approachable than other platforms, enhancing my experience.

Cons

I haven't explored all the options, but if I had to mention a con, it's that the opportunity configuration doesn't allow for automatic numbering, which would be very useful.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

Javier

Design, 1-10 employees

Less than 6 months

February 2021

No Support During Paid Program Integration - No Refund After It Never Worked Fully
Pros

I thought it would be a cheaper alternative to ACT for the functions we use, but after adding multi-user and Outlook integration, it cost the same as my annual ACT upgrade. Things worked well in single-user trial mode, so we bought the software. However, we faced issues when integrating two users and were told support would cost $149/hour. We received links to resolve our issues, but no one explained the need for a Server/Host account and Mini Client accounts. Secondary users were stuck on the trial version for over a week. Without persistence, we wouldn't have activated the paid licenses. Ultimately, it wasn't usable. My assistant spent hours on data entry that didn't carry over from ACT, and you couldn't change note dates or see information on the summary screen without clicking each note. This is the opposite of a useful CRM. I tried to get a refund but was denied. Do not waste your money on this software!

Cons

The interface looks cheap and outdated, like it was designed 15 years ago. Some parts are not intuitive to use. There's absolutely no support offered, and it seems to be managed by one person who is quite condescending. After numerous issues, we couldn't replicate the functionality from the trial version, especially those features not available during the trial. They refused a refund, citing the trial period. Due to its many shortcomings, we switched back to ACT, resulting in double expenses. Avoid purchasing this software unless you're a single user starting from scratch, it might work then.

Ease of use

6

Value for money

3

Customer Support

4

Functionality

4

Sandra

Transportation/Trucking/Railroad, 1-10 employees

Less than 6 months

October 2020

Ethical Issues
Pros

The software works pretty well. I like the range of options and that there are no ongoing update fees. It syncs with Outlook okay, and I'm still reviewing QuickBooks integration.

Cons

They don't provide the necessary software to install the Quickbooks link and instead insist on selling their services for installation. When I asked, they simply said most clients don't use Quickbooks. Unlike other CRMs that provide detailed instructions for Quickbooks integration, they forced me to purchase their services to make the connection, which I find unethical. Every feature seems to be an additional module strategically packaged to force you into buying nearly all of them. What initially seemed affordable turned out to be much more expensive than anticipated. Post-sale service is lacking, with no responses to emails.

Ease of use

8

Value for money

5

Customer Support

2

Functionality

10

Dani

Accounting, 1-10 employees

Less than 6 months

January 2020

Great Product!
Pros

InfoFlo was affordable and provided all the features we needed, from quoting customers to tracking leads, setting reminders, and invoicing. Plus, we could purchase it outright without any monthly or yearly fees.

Cons

I have nothing negative to report. This software fulfilled all our requirements.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Kelly

Telecommunications, 1-10 employees

Less than 6 months

December 2019

Great Features. Very Patient and Helpful Customer Service!
Pros

The available functions, like quoting directly from InfoFlo with our logo, are great. Adding the Bulk Email function will make keeping our leads engaged much easier. Despite canceling training sessions due to a busy schedule, our trainer remained patient and eventually provided thorough training, answering all our questions. Thank you! Also, there are no monthly fees , you buy it, and it's yours! This is great for small companies like us.

Cons

Based on my usage so far, I haven't encountered any downsides.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Jake

Telecommunications, 1-10 employees

Less than 6 months

December 2019

InfoFlo review
Pros

Integration with Outlook and Gmail is a very useful feature. I can easily connect contacts with emails and tasks. I like the desktop version and the one-time purchase fee.

Cons

The project feature doesn't integrate properly with opportunities; for instance, you can't convert opportunities into projects. The categories feature is not very intuitive either. It might be better to manage leads separately from contacts.

Ease of use

8

Value for money

10

Customer Support

8

Functionality

8

Sergey

Publishing, 1-10 employees

December 2019

TCC
Pros

They successfully migrated all my old data from BCM into InfoFlo and this is amazing.

Cons

It's less intuitive than BCM but offers all the functionality we need.

Ease of use

8

Value for money

10

Customer Support

10

Functionality

8

Thomas

Accounting, 1-10 employees

More than a year

December 2019

Fantastic for my small consulting business
Pros

As a small business owner, I handle everything. InfoFlo helps me keep track of commitments and results. It structures my days, keeping my focus on all aspects of the business. I like tying notes and tasks to individuals and projects. I really appreciate how the system links all activities to a person or project, making follow-up easy with everything in one place.

Cons

Sometimes it doesn't function after my computer goes to sleep, requiring a restart.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Mark

Management Consulting, 1-10 employees

Less than 6 months

October 2019

Amazing app
Pros

The one-time fee, simplicity, and long-term cost are amazing. It works great without needing anything fancier. It has everything a mortgage broker needs to manage thousands of clients.

Cons

So far, no cons. Perhaps some add-ons are a bit pricey and could be included with the basic app. Nonetheless, it's still cheaper than many other CRMs on the market.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Tim

Financial Services, 1-10 employees

September 2019

met our demand...to work Smarter not Harder
Pros

It gave us lots of flexibility in gathering information. I love choosing what information to share with our staff, so they only have what they need. The new mobile version made it even more useful. Inputting information was easy with a great mapping feature. Everything goes into a customer file with no redundancy. All emails and documents make us look well-informed because we are. The price is absolutely the best value.

Cons

The standard module could benefit from some pre-made reports.

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

jim

Consumer Goods, 1-10 employees

Less than a year

September 2019