Mark
Consultants, 1-10 employees
Less than 6 months
“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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tim
Finance, 1-10 employees
“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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
jim
Customer Service, 1-10 employees
Less than a year
“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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10