InfoFlo

4.5 (95)
All-in-One CRM Software Solution

Overall rating

4.5 /5
(95)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
4.3/5

91%
recommended this app
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95 Reviews

Tom
Overall rating
  • Industry: Food & Beverages
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Good software with great price!

Reviewed on 28/7/2021

Pros

This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features.

Cons

If you need extreme hand-holding for setup, there may be a slight learning curve.

Mark
Overall rating
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fantastic for my small consulting business

Reviewed on 2/10/2019

It helps me structure my activities so all critical parts of the business are being focused on appropriately. It shows me how robust the pipeline is so I can have early warning on what activities I need to ramp up.

Pros

As a small business owner I am faced with doing everything. InfoFlo helps me keep track of my commitments and results. It helps me structure my days, keeps my focus on all aspects of the business (networking, prospecting, proposing, selling and delivering). I like the ability to tie notes and tasks to individual people and projects. I really like how the system links all activities (e-mail, tasks, etc.) to a person or project. It makes it easy on follow-up to see everything in one place.

Cons

It sometimes doesn't work after my computer has gone to sleep and I need to restart it.

Alternatives Considered

Pipeline

Reasons for Choosing InfoFlo

That product took too many of my computer resources and also didn't have nearly the capability of InfoFlo

Reasons for Switching to InfoFlo

Cost was more appropriate for my business
Lisa
Overall rating
  • Industry: Architecture & Planning
  • Company size: 11-50 Employees
  • Used for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Don't waste your money

Reviewed on 13/8/2019

This product is only good for small companies that sell via phone to individuals and do not care about mulitple contacts within a client's firm. there is no way for multiple users to enter data consistently (such as pull down menus with option to select client industry so data gets entered however a user chooses.

Pros

While this software appears to be good on the surface, it does not perform as advertised.

Cons

It did not fuction as advertised. the conversion of our existing data was never completed successfully. the sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.

Rachel
Overall rating
  • Industry: Farming
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The most intuitive program to work with, and the only one able to do all my farming business...

Reviewed on 6/2/2018

Ability to organize a massive network of customers and restaurants to make my life simpler.

Pros

First of all Info Flo has incredible value, what you get for this one time purchase is outstanding. Info Flo's support staff is phenomenal, this makes it better than any other software ten times over. Never underestimate the value of good customer service.

The organizational structure keeps my contacts manageable. From farmers markets to the everyday customer to restaurants and hotel chains. All while having it's own mapping software to make deliveries a breeze!

The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.

We also use it to trade mushrooms for gift cards with restaurants that supplies our giveaways and promotions for CSA Members. This way, we can keep a massive network of people organized, and work with local restaurants to promote them as they buy the delicious culinary mushrooms we grow.

Cons

It would be amazing if Info Flo and Info Flo Pay worked together perfectly. I hear it's in the works, I just can't get it soon enough. I'd like to have a little more tutorial options online if possible. I'm currently trying to export my contacts to import into Info Flo Pay. Hard to find too much else wrong with this program really, 5 Stars all Around!

Mathias
Overall rating
  • Industry: Sports
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very easy to use, good value for the price, and with most of the needed functionality.

Reviewed on 11/10/2018

We need to keep customer related information, documents, e-mails and tasks in one place accessible for all the team members. The data is stored in a SQL database on a server in the cloud, so that home office use is possible with a good performance.

Pros

We are a very small company (3 employees) looking for an easy to use CRM software to share and keep information about our sales communication with our customers. Having access to customer related e-mails, documents and notes is very important. In addition, customer related tasks need to be available as well. All this we found in InfoFlo very nicely implemented and for a reasonable price. Offline synchronization is available as well, which is a great benefit when traveling without stable internet connection (airplanes, trains,…)
The support is really fast and highly motivated to help with problems and bug fixes.

Cons

There is not much to say, because InfoFlo is a great piece of software. Only the Outlook synchronization plug-in seems to have some small problems with using Outlook versions in another language (German). What is strongly missing is the possibility to input the department of a contact. Dealing with large companies or universities with many departments, this is valuable information and needs to be synchronized with outlook as well. A feature request is filed and hopefully this will be implemented soon.

Dustin
Overall rating
  • Industry: Insurance
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Ups and Downs. The idea behind the program is great! However, Customer Support needs some work.

Reviewed on 6/2/2018

It does help streamline our emails and profiles for all of our clients; saving our emails to each client profile is key for our industry.

Pros

Love how it integrates with outlook. We also like how to link groups and individuals to businesses; as well as being able to save documents to the businesses profile. The general layout of the program is good and easy to use.

Cons

First and foremost they really need to work on their customer support. A number of times we have called we have got rude comments/service from who ever answered the phone. Also, its quite annoying when there is something wrong with the software, we have to pay for support to fix it... issues with the software not working should be included in the price of buying the software!!

There seems to be quite a few bugs that pop up every so often, like not being able to open emails within the program and items not syncing between computers.

Tim
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Amazing app

Reviewed on 27/9/2019

Pros

1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

Cons

Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market.

Alternatives Considered

Pipedrive and Copper

Switched From

Pipedrive
Joe
Overall rating
  • Industry: Human Resources
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Observations from a Seven Year Customer

Reviewed on 28/11/2018

I can't think of anything at the moment.

Pros

1) I like the ability to manage multiple email address from a single application.
2) I also like the separation of known and unknown contacts which is VERY helpful when managing incoming emails and deleting the junk.
3) The notes associated with individual contacts are also very helpful in managing a contact history by individuals and companies..
4) The tech support structure for submitting tickets to resolve quick questions is also a great solution.

Cons

I can't think of anything at the moment.

Denisse
Overall rating
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

InfoFlo is a great contact management tool.

Reviewed on 23/6/2021

Overall it has been a very good experience. For our purpose, it centralizes our communications and keeps our records organized which is exactly what we need.

Pros

InfoFlo is truly an excellent contact management software. It is great to access a contact and be able to see all the notes, emails, documents related to that contact. InfoFlo is a critical part of our organization.

Cons

Our InfoFlo is installed in a terminal server which has caused some problems in particular with scheduling appointments or using its calendar. We have tried several times to fix it without success. The software is also very limited on its reporting capabilities.

Tom
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Software easy to learn. Logical work flow.

Reviewed on 6/2/2018

We mainly use this software for keeping track of customers contacts, and repair history log of our serialized products.

Pros

Very powerful software for reasonable cost, especially when comparing to competing software. The modular add-on and per/user price structure really helps small business with limited budget. Minor updates are issued frequently, which shows the developer's commitment to this product.

Cons

Some of the add-on's could arguably be consider as standard feature. For example : scheduled backup, and advanced search.

Alex
Overall rating
  • Industry: Construction
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Service has been great. Program has some aggravating limitations.

Reviewed on 6/2/2018

Improvement in contact management over manual address book

Pros

I use the program to maintain personal contacts and contacts for a small service business. Service, from the initial sales contact through support when I got confused have been remarkable. It was the service even more than the product that made me choose this program. It is fairly easy to use, even for someone who really isn't the most technically competent. Even with limitations that are a bit frustrating, the value for money is excellent.

Cons

There are some limitations that I find frustrating. One in particular is mail merging. You appear to have to deal with one contact letter at a time. The flexibility in this area falls short of other CRM products I have used in the past. But again, my comments must be taken in the context of the price point and relative value for money. Sorting capabilities are limited. For example I cannot seem to create a custom list by choosing/limiting contacts who fall into several categories. For example customers who from a list of 5 services receive only 3 services. In our landscaping business we have customers who are individuals as well as business customers. The two groups seem to have to be dealt with separately as opposed to being able to generate a simple list of all customers in a given category.

Mark
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

I am an independent financial planner and this helps me stay independent!

Reviewed on 19/1/2018

Maintain independence. Stay compliant. I am not very good with computers and have some difficulty navigating through the program. I have not figured out how to use all of the features

Pros

I like this software because it allows me the option to stay independent. In my industry, so much information is kept on the mutual fund dealers and insurance company servers, so it is lost if you decide to leave. The option to leave is lost if you can't take your information and notes. You may not be a "captive agent" according to contract, but you are according to who controls your information and records. I expect that this is the case in many different industries.

Infoflow lets me keep a copy of clients information ' notes that pertain to matters that cross different industry lines.
It is also flexible enough to be able to help me with my marketing needs. This information, tracking and management can not all be put on a single company server. My business encompasses customized financial plans that I do on my own, investments, insurance, tax and some legal issues (wills/ PofA) which requires working with different companies.
Infoflow can help me keep track and serve the varied needs my clients all in one place.

I like this program because I can purchase it and whatever else I need. The trend is towards "subscriptions" because it provides a lot more revenue and smooth revenue for the providers. I don't want to overpay and get tied to increasingly expensive software. I used to use a different program and they moved to "enterprise" software for large companies. They also switched to expensive subscription based payments.

Kerry
Overall rating
  • Industry: Civil Engineering
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM out there, we think so!

Reviewed on 17/10/2018

We are preparing proposals and reports that are automatically filled in with the information from the database. Its super easy to prepare reports of our current projects for our weekly meetings that are up to date and relevant.

Pros

One time, up-front cost with no subscriptions and the data is located on our own server. Lots of flexibility with the modules offered that gives our team the tools we use most.

Cons

Would like the ability to turn off some of the features that we do not use as much. It does so much, and we have streamlined our processes to what works best for us.

Nelson
Overall rating
  • Industry: Translation & Localisation
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A good experience.

Reviewed on 6/2/2018

It helps our company management and projects.

Pros

It is a friendly software. We can easily share information between partners and easy to learn. Good calendar. Easy to add contacts and companies. Easy to sort the emails by contact or company.

Cons

No way to change the job titles in contacts.
It'll be good to have an easy follow with date and time.

John
Overall rating
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Overpromised and underdelivered

Reviewed on 20/7/2018

Pros

One time fee with no maintenance costs, bugs are fixed free. Ability to create custom modules. Data migration flexibility.

Cons

Not SaaS, poor customer service, mainstream and custom updates are buggy, bugs introduced by custom programming are billable

Thomas
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

TCC

Reviewed on 3/12/2019

Pros

They were able to migrate all of my old data from BCM into InfoFlo.

Cons

Less user friendly than BCM but has all of the functionality we need

Danielle
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I love using InfoFlo! It's a great alternative to so many other CRM products I looked at.

Reviewed on 6/2/2018

It is very easy to track my client data with privacy. Online CRM products make you agree to terms and conditions that I could not tolerate. They were also overly complex for my needs. This is perfect for what I need and didn't require hours of watching training videos to figure out and set up either.

Pros

I like that there's a one time fee. I know I want to add on different options later. But the low one time fee allowed me to get started right away for a low price while knowing that I can upgrade later to get added features. The free trial allowed me to make a decision to see how everything worked together.

Cons

It takes up a lot of my computer's processing power. I suppose that's the nature of the beast. I'm going to need to upgrade my ram, but at least I don't have to use a server. Until I want to.

Jack
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

I have had the software for about eight months. Good, solid program, does what is says it will.

Reviewed on 6/2/2018

Pros

It excels at getting the basics right. I think many software developer's focus on the looks and get the interface cluttered and complicated. Infoflo makes it clean and simple and thus easier to use and understand. Good, friendly support too.

Cons

It would be nice if there was a way to sync projects easier, as I forget to tag the email sometime. But, the method is still fine.

Victoria
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Multipurpose CRM for donors, prospects, grants and events.

Reviewed on 7/2/2018

Pros

We are a nonprofit who has trialed and purchased InfoFlo for our CRM, grants management and donor management. While there are hundreds of CRMs for nonprofits, I found InfoFlo to be the best way to get a CRM that will manage grants, donors, events, and reporting, as well as allow me to customize it. The price is very market friendly without continuing fees, like most donor CRMs.

Cons

I would like to see more support options included in the price, like chat and brief phone calls. I would like to see an integrated POS so we could take donations from out website and have the information recorded in the InfoFlo database. I understand this is something that InfoFlo is currently working on.

Dirk
Overall rating
  • Industry: Publishing
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The InfoFlo teams is great to work with. Helped with initial setup and custom tweaks.

Reviewed on 6/2/2018

Pros

The product is very configurable. The interface is intuitive. The ability to sync with Outlook is really nice.

Cons

They are still working with Invoicing so that feature isn't completely fleshed out. I believe it will match the quality of the rest of the software when finished.

Martin
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

InfoFlo Review Nov18

Reviewed on 20/11/2018

Excellent. A cost effective and simple solution to my problem. I would recommend to others who are looking for a basic CRM that does the job and doesn't cost and arm and leg in terms of dollars, but also time and pain to set up.

Pros

Price. Ease of use. Basic useful functionality.
Had a need to keep track of customer and deal info. Was keeping all on paper. Within a very short time had the software working and tasks automated. The support is great and all my questions were answered.

Cons

Occasionally get an error message. But I just restart the software. I would like the ability to schedule a bulk email.

Javier
Overall rating
  • Industry: Design
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Practical Solution

Reviewed on 25/2/2021

Pros

This software is very intuitive and it perfectly does what I expected. The user interface is more friendly than other platforms, enhancing my experience with it.

Cons

I have not used all options, but if I would need to mention any Cons, the opportunity configuration does not allow for automatic self numbering, which would be really helpful.

Martin
Overall rating
  • Industry: Media Production
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Software

Reviewed on 10/9/2019

Pros

The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business. I recommand it !

Cons

When we select a company, it would be good to have the profile of the contact automatically appear in the same window without having to select it. Otherwise I have no negative points for now! I have tested several software and it seems really complete!

Bill
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for my small business

Reviewed on 18/6/2018

No monthly subscription

Pros

Monthly fees are a tough challenge for small business budgets. Liked this one was a one time cost, simple to use, and plenty of add on features to customize it for the efforts I need for my business.

Cons

Not sure I have any concerns as I begin making this part of my daily business plans and efforts. Looks like they have plenty of training and instructional resources.

Michael
Overall rating
  • Industry: Retail
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent accessibility to the support staff with general questions.

Reviewed on 30/6/2017

In one word....Organization.

Pros

Its simple to navigate since all tabs needed are available from the home screen. Loading contacts is a breeze through the new contact tab. New contact info screen is formatted for easy guided data entry.

Cons

When clicking on the task tab..it leaves off the phone and email address for easy contact reference.
Can't export direct report emails.