About InfoFlo

CRM solutions on the market today are over-priced and are complicate to use. As well most of these solutions typically charge a recurring ongoing monthly fee in addition to many additional hidden costs. We believe that software doesn't have to cost 100's per month, per user but instead a one time cost. For this reason our Simple-To-Use CRM software has no monthly fees, includes free upgrades for life and is an affordable one-time cost for life.

Key benefits of InfoFlo

InfoFlo Software is an all-in-one easy to use CRM software designed for SMBs. With our intuitive design users can easily see their recent communication activities automatically linked and archived.

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom, Japan, United States

Supported Languages

Danish, Dutch, English, French, German and 5 others, Hungarian, Italian, Russian, Spanish, Turkish

Images

Dashboard View
360 Degree View
View 3 more
InfoFlo video
InfoFlo screenshot: Dashboard View InfoFlo screenshot: 360 Degree View

Features

Total features of InfoFlo: 126

  • "What If" Scenarios
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Action Item Tracking
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Application Access Control
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Management
  • Auto-Dialer
  • Automatic Backup
  • Automatic Call Distribution
  • Billing & Invoicing
  • Blended Call Centre
  • By-Extension Reporting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Centre Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tagging
  • Call Volume
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Case Notes
  • Claims Management
  • Client Management
  • Computer Telephony Integration
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer History
  • Customisable Forms
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Employee Directory
  • Employee Management
  • Expense Tracking
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Hotkeys
  • Household Tracking
  • IVR / Voice Recognition
  • Inbound Call Centre
  • Inbound Reporting
  • Influence Tracking
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Tracking
  • Knowledge Base Management
  • Lead Management
  • Manual Dialer
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Multiple Parties
  • Multiple Scripts
  • On-Demand Recording
  • Open Database Design
  • Outbound Call Centre
  • Outbound Reporting
  • Phone Key Input
  • Predictive Dialer
  • Progressive Dialer
  • Project Management
  • Prospecting Tools
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Chat
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Pipeline Management
  • Scheduled Recording
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Survey/Poll Management
  • Task Management
  • Team Assignments
  • Telemarketing Management
  • Territory Management
  • Text to Speech
  • Time Tracking
  • Trust Accounting
  • Unattended Call Management
  • Unified Communications
  • Video Conferencing
  • Virtual Call Centre
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Customisation
  • Voice Mail
  • Who Answered Log
  • Workflow Management

Alternatives

Bitrix24

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Zoho CRM

4.2
#2 Alternative to InfoFlo
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CloudTalk

4.6
#3 Alternative to InfoFlo
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Agile CRM

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#4 Alternative to InfoFlo
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Reviews

Overall rating

4.5 /5
(82)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
4.3/5

Already have InfoFlo?

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Showing 5 reviews of 82
Jeremy K.
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!

Reviewed on 6/2/2018

Pros

While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases.

Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience.

The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm.

If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.

Cons

To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee.

Kristen B.
Overall rating
  • Industry: Insurance
  • 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

Perfect for tracking communication with clients

Reviewed on 21/8/2019

Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized...

Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.

Pros

I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

Cons

That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

Lianne B.
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

I like the fact that infoflo is a one time cost and that the data is saved on my computer

Reviewed on 6/2/2018

I think it will serve our needs well, but still learning and figuring things out.

I think it will serve our needs well, but still learning and figuring things out.

Pros

I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

Cons

2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Response from Carmel Vision

Thank you for your review Lianne.

Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal.

Our online ticketing support provides at the very minimum a same day response time and typically within hours.

We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate.

We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base.

Thanks for all the feedback.

Jim S.
Overall rating
  • Industry: Consumer Goods
  • Company size: 2-10 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

met our demand...to work Smarter not Harder

Reviewed on 27/9/2019

We are able to pull up accounts so many ways that helps us formulate better sales programs. If we...

We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs.
Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Pros

gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful.
Input of information was a breeze to get started as they have a great mapping feature.
The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do.
Price----absolutely most for the money

Cons

needs some canned reports in the standard module

Sergey L.
Overall rating
  • Industry: Publishing
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

InfoFlo review

Reviewed on 3/12/2019

Overall experience is positive, the program is easy to learn and use.

Overall experience is positive, the program is easy to learn and use.

Pros

Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.

Cons

Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.

Showing 5 reviews of 82 Read all reviews

InfoFlo FAQs

Below are some frequently asked questions for InfoFlo.

InfoFlo offers the following pricing plans:

  • Starting from:
  • Pricing model: One Time License
  • Free Trial: Available

InfoFlo is a one time cost and includes free upgrades for life!

We do not have any information about InfoFlo features

InfoFlo has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

InfoFlo supports the following languages:

Danish, Dutch, English, French, German, Hungarian, Italian, Russian, Spanish, Turkish

InfoFlo supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

InfoFlo integrates with the following applications:

Gmail, Google Calendar, Google Contacts, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, WordPress

InfoFlo offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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