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.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, Cayman Islands, China, France and 7 others

Supported Languages

Danish, Dutch, English, French, German and 5 others

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

InfoFlo Software - Dashboard View
InfoFlo Software - Document Management
InfoFlo Software - Maps
InfoFlo Software - SMS Integration
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InfoFlo video
InfoFlo Software - Dashboard View
InfoFlo Software - Document Management
InfoFlo Software - Maps
InfoFlo Software - SMS Integration

Features

Total features of InfoFlo: 120

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Lifecycle Management
  • Auto-Dialer
  • 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
  • Client Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer History
  • Customisable Forms
  • Customisable Reports
  • Data Import/Export
  • Docket Management
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Email Management
  • Email Marketing
  • Employee Directory
  • Employee Management
  • Expense Tracking
  • File Transfer
  • For Accountants
  • For CPA Firms
  • Forecasting
  • Help Desk Management
  • Hotkeys
  • IVR/Voice Recognition
  • Inbound Call Centre
  • Inbound Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Invoice Processing
  • 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
  • Quotes/Estimates
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Pipeline Management
  • Scheduled Recording
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • 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

Microsoft Teams

4.5
#1 Alternative to InfoFlo
Microsoft Teams is a chat-based workspace in Microsoft 365 which lets users collaborate on documents, make voice &...

Copper

4.4
#2 Alternative to InfoFlo
Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.

Salesforce Sales Cloud

4.4
#3 Alternative to InfoFlo
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Pipeline

4.4
#4 Alternative to InfoFlo
PipelineDeals is a CRM you will actually use. Boost your business's sales pipeline and deal growth by up to 300% in the...

Reviews

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

Already have InfoFlo?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 95
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...

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...

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.

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...

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.

Showing 5 reviews of 95 Read all reviews

InfoFlo FAQs

Below are some frequently asked questions for InfoFlo.

InfoFlo offers the following pricing plans:

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

InfoFlo has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

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

See all software categories found for InfoFlo.