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, China, Germany, France , United Kingdom, Ireland, Japan, Cayman Islands, New Zealand, Singapore, United States

Supported Languages

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

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: 111

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • 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
  • 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
  • Expense Tracking
  • File Transfer
  • Forecasting
  • Help Desk Management
  • Hotkeys
  • IVR / Voice Recognition
  • Inbound Call Centre
  • Inbound Reporting
  • 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
  • Prospecting Tools
  • Queue Management
  • 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
  • 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

Pobuca Connect

4.4
#1 Alternative to InfoFlo
Pobuca Connect - Connect with your contacts. Turn your multiple and overlapping contact lists into one shared company...

CentrixOne Email Marketing

4.7
#2 Alternative to InfoFlo
CentrixOne Email Marketing is a simple, intuitive, and affordable solution. It enables businesses to manage contacts,...

Pipedrive

4.5
#3 Alternative to InfoFlo
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Maximizer CRM

4.0
#4 Alternative to InfoFlo
Maximizer CRM has the capabilities to provide your company with a proven competitive advantage. Wether you're looking...

Reviews

Overall rating

4.5 /5
(90)
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 90
Kristen
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.

Alternatives Considered

GoldMine Premium Edition and Salesforce Sales Cloud

Reasons for Choosing InfoFlo

ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Reasons for Switching to InfoFlo

The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.
Lorraine
Overall rating
  • Industry: Writing & Editing
  • 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

Carmel Vision's InfoFlo is software I can't live without!

Reviewed on 7/2/2018

It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.

It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.

Pros

InfoFlo is a powerful organization tool that puts all your data, emails, notes and documents at your fingertips. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project.
This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. A host of highly affordable optional add-ons enable integrated invoicing or integration with your accounting system, PBX integration, phone call recording, email marketing, email analytics, list management, automated backup, Google integration, Outlook integration, use on mobiles and tablets... The add-ons list just keeps growing.
The system allows a high degree of customization to accommodate the data you want to store, arranged your way.
Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it.
Videos help you learn to use it and the support is good.

Cons

Very few: No comprehensive user guide, but it's quite intuitive.
Sometimes support staff can be a little unclear in responses, but they always clarify if asked.
It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss.
I cannot access documents in InfoFlo to upload to a website. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way.

Thom
Overall rating
  • Industry: Real Estate
  • 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

Onboarding to InfoFlo

Reviewed on 25/1/2022

I've only been using it for very little time so I'm spending much time in the "Academy" . Learning...

I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.

Pros

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

Cons

Haven't found anything so far! I'll let you know if something crops up...

Alternatives Considered

Pipedrive, DejaOffice PC CRM, monday.com and HubSpot CRM

Reasons for Choosing InfoFlo

Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.

Switched From

DejaOffice PC CRM

Reasons for Switching to InfoFlo

InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.
Owen
Overall rating
  • Industry: Farming
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Infoflo is a fantastic product which has been instrumental in developing our business

Reviewed on 25/6/2021

We are an Irish company in the Agricultural sector who have easily adapted the software to enhance...

We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency.

Pros

Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user friendly and allows users to add custom fields to suit their company requirements. The ability to integrate the incoming phones calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers. The customer support is excellent with [SENSITIVE CONTENT] always contactable by email to offer support and set up regular training. Both [SENSITIVE CONTENT] always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs.

Cons

No cons really but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name such as first line of address or something similar.

Jeff
Overall rating
  • Industry: Computer Software
  • 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 9.0 /10

Great Software

Reviewed on 8/2/2018

Keep control of my customers

Keep control of my customers

Pros

Easy to use. Got on top of it in hours. Simple interface, simple screens. Particularly like the "relations" so you can go from Company to Employee or Employee back to company. Far more powerful than a "folder" structure which I have used previously.

Cons

Have only ONE style of email template. I suggest an alternative or rather an addition. Have MANY buttons on the email screen that are programmable. First button could be programmed to have the caption THANK YOU. Which on clicking simply inserts into the email text "Thank you for your email". Another button programmed to have the caption TRIAL which on clicking inserts some text into the email "You can download a trial version from our website www...... Another button SIGNATURE which inserts your signature as text.
With ten buttons you can personalise the email in a few button presses. I have been thanked so many times for my personal email using a button system. I ignore one template emails - they are a lot of text that is mainly irrelevant. The buttons give you the opportunity to personalise emails and makes a real point of difference. I have used such a system and loved it. Don't get me wrong InfoFlow is great - but this is one feature that I would use many times a day and I would warrant so would everyone else. The more buttons the better. Got other ideas too if you like this one! I develop software myself. Jeff Bilkey

Showing 5 reviews of 90 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.