InfoFlo Pricing, Features, Reviews and Alternatives

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.

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

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.

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.

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

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.

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.

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.

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.

I can't think of anything at the moment.