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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.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.6
/5
89
Starting from
No pricing info
Value for money contenders
Functionality
4.4
/5
89
Total features
112
16 categories
Functionality contenders
Overall Rating
4.5
/5
89
Positive reviews
5
4
3
2
1
54
27
6
0
2
CB
Cynthia B.
JH
Janet H.
DS
Derek S.
LC
Lorraine C.
SG
Sandra G.
SG
Sandra G.
Overall rating contenders
Yvonne B.
Owner
Financial Services, self-employed
Review source
Transcript
Yvonne : Hi, I'm Yvonne, owner. I give InfoFlo four out of five stars. And for more info, click below....
Jeremy K.
Verified reviewer
Used daily for less than 6 months
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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 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.
Insurance, 1-10 employees
Used daily for 1-2 years
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Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.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.
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.
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.
Yvonne B.
Financial Services, self-employed
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All my CRM issues go away with this product and I like that it's not a subscription but paying for all you need in one go is a a hard hit to take.
Honestly an excellent product all around
Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast.
Lianne B.
Verified reviewer
Used daily for less than 6 months
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I think it will serve our needs well, but still learning and figuring things out.
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.
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...
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.
Thom R.
Real Estate, self-employed
Used daily for less than 6 months
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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.
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.
Haven't found anything so far! I'll let you know if something crops up...
Q. What type of pricing plans does InfoFlo offer?
InfoFlo has the following pricing plans:
Pricing model: One Time License
Free Trial: Available
Q. Who are the typical users of InfoFlo?
InfoFlo has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Q. What languages does InfoFlo support?
InfoFlo supports the following languages:
Spanish, Dutch, Russian, Hungarian, French, Danish, Turkish, German, English, Italian
Q. Does InfoFlo support mobile devices?
InfoFlo supports the following devices:
Android, iPad, iPhone
Q. Does InfoFlo offer an API?
No, InfoFlo does not have an API available.
Q. What other apps does InfoFlo integrate with?
InfoFlo integrates with the following applications:
Microsoft Outlook, QuickBooks Online Advanced, Gmail, WordPress, Google Contacts, Microsoft 365, Quickbooks Online, Google Calendar
Q. What level of support does InfoFlo offer?
InfoFlo offers the following support options:
Email/Help Desk, Chat, Phone Support, FAQs/Forum, Knowledge Base