InfoFlo Features

InfoFlo

All-in-One CRM Software Solution

4.45/5 (82 reviews)

InfoFlo Feature Summary

  • Contact management
  • Collaboration
  • Leads & Opportunities
  • Project Management
  • Email Management
  • Custom Dashboards
  • Document Management
  • Two Way Outlook Sync
  • Calendar Sharing
  • Map Integration
  • Phone Integration
  • Email Marketing
  • Reporting & Analytics
  • Scheduled Backup
  • Built-in Email Editor
  • QuickBooks Online Sync
  • Document Scanning
  • Business Card Scanning
  • Document Templates
  • Two Way Google Sync
  • QuickBooks Desktop Sync

Competitor Feature Comparison

"What If" Scenarios
API
Access Control
Accounting Integration
Action Item Tracking
Activity Dashboard
Activity Management
Activity Tracking
Application Sharing
Archiving & Retention
Automatic Backup
Automatic Notifications
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Analysis
Campaign Management
Campaign Segmentation
Click Tracking
Client Management
Contact Database
Contact History
Contact Management
Conversion Tracking
Custom Forms
Customer History
Customer Segmentation
Customizable Templates
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Invoice Management
Lead Management
Microsoft Outlook Integration
Multi-Campaign
Multi-Channel Marketing
Pipeline Management
QuickBooks Integration
Quote Management
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reporting
Task Management
Third Party Integration
Web Forms
Visit WebsiteCompare App
"What If" Scenarios
API
Access Control
Accounting Integration
Action Item Tracking
Activity Dashboard
Activity Management
Activity Tracking
Application Sharing
Archiving & Retention
Automatic Backup
Automatic Notifications
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Analysis
Campaign Management
Campaign Segmentation
Click Tracking
Client Management
Contact Database
Contact History
Contact Management
Conversion Tracking
Custom Forms
Customer History
Customer Segmentation
Customizable Templates
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Invoice Management
Lead Management
Microsoft Outlook Integration
Multi-Campaign
Multi-Channel Marketing
Pipeline Management
QuickBooks Integration
Quote Management
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reporting
Task Management
Third Party Integration
Web Forms
Visit WebsiteCompare App
"What If" Scenarios
API
Access Control
Accounting Integration
Action Item Tracking
Activity Dashboard
Activity Management
Activity Tracking
Application Sharing
Archiving & Retention
Automatic Backup
Automatic Notifications
Calendar Management
Calendar Sync with Google
Call Recording
Campaign Analysis
Campaign Management
Campaign Segmentation
Click Tracking
Client Management
Contact Database
Contact History
Contact Management
Conversion Tracking
Custom Forms
Customer History
Customer Segmentation
Customizable Templates
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Invoice Management
Lead Management
Microsoft Outlook Integration
Multi-Campaign
Multi-Channel Marketing
Pipeline Management
QuickBooks Integration
Quote Management
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reporting
Task Management
Third Party Integration
Web Forms
Visit WebsiteCompare App

InfoFlo Feature Reviews

25 reviewers had the following to say about InfoFlo's features:

Jay Martin

Excellent support, simple interface. Missing features are minor & only available in expensive CRMs.

2018-02-06

Looking forward to exploring social media integrations and exploring other 3rd party apps that we can combine to enhance the CRM with even more workflows we use.

Pros

Easy to teach new staff, well laid out dashboards and view/browsing of relationships and linked information. Activity logs of other systems can clutter up the view and simply having them requires staff effort (increased wages or dedicated IT admin).

Cons

Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric Lennep

After Goldmine left the single user market found InfoFlow as an affordable Windows CRM application.

2018-02-08

An afforadable contact management that includes basic project management option.

Pros

My needs included keeping up with companies, contacts, activities, schedules and monitoring projects.

Cons

I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Geraghty

Excellent CRM interface to emails

2018-04-10

Great cost effective integration with OFFICE email and calendar

Pros

The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.

Cons

The tool is fragile, in that it seems to 'fall over' too often, requiring a reset or download of a 'more recent version'. The software only runs on Windows platforms, and is not web based.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Shell

Excellent accessibility to the support staff with general questions.

2017-06-30

In one word....Organization.

Pros

Loading contacts is a breeze through the new contact tab.

Cons

When clicking on the task tab..it leaves off the phone and email address for easy contact reference.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Derek Stamp

This is the best CRM I have ever used! It is simple, yet so comprehensive

2017-06-23

It integrates with Outlook almost perfectly and simplifies my administrative processes.

Pros

It was easy to set up, customize, and integrate with my daily routines.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Mays

Super product

2018-05-17

Software allows me to centralize client information.

Pros

The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently.

Cons

Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Margarita Wilson

Support/Sales person was great

2018-02-06

Centralized our customers with our projects

Pros

The link functions, the reporting is very useful also.

Cons

Not able to use Mailchimp with it as this would be really helpful to us rather than exporting contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Mischuk

I have been using InfoFlow for 3 days now very extensively. Many good positive features.

2018-08-01

More efficient use of information.

Pros

Good merge field integration.

Cons

Contacts do not inherit the company address and phone numbers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Celeste A. O'Keefe

Great product yet challenges with reports and support

2018-02-07

Pros

I like the dashboard and syncing with Outlook email features.

Cons

EMAIL & POP UP REMINDERS: do not work on my computer at all, they worked one time on my IT guys computer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Kerry Albright

Best CRM out there, we think so!

2018-10-17

We are preparing proposals and reports that are automatically filled in with the information from the database. Its super easy to prepare reports of our current projects for our weekly meetings that are up to date and relevant.

Pros

One time, up-front cost with no subscriptions and the data is located on our own server.

Cons

Would like the ability to turn off some of the features that we do not use as much. It does so much, and we have streamlined our processes to what works best for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cynthia Barnes

The program is an excellent, affordable CRM. Customer support is timely and has been great.

2018-02-06

Pros

With the report add-on it's easy to run the custom reports I need for updating our programs grant funders.

Cons

I have relationship links between my contacts. The program will link a contact to a companies, or categories, but not to other contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jim Boyd

The product represents great value (features and benefits, and ease of use relative to cost).

2017-11-15

Pros

It is very customizable and responsive to a variety of personal preferences.

Cons

Especially areas that may not be entirely "intuitive"--such as email account setup and management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Philippe Legrand

I first used this software in a trial version. It's working as intended.

2018-01-19

It also has a customized dashboard that can be used in any industry.

Pros

I like the features, functionality of this software . It's a great value for the money. It is very user friendly and it is listed as one of the 40 best CRM in the market.

Cons

It takes a little time to get used to all the available features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
jim Sheridan

met our demand...to work Smarter not Harder

2019-09-27

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.

Cons

needs some canned reports in the standard module

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sergey Lobachev

InfoFlo review

2019-12-03

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

Pros

You can easily connect your contacts with emails and tasks (opportunities and sales).

Cons

It is better to create Leads and separate Leads from Contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Greg Webster

Works well, simple to use, with a pipeline forecasting $ opportunity that works well

2018-02-06

increase sales and account mamangement

Pros

Integration with emails and calendar so tasks are always visible.

Cons

Would like more flexibility with the dashboard as would like to see pipeline by product type by month by year

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Victoria Barber Emery

Multipurpose CRM for donors, prospects, grants and events.

2018-02-07

Pros

We are a nonprofit who has trialed and purchased InfoFlo for our CRM, grants management and donor management.

Cons

I would like to see an integrated POS so we could take donations from out website and have the information recorded in the InfoFlo database. I understand this is something that InfoFlo is currently working on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Lorraine Cobcroft

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

2018-02-07

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex Tessmann

Service has been great. Program has some aggravating limitations.

2018-02-06

Improvement in contact management over manual address book

Pros

I use the program to maintain personal contacts and contacts for a small service business.

Cons

You appear to have to deal with one contact letter at a time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Farris

First Outlook based CRM that meets my needs

2018-07-27

Easy to use CRM for use with Outlook.

Pros

For literally years I researched CRM trying find one that would meet my needs specifically keeping all my contacts and calendar in a single data base but allowing me to send emails out using my individual signatures and email address for each one, business, volunteer, and personal.

Cons

Minor problem as I have to delete it before adding or selecting a company already in the database. Better would be a blank line.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rich Sosa

InfoFlo is user friendly with not so complicated features

2018-02-07

It allows me to keep up with my clients. I can easily look at when I last communicated with a potential client.

Pros

I can click on a contact and all emails, notes and tasks associated with the contact are shown.

Cons

Freezes and or locks up from time to time during periods of non-use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Frank Kelly

Professional staff

2018-02-07

I use it as a contact program and keeping history communications.

Pros

Showing most recent activity.

Cons

Could not get sync to work properly. I have multiple devices and I should be able to have program on each device. No phone app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marie-Elisabeth TAKACS

I have started a new activity last year and choosed Infoflo that is very well for small business

2018-02-06

a professionnal way of organisation to contact my customers and have a look on each activity .

Pros

Even if you have not bought all the addons you can start your Customer Relationship activity. And when you start your activity you can act in a professionnal way right away.

Cons

nothing really instead the fact of having once a problem with the downloading of my incoming mails. And it was impossible to get them back.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
MARCO CARRERA

My experience with the software has been mostly good.

2018-02-06

Basic CRM features.

Pros

Wide-range of options. Customization and integration features are really helpful.

Cons

Offline access is not always available. Notes and tasks are not saved, they get erased after log off.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Andy Dorner

Hidden Cost

2016-09-26

Such as reporting you cannot run any data reports without an additional cost.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more