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InfoFlo Reviews

Overall rating

4.5

/5

95

Rating criteria

  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.64/10

Reviews by rating

Pros and cons

The program is an excellent, affordable CRM. Customer support is timely and has been great.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
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.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
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95 reviews

Recommended

YB
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Yvonne B.

Photographer

Photography, self-employed

Review source

Overall Rating

Fantastic Product shame about the price

Reviewed a year ago

Transcript

Yvonne : Hi, I'm Yvonne, owner. I give InfoFlo four out of five stars. And for more info, click below....

RY
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Rachel Y.

Farming, 1-10 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The most intuitive program to work with, and the only one able to do all my farming business needs.

Reviewed 5 years ago

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....

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!

MB
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Mathias B.

Sports, 1-10 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very easy to use, good value for the price, and with most of the needed functionality.

Reviewed 5 years ago

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.

LT
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Lisa T.

Architecture & Planning, 11-50 employees

Used other for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Don't waste your money

Reviewed 4 years ago

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.

TT
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Tim T.

Financial Services, 1-10 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Amazing app

Reviewed 4 years ago
Pros

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.

Cons

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.

JT
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Joe T.

Human Resources, self-employed

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Observations from a Seven Year Customer

Reviewed 5 years ago

I can't think of anything at the moment.

Pros

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.

Cons

I can't think of anything at the moment.

DH
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Denisse H.

Legal Services, 11-50 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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InfoFlo is a great contact management tool.

Reviewed 2 years ago

Overall it has been a very good experience. For our purpose, it centralizes our communications and keeps our records organized which is exactly what we need.

Pros

InfoFlo is truly an excellent contact management software. It is great to access a contact and be able to see all the notes, emails, documents related to that contact. InfoFlo is a critical part of our organization.

Cons

Our InfoFlo is installed in a terminal server which has caused some problems in particular with scheduling appointments or using its calendar. We have tried several times to fix it without success. The software is also very limited on its reporting capabilities.

TL
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Tom L.

Electrical/Electronic Manufacturing, 1-10 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Software easy to learn. Logical work flow.

Reviewed 5 years ago

We mainly use this software for keeping track of customers contacts, and repair history log of our serialized products.

Pros

Very powerful software for reasonable cost, especially when comparing to competing software. The modular add-on and per/user price structure really helps small business with limited budget. Minor updates are issued frequently, which shows the developer's commitment to this product.

Cons

Some of the add-on's could arguably be consider as standard feature. For example : scheduled backup, and advanced search.

KA
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Kerry A.

Civil Engineering, 1-10 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best CRM out there, we think so!

Reviewed 5 years ago

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. Lots of flexibility with the modules offered that gives our team the tools we use most.

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.

TW
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Tony W.

Furniture, 1-10 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Infoflo, easy to use and it manages my business sales & contacts easily. I would be lost without it.

Reviewed 5 years ago
Pros

I run a small family run Business and I love how Infoflo seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed.

Cons

No cons were added to this review

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John C.

Real Estate, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Overpromised and underdelivered

Reviewed 5 years ago
Pros

One time fee with no maintenance costs, bugs are fixed free. Ability to create custom modules. Data migration flexibility.

Cons

Not SaaS, poor customer service, mainstream and custom updates are buggy, bugs introduced by custom programming are billable

JM
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Jay M.

Furniture, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 5 years ago

Time savings in managing customer info and maintaining collective information management/situational awareness. Time, printing, and transcription error savings also in filling out internal office forms and other templates. 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). Any computer can be used as a server without need for DNS or VPN, etc. Document version control. Basic user permissions can be set. Desktop pop-up reminders a nice touch. VOIP telephony available too!

Cons

Templates only available in Word (recommend Invoicing add-on if you require forms to use formulas), and templates only use merge fields (auto-fill data into forms) that are available in the contact record (uses system fields and custom fields). Hoping to see custom fields and templates that can also be created for opportunities (initiate letter from within the opportunity so it uses fields from that one and not another opportunity from same customer). Email accounts are merged into a single in and a single out basket- am told folders are going to be available in a future update. Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling.

WG
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Willie G.

Health, Wellness and Fitness, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Excellent CRM for Growing Business

Reviewed 2 years ago

InfoFlo is the common platform that all departments in our organization use from customer service, billing, intake and shipping. The ability to track individual tasks for specific employees and recognize how much capacity each of them have for the day is very useful.

Pros

The capability to have the software grow with our needs is so important to our organization. We had launches the program as an attempt to go paperless and had we not done so when we did the impact of the pandemic could have crippled our organization.

Cons

The processing speed can vary depending on the time of day and # of users that are accessing the system. We do, however, understand that we utilize a lot of data and processing based on the amount of information that is being processed.

AR
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Verified reviewer

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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The server is not in cloud and we are able to house our own information on our own servers

Reviewed 5 years ago
Pros

-The software CRM has all the functions we need. -The software allows easy grouping of clients and categories for sales reps and who is responsibly for which clients. -Also the easy to use functions that infoflo has which helps the training of our new employees.

Cons

-The mobile app is require to be in the clout. We originally wanted to invest in a CRM that we can have complete control over where and how our information is kept and stored. -Updates require all users to update as well and there is no cross version compatibility -We need a function where users that are read only can edit information they input into the system in certain features or a option that allows us to give privileges in certain add-on. for example still read only but we allow them to make changes in projects only or in opportunities

NT
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Nelson T.

Translation and Localization, 1-10 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A good experience.

Reviewed 5 years ago

It helps our company management and projects.

Pros

It is a friendly software. We can easily share information between partners and easy to learn. Good calendar. Easy to add contacts and companies. Easy to sort the emails by contact or company.

Cons

No way to change the job titles in contacts. It'll be good to have an easy follow with date and time.

DF
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David F.

Human Resources, 1-10 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great tool for managing emails and contacts.

Reviewed 5 years ago

Increased efficiency and peace of mind.

Pros

The product keeps getting better with frequent updates. InfoFlo helps me to focus on my most important emails and helps me organize and keep track of communications with all my contacts.

Cons

No cons were added to this review

DE
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David E.

Oil & Energy, 51-200 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very good user friendly software, Why pay monthly fees when this software does it all for one fee.

Reviewed 6 years ago

It is easy to use

Pros

Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM's I've used

Cons

The icons are a little dated. , they need to be sharper, the system logs out if left on overnight, but that's a personal preference. There is not much to say its an easy software to use with no issues .

AR
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Verified reviewer

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use and improved my workflow significantly

Reviewed 5 years ago

Better comunication with clients. Easy to use and improved the client experience, I would highly recommend

Pros

I love that information is accessible and easily viewable on a mobile device. Clients love it to and it improved their accessibility as well.

Cons

I can't think of anything that did not work for me. The software made the client interactions easier and was of great value to the client experience.

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Greg W.

Building Materials,

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 5 years ago

increase sales and account mamangement

Pros

Integration with emails and calendar so tasks are always visible. To find a person quickly by their name or a company or category, especially with the search my computer function, making sales and managing customers very manageable.

Cons

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

MJ
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Marios J.

Medical Practice, 1-10 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fantastic product. Surpassed my needs and expectations!

Reviewed 5 years ago

Gave me the ability to work more efficiently and conveniently.

Pros

Fast, simple, versatile. Very well conceived and implemented product. Makes life very much easier and efficient.I especially like the fact that you can add modules as needed and the fact that the software can grow with the business needs. The support provided by the company is excellent too.

Cons

Nothing significant. There is a delay with editing feature (of notes) but I guess this has got to do with the broadband speed. It would be good to be able to change some of the Icons (you can change the name) it would then take on a more personal and bespoke look. Other than that only praise for the product.

AC
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Amy C.

Food & Beverages, 51-200 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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After searching and installing about 7 different CRMs this was by far the easiest to implement

Reviewed 5 years ago
Pros

Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away.

Cons

I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something

MW
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Margarita W.

Building Materials, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Support/Sales person was great

Reviewed 5 years ago

Centralized our customers with our projects

Pros

The link functions, the reporting is very useful also. Search function very good.

Cons

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

AR
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Verified reviewer

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Software, Easy to Use & awesome customer service

Reviewed 5 years ago
Pros

The ease of use and the customer service. They know what their talking about and spend the time to understand. We are a small company that is expanding and has never used a software before. This was extremely easy to use and started all employees on the software immediately after it was implemented.

Cons

Training sessions are slightly high in price, although you don't really need much training because they give you a good demo and thorough walk through when you sign up.

KM
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Kelly M.

Telecommunications, 1-10 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Product!

Reviewed 3 years ago

Fabulous!

Pros

Infoflo was not only affordable but it gave us all the features we needed from Quoting customers, keeping track of leads, setting reminders for F/U and Invoicing. Plus we had the option to purchase the software right out without any commitment to monthly or yearly fees.

Cons

I don't have anything negative to say. This software met all of our needs.

JB
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Jamie B.

Internet, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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We were looking for a CRM that would suit our needs and budget. Infoflo ws a perfect fit!

Reviewed 6 years ago

Ease of use and able to quickly implement.

Pros

Ease of use. We were able to create a CRM that fit our needs without having to have coders on staff. Easy to set up and their staff were extremely helpful. Any time we had an issue or question they were right there to help us out.

Cons

We had to take a few short cuts to get to where we wanted. Not too much of a con as this was to be expected with this type of CRM

DS
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Derek S.

Insurance, self-employed

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 6 years ago

It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.

Pros

It is incredibly user friendly. It was easy to set up, customize, and integrate with my daily routines. It provides everything I need in a CRM in a fantastic format that integrates with Outlook so smoothly.

Cons

No cons were added to this review