InfoFlo is an integrated CRM solution that can be accessed online or installed on-premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users also have access to InfoFlo’s core features, like email marketing, appointments and meetings, project management, Skype and Outlook integration, and task management, all which can be shared amongst team members in real time.
InfoFlo will work with clients to build a CRM that’s customized for their business size and needs. The solution can be utilized by small to midsize B2B companies in a variety of industries including accounting, software, construction, real estate, healthcare and more. Additionally, it also offers project management, email marketing, invoicing and document management modules as addons.
InfoFlo gives clients access to training tools and videos on their website, as well as providing customer support through an online ticket system.
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 organize and track legal cases.
Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience.
The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm.
If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.
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. Specializzazione: Assicurazioni Numero di dipendenti: 2-10 dipendenti
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.
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 the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.
Risposta: Carmel Vision 8/2/2018
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.
Jim S. Specializzazione: Beni di consumo Numero di dipendenti: 2-10 dipendenti
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.
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.
Input of information was a breeze to get started as they have a great mapping feature.
The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do.
Price----absolutely most for the money
needs some canned reports in the standard module
Sergey L. Specializzazione: Editoria Numero di dipendenti: Lavoratore autonomo
Overall experience is positive, the program is easy to learn and use.
Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.
Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.