About InfoFlo
InfoFlo is a document management software from InfoFlo Solutions that supports efficient document organization and retrieval. It provides features like document version control, secure file sharing, and advanced search capabilities so users can access the information they need quickly. Additionally, InfoFlo integrates with other business applications and offers customizable workflows to match specific organizational needs. With its user-friendly interface, team members can easily collaborate on documents and track changes. Key capabilities: document version control secure file sharing advanced search capabilities integration with business applications customizable workflows Best for: businesses that need a reliable solution for document management and collaboration.
InfoFlo CRM, developed by InfoFlo Solutions, is designed as a comprehensive customer relationship management tool tailored to small and medium-sized businesses. Its primary purpose is to streamline and enhance the management of customer interactions, sales processes, and data organization. InfoFlo offers both cloud-based and on-premise deployment options, making it adaptable to different business needs. Key features of InfoFlo include robust CRM capabilities, seamless Outlook integration, mobile access through dedicated apps, and a range of add-ons that expand its functionality. **User Interface and Ease of Use:** InfoFlo’s user interface is designed with simplicity and efficiency in mind. The dashboard is clean and intuitive, presenting essential tools and data in a user-friendly layout. The main navigation bar allows for quick access to various modules such as contacts, sales pipelines, and reports. One of the standout design elements is its integration with Outlook, which ensures a cohesive user experience by syncing emails, contacts, and calendar events directly within the CRM. The mobile app mirrors the desktop experience, providing a consistent and accessible interface for users on the go.
Pros & Cons
- +User-Friendly Interface: Intuitive design and easy navigation.
- +Strong Integration: Seamless sync with Outlook and other add-ons.
- +Flexible Deployment: Options for both cloud and on-premise setups.
- +Cost-Effective Pricing: Competitive pricing with lifetime access for on-premise.
- −Limited Advanced Features: May lack some advanced features found in higher-end CRM systems.
- −Customization Costs: Customizing with add-ons can increase costs.
Features
Key features
- Deployment Options
- Cloud
- $30 per month, low upfront fees, no server required, accessible from anywhere, includes phone support.
- On-Premise
- $99 one-time cost, own your data, no recurring costs, free manual upgrades, enhanced security.
- Comprehensive CRM Capabilities
- Basic Package
- Includes essential CRM functionalities suitable for immediate deployment and use.
- Integration and Synchronization
- Outlook Integration
- Syncs all Outlook contacts, companies, categories, calendar events, and emails.
- Mobile Access
- InfoFlo Mobile App
- Available for iPhone and Android, allowing access to CRM data and sales pipeline on-the-go.
- Customization and Scalability
- Add-Ons
- Various add-ons available to enhance CRM functionality, including integration with QuickBooks, Google, SMS, and more.
Additional features
- Basic Features
- Customer Relationship Management
- Core CRM functionalities for managing contacts, sales pipelines, and communication.
- Advanced Search
- Enhanced search capabilities for finding and managing data quickly.
- Add-Ons
- QuickBooks Integration
- Seamless integration with QuickBooks for financial management.
- Google Integration
- Sync with Google services for enhanced productivity.
- SMS Integration
- Enable SMS communication within the CRM.
- Outlook Integration
- Comprehensive sync with Outlook for managing emails, contacts, and calendar events.
- InfoFlo Talk
- Includes features for communication and collaboration within the CRM.
- Email Marketing
- Tools for creating and managing email marketing campaigns.
- Advanced Permissions
- Customizable access levels for different users.
- Advanced Tasks
- Enhanced task management features for complex workflows.
- Mobile App
- InfoFlo Mobile
- Access your CRM data from mobile devices, manage sales pipelines, view to-do lists, and contact information on-the-go.
- Deployment Models
- Cloud
- Subscription-based model with remote access and support.
- On-Premise
- One-time purchase with lifetime access and updates, local data management.
- Support and Resources
- Knowledge Base
- Access to detailed documentation and resources for self-help.
- InfoFlo Academy
- Training materials to help users get the most out of the software.
- Support Options
- Open a support ticket, remote support, and contact via email or phone.
- Pricing
- Cloud Package
- $30 per user per month.
- On-Premise Package
- $99 per user with a one-time cost.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to InfoFlo
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
About InfoFlo
InfoFlo is a document management software from InfoFlo Solutions that supports efficient document organization and retrieval. It provides features like document version control, secure file sharing, and advanced search capabilities so users can access the information they need quickly. Additionally, InfoFlo integrates with other business applications and offers customizable workflows to match specific organizational needs. With its user-friendly interface, team members can easily collaborate on documents and track changes. Key capabilities: document version control secure file sharing advanced search capabilities integration with business applications customizable workflows Best for: businesses that need a reliable solution for document management and collaboration.
InfoFlo Details
InfoFlo's In-App Market Place
Does InfoFlo have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (chf), Sek (kr), Nzd (nz$), Inr (₹), Ils (₪), Rub (₽), Hkd (hk$), Sgd (S$)
Pros & Cons
- User-Friendly Interface: Intuitive design and easy navigation.
- Strong Integration: Seamless sync with Outlook and other add-ons.
- Flexible Deployment: Options for both cloud and on-premise setups.
- Cost-Effective Pricing: Competitive pricing with lifetime access for on-premise.
- Limited Advanced Features: May lack some advanced features found in higher-end CRM systems.
- Customization Costs: Customizing with add-ons can increase costs.
InfoFlo's Support Options
Email Address
sales@infoflosolutions.comContact
1 (646) 465-7676InfoFlo's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
