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What Is InfoFlo?

We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user!

Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync.

Who Uses InfoFlo?

We cater to any company as our CRM system can be easily customized to any industry.

Where can InfoFlo be deployed?

Cloud-based
On-premise

About the vendor

  • InfoFlo Solutions
  • Located in Toronto, Canada
  • Founded in 2017

InfoFlo support

  • Phone Support
  • Chat

Countries available

Australia, Canada, Cayman Islands, China, France and 7 others

Languages

Danish, Dutch, English, French, German and 5 others

InfoFlo pricing

Starting Price:

Not provided by vendor
  • Yes, has free trial
  • No free version

InfoFlo does not have a free version but does offer a free trial.

Pricing plans get a free trial

About the vendor

  • InfoFlo Solutions
  • Located in Toronto, Canada
  • Founded in 2017

InfoFlo support

  • Phone Support
  • Chat

Countries available

Australia, Canada, Cayman Islands, China, France and 7 others

Languages

Danish, Dutch, English, French, German and 5 others

InfoFlo videos and images

InfoFlo Software - Dashboard View
InfoFlo Software - Document Management
InfoFlo Software - Maps
InfoFlo Software - SMS Integration
View 5 more
InfoFlo video
InfoFlo Software - Dashboard View
InfoFlo Software - Document Management
InfoFlo Software - Maps
InfoFlo Software - SMS Integration

Features of InfoFlo

  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Archiving & Retention
  • Auto-Dialer
  • Automatic Call Distribution
  • Billing & Invoicing
  • By-Extension Reporting
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Call Center Management
  • Call Duration
  • Call Logging
  • Call Monitoring
  • Call Recording Software
  • Call Routing
  • Caller ID
  • Caller Profiles
  • Campaign Management Software
  • Case Notes
  • Client Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management Software
  • Conversion Tracking
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • Expense Tracking
  • File Transfer
  • IVR / Voice Recognition
  • Inbound Reporting
  • Interaction Tracking
  • Keyword Tracking
  • Knowledge Base Management
  • Lead Management Software
  • Marketing Automation Software
  • Mobile Access
  • Multiple Scripts
  • On-Demand Recording
  • Outbound Reporting
  • Phone Key Input
  • Queue Management
  • Quotes/Estimates
  • Recording
  • Reporting/Analytics
  • Ring Groups
  • Role-Based Permissions
  • SIP Trunking
  • Sales Pipeline Management
  • Scheduled Recording
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Survey/Poll Management
  • Task Management Software
  • Territory Management
  • Text to Speech
  • Time Tracking Software
  • Unattended Call Management
  • Virtual Extensions
  • VoIP Connection
  • Voice Customization
  • Voice Mail
  • Who Answered Log
  • Workflow Management Software

Alternatives to InfoFlo

Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform. Learn more about Salesforce Sales Cloud
Act! Premium empowers you to market better, sell more, and create customers for life.
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Maximizer isn't just another CRM. We provide businesses with the tools to enrich customer relationships and boost their bottom line.
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
The CentrixOne Email Marketing Software Tool : Simple, intuitive and affordable. Learn more about CentrixOne Email Marketing
Tradiitional PC based CRM Contact Manager with matching real Mobile CRM Apps.Two-week free trial.One time price. Learn more about DejaOffice PC CRM

Reviews of InfoFlo

Average score

Overall
4.5
Ease of Use
4.4
Customer Service
4.3
Features
4.4
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
61%
4
30%
3
7%
1
2%
Kristen
Vice President, Client Relations in US
Insurance Software, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Perfect for tracking communication with clients

5.0 3 years ago

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: GoldMine Premium Edition and Salesforce Sales Cloud

Reasons for Choosing InfoFlo: ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Switched From: GoldMine Premium Edition and Salesforce Sales Cloud

Reasons for Switching to InfoFlo: The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.

Lorraine
Author/Business manager in Australia
Writing & Editing, Self Employed
Used the Software for: 2+ years
Reviewer Source

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

4.0 5 years ago

Comments: 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. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project. This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. A host of highly affordable optional add-ons enable integrated invoicing or integration with your accounting system, PBX integration, phone call recording, email marketing, email analytics, list management, automated backup, Google integration, Outlook integration, use on mobiles and tablets... The add-ons list just keeps growing. The system allows a high degree of customization to accommodate the data you want to store, arranged your way. Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it. Videos help you learn to use it and the support is good.

Cons:

Very few: No comprehensive user guide, but it's quite intuitive. Sometimes support staff can be a little unclear in responses, but they always clarify if asked. It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. 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. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way.

Thom
Owner in US
Real Estate, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Onboarding to InfoFlo

5.0 10 months ago

Comments: 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.

Pros:

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.

Cons:

Haven't found anything so far! I'll let you know if something crops up...

Alternatives Considered: Pipedrive, DejaOffice PC CRM, monday.com and HubSpot CRM

Reasons for Choosing InfoFlo: Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.

Switched From: DejaOffice PC CRM

Reasons for Switching to InfoFlo: InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.

Owen
Owner in Ireland
Farming, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Infoflo is a fantastic product which has been instrumental in developing our business

4.0 last year

Comments: We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency.

Pros:

Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user friendly and allows users to add custom fields to suit their company requirements. The ability to integrate the incoming phones calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers. The customer support is excellent with [SENSITIVE CONTENT] always contactable by email to offer support and set up regular training. Both [SENSITIVE CONTENT] always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs.

Cons:

No cons really but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name such as first line of address or something similar.

Jeff
Manager in New Zealand
Computer Software, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Great Software

5.0 5 years ago

Comments: Keep control of my customers

Pros:

Easy to use. Got on top of it in hours. Simple interface, simple screens. Particularly like the "relations" so you can go from Company to Employee or Employee back to company. Far more powerful than a "folder" structure which I have used previously.

Cons:

Have only ONE style of email template. I suggest an alternative or rather an addition. Have MANY buttons on the email screen that are programmable. First button could be programmed to have the caption THANK YOU. Which on clicking simply inserts into the email text "Thank you for your email". Another button programmed to have the caption TRIAL which on clicking inserts some text into the email "You can download a trial version from our website www...... Another button SIGNATURE which inserts your signature as text. With ten buttons you can personalise the email in a few button presses. I have been thanked so many times for my personal email using a button system. I ignore one template emails - they are a lot of text that is mainly irrelevant. The buttons give you the opportunity to personalise emails and makes a real point of difference. I have used such a system and loved it. Don't get me wrong InfoFlow is great - but this is one feature that I would use many times a day and I would warrant so would everyone else. The more buttons the better. Got other ideas too if you like this one! I develop software myself. Jeff Bilkey