InfoFlo Review

InfoFlo Review

flag InfoFlo integrates seamlessly with Outlook
  • Trusted by over 10,000 companies
  • Efficient task & project management features
  • Mobile application available at only $9/month
  • Free upgrades for life
Support
9 /10
Good For
Drive Sales Growth
Trial/Demo
30-day free trial
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  • author: Darren Gordon
  • 03.09.18
  • Comments

Rating

  • "Price"
    9 /10
  • "Features"
    8 /10
  • "Ease of Use"
    8 /10
  • "Help and Support"
    9 /10

Overview

One of the most affordable, user-friendly CRMs available in the market, InfoFlo is a smart choice for businesses of all sizes. It syncs seamlessly across Outlook, Google, and Quickbooks. Along with basic contact management, it also provides you with the ability to manage notes, tasks, documents, email, and calendar, providing an all-in-one enterprise solution.

Plans & Pricing

There is a completely free 30-day trial available for anyone who wants to try before they buy. Once you have made up your mind regarding a purchase, you will have to choose between the following two options:

InfoFlo basic

The InfoFlo basic package is a fully integrated, paperless solution which costs $99 per user and is available as a digital download. The feature set is vast and includes contact management, relationship management, document archiving, SIP softphone, SQL support, and data recovery.

 

InfoFlo basic
$99
InfoFlo Add-On: Outlook Sync
$79
InfoFlo Add-On: Reporting
$79
InfoFlo Add-On: Email Marketing
$79
InfoFlo Add-On: Project Management
$79

Features and Functionality

InfoFlo CRM comes with the following features:

Custom fields

InfoFlo supports the addition of custom fields for companies, contacts and projects. You can add a drop-down menu, check box, text field, and date fields.

Efficient relationship management

InfoFlo comes packed as a complete, straightforward, and intuitive relationship management system. Its  unique dual-panel view makes it a brilliant choice for businesses who value relationships over everything else.

Fast sophisticated search

In InfoFlo, you can search the whole database instantly and the displayed results will be split up based on type. This allows uses to find information quickly and seamlessly.

Task management

You can create and manage tasks on the InfoFlo application as well. Whether you want to set pop-up or email reminders, attach files or set priority levels for tasks, you can do it all using the application.

Free upgrades for life

Not only does InfoFlo only charge a one-time fee for the product, they also provide you free upgrades forever. This means that even if new features get added to the application (or bugs fixed), you will get access to them without having to pay a dime.

InfoFlo mobile

The InfoFlo application is also available for your smartphone and you only have to pay $9/month to get it. It has all the features of the desktop/cloud-based solution and is very well-designed and easy to use.

Ease of Use

To get access to your very own digital copy of the software, you just have to fill out a small form. The installer is fairly straightforward and after a few clicks on the “Next” button, you are all set to get started with the application. The desktop application’s design is a bit dated, however the familiar Outlook interface makes the application easy to use. All the features are available from the side and top menu-bars and not even amateurs should face any learning curve with the application after a few hours of usage.

Contacts & Users

Contact management has been made simple in the InfoFlo application. All you have to do is click on the “New contact” button and fill out a few details to add a new contact. You can also attach their social networks, add custom fields or any comments regarding a contact.

Reporting & Integrations

InfoFlo offers a reporting add-on that includes two dozen built in reports. It also includes a reporting tool that allows you to build out your own custom reports on all data entered in the database.

InfoFlo also provides a lot of add-ons at exciting prices including email marketing at $75 per user, document management at $79 per user and advanced tasks at $79 per user. In addition, it also integrates seamlessly with Outlook, Quickbooks online and desktop, and Google.

Pros & Cons

  • Seamless integration with Outlook
  • Secure and own your data
  • Efficient task management
  • Mobile application
  • No reporting functionality in basic package

Final Word

It’s safe to say that InfoFlo is one of the most affordable CRM solutions available in the market, but its consumer-friendly pricing policy isn’t all that’s good about it. InfoFlo is also user-friendly and comes with a plethora of highly beneficial features that can cater to the needs of any business. InfoFlo includes one of the best Outlook syncs on the market.

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darren
Darren Gordon
author

Darren has been working in online marketing and sales for over 11 years. Based in NYC, Darren manages a sales development team and uses applications like CRM systems and email marketing tools every day to help his team succeed. With extensive digital marketing experience he understands how to measure user needs and behavior, and he uses this knowledge to bring in leads and nurture prospects.

This review is based on the writer's personal opinion.

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Questions & Answers

Guest
George Amrani

Does InfoFlo migrate data from your current CRM?

Answer
It is possible to transfer your current CRM data to InfoFlo. Their technical support will perform the transfer for you for an additional charge.
Guest
Jason S

Some of our team members struggle with new technology. Will they be able to use this system?

Answer
To get access to your very own digital copy of the software, you just have to fill out a small form. The installer is fairly straightforward. The desktop application’s design is a bit dated, however the familiar Outlook interface makes the application easy to use.
Guest
Harriet Smith

I have both an in-house and traveling sales team. Is InfoFlo mobile friendly?

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