InfoFlo Review

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.

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 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.

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.

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.

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.