InfoFlo Software Reviews & Product Details

UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Systematically I am looking for CRM software, which would be free or pay one-time charge. Free version stand out as being incomplete or too restrictive for normal use. Then I found InfoFlo and download the trial version and immediately saw that this is the right thing for us. Trial version is full, so that they can peacefully find out what additional modules you need. The price for the basic version is really very low, with additional modules, the price can be much higher, but it is a one-time payment and free upgrades. The staff is very friendly and willing to help. Software is stable and works flawlessly highly recommend it as a good investment. Review collected by and hosted on G2.com.

What do you dislike?

- There is no instruction manual in pdf, only the knowledge base, which explains only the essential things.

- Updates are very frequent and do not explain what they actually update.

- There is no direct connection to Office 365 Exchange Online, just over the outlook connector.

- Licensing of additional modules is sometimes muddy, such as for automatic backup you need to buy as many licenses as users, which can be a very simple function formed a significant cost. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Finally, we have all the data, e-mails and phone numbers of customers and suppliers organized and in one place. Additional acquisitions were almost all of the additional modules which are very useful.

With infoflo save a lot of time, which was previously used to search folders and Outlook. Review collected by and hosted on G2.com.

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InfoFlo Software Overview

What is InfoFlo Software?

Infoflo's software is an easy to use customer relationship management CRM software that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, 
email, calendar, document & task management solution. Most CRM solutions today are far too expensive for businesses and are not user-friendly. As a result, these solutions typically involve recurring maintenance and software update costs, in addition to initial assessment and consultant costs. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Our Customers appreciate this pricing model and take advantage of our free upgrades for life option.

InfoFlo Software Details
Languages Supported
German, English, French, Polish, Spanish
Product Description

Infoflo is an easy to use CRM that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, email, calendar, document & task management solution.

How do you position yourself against your competitors?

There are many SMB CRM software solutions on the market ranging in both price and functionality … so why compromise? Customers are drawn to InfoFlo because they are tired of spending effort trying to “figure out” the complexities of traditional CRM products. Traditionally customers are stuck deciding between an overpriced, feature rich CRM or a cost conscious CRM with very limited functionality. With InfoFlo you can have the best of both worlds and get a feature rich CRM at a price point that is fair and also includes free upgrades for life.


Seller Details
Seller
Carmel Vision
Company Website
Phone
1 416-223-4353
Year Founded
2002
HQ Location
Toronto, Canada
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
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InfoFlo Software Screenshots

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InfoFlo Software Reviews

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Business Development Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The interface is very friendly to use, which allows starting productivity right away. No training is really needed. WE expected some CRM features and Infoflow matches all of them. Review collected by and hosted on G2.com.

What do you dislike?

Perhaps the fact that the opportunities section does not have an automatic self numbering option. This would be helpful to track certain parameter. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

First, you need to understand what your needs are. Infoflow is a great solution for practical CRM use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping track of all quotes, customers, the communication with them. It really helps to talk to a customer, seeing the previous communications we had with them. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

We were looking for a simple to use CRM that tracks activities and maintain contacts. To date, we have added our clients and prospects including large databases utilizing the various import functions built into the system. Importantly, the program that identifies duplicate entries is a real timesaver. I have used 3 different CRM's in my career and by far our current system is the easiest to use with extensive functionality. Review collected by and hosted on G2.com.

What do you dislike?

I wish we had an auto tracking function for telephone calls. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Initially, we had some CRM freezing issues which was overcome at our end with advice from the InfoFlo team. Overall, being able to identify and track our contacts is the major benefit to date. We are still in the learning phase and believe the extensive functionality will improve our productivity. Review collected by and hosted on G2.com.

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Purchasing Agent (Division Head)
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I really like the simplistic process of each activity. Once learned, the software is easily taught to others if needed. However, there are plenty of short-clip videos so one can effectively train themselves. I also like that there are no "monthly costs" (license fee) and you can pay for the parts of the software that you need instead of being forced to buy functionality that you may not want. All of the add-ons are good, but with the way InfoFlo is packaged, you can grow at "your own pace" as the business need arises. I especially liked the Google sync add-on. I was dreading having to enter information in yet another database to make it useable for me. The Google sync saved me a great deal of time and as the saying goes "time is money". Review collected by and hosted on G2.com.

What do you dislike?

I have really enjoyed using the software. Sometimes the server doesn't connect automatically and you have to connect manually. However, excellent instructions are provided to get over the hurdle. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If a person or company is in the market for a simple, flexible, yet robust solution which may be implemented quickly at a reasonably contained cost, then InfoFlo may be the right fit. I work in multiple industries; Government, Religious, and Education, and I have been able to adapt the software to fit my needs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Because my life is multi-faceted (Pastor, Purchasing Professional, Adjunct Instructor), I am constantly meeting people. People are my vocation, and I needed a relationship management solution, that could help me be an effective colleague, counselor, and consultant, in all of those areas. InfoFlo provides a perfect solution for small consultant business models like mine Review collected by and hosted on G2.com.

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President
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

This product did not live up to the advertising claims. Review collected by and hosted on G2.com.

What do you dislike?

This product is only good if you care about telephone sales to individuals. If you do other types of marketing and care about relationships with multiple contacts with a client company - don't waste your money. If you have multiple people entering data and need items such as the client's market sector or ID status entered consistently - don't waste your money. if you have an existing CRM and need to convert your data - don't choose this product as your data will not be converted correctly or consistently! Our attempts to get a refund were denied. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Do not waste your time or money as this porduct did not meet advertising claims. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

None - this product was a waste of resources and we lost almost a year's worth of data during the attempted implementation Review collected by and hosted on G2.com.

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UT
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

This is the easiest most efficient sales software we have ever used. It was affordable and perfect for our growing business.

The training was exceptional! Review collected by and hosted on G2.com.

What do you dislike?

Nothing. It has been everything we hoped for. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Utilize the infoflo trial period and you will see how easy it is to use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are now able to quote directly from software, keep track on callback and do bulk e-mails. There are just too many benefits to list. But it pretty much does everything you can imagine a sales software can do. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

One time, up front cost, no subscriptions and our data resides on our server. If you need additional functionality you simply purchase the module and move on. We have really liked the ability to create our own templates for Professional Reports and proposals and have the information in InfoFlo automatically fill in our fields as needed. It is great at the end of the year being able to create custom reports that detail any information we would like to know about our projects, clients, etc. Review collected by and hosted on G2.com.

What do you dislike?

We have used this software for the past two years and have had minimal issues. Most of our problems were solved using the Knowledge Base on InfoFlo's website. There are parts of the CRM solution that we have tried implementing into our process, but for one reason or another don't use it. It would be nice to be able to turn certain portions of the software off to simplify the screen with what we use. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

We looked at many other solutions and this fit our business perfectly. We were able to customize it to what we needed and we purchased the modules that help us the most. We love InfoFlo and will continue using them and recommending them. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Easy weekly reports of current projects. Easy end of year reports detailing any attributes about our projects we would like to know. Information is readily available and easy to input into the database. We have created our proposal templates and tied them into InfoFlo so contact information automatically populates where we need it. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

We are a very small company (3 employees) looking for an easy to use CRM software to share and keep information about our sales communication with our customers. Having access to customer related e-mails, documents and notes is very important. In addition, customer related tasks need to be available as well. All this we found in InfoFlo very nicely implemented and for a reasonable price. Offline synchronization is available as well, which is a great benefit when traveling without stable internet connection (airplanes, trains,…)

The support is really fast and highly motivated to help with problems and bug fixes. Review collected by and hosted on G2.com.

What do you dislike?

There is not much to say, because InfoFlo is a great piece of software. Only the Outlook synchronization plug-in seems to have some small problems with using Outlook versions in another language (German). What is strongly missing is the possibility to input the department of a contact. Dealing with large companies or universities with many departments, this is valuable information and needs to be synchronized with outlook as well. A feature request is filed and hopefully this will be implemented soon. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Download test version and try which addon you need. Many addons are available. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We need to keep customer related information, documents, e-mails and tasks in one place accessible for all the team members. The data is stored in a SQL database on a server in the cloud, so that home office use is possible with a good performance. Review collected by and hosted on G2.com.

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Business Development / Consulting /Owner
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

We needed to desperately integrate a simple to use but powerful CMS system but also knew that because of our unique workflow – we would need heavy customization for any system. Cost would also be a factor, so that is when I choose InfoFlo. Also as mentioned in dislike below - they listen to comments and will make changes to suit a larger customer base. Review collected by and hosted on G2.com.

What do you dislike?

The software could have more configuration options that appeal to a wider base - for instance a Task notification that is based on choice of 'due' date rather than 'start' date. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Need someone knowledgeable to manage the administer the software Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Before commenting I would like to introduce our company

Marcus & Pollack LLP (M & P) is a law firm whose principal areas of concentration involve Real Estate Tax Review and Litigation (Tax Certiorari), commercial and residential tax exemptions and abatements, Condemnation, tax planning and other areas of Municipal and State law in New York City.

We have over 3500 clients – for more info see: www.marcuspollack.com

M & P used a proprietary Property Management system called ‘CliPAD’ by Genesis systems. The

system is used to view property data such as block and lot, street address, land and building size, tax class, tax abatement information, sales data, income & expense figures and hundreds of other facts stored in a SQL database – but was not a CMS or could be used as a controlled repository. That is where InfoFlo came in.

All Properties and their relationship with the Client/ClientID needed to be synchronized from the CliPAD database into InfoFlo. The CliPAD database would act as the main collection of valuable property & related client data.

1. InfoFlo would synchronize any change to Property or Client metadata as well as the Property to ClientID relationship, etc from CliPAD to InfoFlo within one minute.

2. All related emails tagged in Outlook with a unique Property-ClientID code would automatically brought into the InfoFlo database. Anyone in the company (over 30 employees) could find out if an email was received or sent based on a specific property and/or ClientID in an instant without having to go to a particular users email InBox.

3. We also had InfoFlo develop a ‘Hot Folder’ configuration so when our QR codes (another implementation developed using ‘ecopy’ to read an embedded QR code within a document that included the unique Property-ClientID and named the file such – would be saved into the Hot Folder – InfoFlo would read the unique code and automatically ingest it into the InfoFlo Document Depot under the correct property saving thousands of manual people hours.

4. A new Phase 1 completed again without a flaw in the synchronizing routine which synchronizes the same ClientID – Property relationship from CliPAD/InfoFlo to QuickBooks Premier.

This is a major improvement over our bookkeeper using our existing FoxPro customized database. Review collected by and hosted on G2.com.

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Chief Information Officer
Real Estate
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Flexibility of custom programming to enhance functionality and make it more adaptable for many business use cases Review collected by and hosted on G2.com.

What do you dislike?

Custom development is very buggy. Bug fixes introduced by custom work are not guaranteed like bug fixes from the out of box product. Just about every mainstream update and update for custom work has introduced new bugs to custom and out of the box functionality.

Customer service and account management is lacking. Recent interactions with their owner have left me extremely disappointed. Paid 10 hours of support upfront this year at a discounted rate, but owner recently got involved and told me it was a mistake to offer the option for us and he wanted to credit us the original amount and then bill us time and materials instead. Also recent discussions with the owner on how to handle upgrades contradict previous agreements with Account Team. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If looking for out of box functionality then you are probably ok. But don't waste your time and money if you require or value custom development. No matter what they promise you in pre-sales. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

CRM, Events and Mail List management. Review collected by and hosted on G2.com.

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Response from Shai Berliner of InfoFlo

We always put our customers first and strive to go above and beyond their expectations. We have worked with this customer for almost 3 years and tried our best to be reasonable and accommodate his every request going as far as taking a loss on the project.

Sales
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

I have been using InfoFlow very extensively now for 3 days.

The email integration is very powerful.

Document management is also a strong feature.

Had been using Maximizer Entrepreneur Version 12 which is no longer supported.

InfoFlow is a strong alternative

Review collected by and hosted on G2.com.

What do you dislike?

Maximizer 12 had a feature where it would inherit the company address and phone numbers into the contacts window.

InfoFlow does not offer this feature.

Means a lot of duplicate typing of the same information.

InfoFlow tells me that they could be offering this feature shortly in an upgrade. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Spend the time to learn how to use all the features properly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Has allowed for the effective management many e-mails and other information.

Allow for more efficiency. Review collected by and hosted on G2.com.

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AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Love the ease in customizing the product Review collected by and hosted on G2.com.

What do you dislike?

There really isn't anything that I dislike Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I highly recommend this software to any business that needs all on their customer and sales information in one place that is easy to access and use. I love that the price is a an upfront cost without hidden fees or a monthly contract. The staff is incredibly helpful and knowledgeable. Connecting to your CRM is easy and easy to customize. I think every small and large business needs a software exactly like this. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Infoflo has solved out customer management issues greatly! Our company has multiple employees that work remotely and other CRMs was not as easy to connect to as Infoflo. The reporting tool and phone pbx system that integrates with Infoflo has made our jobs easier and productivity increase. It was easy to use and easy to integrate in everyday use. I highly recommend Infoflo! Review collected by and hosted on G2.com.

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Founder
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Simple and intuitive. Syncs with Outlook. Very cost effective. Review collected by and hosted on G2.com.

What do you dislike?

I wish I could schedule a bulk email into the future Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get the trail copy and give it a try. Very easy to use and does what you need. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

As a commercial loan broker I needed a system to track my leads and active deals. Ability to see stage of deal, attach notes, follow up tasks and general manage this information.

Benefits have been getting rid of all the scraps of paper and reminders and time savings due to organizing and automating these CRM processes. Review collected by and hosted on G2.com.

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Broker Associate
Real Estate
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I have tried close to 10 CRM . Most are geared toward companies with 10 plus employees in multiple departments. I needed one for me that would help me manage my 7 work, volunteer, and personal domains and email. This is the first one where I can manage everything including in a single calendar and over 1,000 contacts. So simple to figure out. I needed some help with the email sync but Shai fixed it quickly and also recommended ways to speed performance and my productivity! AWESOME! Review collected by and hosted on G2.com.

What do you dislike?

In setting up a new contact from a client's email, the default company name is the email address extension. This needs to be cleared before saving. Very minor problem but it would be preferable that the company name be left blank. I could either select from an existing account or add a new one in the blank line. Very minor problem. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take advantage of the 30 free trial and upload your emails. So easy to use, I signed up in 1 week. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I want to manage my multiple businesses in a single CRM and database. but email using separate signatures for the business specific domain. This is the first CRM I could find that could do this key feature I need. Review collected by and hosted on G2.com.

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Administrative Assistant / Coordinator
Retail
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The Employees behind this software respond immediately to your questions/concerns.

Software itself is super simple and easy to use. Demos are provided and they thoroughly walk you through the software Review collected by and hosted on G2.com.

What do you dislike?

A couple of things just as training sessions are a little pricey in my opinion Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

-> Can track customers and contacts in one place

-> Awesome for creating different categories and lists of customers especially if you have more than one business/customer database

-> Can easily track payments / or easily follow up with customers

-> Email marketing, to a mass majority of contacts Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I like that after years of using other crms this was ready to go out of the box. No heavy customization to get what you need the way you need it. The support team and user interface are my two biggest pros on infoflo. Review collected by and hosted on G2.com.

What do you dislike?

Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Just check out the trial and see for yourself Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It's moving my business notes, product mix, docs, emails, photos in to a software and out of my brain to free up my mind for the bigger picture, more sales! Review collected by and hosted on G2.com.

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Accountant
Accounting
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

I love that there's only a one time fee and that I add on features as I need them. I also love the simplicity of the design and that my information stays in my possession. I've tried samples of other CRM software. The complication of those is above my needs and so complicated to set up that I end up not using them. I've used Infoflo for several months and only love it more and more. Review collected by and hosted on G2.com.

What do you dislike?

The biggest thing I dislike is my own issue. I need to upgrade the RAM on my computer because it slows everything down when it is running. I like to keep it open in the background so I can switch back and forth easily, but it uses up a lot of my computer's processing power. I knew when I purchased this computer that it was light on RAM and I would need to upgrade it at some point. Now is the time! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I love using this software. I recommend trying out the wonderful free trial, then start adding in extra features as you find that you need them. Once I've found that I have additional needs, they already have a solution ready for me to implement! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping track of my client information and sales cycles. I'm still only using a very small portion of what the database is capable of, but I have one place where I can store client and prospect info and add fields and notes. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Most CRMs seem to require you to revamp your firm's workflow to accommodate their system. With InfoFlo, we were able to customize it to work within our desired flow. Review collected by and hosted on G2.com.

What do you dislike?

When exporting reports to Excel the output needs to be manipulated into a reader friendly report but if you are comfortable with Excel, it is not a big deal. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Reduce firm risk of having certain institutional knowledge with only the relationship manager, improve information sharing with the administrative staff. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The interface is good, easy to use, and very straight forward. Review collected by and hosted on G2.com.

What do you dislike?

Customization is available, but limited. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Contact management to keep track of records that vary from sales to notes regarding specific instructions for each client. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

How fair the pricing is. The monthly fees from other companies are quite high and get you nothing. Review collected by and hosted on G2.com.

What do you dislike?

I haven't found anything that I dislike yet. It was just too easy. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take the 30 day trial as it is so easy to understand and use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping our small sales office on the same page. Review collected by and hosted on G2.com.

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AA
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Product is highly customizable so I can customize to fit the needs of my business. Review collected by and hosted on G2.com.

What do you dislike?

When linking to email folders, the program requires one to check every subfolder to link rather than adding all subfolders automatically beneath a selected folder. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

InfoFlo allows me to centralize my contacts and projects in one area. Review collected by and hosted on G2.com.

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Advisor
Insurance
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

It is incredibly user friendly. Updating and customizing the system to meet your needs is simple and easy. It incorporates all of the necessities of a CRM without over complicating it. Review collected by and hosted on G2.com.

What do you dislike?

I have worked with a lot of CRM's and can easily describe what I dislike about all of them. I've used InfoFlo for almost a month now and haven't yet found anything that I dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you want a comprehensive CRM that is simple to set-up and use, InfoFlo is for you. It meets all of my needs and integrates so smoothly with my day to day activities. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I need a CRM to track clients, interactions, sales process, etc. but I also spend the majority of my office time on Outlook . The beauty of InfoFlo is that it feels like an extension of Outlook whereas other CRM's feel like Outlook is a connected application. With InfoFlo I use one system, that's it. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Its great to have all tabs available from the home page to get access to information easily Review collected by and hosted on G2.com.

What do you dislike?

The Task tab does not bring up the contacts phone number without secondarily bringing up the summary page. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If your familiar with CRM's or even if your not, take advantage of the 30 trial. It gives you ample time to get acquainted with all its features. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I'm in a retail environment. Sorting between the casual shopper and a potential buyer can be difficult. InfoFlo makes this a breeze through the task feature. I can continue to update the task date for continued dialog with the customer until the sale is achieved. Review collected by and hosted on G2.com.

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Executive Manager
Internet
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Ease of use. Easy to set up, flexible, no need for coders on staff. We liked this product as it fit our needs on our budget. Review collected by and hosted on G2.com.

What do you dislike?

Would get more flexibility with more complicated software. We had to take a few short cuts to get it to work the way we wanted. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Consolidated customer lists, adding task management to our day to day. Everything is so much more efficient then before. Review collected by and hosted on G2.com.

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Managing Director
Machinery
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Easy to use, easy to navigate, automatically updates when sending emails from outlook,

Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM’s I’ve used Review collected by and hosted on G2.com.

What do you dislike?

The icons are a little dated, they need to be sharper, the system logs out if left on overnight, but that’s a personal preference. There is not much to say its an easy software to use with no issues Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Easy to use does what it is supposed to. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The best aspect for me is that it links to Outlook and says me a lot of time ensuring everything is uptodate Review collected by and hosted on G2.com.

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EP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The technical support has been very good. I appreciate the screen sharing function while discussing everything Review collected by and hosted on G2.com.

What do you dislike?

Nothing really. As I use the software it becomes more an more intuitive. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Give it a try. Works very well Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are a small company that is trying to better follow the contact management process. This software seems to fit our needs perfectly Review collected by and hosted on G2.com.

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