InfoFlo Software Reviews & Product Details

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.

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.

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.

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

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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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.

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

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

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

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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