I appreciate the fast response times from the sales director assigned to my organization- Shai Berliner. I can email him an update request, and he will have it implemented before the day is over. It is more customizable compared to other case management platforms. As a transitional housing organization, I like that we can combine our housing information within our client database. Having a secure software is essential. Review collected by and hosted on G2.com.

A big drawback is the lack of a View/Print option. Any time I want to review an application or a client’s notes and goals, I have to enter into Edit mode. As a result, we’re essentially unable to print anything from the software in a practical way. There is an option to Export the information into an Excel spreadsheet, but it only applies to applications, and you have to export all applications rather than just one individual’s. A solution would be to add an option to download or open the information in a PDF version. Review collected by and hosted on G2.com.

What I like most about InfoFlo Software is its integration and comprehensiveness. It combines key customer relationship management functions such as contact management, sales opportunity control, and sales forecasting into one, avoiding the issues of data non-interoperability and cumbersome operations that come with using multiple software. This allows businesses to complete complex customer management workflows on a single platform. This integration effectively enhances work efficiency, optimizes data management and analysis, and also strengthens team collaboration, ensuring that team members have access to the latest customer information and business data. InfoFlo's powerful integration capabilities enable businesses to manage customer relationships more efficiently and accurately. Additionally, the initial setup of InfoFlo Software is relatively easy, and after integration, there is no need for manual repetitive data entry, reducing workload and information omissions, and improving the smoothness of workflows. Review collected by and hosted on G2.com.

When multiple users operate simultaneously, the system occasionally becomes unstable. Review collected by and hosted on G2.com.

What I appreciate most about InfoFlo is its powerful organizational capabilities that put all of our data, emails, notes, and documents at our fingertips. It is a great tool to record all customer contact records. Infoflo also gives us the ability to create workflows, tasks and record all activities associated with our clients. Review collected by and hosted on G2.com.

The user interface seems quite dated and sometimes the support staff can be a little confusing in their answers, but they always clarify if asked. Review collected by and hosted on G2.com.

Great program that's easy to use and terrific support. It is not just a CRM you can access important data for customers it is quick and easy. Review collected by and hosted on G2.com.

the sofware should have more bundles available that is the only issue i have ran into just needs more bundles. Review collected by and hosted on G2.com.

Great program that's easy to use and terrific support. Review collected by and hosted on G2.com.

InfoFlo Software should have more bundles available. Review collected by and hosted on G2.com.

Ease of use & calendar/ appointments function Review collected by and hosted on G2.com.

Not possible to integrate with 3CX

Occasional software glitch eg. ona recent software update all the contact names were duplicated (still not respolved) Review collected by and hosted on G2.com.

Info flo is an intergated ERP solution and this delivers a central architecture for all of your busines data and needs Review collected by and hosted on G2.com.

It is not just cloud based there is also an on premise solution and in this day and age that really isnt a viable solution the marketplace Review collected by and hosted on G2.com.

We love that any team member can see a complete customer history, including all emails and phone calls sent and received. We can track issues in the 'Opportunities' feature, and everyone can answer customer queries. It allows us to back each other up for absences or when another team member is tied up. Review collected by and hosted on G2.com.

We occasionally have conflicts between InfoFlo and other software, that take time to investigate. As non-techies, we don't always figure out the conflicts quickly. Review collected by and hosted on G2.com.

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 enables users to add custom fields to suit their company requirements. The ability to integrate the incoming phone 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 Infoflo staff always contactable by email to offer support and set up regular training Customer service 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. Review collected by and hosted on G2.com.

There is nothing we dislike about Infoflo, 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 the first line of address or something similar. Review collected by and hosted on G2.com.

This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features. Review collected by and hosted on G2.com.

If you need extreme hand-holding for setup, there may be a slight learning curve. Review collected by and hosted on G2.com.