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Kerry A.

Small-Business (50 or fewer emp.)

10/17/2018

"Great CRM Solution!"

5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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 InfoFlo Software:

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 is InfoFlo Software solving and how is that benefiting you?

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.

Mathias B.

Small-Business (50 or fewer emp.)

10/11/2018

"Very easy to use, good value for the price, and with most of the needed functionality"

5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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 InfoFlo Software:

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

What problems is InfoFlo Software solving and how is that benefiting you?

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.

Irwin M.

Business Development / Consulting /Owner

Information Technology and Services

Small-Business (50 or fewer emp.)

9/18/2018

"Does the job intended, simple to use and highly reliable synchronization routines"

5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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 InfoFlo Software:

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

What problems is InfoFlo Software solving and how is that benefiting you?

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.

John C.

Chief Information Officer

Real Estate

Mid-Market (51-1000 emp.)

7/20/2018

"Custom development is buggy and customer service is lacking"

1.5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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 InfoFlo Software:

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 is InfoFlo Software solving and how is that benefiting you?

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

Response from Shai Berliner of InfoFlo

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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.

Dan M.

Sales

Computer Software

Small-Business (50 or fewer emp.)

8/1/2018

"InfoFlow Review"

4.5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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.

Verified User in Insurance

Small-Business (50 or fewer emp.)

8/4/2018

"Easy to customize, Easy to Use, Great for Business!"

5/5

What do you like best about InfoFlo Software?

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

What do you dislike about InfoFlo Software?

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

Recommendations to others considering InfoFlo Software:

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 is InfoFlo Software solving and how is that benefiting you?

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.

Martin C.

Founder

Financial Services

Small-Business (50 or fewer emp.)

11/20/2018

"InfoFlo Review"

4.5/5

What do you like best about InfoFlo Software?

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

What do you dislike about InfoFlo Software?

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

Recommendations to others considering InfoFlo Software:

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 is InfoFlo Software solving and how is that benefiting you?

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.

Gary F.

Broker Associate

Real Estate

Enterprise (> 1000 emp.)

7/27/2018

"Finally!! A great, simple, reasonably priced but powerful to use CRM for use with Outlook"

5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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 InfoFlo Software:

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 is InfoFlo Software solving and how is that benefiting you?

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.

Laura F.

Administrative Assistant / Coordinator

Retail

Small-Business (50 or fewer emp.)

7/31/2018

"Extremely efficient and easy to understand software with outstanding customer service"

4.5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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 is InfoFlo Software solving and how is that benefiting you?

-> 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.

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

8/1/2018

"Very pleased with features and functionality"

4.5/5

What do you like best about InfoFlo Software?

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 about InfoFlo Software?

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 InfoFlo Software:

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

What problems is InfoFlo Software solving and how is that benefiting you?

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.