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InfoFlo Solutions

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95 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2002

Profile Name

Star Rating

75
18
0
1
1

InfoFlo Solutions Reviews

Review Filters
Profile Name
Star Rating
75
18
0
1
1
KA
Kerry A.
10/17/2018
Validated Reviewer
Verified Current User
Review source: Organic

Great CRM Solution!

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.
MB
Mathias B.
10/11/2018
Validated Reviewer
Verified Current User
Review source: Organic

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

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.
Irwin M.
IM
Irwin M.
Business Development / Consulting /Owner at Marcus Technology Inc.
09/18/2018
Validated Reviewer
Verified Current User
Review source: Organic

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

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.

About

Contact

Phone:
1 416-223-4353
HQ Location:
Toronto, Canada

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What is InfoFlo Solutions?

InfoFlo Solutions, available through their website Carmel Vision, offers comprehensive CRM (Customer Relationship Management) software designed to enhance business communication, collaboration, and organization. The software is tailored to meet the needs of small to medium-sized businesses, offering features such as contact management, email integration, document management, and task tracking to improve productivity and streamline business operations. InfoFlo is recognized for its user-friendly interface, cost-effective pricing, and robust functionality, making it a popular choice for businesses seeking to optimize their customer relationship management.

Details

Year Founded
2002