InfoFlo Reviews

InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!

Pros:

While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases. Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience. The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm. If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.

Cons:

To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee.

Perfect for tracking communication with clients

Comments: Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.

Pros:

I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

Cons:

That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

Alternatives Considered: GoldMine Premium Edition and Salesforce Sales Cloud

Reasons for Choosing InfoFlo: ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Switched From: GoldMine Premium Edition and Salesforce Sales Cloud

Reasons for Switching to InfoFlo: The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.

InfoFlo Review

Comments: Very good replacement for Goldmine which I had been using >15 years

Pros:

Ease of use Calendar function

Cons:

Not possible to integrate with 3CXOccasional software glitches eg. on updating recently all the contacts were duplicated

Read Before You Buy!

Comments: Please look into all options before making a decision; I wish my company took the time to research better. I would recommend Sales Force, Monday.com etc.

Pros:

I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program.

Cons:

The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN!

Onboarding to InfoFlo

Comments: I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.

Pros:

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

Cons:

Haven't found anything so far! I'll let you know if something crops up...

Alternatives Considered: Pipedrive, DejaOffice PC CRM, monday.com and HubSpot CRM

Reasons for Choosing InfoFlo: Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.

Switched From: DejaOffice PC CRM

Reasons for Switching to InfoFlo: InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.

met our demand...to work Smarter not Harder

Comments: We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs.
Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Pros:

gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful. Input of information was a breeze to get started as they have a great mapping feature. The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money

Cons:

needs some canned reports in the standard module

Alternatives Considered: Pipeline and Microsoft Teams

Reasons for Choosing InfoFlo: didn't get what we needed info from others in a manner that worked for us

Reasons for Switching to InfoFlo: ease of use was better and the quality of information

Fantastic Product shame about the price

Comments: All my CRM issues go away with this product and I like that it's not a subscription but paying for all you need in one go is a a hard hit to take.

Pros:

Honestly an excellent product all around

Cons:

Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast.

Alternatives Considered: Maximizer CRM

Reasons for Choosing InfoFlo: More features and avoid a never ending monthly fee.

Switched From: CentrixOne Email Marketing

Reasons for Switching to InfoFlo: Monthly subscription fee

I like the fact that infoflo is a one time cost and that the data is saved on my computer

Comments: I think it will serve our needs well, but still learning and figuring things out.

Pros:

I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

Cons:

2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Cost efficient and comprehensive CRM

Pros:

InfoFlo is the best CRM in the market in terms of features to proce ratio.

Cons:

InfoFlo should provide a better customer support for their users.

I really like this app

Comments: amazing I tried more app works in crm but the infoflo is the best

Pros:

an easy and fast to achieve my work with good experience

Cons:

can you contact the app with WhatsApp I think it will be good

Infoflo is a fantastic product which has been instrumental in developing our business

Comments: We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency.

Pros:

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 allows users to add custom fields to suit their company requirements. The ability to integrate the incoming phones 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 [SENSITIVE CONTENT] always contactable by email to offer support and set up regular training. Both [SENSITIVE CONTENT] 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.

Cons:

No cons really 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 first line of address or something similar.

Ethical Issues

Comments: I"m livid that I was forced to purchase additional services that I would not have needed had I been supplied the right software. The tech support individual told me that they always require their services be used fro QB install. Well than it should be included in the price. I'm an advanced computer user and did not need their help to install the software had they provided it when asked. I watched the tech support install the software and nothing was "so advanced" that I couldn't have figure it out myself.

Pros:

The software seems to work pretty good. I really like the breadth of options. I like that I won't have to pay ongoing updates. It seems to sync with outlook ok - still reviewing quickbooks.

Cons:

They do not provide the necessary software to install the Quickbooks link and force you to purchase their services in order to install it. When they installed the link to Quickbooks the agent simply said most clients don't have quickbooks as the reason it's not provided ahead of time. All other CRMs I reviewed had detailed instructions for Quickbooks link but they forced me to buy their services in order to do the quickbooks link because they didn't include the software to make the quickbooks connection even after I asked. I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them. Seemed inexpensive actually ended up being much more than I anticipated. Service is not great after the sale. No response to e-mails.

Didn't quite work out for us

Pros:

Number one: It isn't cloud based or paid for monthly!!! You have it on your server to use for as long as you want. That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual. I'm sure that if you start out with a clean slate or want to pay the fee so they will help you transfer your data into their software, it's probably great. We were very enthusiastic to try it. If our needs were greater and we had a bigger budget, things would have probably worked out fine. As it is, we appreciate that we got a lot of free help from tech support (normally it's all paid) with a few of the issues we had. We just weren't able to make it work with our tiny budget. Thanks to Shai for his time and patience.

Cons:

After dozens of attempts, we were never able to transfer our existing data to the software by ourselves. Were told we would have to pay a minimum of 2 hours support just to request help transferring our data into their software. I have 2 programmers, there is an Import function in the basic package, we had both CSV and Excel files to use for the import. It didn't seem right to us that we should need their help. We were told after we bought a license that we would not be able to import on our own... so we feel that the function shouldn't be visible to the client if it can't be used by them without paid help. It's misleading. Our budget was very small as our needs were very simple. I finally got my programmers to build us a small address book as that is all we really needed.

Infoflo, easy to use and it manages my business sales & contacts easily. I would be lost without it.

Pros:

I run a small family run Business and I love how Infoflo seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed.

Professional staff

Comments: I use it as a contact program and keeping history communications.

Pros:

Many very useful features. I like the notes feature because you cannot go back and edit entries. Showing most recent activity.

Cons:

Could not get sync to work properly. I have multiple devices and I should be able to have program on each device. No phone app.

Great tool for managing emails and contacts.

Comments: Increased efficiency and peace of mind.

Pros:

The product keeps getting better with frequent updates. InfoFlo helps me to focus on my most important emails and helps me organize and keep track of communications with all my contacts.

Very good user friendly software, Why pay monthly fees when this software does it all for one fee.

Comments: It is easy to use

Pros:

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

Cons:

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 .

Easy to use and improved my workflow significantly

Comments: Better comunication with clients. Easy to use and improved the client experience, I would highly recommend

Pros:

I love that information is accessible and easily viewable on a mobile device. Clients love it to and it improved their accessibility as well.

Cons:

I can't think of anything that did not work for me. The software made the client interactions easier and was of great value to the client experience.

Works well, simple to use, with a pipeline forecasting $ opportunity that works well

Comments: increase sales and account mamangement

Pros:

Integration with emails and calendar so tasks are always visible. To find a person quickly by their name or a company or category, especially with the search my computer function, making sales and managing customers very manageable.

Cons:

Would like more flexibility with the dashboard as would like to see pipeline by product type by month by year

Fantastic product. Surpassed my needs and expectations!

Comments: Gave me the ability to work more efficiently and conveniently.

Pros:

Fast, simple, versatile. Very well conceived and implemented product. Makes life very much easier and efficient.I especially like the fact that you can add modules as needed and the fact that the software can grow with the business needs. The support provided by the company is excellent too.

Cons:

Nothing significant. There is a delay with editing feature (of notes) but I guess this has got to do with the broadband speed. It would be good to be able to change some of the Icons (you can change the name) it would then take on a more personal and bespoke look. Other than that only praise for the product.

After searching and installing about 7 different CRMs this was by far the easiest to implement

Pros:

Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away.

Cons:

I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something

Support/Sales person was great

Comments: Centralized our customers with our projects

Pros:

The link functions, the reporting is very useful also. Search function very good.

Cons:

Not able to use Mailchimp with it as this would be really helpful to us rather than exporting contacts.

Great Software, Easy to Use & awesome customer service

Pros:

The ease of use and the customer service. They know what their talking about and spend the time to understand. We are a small company that is expanding and has never used a software before. This was extremely easy to use and started all employees on the software immediately after it was implemented.

Cons:

Training sessions are slightly high in price, although you don't really need much training because they give you a good demo and thorough walk through when you sign up.

Great Product!

Comments: Fabulous!

Pros:

Infoflo was not only affordable but it gave us all the features we needed from Quoting customers, keeping track of leads, setting reminders for F/U and Invoicing. Plus we had the option to purchase the software right out without any commitment to monthly or yearly fees.

Cons:

I don't have anything negative to say. This software met all of our needs.

We were looking for a CRM that would suit our needs and budget. Infoflo ws a perfect fit!

Comments: Ease of use and able to quickly implement.

Pros:

Ease of use. We were able to create a CRM that fit our needs without having to have coders on staff. Easy to set up and their staff were extremely helpful. Any time we had an issue or question they were right there to help us out.

Cons:

We had to take a few short cuts to get to where we wanted. Not too much of a con as this was to be expected with this type of CRM