InfoFlo Reviews

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

Carmel Vision's InfoFlo is software I can't live without!

Comments: It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.

Pros:

InfoFlo is a powerful organization tool that puts all your data, emails, notes and documents at your fingertips. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project. This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. A host of highly affordable optional add-ons enable integrated invoicing or integration with your accounting system, PBX integration, phone call recording, email marketing, email analytics, list management, automated backup, Google integration, Outlook integration, use on mobiles and tablets... The add-ons list just keeps growing. The system allows a high degree of customization to accommodate the data you want to store, arranged your way. Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it. Videos help you learn to use it and the support is good.

Cons:

Very few: No comprehensive user guide, but it's quite intuitive. Sometimes support staff can be a little unclear in responses, but they always clarify if asked. It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way.

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!

Excellent CRM for Growing Business

Comments: InfoFlo is the common platform that all departments in our organization use from customer service, billing, intake and shipping. The ability to track individual tasks for specific employees and recognize how much capacity each of them have for the day is very useful.

Pros:

The capability to have the software grow with our needs is so important to our organization. We had launches the program as an attempt to go paperless and had we not done so when we did the impact of the pandemic could have crippled our organization.

Cons:

The processing speed can vary depending on the time of day and # of users that are accessing the system. We do, however, understand that we utilize a lot of data and processing based on the amount of information that is being processed.

InfoFlo is a great contact management tool.

Comments: Overall it has been a very good experience. For our purpose, it centralizes our communications and keeps our records organized which is exactly what we need.

Pros:

InfoFlo is truly an excellent contact management software. It is great to access a contact and be able to see all the notes, emails, documents related to that contact. InfoFlo is a critical part of our organization.

Cons:

Our InfoFlo is installed in a terminal server which has caused some problems in particular with scheduling appointments or using its calendar. We have tried several times to fix it without success. The software is also very limited on its reporting capabilities.

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.

The server is not in cloud and we are able to house our own information on our own servers

Pros:

-The software CRM has all the functions we need. -The software allows easy grouping of clients and categories for sales reps and who is responsibly for which clients. -Also the easy to use functions that infoflo has which helps the training of our new employees.

Cons:

-The mobile app is require to be in the clout. We originally wanted to invest in a CRM that we can have complete control over where and how our information is kept and stored. -Updates require all users to update as well and there is no cross version compatibility -We need a function where users that are read only can edit information they input into the system in certain features or a option that allows us to give privileges in certain add-on. for example still read only but we allow them to make changes in projects only or in opportunities

Overpromised and underdelivered

Pros:

One time fee with no maintenance costs, bugs are fixed free. Ability to create custom modules. Data migration flexibility.

Cons:

Not SaaS, poor customer service, mainstream and custom updates are buggy, bugs introduced by custom programming are billable

InfoFlo Review Nov18

Comments: Excellent. A cost effective and simple solution to my problem. I would recommend to others who are looking for a basic CRM that does the job and doesn't cost and arm and leg in terms of dollars, but also time and pain to set up.

Pros:

Price. Ease of use. Basic useful functionality. Had a need to keep track of customer and deal info. Was keeping all on paper. Within a very short time had the software working and tasks automated. The support is great and all my questions were answered.

Cons:

Occasionally get an error message. But I just restart the software. I would like the ability to schedule a bulk email.

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.

The most intuitive program to work with, and the only one able to do all my farming business needs.

Comments: Ability to organize a massive network of customers and restaurants to make my life simpler.

Pros:

First of all Info Flo has incredible value, what you get for this one time purchase is outstanding. Info Flo's support staff is phenomenal, this makes it better than any other software ten times over. Never underestimate the value of good customer service. The organizational structure keeps my contacts manageable. From farmers markets to the everyday customer to restaurants and hotel chains. All while having it's own mapping software to make deliveries a breeze! The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend. We also use it to trade mushrooms for gift cards with restaurants that supplies our giveaways and promotions for CSA Members. This way, we can keep a massive network of people organized, and work with local restaurants to promote them as they buy the delicious culinary mushrooms we grow.

Cons:

It would be amazing if Info Flo and Info Flo Pay worked together perfectly. I hear it's in the works, I just can't get it soon enough. I'd like to have a little more tutorial options online if possible. I'm currently trying to export my contacts to import into Info Flo Pay. Hard to find too much else wrong with this program really, 5 Stars all Around!

I am an independent financial planner and this helps me stay independent!

Comments: Maintain independence. Stay compliant. I am not very good with computers and have some difficulty navigating through the program. I have not figured out how to use all of the features

Pros:

I like this software because it allows me the option to stay independent. In my industry, so much information is kept on the mutual fund dealers and insurance company servers, so it is lost if you decide to leave. The option to leave is lost if you can't take your information and notes. You may not be a "captive agent" according to contract, but you are according to who controls your information and records. I expect that this is the case in many different industries. Infoflow lets me keep a copy of clients information ' notes that pertain to matters that cross different industry lines. It is also flexible enough to be able to help me with my marketing needs. This information, tracking and management can not all be put on a single company server. My business encompasses customized financial plans that I do on my own, investments, insurance, tax and some legal issues (wills/ PofA) which requires working with different companies. Infoflow can help me keep track and serve the varied needs my clients all in one place. I like this program because I can purchase it and whatever else I need. The trend is towards "subscriptions" because it provides a lot more revenue and smooth revenue for the providers. I don't want to overpay and get tied to increasingly expensive software. I used to use a different program and they moved to "enterprise" software for large companies. They also switched to expensive subscription based payments.

Software easy to learn. Logical work flow.

Comments: We mainly use this software for keeping track of customers contacts, and repair history log of our serialized products.

Pros:

Very powerful software for reasonable cost, especially when comparing to competing software. The modular add-on and per/user price structure really helps small business with limited budget. Minor updates are issued frequently, which shows the developer's commitment to this product.

Cons:

Some of the add-on's could arguably be consider as standard feature. For example : scheduled backup, and advanced search.

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.

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.

Amazing app

Pros:

1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

Cons:

Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market.

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.

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.

The InfoFlo teams is great to work with. Helped with initial setup and custom tweaks.

Pros:

The product is very configurable. The interface is intuitive. The ability to sync with Outlook is really nice.

Cons:

They are still working with Invoicing so that feature isn't completely fleshed out. I believe it will match the quality of the rest of the software when finished.

I have had the software for about eight months. Good, solid program, does what is says it will.

Pros:

It excels at getting the basics right. I think many software developer's focus on the looks and get the interface cluttered and complicated. Infoflo makes it clean and simple and thus easier to use and understand. Good, friendly support too.

Cons:

It would be nice if there was a way to sync projects easier, as I forget to tag the email sometime. But, the method is still fine.

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.

Practical Solution

Pros:

This software is very intuitive and it perfectly does what I expected. The user interface is more friendly than other platforms, enhancing my experience with it.

Cons:

I have not used all options, but if I would need to mention any Cons, the opportunity configuration does not allow for automatic self numbering, which would be really helpful.

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 business and personal CRM

Pros:

I was looking for a full-featured CRM for personal use. I wanted to store my data locally (not in the cloud) and did not want to pay ongoing subscription fees. InfoFlo was the answer! It fully integrates with my Microsoft Exchange and gmail accounts. It was very easy to setup and works great and you can't beat the price. I would highly recommend.

Cons:

Only two minor issues - 1. the client/server platform can be confusing to maintain and 2. no iOS app (I hear one is coming.)

Keeps locking up or running very slow on my i7 processor

Comments: low cost failure

Pros:

Email marketing is what I purchased it for but since the lockup issues have used it very little. The customer service person spoke with an accent that was bad I could not understand him. Made it hard to set up.

Cons:

Not very dependable since it keeps locking up. Once I have it up it tends to make all the other programs run slower. Therefore, I cannot use this software very often.