What Is InfoFlo?

We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user!

Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync.

Who Uses InfoFlo?

We cater to any company as our CRM system can be easily customized to any industry.

InfoFlo Details

InfoFlo Solutions

Founded in 2017

InfoFlo pricing

Starting Price:

Not provided by vendor
  • Yes, has free trial
  • No free version

InfoFlo does not have a free version but does offer a free trial.

Pricing plans get a free trial

InfoFlo Details

InfoFlo Solutions

Founded in 2017

InfoFlo videos and images

InfoFlo video
InfoFlo Software - Dashboard View - thumbnail
InfoFlo Software - Document Management - thumbnail
InfoFlo Software - Maps - thumbnail
InfoFlo Software - SMS Integration - thumbnail

InfoFlo deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of InfoFlo

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Auto-Dialer
  • Automated Attendant
  • Automatic Call Distribution
  • CRM
  • Call Center Management
  • Call Conferencing
  • Call Disposition
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Chat/Messaging
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Customisable Caller ID
  • Customizable Reports
  • Employee Directory
  • Fax Management
  • IVR / Voice Recognition
  • Interaction Tracking
  • Live Chat
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • PBX
  • Predictive Dialer
  • Purchasing & Receiving
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • SMS Messaging
  • Third Party Integrations
  • Video Conferencing
  • Virtual Call Center
  • Voice Mail

View full list of Business Phone Systems

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
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  • Automatic Call Distribution
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  • CRM
  • Calendar Management
  • Call Center Management
  • Call Duration
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Call Volume
  • Callback Scheduling
  • Caller ID
  • Contact Database
  • Contact Management
  • Customer History
  • Customisable Caller ID
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • HIPAA Compliant
  • IVR / Voice Recognition
  • Inbound Reporting
  • Interaction Tracking
  • Invoice Management
  • Lead Capture
  • Lead Distribution
  • Monitoring
  • Multi-Channel Communication
  • Multi-Location
  • Outbound Reporting
  • Performance Management
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Role-Based Permissions
  • Third Party Integrations
  • Unattended Call Management
  • User Management
  • Voice Mail
  • Who Answered Log

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  • Activity Dashboard
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  • Call Logging
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  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Customizable Reports
  • Email Management
  • IVR / Voice Recognition
  • Inbound Call Center
  • Interaction Tracking
  • Live Chat
  • Manual Dialer
  • Monitoring
  • Multi-Channel Communication
  • Outbound Call Center
  • Performance Management
  • Predictive Dialer
  • Progressive Dialer
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-Time Chat
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Third Party Integrations
  • Voice Mail
  • Workflow Management

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  • API
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  • Call List Management
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  • Call Reporting
  • Call Routing
  • Call Tagging
  • Call Tracking
  • Call Transcription
  • Call Transfer
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Computer Telephony Integration
  • Conferencing
  • Contact Database
  • Contact Management
  • Customizable Reports
  • Event Triggered Actions
  • File Transfer
  • IVR / Voice Recognition
  • Interaction Tracking
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • On-Demand Recording
  • Performance Management
  • Performance Metrics
  • Predictive Dialer
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Recording
  • Reporting & Statistics
  • SMS Messaging
  • Scheduled Recording
  • Tagging
  • Third Party Integrations
  • Voice Mail

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  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Tracking Metrics
  • Call Transcription
  • Call Transfer
  • Caller ID
  • Caller Profiles
  • Campaign Analytics
  • Campaign Management
  • Computer Telephony Integration
  • Contact Management
  • Conversion Rate Optimisation
  • Conversion Tracking
  • Customisable Forms
  • Customizable Reports
  • Data Import/Export
  • IVR / Voice Recognition
  • Keyword Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Monitoring
  • Multi-Campaign
  • Performance Management
  • Predictive Dialer
  • Real Time Analytics
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  • Real Time Monitoring
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  • Reporting & Statistics
  • Third Party Integrations
  • Visitor Tracking
  • Voice Mail

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  • Callback Scheduling
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  • Chat/Messaging
  • Collaboration Tools
  • Communication Management
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  • Conferencing
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  • Contact Management
  • Customisable Caller ID
  • Customizable Reports
  • Fax Management
  • IVR / Voice Recognition
  • Interaction Tracking
  • Live Chat
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
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  • Purchasing & Receiving
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Ring Groups
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  • SIP Trunking
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  • Third Party Integrations
  • Video Conferencing
  • Virtual Extensions
  • Voice Mail

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  • Call Scripting
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  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Chatbot
  • Collaboration Tools
  • Computer Telephony Integration
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  • Contact Management
  • Customer History
  • Customizable Reports
  • Data Import/Export
  • Email Management
  • IVR / Voice Recognition
  • Interaction Tracking
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  • Monitoring
  • Multi-Channel Communication
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  • Quality Management
  • Queue Management
  • Real Time Analytics
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  • Reporting & Statistics
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  • Social Media Integration
  • Third Party Integrations
  • Voice Mail
  • Workforce Management

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  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
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  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
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  • Template Management
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  • For Financial Institutions
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  • Lead Management
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  • Pipeline Management
  • Relationship Tracking
  • Reporting & Statistics
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  • Call Scripting
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  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Customer History
  • Customizable Reports
  • IVR / Voice Recognition
  • Interaction Tracking
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multiple Scripts
  • Phone Key Input
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  • Real Time Data
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  • Real Time Notifications
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  • Case Management
  • Case Notes
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  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
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  • Contact Management
  • Contract/License Management
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  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • Forms Management
  • Full Text Search
  • Invoice Management
  • Microsoft Outlook Integration
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
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  • Contact Management
  • Customer Database
  • Customer Service Analytics
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  • Customizable Fields
  • Customizable Templates
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  • Drag & Drop
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  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
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  • Sales Reports
  • Sales Trend Analysis
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  • Social Media Integration
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  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

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  • Commenting/Notes
  • Commission Management
  • Customisable Branding
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • Goal Setting / Tracking
  • Interaction Tracking
  • Kanban Board
  • Lead Management
  • Lead Scoring
  • Leaderboards
  • Live Chat
  • Mobile Access
  • Mobile App
  • Process/Workflow Automation
  • Product Catalog
  • Prospecting Tools
  • Reminders
  • Reporting/Analytics
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
  • Task Management
  • Territory Management
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Reviews of InfoFlo

Read all 87 reviews

Average score

Overall
4.5
Ease of Use
4.4
Customer Service
4.3
Features
4.4
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Jeremy K.
Jeremy K.
Legal Assistant in US
Verified LinkedIn User
Used the Software for: 1-5 months
Reviewer Source

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

5 4 years ago

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.

Kristen B.
Vice President, Client Relations in US
Insurance, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Perfect for tracking communication with clients

5 2 years ago

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.

Lianne B.
Lianne B.
Business Partner in Canada
Verified LinkedIn User
Used the Software for: 1-5 months
Reviewer Source

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

3 4 years ago

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.

Carmel Vision Response

4 years ago

Thank you for your review Lianne. Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal. Our online ticketing support provides at the very minimum a same day response time and typically within hours. We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate. We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base. Thanks for all the feedback.

Jim S.
owner in US
Consumer Goods, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

met our demand...to work Smarter not Harder

5 2 years ago

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

Sergey L.
indexer in Canada
Publishing, Self Employed
Used the Software for: Free Trial
Reviewer Source

InfoFlo review

4 2 years ago

Comments: Overall experience is positive, the program is easy to learn and use.

Pros:

Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.

Cons:

Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.

Alternatives Considered: HubSpot CRM

Reasons for Switching to InfoFlo: Price is more competitive, desktop vs. cloud.