Infoflo is a CRM that is easy to use and perfect for managing customer relationships. It includes the most robust Outlook sync on the market! Infoflo is a fully integrated solution that manages contacts, relationships, emails, calendars, documents, sales tasks, and VoIP. It also includes QuickBooks, Outlook, and Google Sync.
InfoFlo, a division of Carmel Vision, was founded in 2004 with their head office in Toronto, ONT. The CRM has been in the business for almost twelve years and has over 16,000 customers.
They offer two options. One is cloud-based and is a monthly paid subscription and the other is on-premise with a one-time cost for lifetime access.
The on-premise CRM is powerful and easy to integrate with existing Enterprise Resource Planning (ERP) systems. It also has great offline capabilities and can handle large data volumes.
Pros and Cons
Calendar and task management
Email Marketing and management
Internal chat integration
Training isn’t free
- Companies that use Outlook
- Companies that need VoIP included
- Small-Medium-Businesses (SMB)
What On Offer?
- Features include lead and opportunity management, contact management, and automated sales workflows
- Document management software
- Workflow automation features
- Their products are designed to integrate with popular business applications, such as Microsoft Office and Google
- Customer support and training
$30 per month (includes 3 add-ons)
$35 per month (includes 5 add-ons)
$99 per user (one time payment with updates)
Help & Support
You don’t have to log in to access support. Live chat is available as soon as you visit the site.
InfoFlo has an extensive knowledge base and an academy with videos and articles where you can learn how best to use the CRM
What About The Mobile App?
You can easily add, edit, and delete contacts, companies, categories, projects, notes, tasks, and opportunities.
InfoFlo is a management system designed to help organizations efficiently collect, filter, search, and archive information.
It helps professionals stay organized and productive by providing a central place to access and manage all of their content, contacts, and communication activities.