Avis clients sur InfoFlo

Prise en main, ergonomie intuitive, look

Nombreux bugs aléatoires et pénalisants.

This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features.

If you need extreme hand-holding for setup, there may be a slight learning curve.

Easy to teach new staff, well laid out dashboards and view/browsing of relationships and linked information. Activity logs of other systems can clutter up the view and simply having them requires staff effort (increased wages or dedicated IT admin). Any computer can be used as a server without need for DNS or VPN, etc. Document version control. Basic user permissions can be set. Desktop pop-up reminders a nice touch. VOIP telephony available too!

Templates only available in Word (recommend Invoicing add-on if you require forms to use formulas), and templates only use merge fields (auto-fill data into forms) that are available in the contact record (uses system fields and custom fields). Hoping to see custom fields and templates that can also be created for opportunities (initiate letter from within the opportunity so it uses fields from that one and not another opportunity from same customer). Email accounts are merged into a single in and a single out basket- am told folders are going to be available in a future update. Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling.

While this software appears to be good on the surface, it does not perform as advertised.

It did not fuction as advertised. the conversion of our existing data was never completed successfully. the sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.

As a small business owner I am faced with doing everything. InfoFlo helps me keep track of my commitments and results. It helps me structure my days, keeps my focus on all aspects of the business (networking, prospecting, proposing, selling and delivering). I like the ability to tie notes and tasks to individual people and projects. I really like how the system links all activities (e-mail, tasks, etc.) to a person or project. It makes it easy on follow-up to see everything in one place.

It sometimes doesn't work after my computer has gone to sleep and I need to restart it.

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.

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!

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.

There is not much to say, because InfoFlo is a great piece of software. Only the Outlook synchronization plug-in seems to have some small problems with using Outlook versions in another language (German). What is strongly missing is the possibility to input the department of a contact. Dealing with large companies or universities with many departments, this is valuable information and needs to be synchronized with outlook as well. A feature request is filed and hopefully this will be implemented soon.

1) I like the ability to manage multiple email address from a single application.
2) I also like the separation of known and unknown contacts which is VERY helpful when managing incoming emails and deleting the junk.
3) The notes associated with individual contacts are also very helpful in managing a contact history by individuals and companies..
4) The tech support structure for submitting tickets to resolve quick questions is also a great solution.

I can't think of anything at the moment.

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.

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.

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.

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

One time, up-front cost with no subscriptions and the data is located on our own server. Lots of flexibility with the modules offered that gives our team the tools we use most.

Would like the ability to turn off some of the features that we do not use as much. It does so much, and we have streamlined our processes to what works best for us.

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.

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.

Customization and ease of use. New employee sunfamiliar with CRM tracking software find it very simple to learn and get tracking almost immediately.

Mobile app not quite perfect...needs work. In today's market, it is essential to have mobility for our salews tracking. Eventhough there is a Mobile App it still is new and needs tweaking.

It is a friendly software. We can easily share information between partners and easy to learn. Good calendar. Easy to add contacts and companies. Easy to sort the emails by contact or company.

No way to change the job titles in contacts.
It'll be good to have an easy follow with date and time.

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.

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

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 .

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

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.

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.

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

The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business. I recommand it !

When we select a company, it would be good to have the profile of the contact automatically appear in the same window without having to select it. Otherwise I have no negative points for now! I have tested several software and it seems really complete!

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

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.

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.

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

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.

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.

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.

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

Monthly fees are a tough challenge for small business budgets. Liked this one was a one time cost, simple to use, and plenty of add on features to customize it for the efforts I need for my business.

Not sure I have any concerns as I begin making this part of my daily business plans and efforts. Looks like they have plenty of training and instructional resources.

It is incredibly user friendly. It was easy to set up, customize, and integrate with my daily routines. It provides everything I need in a CRM in a fantastic format that integrates with Outlook so smoothly.