InfoFlo

InfoFlo

Solution logicielle CRM tout-en-un

4.5/5 (67 avis)

InfoFlo - Présentation

Les solutions CRM actuellement disponibles sur le marché sont trop coûteuses et compliquées à utiliser. De plus, la plupart d'entre elles facturent généralement des frais mensuels récurrents en plus de nombreux coûts cachés. Les logiciels ne devraient pas coûter 100 dollars par mois et par utilisateur, mais devraient plutôt être facturés une seule fois. C'est pourquoi ce logiciel CRM simple à utiliser est sans frais mensuels, comprend des mises à niveau gratuites à vie et offre un prix abordable unique à vie.

Prix

À partir de
99,00 $US
Types de licence
version d'essai gratuite
Licence unique
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Chine, Europe, Allemagne et 5 autres, Japon, Amérique latine, Afrique et Moyen-Orient, Royaume-Uni, États-Unis

Langues

danois, néerlandais, anglais, français, allemand et 5 autres, hongrois, italien, russe, espagnol, turc

InfoFlo - Avis

Note globale
4.5/5
93% d'avis positifs
41
Excellent
21
Très bien
4
Moyen
0
Médiocre
1
Horrible
Lorraine C.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 07/02/2018
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Jeff B.
Traduire avec Google Translate

Great Software

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 08/02/2018
Provenance de l'avis : Capterra

Keep control of my customers

Avantages

Easy to use. Got on top of it in hours. Simple interface, simple screens. Particularly like the "relations" so you can go from Company to Employee or Employee back to company. Far more powerful than a "folder" structure which I have used previously.

Inconvénients

Have only ONE style of email template. I suggest an alternative or rather an addition. Have MANY buttons on the email screen that are programmable. First button could be programmed to have the caption THANK YOU. Which on clicking simply inserts into the email text "Thank you for your email". Another button programmed to have the caption TRIAL which on clicking inserts some text into the email "You can download a trial version from our website www...... Another button SIGNATURE which inserts your signature as text.
With ten buttons you can personalise the email in a few button presses. I have been thanked so many times for my personal email using a button system. I ignore one template emails - they are a lot of text that is mainly irrelevant. The buttons give you the opportunity to personalise emails and makes a real point of difference. I have used such a system and loved it. Don't get me wrong InfoFlow is great - but this is one feature that I would use many times a day and I would warrant so would everyone else. The more buttons the better. Got other ideas too if you like this one! I develop software myself. Jeff Bilkey

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Jay M.
Traduire avec Google Translate

Excellent support, simple interface. Missing features are minor & only available in expensive CRMs.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 06/02/2018
Provenance de l'avis : Capterra

Time savings in managing customer info and maintaining collective information management/situational awareness. Time, printing, and transcription error savings also in filling out internal office forms and other templates. Looking forward to exploring social media integrations and exploring other 3rd party apps that we can combine to enhance the CRM with even more workflows we use.

Avantages

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!

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Alex T.
Traduire avec Google Translate

Service has been great. Program has some aggravating limitations.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 06/02/2018
Provenance de l'avis : Capterra

Improvement in contact management over manual address book

Avantages

I use the program to maintain personal contacts and contacts for a small service business. Service, from the initial sales contact through support when I got confused have been remarkable. It was the service even more than the product that made me choose this program. It is fairly easy to use, even for someone who really isn't the most technically competent. Even with limitations that are a bit frustrating, the value for money is excellent.

Inconvénients

There are some limitations that I find frustrating. One in particular is mail merging. You appear to have to deal with one contact letter at a time. The flexibility in this area falls short of other CRM products I have used in the past. But again, my comments must be taken in the context of the price point and relative value for money. Sorting capabilities are limited. For example I cannot seem to create a custom list by choosing/limiting contacts who fall into several categories. For example customers who from a list of 5 services receive only 3 services. In our landscaping business we have customers who are individuals as well as business customers. The two groups seem to have to be dealt with separately as opposed to being able to generate a simple list of all customers in a given category.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Janet H.
Traduire avec Google Translate

InfoFlo offers an excellent CRM solution for both small and medium sized businesses.

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 04/07/2017
Provenance de l'avis : Capterra

InfoFlo offers an exceptional CRM platform enabling you to boost concentration and stay on focus to complete your workflow.

Avantages

- InfoFlo's software design is unique among its competitors due to InfoFlo having a mainframe where modules or "add-ons" may be added or removed according to the end user's needs. As a result, InfoFlo's software is not bloated resulting in superior end user experience. The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
- Price for start up is very reasonable - and there are no monthly subscriptions - This allows the smallest of businesses to enjoy a sophisticated CRM without the worry of monthly overhead.
- InfoFlo form editor offers an endlessly number of customized fields to address unique business needs. Having built over 100 field items in a single form within InfoFlo, I can attest InfoFlo accepted all my customized fields without the slightest hint of impacting performance nor any instability concerns during the upload process. Actually using this form is a breeze.
- Email function simple yet complete (no confusing clutter).
- Able to rename internal functions that best suits the nomenclature for my business.
- As your business grows, InfoFlo is able to grow with you - there's no worry to outgrow your InfoFlo CRM.
- Offers categories function to facilitate in search results with superior accuracy.
InfoFlo is one of the best purchases yet I have made for my business.

Inconvénients

No cons but for future suggestion it would be nice to
1) add url links as an option in the form editor;
2) add links between contact and contact. Rationale: Allow you to know your contact's social circle.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

6.0/10

InfoFlo - Prix

À partir de
99,00 $US
Types de licence
version d'essai gratuite
Licence unique
Rapport qualité-prix

InfoFlo - Fonctionnalités

  • Gestion des calendriers
  • Notifications automatiques
  • Rappels automatiques
  • Suivi des activités
  • Tableau de bord d'activités

  • API
  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Paiements électroniques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable

InfoFlo - FAQ

Voici quelques-unes des questions fréquentes sur InfoFlo.

Q. Quels sont les types de licence disponibles pour InfoFlo ?

Types de licences disponibles pour InfoFlo :

À partir de: 99,00 $US

Type de licence: Licence unique

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel InfoFlo ?

Nous n'avons pas d'informations sur les fonctionnalités de InfoFlo.

Q. Qui utilise InfoFlo ?

Utilisateurs habituels du logiciel InfoFlo :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME

Q. Dans quelles langues InfoFlo est-il disponible ?

Langues dans lesquelles InfoFlo est disponible :

danois, néerlandais, anglais, français, allemand, hongrois, italien, russe, espagnol, turc

Q. Quels sont les types de licence disponibles pour InfoFlo ?

Types de licences disponibles pour InfoFlo:

Licence unique

Q. InfoFlo prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par InfoFlo.

Q. Avec quelles applications InfoFlo peut-il s'intégrer ?

Applications s'intégrant à InfoFlo :

Gmail, Google Calendar, Google Contacts, Microsoft Outlook, Office 365, QuickBooks, QuickBooks Online, Wordpress

Q. Quelles sont les ressources d'aide disponibles pour InfoFlo ?

Ressources d'aide disponibles pour InfoFlo :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo