A software system designed by Carmel Vision.
InfoFlo CRM is a simple to use and complete office management solution
InfoFlo CRM is Client/ server - private Cloud, where the server computer is installed at customer premise, you own your server and data.
Client application is Web ready running on Windows Desk Top / Laptop computers and can access InfoFlo CRM database over the local network or over the internet.
InfoFlo CRM is fully integrated with Outlook, G-mail, and QuickBooks using our unique InfoFlo Sync engine.
With InfoFlo Sync engine, we can Sync and integrate with any other system (custom development) on the market.
InfoFlo CRM is developed using Microsoft Visual Studio.
InfoFlo CRM is sold as a ONE-Time payment, attracting small to mid size organizations looking for a private Cloud solution.
Having been a user of Infoflo for over 6 years now, I can’t imagine life without it. It keeps me organized. It tracks everything I need to remember. It reminds me of appointments and tasks, keeps important records in an orderly arrangement where they can be readily located when needed, keeps all the resources for my projects in order, and ensures even emails I don’t think I’ll need to refer to later are automatically filed against the sender and, where I set up a project, against the project they relate to. It’s best feature is the linking system that ensures all data is connected and able to be located readily by reference to the sender or receiver, the company they are employed by, the project or task it relates to, or a category in which it logically belongs. Nothing gets lost! I invested in a few valuable extras, like the Project Manager and Document Manager, because as a writer, editor and publisher I need to keep track of different versions of works and manage progress of client projects efficiently. Both the core application and the add-ons were surprisingly affordable, and the support has been excellent. This is undoubtedly the best value software I’ve ever used.
The linking system is brilliant. And the fact that users can choose the add-on tools they need makes the system highly affordable and enables it to be tailored to a user’s precise needs.
It does crash on occasions. I’ve had it lock up a few times, or just shut down. Fortunately, the database is robust and these rare events don’t seem to cause ongoing issues or data loss, though I have one contact to whose records I simply cannot save an email address because the system thinks that email is already saved to a contact record, but it isn’t.