A customer relationship management software offering a one-time purchase model and customization through add-ons.

Product Overview

InfoFlo CRM is a customer relationship management software with a one-time purchase model. Key features include contact management, time and billing tracking, and project management. InfoFlo CRM integrates with Outlook, Gmail, QuickBooks, and other popular systems. It also offers a modular design and customization through add-ons.

Pros

  • Affordable one-time purchase price with free future updates
  • Customizable through add-ons
  • Efficient contact management and customer service features

Cons

  • Not for companies with 75 or more users

About InfoFlo CRM Software

InfoFlo CRM is a customer relationship management software with an intuitive interface that integrates phone calls and email functions.

InfoFlo CRM Key Features

  • Contact management
  • Built-in email manager
  • Document management
  • Project management
  • Task management
  • Telephone/PBX management
  • Time & billing

Deployment

InfoFlo CRM operates on a client/server model, with data hosted on-premises and accessible over local networks or the internet.

Integrations

  • The software integrates with Outlook, Gmail, and QuickBooks and can sync with other systems.
  • InfoFlo CRM is developed using Microsoft Visual Studio.

Pricing

InfoFlo CRM is sold as a one-Time payment, attracting small to mid-size organizations looking for a private cloud solution.

  • One-time payment of $99
  • $30/month cloud hosting
  • Add-ons available starting at one-time costs of $79
Starting Price
$99 /user (perpetual license)
Price Range Learn More
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Product Overview

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User Reviews of InfoFlo CRM Software

★★★★★
★★★★★
Submitted on July 10th, 2021 by Lorraine Cobcroft

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 Good…

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.

The Bad…

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.