Nutzerbewertungen im Überblick
Über InfoFlo
InfoFlo ist eine integrierte CRM-Lösung, auf die online zugegriffen oder die vor Ort installiert werden kann. Das System bietet Kontaktmanagement, Computer-Telefonie-Integration, Marketing- und Vertriebsautomatisierung sowie...
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- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Great Software
Keep control of my customers
Vorteile
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.
Nachteile
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
- Branche: Schreiben & Editieren
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Carmel Vision's InfoFlo is software I can't live without!
It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.
Vorteile
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.
Nachteile
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.
- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 2–10 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Quelle der Bewertung
No Support During Paid Program Integration - No Refund After It Never Worked Fully
It was one of the most time exhausting experiences that ended up in me losing money for a piece of software that we do not use.
Vorteile
I thought it was going to be an inexpensive alternative to ACT, for the functions that we use, but once we added on multi-user and Outlook integration, it was the same price as my annual ACT upgrade. Things worked well on "single user" trial mode so we bought the software. Then when we tried to integrate the two users we had issues and were told we would have to buy support at $149/hour. We were given a bunch of links to "resolve our issue", but no one even bothered to explain from the beginning that there would be a "Server/Host (database)" account and all others would be a "Mini Client". The secondary users were stuck on the trial version for more than a week. If I had not been persistent, we would never even gotten the paid for licenses to activate on each machine. In the end, it was really not useable. I had my assistant spend hours on data entry from histories and notes that did not carry over from ACT and in the end, you couldn't even change the dates on the notes and there was no information visible on the summary screen without clicking into each and every note to try and find the information you were looking for. This would be the opposite of useful CRM. I tried to ask for my money back and just received a no. DO NOT WASTE YOUR MONEY ON THIS SOFTWARE!
Nachteile
The interface is cheap looking, looks like something that was designed 15 years ago. Some parts are not intuitive to use. There is no support offered at all. It seems to be run by one individual and he is very condescending. After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version. We were not offered a refund because we "trialed it". We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure. DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
Die besten Alternativen zu InfoFlo
- Branche: Finanzdienstleistungen
- Unternehmensgröße: Selbstständig
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
InfoFlo offers an excellent CRM solution for both small and medium sized businesses.
InfoFlo offers an exceptional CRM platform enabling you to boost concentration and stay on focus to complete your workflow.
Vorteile
- 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.
Nachteile
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.
- Branche: Marketing & Werbung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
After Goldmine left the single user market found InfoFlow as an affordable Windows CRM...
An afforadable contact management that includes basic project management option.
Vorteile
The price is affordable for an individual, small business or mid-size business. All the basic functionality seems to be there. The system is modular so you can purchase the modules or functionality you need. One time purchase includes future updates, not a subscription. One of the few CRM systems with a Project Management module included. The Project Management module was a deciding factor. My needs included keeping up with companies, contacts, activities, schedules and monitoring projects. Additionally use it for sales and opportunity management.
The interface is clean and easy to navigate. There is some basic customization capability.
You can create a "template" that populates the task based on the type of new Project when a new project is created. Great feature.
Nachteile
I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc. I miss not having a specific place to look at completed activity for a customer of company.
There is limited customization available from the settings. You can create additional fields / custom fields, you can create task types, status, priority, etc. You can change the field labels to better fit you organization. While not highly customizable the basic system is very flexible and meets my needs.
Key dislike is that the documentation is limited. There is a knowledge base online but not a "user manual"
When updates are provided there is no way to find what is included, the update page is very out dated.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: Selbstständig
- Weitere für 6-12 Monate genutzt
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Quelle der Bewertung
Support is difficult to contact
I think Infoflo is a good CRM program, but it is not for someone who does
not have computer support. Given that you own the software, it is much
less expensive than subscription based programs.
Vorteile
I like this software because it is a one time cost and I feel that I own
it. Subscription based pricing seems more affordable but it makes things
extremely expensive if CRM is a permanent addition.
I like Infoflo because I think it has most of the features that I need. I
had a relatively well known CRM software program before Infoflo but it
began to crash and the provider has changed to an enterprise program with
an expensive monthly subscription, no individual user options and wouldn't
support an individual user so I had to start over.
Nachteile
The downside of Infoflo software is that you have to be proficient at
maintaining and trouble shooting computer issues. Apparently a lot of
the problems come from changes made automatically by my Norton antivirus
software!
I had a problem where Infoflo would not start automatically and I had to
restart it manually. This continued for several months until it just
wouldn't start. This was corrected when I asked support and they told me
that I had to download updates. This was the first that I had heard of
this. I thought software should work without updates.
The most recent problem was that the program was not displaying any of the
text describing the any of the links. I was "down" for several weeks. I
finally walked into Infoflo's offices with my computer and they fixed the
problem for me. My Norton antivirus had automatically deleted a file! I
would have never figured it out on my own.
- Branche: Essen & Trinken
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Good software with great price!
Vorteile
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.
Nachteile
If you need extreme hand-holding for setup, there may be a slight learning curve.
- Branche: Unternehmensberatung
- Unternehmensgröße: Selbstständig
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Fantastic for my small consulting business
It helps me structure my activities so all critical parts of the business are being focused on appropriately. It shows me how robust the pipeline is so I can have early warning on what activities I need to ramp up.
Vorteile
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.
Nachteile
It sometimes doesn't work after my computer has gone to sleep and I need to restart it.

- Branche: Versicherung
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Ups and Downs. The idea behind the program is great! However, Customer Support needs some work.
It does help streamline our emails and profiles for all of our clients; saving our emails to each client profile is key for our industry.
Vorteile
Love how it integrates with outlook. We also like how to link groups and individuals to businesses; as well as being able to save documents to the businesses profile. The general layout of the program is good and easy to use.
Nachteile
First and foremost they really need to work on their customer support. A number of times we have called we have got rude comments/service from who ever answered the phone. Also, its quite annoying when there is something wrong with the software, we have to pay for support to fix it... issues with the software not working should be included in the price of buying the software!!
There seems to be quite a few bugs that pop up every so often, like not being able to open emails within the program and items not syncing between computers.
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
The server is not in cloud and we are able to house our own information on our own servers
Vorteile
-The software CRM has all the functions we need.
-The software allows easy grouping of clients and categories for sales reps and who is responsibly for which clients.
-Also the easy to use functions that infoflo has which helps the training of our new employees.
Nachteile
-The mobile app is require to be in the clout. We originally wanted to invest in a CRM that we can have complete control over where and how our information is kept and stored.
-Updates require all users to update as well and there is no cross version compatibility
-We need a function where users that are read only can edit information they input into the system in certain features or a option that allows us to give privileges in certain add-on. for example still read only but we allow them to make changes in projects only or in opportunities
- Branche: Möbel
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Excellent support, simple interface. Missing features are minor & only available in expensive...
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.
Vorteile
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!
Nachteile
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.
- Branche: Gesundheit, Wellness & Fitness
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Excellent CRM for Growing Business
InfoFlo is the common platform that all departments in our organization use from customer service, billing, intake and shipping. The ability to track individual tasks for specific employees and recognize how much capacity each of them have for the day is very useful.
Vorteile
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.
Nachteile
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.
- Branche: Personalbeschaffung & -besetzung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Very reliable and easy to use CRM platform. Love the customization and upgrade abilities.
Has kept our organization on track with customer calls and follow up. Ease of use is the main pro.
Vorteile
Customization and ease of use. New employee sunfamiliar with CRM tracking software find it very simple to learn and get tracking almost immediately.
Nachteile
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.
- Branche: Übersetzung und Lokalisierung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
A good experience.
It helps our company management and projects.
Vorteile
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.
Nachteile
No way to change the job titles in contacts.
It'll be good to have an easy follow with date and time.
- Branche: Automotive
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Read Before You Buy!
Please look into all options before making a decision; I wish my company took the time to research better. I would recommend Sales Force, Monday.com etc.
Vorteile
I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program.
Nachteile
The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN!
- Branche: Buchhaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
TCC
Vorteile
They were able to migrate all of my old data from BCM into InfoFlo.
Nachteile
Less user friendly than BCM but has all of the functionality we need
- Branche: Buchhaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
I love using InfoFlo! It's a great alternative to so many other CRM products I looked at.
It is very easy to track my client data with privacy. Online CRM products make you agree to terms and conditions that I could not tolerate. They were also overly complex for my needs. This is perfect for what I need and didn't require hours of watching training videos to figure out and set up either.
Vorteile
I like that there's a one time fee. I know I want to add on different options later. But the low one time fee allowed me to get started right away for a low price while knowing that I can upgrade later to get added features. The free trial allowed me to make a decision to see how everything worked together.
Nachteile
It takes up a lot of my computer's processing power. I suppose that's the nature of the beast. I'm going to need to upgrade my ram, but at least I don't have to use a server. Until I want to.
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
I have had the software for about eight months. Good, solid program, does what is says it will.
Vorteile
It excels at getting the basics right. I think many software developer's focus on the looks and get the interface cluttered and complicated. Infoflo makes it clean and simple and thus easier to use and understand. Good, friendly support too.
Nachteile
It would be nice if there was a way to sync projects easier, as I forget to tag the email sometime. But, the method is still fine.
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Multipurpose CRM for donors, prospects, grants and events.
Vorteile
We are a nonprofit who has trialed and purchased InfoFlo for our CRM, grants management and donor management. While there are hundreds of CRMs for nonprofits, I found InfoFlo to be the best way to get a CRM that will manage grants, donors, events, and reporting, as well as allow me to customize it. The price is very market friendly without continuing fees, like most donor CRMs.
Nachteile
I would like to see more support options included in the price, like chat and brief phone calls. I would like to see an integrated POS so we could take donations from out website and have the information recorded in the InfoFlo database. I understand this is something that InfoFlo is currently working on.
- Branche: Verlagswesen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
The InfoFlo teams is great to work with. Helped with initial setup and custom tweaks.
Vorteile
The product is very configurable. The interface is intuitive. The ability to sync with Outlook is really nice.
Nachteile
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.

- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
InfoFlo Review Nov18
Excellent. A cost effective and simple solution to my problem. I would recommend to others who are looking for a basic CRM that does the job and doesn't cost and arm and leg in terms of dollars, but also time and pain to set up.
Vorteile
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.
Nachteile
Occasionally get an error message. But I just restart the software. I would like the ability to schedule a bulk email.
- Branche: Design
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Practical Solution
Vorteile
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.
Nachteile
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.
- Branche: Medienproduktion
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Great Software
Vorteile
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 !
Nachteile
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!
- Branche: Marketing & Werbung
- Unternehmensgröße: Selbstständig
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Great for my small business
No monthly subscription
Vorteile
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.
Nachteile
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.
- Branche: Einzelhandel
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Excellent accessibility to the support staff with general questions.
In one word....Organization.
Vorteile
Its simple to navigate since all tabs needed are available from the home screen. Loading contacts is a breeze through the new contact tab. New contact info screen is formatted for easy guided data entry.
Nachteile
When clicking on the task tab..it leaves off the phone and email address for easy contact reference.
Can't export direct report emails.