InfoFlo

Vorteile

I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

Nachteile

2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Vorteile

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

Nachteile

Haven't found anything so far! I'll let you know if something crops up...

In Betracht gezogene Alternativen

Pipedrive, monday.com und HubSpot CRM

Warum InfoFlo gewählt wurde

Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.

Gründe für den Wechsel zu InfoFlo

InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.

Vorteile

I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

Nachteile

That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum InfoFlo gewählt wurde

ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu InfoFlo

The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.

Vorteile

gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful.
Input of information was a breeze to get started as they have a great mapping feature.
The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do.
Price----absolutely most for the money

Nachteile

needs some canned reports in the standard module

In Betracht gezogene Alternativen

Microsoft Teams

Warum InfoFlo gewählt wurde

didn't get what we needed info from others in a manner that worked for us

Gründe für den Wechsel zu InfoFlo

ease of use was better and the quality of information

Vorteile

Honestly an excellent product all around

Nachteile

Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast.

Vorteile

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

Nachteile

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.

Vorteile

Works like Business Contact Manager, easy to use, one time fee. I like the dashboard and syncing with Outlook email features.

Nachteile

REPORTING is not flexible, additionally a report is needed online that we can run and just click on a client name to go straight to the contact information. Reports cannot be sorted by different fields unless you export into Exel and modify which is time consuming.
Support, at times is a challenge, recently when asking for help installing the offline version of Infoflo(after 2 weeks of trying) we were told to buy support so we looked at a work around ourselves and it still would not download our data.
We contacted them for the 5th time and it we were told it is an internal error that an update is coming out for it.
EMAIL & POP UP REMINDERS: do not work on my computer at all, they worked one time on my IT guys computer.
BACKUP: does not remind you when it is full and then we did have a backup for 3 months. They said they are working on this.
MASS DELETE: cannot do this, must delete ONE entry at a time. They are working on this.
DELETION OF EMAILS THAT ARE NOT A CONTACT: This cannot be done and somehow upon installation of the software we had duplicated emails and now have over 250K and cannot delete them.

Vorteile

While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases.

Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience.

The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm.

If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.

Nachteile

To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee.

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.

Vorteile

- Value for money
- Business layout
- Ease of use
- Overall experience
- suited for small to big size labels

Nachteile

The official APP of the product recently released and still needs some improvements which I'm sure that this will be fixed ASAP from the label.

Vorteile

Ease of use Calendar function

Nachteile

Not possible to integrate with 3CXOccasional software glitches eg. on updating recently all the contacts were duplicated

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.

Vorteile

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.

Nachteile

I can't think of anything at the moment.

Vorteile

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.

Nachteile

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.

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

Vorteile

Many very useful features. I like the notes feature because you cannot go back and edit entries. Showing most recent activity.

Nachteile

Could not get sync to work properly. I have multiple devices and I should be able to have program on each device. No phone app.

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.

Vorteile

It addresses the issues of recording, using, and managing important customer and client information. Comprehensively and with good transparency. It is very customizable and responsive to a variety of personal preferences.

Nachteile

I do think that the "Help" instructions could be fleshed out more, and kept more current. Especially areas that may not be entirely "intuitive"--such as email account setup and management.

Vorteile

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

Nachteile

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 .

Vorteile

Easy to navigate, contacts are easily visible, tab selection for scrolling through various functions very good.

Nachteile

Back ups take up huge hard drive space. Once you purchase this software your on your own to resolve any software questions or how to use features. There is no personal support other than online videos that don't always resolve specific issues.

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.

Vorteile

For literally years I researched CRM trying find one that would meet my needs specifically keeping all my contacts and calendar in a single data base but allowing me to send emails out using my individual signatures and email address for each one, business, volunteer, and personal. Easy to use and priced right. No long term contract just a one time, outright purchase.

Nachteile

In creating a contact, the default company name selected in the email extension such as @gmail. Minor problem as I have to delete it before adding or selecting a company already in the database. Better would be a blank line.

Vorteile

It is easy to install and you can customize it. I also like free lifetime updates. Another good thing about this CRM is the technical support by email is free.

Nachteile

It is not accessible on your mobile and it doesn't work with IOS or Mac computer. I like to see this option to buyt and pay for it once or have a component for mobile access same as buying other components and also make it available to IOS and Mac computers

Vorteile

The e-mail integration feature is very powerful.
Saves a lot of time and allows for efficient customer follow-up.
Documentation management is also very strong.
Good merge field integration.
Had been using Maximizer 12 Entrepreneur before.
This is a worthy competitor with better features.

Nachteile

Contacts do not inherit the company address and phone numbers.
This means that a not of repetitive duplication is involved when entering in a lot of contacts for one company.

Vorteile

Ease of use. We were able to create a CRM that fit our needs without having to have coders on staff. Easy to set up and their staff were extremely helpful. Any time we had an issue or question they were right there to help us out.

Nachteile

We had to take a few short cuts to get to where we wanted. Not too much of a con as this was to be expected with this type of CRM

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.

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.

Vorteile

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.

Nachteile

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.

Vorteile

Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user friendly and allows users to add custom fields to suit their company requirements. The ability to integrate the incoming phones calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers. The customer support is excellent with [SENSITIVE CONTENT] always contactable by email to offer support and set up regular training. Both [SENSITIVE CONTENT] always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs.

Nachteile

No cons really but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name such as first line of address or something similar.

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!

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.

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

Vorteile

The software seems to work pretty good. I really like the breadth of options. I like that I won't have to pay ongoing updates. It seems to sync with outlook ok - still reviewing quickbooks.

Nachteile

They do not provide the necessary software to install the Quickbooks link and force you to purchase their services in order to install it. When they installed the link to Quickbooks the agent simply said most clients don't have quickbooks as the reason it's not provided ahead of time. All other CRMs I reviewed had detailed instructions for Quickbooks link but they forced me to buy their services in order to do the quickbooks link because they didn't include the software to make the quickbooks connection even after I asked. I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them. Seemed inexpensive actually ended up being much more than I anticipated. Service is not great after the sale. No response to e-mails.

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.

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.

Vorteile

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.

Nachteile

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.

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

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.

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.

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.

Vorteile

One time fee with no maintenance costs, bugs are fixed free. Ability to create custom modules. Data migration flexibility.

Nachteile

Not SaaS, poor customer service, mainstream and custom updates are buggy, bugs introduced by custom programming are billable

Vorteile

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.

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

I like this software because it allows me the option to stay independent. In my industry, so much information is kept on the mutual fund dealers and insurance company servers, so it is lost if you decide to leave. The option to leave is lost if you can't take your information and notes. You may not be a "captive agent" according to contract, but you are according to who controls your information and records. I expect that this is the case in many different industries.

Infoflow lets me keep a copy of clients information ' notes that pertain to matters that cross different industry lines.
It is also flexible enough to be able to help me with my marketing needs. This information, tracking and management can not all be put on a single company server. My business encompasses customized financial plans that I do on my own, investments, insurance, tax and some legal issues (wills/ PofA) which requires working with different companies.
Infoflow can help me keep track and serve the varied needs my clients all in one place.

I like this program because I can purchase it and whatever else I need. The trend is towards "subscriptions" because it provides a lot more revenue and smooth revenue for the providers. I don't want to overpay and get tied to increasingly expensive software. I used to use a different program and they moved to "enterprise" software for large companies. They also switched to expensive subscription based payments.

Vorteile

Number one: It isn't cloud based or paid for monthly!!! You have it on your server to use for as long as you want. That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual. I'm sure that if you start out with a clean slate or want to pay the fee so they will help you transfer your data into their software, it's probably great. We were very enthusiastic to try it. If our needs were greater and we had a bigger budget, things would have probably worked out fine. As it is, we appreciate that we got a lot of free help from tech support (normally it's all paid) with a few of the issues we had. We just weren't able to make it work with our tiny budget. Thanks to Shai for his time and patience.

Nachteile

After dozens of attempts, we were never able to transfer our existing data to the software by ourselves. Were told we would have to pay a minimum of 2 hours support just to request help transferring our data into their software. I have 2 programmers, there is an Import function in the basic package, we had both CSV and Excel files to use for the import. It didn't seem right to us that we should need their help. We were told after we bought a license that we would not be able to import on our own... so we feel that the function shouldn't be visible to the client if it can't be used by them without paid help. It's misleading. Our budget was very small as our needs were very simple. I finally got my programmers to build us a small address book as that is all we really needed.

Vorteile

Prise en main, ergonomie intuitive, look

Nachteile

Nombreux bugs aléatoires et pénalisants.

Vorteile

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.

Nachteile

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

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.

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.