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88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

InfoFlo CRM logo
CRM Software

4.6 194 user ratings

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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description Infoflo CRM is a feature-rich contact management system with over 20 built-in components, as well as lifetime free updates that monitors, maintains, and automatically ties all critical contact information back to the relevant contact, allowing access to all information with a single click. It helps you manage your customer records and provides you with rapid access to crucial data and business insights. With Infoflo CRM, you can take your sales pipeline with you so you don't miss out on any critical events or deals. With a simple search of the name or company, you can quickly access your to-do list and contacts on the move. You can sync all of your calendar events, Outlook contacts, categories, businesses, and outgoing/incoming emails in real time. InfoFlo enables you to manage all of your client interactions in one simple interface, ensuring that you have access to all of the critical information you want at a glance. You can attach files, configure email, and create reminders. Additionally, you can view and filter tasks for the whole organization using Infoflo CRM. Read more Introducing a groundbreaking platform designed for the modern professional the all-in-one client and project management solution that is transforming how teams work and collaborate. In today's fast-paced business environment, staying ahead means delivering projects with precision and agility. This innovative product is tailored to empower them to manage every aspect of their clientele flawlessly, ensuring that them stay organized, proactive, and consistently deliver on time and within budget. Suitable for a wide array of professionals, this management tool is the gateway to streamlining their operational processes. Whether you're coordinating a small in-house team or steering a massive cross-departmental collaboration, this platform simplifies their workflow, enabling seamless interaction among team members and fostering an ecosystem of productivity. It's more than just a tool; it's their virtual command center where efficiency meets excellence. Capture all their leads and opportunities with an intuitive interface that's evolved to keep pace with the shifting needs of today's industries. Never miss a beat and ensure that every prospect is nurtured and developed to its full potential. With this pioneering platform, every lead converts into a well-managed project, setting the stage for unparalleled success and client satisfaction. Say goodbye to the complexities and constraints of traditional project management software. The future is here, designed to bolster their business by honing in on effective strategies, augmenting their capacity to outperform expectations, and carving a path to their triumphs. Experience the cutting-edge capabilities of a system that truly understands the essence of time, resources, and human capital management. For the discerning professional who demands excellence in every endeavor, welcome to the ultimate tool that redefines the parameters of success. Read more
Pricing Options
  • Free Trial Available
  • Starts at $30.00.
  • Free Trial Available
  • Starts at $0.83.
SW Score & Breakdown

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    95%
  • Reviews
    79%
  • Momentum
    62%
  • Popularity
    71%

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    62%

Features

Total Features
22 Features
7 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 14 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 4 More - Show Less
  • Unique Features
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online

    Reviews & Ratings

    User Rating
    4.6/5 194 user ratings
    Not Available
    Rating Distribution
    • Excellent

      71.6%
    • Very Good

      22.7%
    • Average

      3.1%
    • Poor

      1%
    • Terrible

      1.5%
    Not Available
    User Sentiments

      Affordable Pricing, Ease of Use, Outlook Integration, Customizable Features

      Software Bugs, Limited Customization in Settings, Lack of Mobile Version, Inadequate Documentation

      Not Available
    Review Summary

    InfoFlo Software receives generally positive reviews, lauded for its user-friendly interface, robust features, and affordability. Users appreciate its ability to centralize customer data, manage projects, and integrate with Outlook, making it an efficient tool for teams, particularly those working remotely. However, some reviewers point out limitations in customization options and occasional software glitches. While the software offers a one-time purchase model, additional features often require add-on purchases, which might not be ideal for all users.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $30.00.
    • Free Trial Available
    • Starts at $0.83.
    Pricing Plans
    Monthly Plans Annual Plans

    On Premise $99.00 $99.00 per user

    Cloud Starter $30.00 $30.00 per month

    Cloud Advanced $35.00 $35.00 per month

    Bronze Plan $0.83 $1.00 per month

    Silver Plan $7.50 $9.99 per month

    Gold Plan $15.00 $18.99 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail Not Available

    Vendor information

    Company Details Located in: Toronto, Canada

    Not available

    Contact Details

    +1 (646) 465-7676

    https://infoflosolutions.com/crm/

    Not available

    https://applicative-crm.com/

    Social Media Handles

    Not available

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