InfoFlo CRM Reviews

Great program that's easy to use and terrific support.

InfoFlo Software should have more bundles available.

Data captures follow ups through to the sale and support in aftersale marketing, add on sales and customer satisfaction. Makes it easy to stay on top of it all.

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 enables users to add custom fields to suit their company requirements. The ability to integrate the incoming phone 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 Infoflo staff always contactable by email to offer support and set up regular training Customer service 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.

There is nothing we dislike about Infoflo, 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 the first line of address or something similar.

Infoflo allows the company to have a complete overview of client's interactions with staff through phone calls and tasks,, which enables the company to improve customer service

The program met our privacy requirements by allowing us to keep client data on our own server. Being a Canadian company, InfoFlo understood the Canadian privacy regulations.

Outlook Sync was a much faster and easier way to file emails by client.

That it took me a while to find this program.

Sharing customer information within the company is much easier. We also have the Outlook sync feature which we find very handy given that several different people will work on the same client. We also are required to document each transaction with a client and this is an easy way to do that.

We were able to group clients by company and by family, which we needed.

We love that any team member can see a complete customer history, including all emails and phone calls sent and received. We can track issues in the 'Opportunities' feature, and everyone can answer customer queries. It allows us to back each other up for absences or when another team member is tied up.

We occasionally have conflicts between InfoFlo and other software, that take time to investigate. As non-techies, we don't always figure out the conflicts quickly.

As a small team, it's important that we are able to back each other up. Because InfoFlo allows everyone to see all email history from all team members, we are able to quickly and easily respond to customer queries, regardless of whether we have been previously involved. It also allows team members to ask each other for help in responding to a client, without having to forward or duplicate an email. Work-from-home mandates during COVID have made this especially important, as our team is no longer working in a single location.

We have also been able to adapt the Opportunities feature to track customer service issues and order status, as well as sales opportunities. We love the flexibility of being able to make the program work for us, the way we need to operate. Team members can do their part, then reassign the Opportunity to another team member for the next step. Any team member can check these Opportunities at any time, to get an overview of what is happening with that file.

Because InfoFlo synchronizes with Quickbooks Online, we are also able to have all of our sales invoices and estimates stored with the contact history, so we can see everything we need in one place.

Not a monthly subscription makes it more preferable

Add ons make it a bit difficult to figure out what is needed until you get them

CRM I used is no longer available