InfoFlo – Bewertungsseite 2

Vorteile

The ease of use and the customer service. They know what their talking about and spend the time to understand. We are a small company that is expanding and has never used a software before. This was extremely easy to use and started all employees on the software immediately after it was implemented.

Nachteile

Training sessions are slightly high in price, although you don't really need much training because they give you a good demo and thorough walk through when you sign up.

Vorteile

La gestión de contactos y llamadas. Funciona bastante bien.

Nachteile

Necesitas un poco de aprendizaje inicial para hacerte con el programa.

Vorteile

I run a small family run Business and I love how Infoflo seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed.

Vorteile

Even if you have not bought all the addons you can start your Customer Relationship activity.
And when you start your activity you can act in a professionnal way right away.
That's why I have recommanded this software to different business people who were looking for a solution.

Nachteile

nothing really instead the fact of having once a problem with the downloading of my incoming mails. And it was impossible to get them back.

Vorteile

InfoFlo is the best CRM in the market in terms of features to proce ratio.

Nachteile

InfoFlo should provide a better customer support for their users.

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.

Vorteile

1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

Nachteile

Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market.

In Betracht gezogene Alternativen

Zuvor genutzte Software

Vorteile

I like how I'm able to integrate my GMail account into InfoFlo. I can click on a contact and all emails, notes and tasks associated with the contact are shown.

Nachteile

Freezes and or locks up from time to time during periods of non-use. I have to go into End Task to shutdown.

Vorteile

The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier. We kept canceling our training sessions due to it being our busy time of year, and [SENSITIVE CONTENT HIDDEN], our trainer never got mad and eventually gave us a thorough training and new the answer to all our questions. Thank you! Also there are no monthly fees. You buy it and it is yours! That is great for small companies like us.

Nachteile

I honestly, based on usage so far have not found a con.

Vorteile

I love that information is accessible and easily viewable on a mobile device. Clients love it to and it improved their accessibility as well.

Nachteile

I can't think of anything that did not work for me. The software made the client interactions easier and was of great value to the client experience.

Vorteile

Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.

Nachteile

Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu InfoFlo

Vorteile

The product keeps getting better with frequent updates. InfoFlo helps me to focus on my most important emails and helps me organize and keep track of communications with all my contacts.

Vorteile

The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.

Nachteile

The tool is fragile, in that it seems to 'fall over' too often, requiring a reset or download of a 'more recent version'. The software only runs on Windows platforms, and is not web based.

Vorteile

Su gestion de contactos y también de llamadas

Nachteile

Algo dificil si no tienes experiencia alguna

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.

Vorteile

User-friendly interface. Wide-range of options. Customization and integration features are really helpful.

Nachteile

Offline access is not always available. Notes and tasks are not saved, they get erased after log off.

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.

Vorteile

CRM, mailing to marketing experience. Leads following.

Nachteile

Interface experience looks old and find dificult to manage.

Vorteile

Fast, simple, versatile. Very well conceived and implemented product. Makes life very much easier and efficient.I especially like the fact that you can add modules as needed and the fact that the software can grow with the business needs. The support provided by the company is excellent too.

Nachteile

Nothing significant. There is a delay with editing feature (of notes) but I guess this has got to do with the broadband speed. It would be good to be able to change some of the Icons (you can change the name) it would then take on a more personal and bespoke look. Other than that only praise for the product.

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!

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.

Vorteile

Infoflo was not only affordable but it gave us all the features we needed from Quoting customers, keeping track of leads, setting reminders for F/U and Invoicing. Plus we had the option to purchase the software right out without any commitment to monthly or yearly fees.

Nachteile

I don't have anything negative to say. This software met all of our needs.

Vorteile

The link functions, the reporting is very useful also. Search function very good.

Nachteile

Not able to use Mailchimp with it as this would be really helpful to us rather than exporting contacts.

Vorteile

Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away.

Nachteile

I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something

Vorteile

I was looking for a full-featured CRM for personal use. I wanted to store my data locally (not in the cloud) and did not want to pay ongoing subscription fees. InfoFlo was the answer! It fully integrates with my Microsoft Exchange and gmail accounts. It was very easy to setup and works great and you can't beat the price. I would highly recommend.

Nachteile

Only two minor issues - 1. the client/server platform can be confusing to maintain and 2. no iOS app (I hear one is coming.)

Vorteile

The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently.

Nachteile

Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link. It would be nice if the software allowed user to automatically select the subfolders when the main folder is checked.

Vorteile

Email marketing is what I purchased it for but since the lockup issues have used it very little. The customer service person spoke with an accent that was bad I could not understand him. Made it hard to set up.

Nachteile

Not very dependable since it keeps locking up. Once I have it up it tends to make all the other programs run slower. Therefore, I cannot use this software very often.

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.

Vorteile

an easy and fast to achieve my work with good experience

Nachteile

can you contact the app with WhatsApp I think it will be good

Vorteile

Not a monthly subscription means I can use it with less stress

Nachteile

Which add ons are useful are not easily discernable until you start using the program

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.

Vorteile

It is incredibly user friendly. It was easy to set up, customize, and integrate with my daily routines. It provides everything I need in a CRM in a fantastic format that integrates with Outlook so smoothly.

Vorteile

InfoFlo is user friendly, and has been easy to customize. With the report add-on it's easy to run the custom reports I need for updating our programs grant funders. I also like the ease of sending bulk E-mails.

Nachteile

I have relationship links between my contacts. The program will link a contact to a companies, or categories, but not to other contacts.

Vorteile

You have the option of purchasing the add-on based on your requirement, and it is faster because the data is in your system

Nachteile

I am yet to find anything that I find it user friendly in this software. I do not think I can segmentise or work sections for different types of clients.

Vorteile

you pay for one time & its very easy to use in a different ways & its suitable for most of the applications that could be used on

Nachteile

its not applicable with QB and on the other hand if it could be cloud base it would be much better to use

Vorteile

- Comprehensive and detailed fields for customer information and data
- Data categories connect well together
- Data organization is excellent
- Custom fields allow for further customization which allows for even better categorization of data
- User permissions

Nachteile

It must be hosted locally or on your own private cloud. I wish it was hosted on their cloud server and was available as a subscription service.

Vorteile

Integrates seamless with Microsoft Office, Ease of use and the ability to get running right out of the box. Great product for small to midsize businesses

Vorteile

The import of my LinkedIn contact list was easy and intuitive. So well done on that. The most important for me is to be able to use the software on my computer without the need of being connected. Very convenient when you travel long hours (i.e. a plane) and want to update your contact list with those recently collected business cards for exemple...

Nachteile

It's doing what I was expecting, so no complaint.

Vorteile

I like the features, functionality of this software . It's a great value for the money. It is very user friendly and it is listed as one of the 40 best CRM in the market.

Nachteile

It takes a little time to get used to all the available features. But that can also be the case with any other good software on the market.

Vorteile

It has all the basics that i need at a very affordable price. Great response from their team on my questions and like that i own it for life vs a monthly cloud based crm.

Nachteile

Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software.