InfoFlo CRM Reviews in January 2025: User Ratings, Pros & Cons

"Stop Thinking About It and Get this CRM Program!"

What do you like best about InfoFlo Software? Great program that's easy to use and terrific support. What do you dislike about InfoFlo Software?

"Infoflo is a fantastic product which has been instrumental in developing our business"

What do you like best about InfoFlo Software? 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 ...

"Met All Our Needs"

What do you like best about InfoFlo Software? 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.

"A great solution for teams that are working remotely"

What do you like best about InfoFlo Software? 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.

Delivers on what it promises

PROS: The thing that I really liked about this tool is how customizable it is, especially since our company has such a unique workflow that any CMS we would end up using would really need to be adaptable and customizable for it to work for us. This tool was precisely that, and it is even priced affordably. Another thing that I liked is how the developers are very open to hearing from their users and then using that feedback to improve their product.

User-friendly, affordable, and packed with useful features

PROS: I like a number of things about this tool For one, the customer support team is very helpful, quickly resolving the problems we approached them with and also providing us with fixes to bugs. This tool was also very user-friendly, which is a big deal since our company is small and not only of us are tech-savvy. Another thing that I really appreciated is how this made it easy for us to access customer-related tasks, notes, documents, and emails. It also allows us to work remotely and ...

Firsthand impressions using this tool for CRM and and managing projects.

PROS: Before, I was using Saleslogix and Goldmine CRM. So, those are my points of reference. Pricing is very affordable whether it's for indivdual use, small-scale, or mid-scale business. All basic features appear to be there. The tool is set up in a modular matter. That'll make it easier for you to choose modules or features you really need.

"Great CRM"

What do you like best about InfoFlo Software? Not a monthly subscription makes it more preferable What do you dislike about InfoFlo Software?

Great tool for managing our staff and projects, keep everything in one place

PROS: We love the Carmel Vision support service, they helped us to transfer from our old system to Infoflo, and they are really helpful and responsive to every need. They want to be sure that their products meets all our company needs. CONS: The only thing that I dislike is that their customer service is based in Canada, and we are in UK, so we need to wait till afternoon to fix some issues. But, this is not a dislike, we love this software.

Great CRM meets all my business needs.

PROS: InfoFlo helps me to select the modules that best fit my business needs. What I like most is that I can use this app 30day free and they provide me with tech support on how to run the app. It’s very easy to use, and the app provides me with great import features and other categories features. The support team is great, they met all my company needs.