Über InfoFlo

InfoFlo ist eine integrierte CRM-Lösung, auf die online zugegriffen oder die vor Ort installiert werden kann. Das System bietet Kontaktmanagement, Computer-Telefonie-Integration, Marketing- und Vertriebsautomatisierung sowie Kundenbetreuung. Nutzer haben außerdem Zugriff auf die Kernfunktionen von InfoFlo, wie E-Mail-Marketing, Termine und Besprechungen, Projektmanagement, Skype- und Outlook-Integration sowie Aufgabenmanagement, die alle von Teammitgliedern gemeinsam in Echtzeit genutzt werden können.

InfoFlo hilft Kunden dabei, ein CRM zu erstellen, das auf ihre Unternehmensgröße und -bedürfnisse angepasst ist. Die Lösung kann von kleinen bis mittleren B2B-Unternehmen in einer Vielzahl von Branchen genutzt werden, darunter Buchhaltung, Software, Bauwesen, Immobilien, Gesundheitswesen und mehr. Darüber hinaus bietet sie Projektmanagement-, E-Mail-Marketing-, Fakturierungs- und Dokumentenmanagementmodule als Add-ons.

InfoFlo bietet Kunden auf seiner Website Zugang zu Schulungstools und -videos und stellt Kundenbetreuung über ein Online-Ticketsystem bereit.

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InfoFlo Video
InfoFlo Software - 1 - Vorschau
InfoFlo Software - 2 - Vorschau
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InfoFlo Software - 4 - Vorschau

InfoFlo Preis

InfoFlo bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von InfoFlo ist ab $ 30,00/Monat verfügbar.

Startpreis:
$ 30,00/Monat
Kostenlose Version:
Nein
Kostenlose Testversion:
Ja

Alternativen für InfoFlo

InfoFlo Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4,6
Funktionalität
4,4
Bedienkomfort
4,4
Kundenbetreuung
4,3
Jeff
  • Branche: Computer-Software
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
4
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 8.2.2018

Great Software

Keep control of my customers

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

Lorraine
  • Branche: Schreiben & Editieren
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 7.2.2018

Carmel Vision's InfoFlo is software I can't live without!

It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.

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.

Sandra
  • Branche: Transport/Güterfrachtverkehr/Schienenverkehr
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Weitere für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
1
Funktionen
2
Bedienkomfort
3
Kundenbetreuung
2

3
Bewertet am 7.10.2020

No Support During Paid Program Integration - No Refund After It Never Worked Fully

It was one of the most time exhausting experiences that ended up in me losing money for a piece of software that we do not use.

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.

Owen
  • Branche: Landwirtschaft
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 25.6.2021

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

We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency.

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.

Janet
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 4.7.2017

InfoFlo offers an excellent CRM solution for both small and medium sized businesses.

InfoFlo offers an exceptional CRM platform enabling you to boost concentration and stay on focus to complete your workflow.

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.

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