InfoFlo CRM contains a number of tools needed for sales teams to manage all aspects of client relations. There is contact management, custom field mapping, and relationship management. Contact management provides a complete solution for tracking all contact information. Custom fields allow users to optimize the CRM to fit their unique needs as a business by adding the fields that they require to make the tool fit their unique needs. In addition, InfoFlo’s basic features include document linking, task management, sharing and collaboration, dashboards, leads and opportunities, email linking, calendar and email editors, and more.
InfoFlo CRM at a Glance
Best for: Businesses that want to host an on-premises CRM
Key use: On-premises CRM or hybrid cloud/on-prem deployment
- $99 one-time cost for on-premises + $79 per addon
- $30/month for Cloud Starter + 3 addons included
- $35/month for Cloud Advanced + 5 addons included
Free trial: 30 days
How InfoFlo Works
Leads and Opportunities
InfoFlo CRM segregates leads and opportunities within the sales funnel. By differentiating these entities, teams are better able to assume account management responsibility based on their job responsibilities.
Users are able to easily append documentation to each record in the CRM. For instance, this allows various team members to be able to call up historic correspondence attached to a record. For instance, a sales member could post an invoice and their colleague would be able to see it when they opened the customer page.
There is a comma separated value (CSV) import functionality for users that wish to import large sets of data from other CRMs. Once the CSV file is uploadedת the information can be automatically matched to existing CRM fields.
Custom Field Creation
No 2 businesses are the exact same. This is why InfoFlo CRM allows each user to add the unique custom fields they require to best map out their internal processes and workflows. Additionally, automation rules can be configured so that leads are automatically passed between different departments and salespeople depending on the detected lead score, among other variables.
Tools for Customer Support Teams
InfoFlo does not contain the native customer support functionalities to provide support. However, it can be used for that purpose by teams that want to log client contact through the CRM for this purpose. Additionally, several integrations-- such as the PBX integration-- can streamline customer support via the CRM. Besides the PBX integration, the call recording addon ($79/user) allows administrators to link all incoming and outgoing calls to the appropriate contact.
Tools for Marketing Teams
Some of InfoFlo CRM’s addons can be used to support marketing activities. This includes the ability to manually add notes to annotate campaign activities. Additionally, the email marketing addon ($79/user) allows users to create professional campaigns and send to unlimited numbers of contacts for a flat fee.
Customization and Integrations
The InfoFlo CRM integrates with a number of addons. These range in price from $79 to $99 per user. The list of possible integrations includes:
- List management
- Email marketing + analytics
- Outlook sync
- QuickBooks Online sync
- Call recording
- Document auto naming
These integrations, once licensed, expand the functionality and efficiency of the CRM.
Reporting and Dashboards
InfoFlo CRM contains a dashboard view on its homepage which provides headline information about the number of leads at various stages in the sales funnel. Those that wish to access more detailed reporting can sign on for the advanced reporting addon which is available for $79/user.
Ease of Implementation and Use
Setting up InfoFlo is very straightforward. Users simply need to download and extract the script onto their own server in order to set up the on-premises edition. After connecting the storage database the system is ready to use. For the cloud version users simply need to maintain an active subscription.
InfoFlo Mobile also exists for iPhone and Android and provides the same functionalities that can be accessed through the online interface. Sales resources in the field can quickly sync up their data to the cloud.
InfoFlo Customer Support
The company provides support via its toll free number and can also respond to queries raised over tickets. You can open a ticket in the support section of the site’s footer.
InfoFlo CRM can be purchased for on-premises deployment for a one-time fee of $99. This allows users to install the software on their own server and update it for free. However, they need to have their own infrastructure in place in order to implement this option. The cloud hosted fee for InfoFlo Cloud is $30/user/month for the Starter subscription and $35/user/month for the Advanced one. The Starter version includes 3 addons, while the Advanced subscription includes 5.
InfoFlo CRM is a viable CRM tool for companies that prefer hosting their CRM locally, rather than in the cloud. There are a variety of add-on options that enhance its basic functionality, making the platform customizable and very user-friendly.