Chi utilizza questo software?

We cater to any company as our CRM system can be easily customized to any industry.

Valutazioni medie

73 recensioni
  • Nel complesso 4.5 / 5
  • Facilità d'uso 4.5 / 5
  • Servizio clienti 4.3 / 5
  • Caratteristiche 4.4 / 5
  • Rapporto qualità-prezzo 4.7 / 5

Dettagli del prodotto

  • Versione gratuita No
  • Prova gratuita
  • Implementazione Cloud, SaaS, Web
    Installazione eseguita - Windows
    Dispositivi mobili - iOS nativo
    Dispositivi mobili - Android nativo
  • Formazione Di persona
    Live Online
    Webinar
    Documentazione
  • Assistenza Orario lavorativo
    Online

Dettagli del fornitore

  • InfoFlo Solutions
  • http://www.infoflosolutions.com
  • Fondata nel 2004

Informazioni su InfoFlo

We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user!

Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync.

Caratteristiche di InfoFlo

Il fornitore non ha dato informazioni di questo tipo.
Il fornitore non ha dato informazioni di questo tipo.
  • Accesso da dispositivi mobili
  • Archiviazione di documenti
  • Email Marketing
  • Gestione del territorio
  • Gestione delle attività
  • Integrazione dell'automazione del marketing
  • Integrazione della chat interna
  • Integrazione di social media
  • Lead Scoring
  • Preventivi/Proposte
  • Segmentazione
  • Sistema di calendari e promemoria
  • Assegnazione di attività di gruppo
  • Gestione dei cespiti
  • Gestione del marketing
  • Gestione del territorio
  • Gestione di potenziali clienti
  • Monitoraggio dell'influenza
  • Monitoraggio delle relazioni
  • Monitoraggio famiglie
  • Notifiche account
  • Tracciabilità delle spese
  • Call center
  • Conversione testo-parola
  • Digitazione di tasti del telefono
  • Gestione dei sondaggi
  • Instradamento delle chiamate
  • Messaggio vocale
  • Personalizzazione della voce
  • Registrazione delle chiamate
  • Registrazione delle chiamate
  • Script multipli
  • Conferenze web
  • Estensioni virtuali
  • Gruppi di chiamata
  • Instradamento delle chiamate
  • Registrazione delle chiamate
  • Risposta vocale interattiva (IVR) / Riconoscimento vocale
  • Trunking SIP
  • Chiamata in stato di attesa
  • Comunicazioni unificate
  • Crittografia
  • Gestione contatti
  • Gruppi di chiamata
  • Miglioramento della qualità della voce
  • Registrazione delle chiamate
  • Risposta vocale interattiva (IVR) / Riconoscimento vocale
  • Trunking SIP
  • Call Scripting
  • Call center con servizi di chiamata in entrata (inbound)
  • Call center con servizi di chiamata in uscita (outbound)
  • Call center misto
  • Chat in tempo reale
  • Creazione di report/analisi
  • Gestione dell'escalation
  • Gestione della campagna
  • Gestione delle code
  • Registrazione chiamata
  • Registrazione delle chiamate
  • Risposta vocale interattiva
  • Selezione manuale dei numeri di telefono
  • Selezione predittiva dei numeri di telefono
  • Selezione progressiva dei numeri di telefono
  • Creazione di report/analisi
  • Gestione contatti
  • Gestione del telemarketing
  • Gestione di call center
  • Monitoraggio delle chiamate
  • Risposta vocale interattiva (IVR) / Riconoscimento vocale
  • Selezione automatica dei numeri di telefono
  • Selezione predittiva dei numeri di telefono
  • VoIP
  • Contatti condivisi
  • Database contatti
  • Gestione della pipeline di vendita
  • Gestione di potenziali clienti
  • Importa/Esporta contatti
  • Ricerca/Filtro
  • Segmentazione
  • Strumenti per la ricerca di potenziali acquirenti
  • Tracciamento delle interazioni
  • Appunti relativi al caso
  • Controllo degli orari di lavoro
  • Email management
  • Fatturazione e contabilizzazione
  • Gestione conti fiduciari
  • Gestione dei calendari
  • Gestione dei clienti
  • Gestione dei conflitti
  • Gestione delle attività
  • Gestione delle cause pendenti
  • Gestione di contratti
  • Gestione di documenti
  • Tracciabilità delle spese
  • Accesso da dispositivi mobili
  • Call center virtuale
  • Conferenze web
  • Directory del personale
  • Instradamento delle chiamate
  • Monitoraggio delle chiamate
  • Registrazione delle chiamate
  • Registrazione delle chiamate
  • Risposta vocale interattiva (IVR) / Riconoscimento vocale
Il fornitore non ha dato informazioni di questo tipo.

Le recensioni più dettagliate su InfoFlo

Perfect for tracking communication with clients

Data della recensione: 21/8/2019
Kristen B.
Vice President, Client Relations
Assicurazioni, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione 
5/5
Nel complesso
5 / 5
Facilità d'uso
5 / 5
Caratteristiche e funzionalità
5 / 5
Assistenza clienti
5 / 5
Rapporto qualità-prezzo
Lo consiglieresti?
Probabilmente no Molto probabilmente

Commenti: Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.

Vantaggi: I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

Inconvenienti: That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

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

Data della recensione: 7/2/2018
Lorraine C.
Author/Business manager
Scrittura e attività redazionali, Lavoratore autonomo
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione 
4/5
Nel complesso
5 / 5
Facilità d'uso
5 / 5
Caratteristiche e funzionalità
4 / 5
Assistenza clienti
5 / 5
Rapporto qualità-prezzo
Lo consiglieresti?
Probabilmente no Molto probabilmente

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

Vantaggi: 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.

Inconvenienti: 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.

Great Software

Data della recensione: 8/2/2018
Jeff B.
Manager
Software informatici, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione 
5/5
Nel complesso
5 / 5
Facilità d'uso
4 / 5
Caratteristiche e funzionalità
4 / 5
Assistenza clienti
5 / 5
Rapporto qualità-prezzo
Lo consiglieresti?
Probabilmente no Molto probabilmente

Commenti: Keep control of my customers

Vantaggi: 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.

Inconvenienti: 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

Excellent support, simple interface. Missing features are minor & only available in expensive CRMs.

Data della recensione: 6/2/2018
Jay M.
Production
Arredamento, 13-50 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione 
4/5
Nel complesso
4 / 5
Facilità d'uso
4 / 5
Caratteristiche e funzionalità
5 / 5
Assistenza clienti
5 / 5
Rapporto qualità-prezzo
Lo consiglieresti?
Probabilmente no Molto probabilmente

Commenti: Time savings in managing customer info and maintaining collective information management/situational awareness. Time, printing, and transcription error savings also in filling out internal office forms and other templates. Looking forward to exploring social media integrations and exploring other 3rd party apps that we can combine to enhance the CRM with even more workflows we use.

Vantaggi: Easy to teach new staff, well laid out dashboards and view/browsing of relationships and linked information. Activity logs of other systems can clutter up the view and simply having them requires staff effort (increased wages or dedicated IT admin). Any computer can be used as a server without need for DNS or VPN, etc. Document version control. Basic user permissions can be set. Desktop pop-up reminders a nice touch. VOIP telephony available too!

Inconvenienti: Templates only available in Word (recommend Invoicing add-on if you require forms to use formulas), and templates only use merge fields (auto-fill data into forms) that are available in the contact record (uses system fields and custom fields). Hoping to see custom fields and templates that can also be created for opportunities (initiate letter from within the opportunity so it uses fields from that one and not another opportunity from same customer). Email accounts are merged into a single in and a single out basket- am told folders are going to be available in a future update. Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling.

Service has been great. Program has some aggravating limitations.

Data della recensione: 6/2/2018
Alex T.
Manager
Industria edilizia
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione 
4/5
Nel complesso
4 / 5
Facilità d'uso
4 / 5
Caratteristiche e funzionalità
5 / 5
Assistenza clienti
5 / 5
Rapporto qualità-prezzo
Lo consiglieresti?
Probabilmente no Molto probabilmente

Commenti: Improvement in contact management over manual address book

Vantaggi: I use the program to maintain personal contacts and contacts for a small service business. Service, from the initial sales contact through support when I got confused have been remarkable. It was the service even more than the product that made me choose this program. It is fairly easy to use, even for someone who really isn't the most technically competent. Even with limitations that are a bit frustrating, the value for money is excellent.

Inconvenienti: There are some limitations that I find frustrating. One in particular is mail merging. You appear to have to deal with one contact letter at a time. The flexibility in this area falls short of other CRM products I have used in the past. But again, my comments must be taken in the context of the price point and relative value for money. Sorting capabilities are limited. For example I cannot seem to create a custom list by choosing/limiting contacts who fall into several categories. For example customers who from a list of 5 services receive only 3 services. In our landscaping business we have customers who are individuals as well as business customers. The two groups seem to have to be dealt with separately as opposed to being able to generate a simple list of all customers in a given category.

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