Name: InfoFlo CRM: Introduction
Uploaded: 2013-05-03T20:29:21.000Z
Duration: 7 min 35 s
Description: InfoFlo CRM: Introduction

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Audit

Board Management

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Delivery Controllers (ADC)

Bot Mitigation

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Data Pipeline

Desktop Management

Desktop Outsourcing

Extended Detection and Response (XDR)

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Relational Database Management Systems

Smart Contracts

Tape Storage

Vulnerability Management

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Contact Management

Content Management

Contest Management

Digital Asset Management

Email Marketing

Gamification

Marketing Automation

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Multichannel Retail

Presales

Sales

Certificate Lifecycle Management

Database Security

GDPR Compliance

Security

Construction Accounting

Hotel Management

Loan Servicing

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### Contact Management
Users consistently highlight InfoFlo CRM's contact management as a standout feature, praising its ability to provide a comprehensive overview of contacts and store all relevant information in one accessible location. The platform's user-friendly interface and customizable fields cater to individual company requirements, enhancing the overall user experience. Additionally, the integration of incoming phone calls through InfoFlo Talk and the option to create workflows and tasks streamline customer interactions and facilitate efficient record-keeping. Despite some minor suggestions for improvement, such as the need for individual identifiers for contacts with similar names, users generally appreciate the robust contact management capabilities offered by InfoFlo CRM.

### Email Integration
Users consistently highlight the efficiency and convenience of InfoFlo CRM's email integration features. The ability to synchronize emails, phone calls, and other communication channels within the platform has greatly streamlined workflow processes for teams. Additionally, the flexibility to customize fields and workflows to align with specific business needs has been well-received. The integration with popular tools like Outlook and Google Sync has further enhanced user experience, allowing for a more cohesive and centralized approach to managing communication activities.

### Sales Tracking
Users have expressed mixed opinions regarding InfoFlo CRM's sales tracking capabilities. While some users find the software to be efficient and beneficial for their sales processes, others have encountered challenges, particularly in areas such as automatic numbering in the opportunities section. Despite some drawbacks, many users appreciate the flexibility and adaptability of the platform to suit their specific sales tracking needs. The integration with Quickbooks Online for streamlined invoicing and the ability to synchronize with Outlook for efficient communication tracking have been highlighted as valuable features by users.

Users have been able to replace their previous CRM with Infoflo, finding it to be a comprehensive solution for managing all of their data for existing entities within their business. Infoflo provides a complete overview of client interactions, allowing users to improve customer service by analyzing phone calls and tasks. The Outlook sync feature makes it easier for multiple team members to work on the same client and document each transaction, enhancing collaboration and streamlining workflow. Users appreciate the ability to group clients by company and family, meeting their specific needs. The email history feature allows team members to quickly respond to customer inquiries and collaborate without the need for forwarding or duplicating emails, which is especially useful for remote work situations. Infoflo's Opportunities feature has been adapted to track customer service issues, order status, and sales opportunities, providing flexibility and a clear overview for team members. The synchronization with Quickbooks Online allows users to store sales invoices and estimates with contact history, further streamlining their workflow. By using Infoflo, users have resolved the issue of using multiple software platforms to track, collect, and manage notes, activities, and sales for clients. They now have a single place to access all client information. For companies with distributed teams, the ability to work simultaneously and in conjunction with each other across different states and countries has been a major benefit.

Inconvenient Email Folder Linking: Many users have expressed frustration with the inconvenience of manually checking every subfolder when linking to email folders. They feel that this process is time-consuming and could be improved for better efficiency.

Outdated Icons and System Logout: The outdated icons in the software interface have been a source of dissatisfaction for multiple reviewers. Additionally, users have reported experiencing frequent system logouts if left on overnight, which disrupts their workflow and requires them to re-login.

Limited Customization Options and Documentation: Users have found the customization options in the software to be limited, preventing them from tailoring it to their specific needs. Furthermore, they have mentioned that the documentation provided is insufficient, lacking clear explanations and instructions for utilizing all features effectively.

User-Friendly Interface: Users have consistently praised the user-friendly interface of Infoflo, with many stating that it is easy to use and navigate. Some users have mentioned that they appreciate the intuitive design, allowing them to quickly understand and utilize the different features of the program.

Helpful Customer Support: The customer support provided by Infoflo has received positive feedback from users. Many reviewers have mentioned that the staff is helpful, responsive, and accommodating. Users appreciate the prompt assistance they receive when encountering any issues or needing guidance. Additionally, regular training sessions offered by Infoflo have been highly valued by customers.

Efficient Contact Management: Infoflo's contact management capabilities have been well-received by users. Several reviewers have mentioned that it is convenient to store all contact information in one place and appreciate the complete overview of contacts provided by the software. The ability to add custom fields and create workflows has also been highlighted as a valuable feature for comprehensive customer management.

InfoFlo CRM is a contact management system designed to assist businesses in tracking, managing, and collaborating on customer relationships. According to the vendor, this CRM solution is specifically tailored for small and medium-sized businesses (SMBs) and caters to a wide range of professions and industries, including sales and marketing teams, customer service and support teams, project management teams, as well as real estate and legal professionals.

## Key Features

**Custom Fields**: According to the vendor, users can easily add custom fields, such as drop-down menus, check boxes, text fields, and date fields, to contacts, companies, and projects for tailored data management.

**Contact Management**: The vendor claims that InfoFlo CRM provides a complete solution for tracking and managing contact information, automatically linking vital details to the appropriate contact for easy access.

**Task Management**: According to the vendor, users can create and manage tasks with file attachments, email and pop-up reminders, and take advantage of company-wide task management and filtering options for efficient task tracking.

**Sharing & Collaboration**: The vendor states that InfoFlo CRM allows users to instantly share and collaborate on contacts, companies, and projects with other users, enabling real-time teamwork and seamless information exchange.

**Dashboard**: Users can customize their dashboard with over two dozen widgets, displaying relevant information such as recent sales, opportunities, and task charts for quick insights, according to the vendor.

**Leads & Opportunities**: According to the vendor, InfoFlo CRM offers detailed management of leads and opportunities, including the ability to attach quotes, emails, notes, and tasks to deals, and create custom leads and opportunity stages.

**Notes**: The vendor claims that InfoFlo CRM provides a complete notes management solution for personal and shared notes, with time-stamped notes featuring digital signatures, allowing users to create new notes or append to existing ones.

**Simple Search**: According to the vendor, InfoFlo CRM offers quick and easy search functionality for emails, files, and calendar items, providing relevant search results based on the query.

**Relationship**: The vendor states that InfoFlo CRM provides users with a comprehensive view of all customer relationships through a unique dual-panel view for managing and visualizing relationships effectively.

**Document Linking**: According to the vendor, users can drag and drop documents and link them to contacts, companies, categories, or projects, with automatic archiving for easy retrieval of linked files.

Infoflo's software is all about managing relationships with customers and contacts. It is a fully integrated contact, relationship,  email, calendar, document & task management solution. 
Its special features include document archiving, collaboration, along with popular contact management software options.

Cloud Starter

On-Premise

Cloud Advanced

Essentials

Standard

Expert

Act! Premium - Basic

Select - Extra Features

Complete - Extra Features

Advanced - Extra Features

Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.

Starter

Premium

Ultimate

InfoFlo CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Carmel Vision Inc. (InfoFlo)

InfoFlo CRM: Introduction

http://www.carmelvision.com

Contact Management Software that's affordable, easy to use, feature rich and an Outlook Alternative. With InfoFlo you can manage your contacts, emails, sales, documents and shared projects from one application.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

InfoFlo CRM

Overview

What is InfoFlo CRM?