InfoFlo CRM

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.