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Infor CRM

Infor CRM

Overview

What is Infor CRM?

Infor CRM delivers tools for individuals, teams, and companies focused on increasing sales performance and the insights to optimize sales, marketing, and service strategy and execution. Infor CRM provides sales teams with rich customer information from interactions and transactions across…

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Recent Reviews

TrustRadius Insights

Saleslogix, now known as Infor CRM, is a versatile software that is widely utilized across various departments and industries. With its …
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Popular Features

View all 31 features
  • Custom fields (9)
    10.0
    100%
  • Interaction tracking (8)
    10.0
    100%
  • Customer data management / contact management (8)
    8.4
    84%
  • Integration with email client (e.g., Outlook or Gmail) (8)
    5.4
    54%
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Pricing

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N/A
Unavailable

What is Infor CRM?

Infor CRM delivers tools for individuals, teams, and companies focused on increasing sales performance and the insights to optimize sales, marketing, and service strategy and execution. Infor CRM provides sales teams with rich customer information from interactions and transactions across the…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

InboxGuru Demo

YouTube

Infor CRM and VISUAL Integration Demo by Simplesoft and Infor CRM

YouTube

TimeLinx: Bringing Project Management to Infor CRM

YouTube

Infor Xbar v1.4 Demo

YouTube

Creating and Using Tickets in Infor CRM Web v8.2

YouTube

Fourth Shift Infor CRM Demo Webinar

YouTube
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Features

Sales Force Automation

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

7.8
Avg 7.7

Customer Service & Support

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

8.3
Avg 7.5

Marketing Automation

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

2.5
Avg 7.6

CRM Project Management

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

4.2
Avg 7.6

CRM Reporting & Analytics

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

4.2
Avg 7.6

Customization

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

8.6
Avg 7.6

Security

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

10
Avg 8.3

Social CRM

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

3.5
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

2.9
Avg 7.2

Platform

5
Avg 7.5
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Product Details

What is Infor CRM?

Infor CRM software empowers organizations with features and functionalities to drive impactful customer interactions and achieve sales excellence. With its comprehensive customer profiles, businesses gain a deeper understanding of their customers' preferences, purchase history, and communication history across multiple touchpoints. This enables sales, marketing, and support teams to tailor their strategies and interactions to meet customer needs.

The productivity tools offered by Infor CRM streamline sales activities, enabling sales teams to track leads, manage opportunities, and forecast sales. By centralizing sales data and automating repetitive tasks, the software aims to boost sales efficiency and enable sales representatives to focus more on building relationships and closing deals. Furthermore, the advanced analytics capabilities provide valuable insights into sales performance, customer behavior, and market trends. This data-driven approach empowers organizations to make informed decisions, identify growth opportunities, and optimize their sales strategies for maximum impact.

With proactive alerts and notifications, Infor CRM helps to ensure that critical events and tasks are not missed. Sales teams receive notifications about approaching deadlines, important sales opportunities, or customer issues, enabling them to take prompt action and deliver exceptional customer service. The software also facilitates team and territory management, enabling businesses to allocate resources efficiently, improve collaboration, and drive sales growth across different regions or segments.

Infor CRM is a comprehensive solution that empowers organizations to strengthen customer relationships, streamline sales processes, and drive revenue growth. With its rich customer profiles, productivity tools, advanced analytics, and proactive alerts, the software helps businesses to enhance their sales effectiveness, make data-driven decisions, and deliver exceptional experiences to their customers.

Infor CRM Features

  • Supported: Tools that help drive new business and deliver exceptional customer experience
  • Supported: Functionality on smartphones and tablets
  • Supported: Actionable insights to enable informed decision making and strategic prioritization
  • Supported: Flexibility and control in how the CRM is deployed and used

Infor CRM Screenshots

Screenshot of Infor CRM (Lead Detail)Screenshot of Infor CRM (Account Detail)Screenshot of Infor CRM (Mobile)

Infor CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry
Supported Countries41 Countries
Supported LanguagesRussian, German, Italian, English, with partner localization in over 18 languages

Frequently Asked Questions

Infor CRM delivers tools for individuals, teams, and companies focused on increasing sales performance and the insights to optimize sales, marketing, and service strategy and execution. Infor CRM provides sales teams with rich customer information from interactions and transactions across the business and accommodates the modern flexible workforce with multiple access methods. Robust process automation capabilities enable efficiencies and the application of best practices across sales teams. Infor CRM serves companies around the world and operates in a wide range of industries, including manufacturing, distribution, logistics, hotels and restaurants, healthcare, retail, contact centers, property management, and financial services.

Reviewers rate Workflow management and Interaction tracking and Channel / partner relationship management highest, with a score of 10.

The most common users of Infor CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(34)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Saleslogix, now known as Infor CRM, is a versatile software that is widely utilized across various departments and industries. With its robust capabilities, it serves as the backbone for critical processes such as billing, support ticketing, and sales management. Users appreciate its flexibility and ability to integrate with other systems, allowing them to make quick changes to adapt to their business needs.

One of the key use cases of Infor CRM is its role as a central repository of customer information. Acting as a single source of truth, the software efficiently tracks customer interactions, logs support issues, and manages prospects, opportunities, and closed sales for sales teams. It also offers customized process logic tailored to meet specific business requirements. By integrating with other databases, such as TigerPaw, Saleslogix brings in limited service contract data, empowering users with comprehensive insights into their customer relationships.

In addition to sales management, Infor CRM is extensively used for marketing purposes. Users rely on the software to track leads, clients, and opportunities while effectively managing communications with customers and measuring campaign ROI. The system's ticketing feature streamlines technical support by capturing and assigning tickets across multiple divisions and teams.

Furthermore, Infor CRM finds application in areas beyond sales and marketing. Its versatility enables departments such as service and support, event management, project management, and time tracking to leverage the software for their unique needs. Custom tabs can be set up to cater to specific business areas like farmer pool management and certification departments.

The accessibility of Infor CRM is highly valued by users who can access the system from anywhere, including directly in Outlook. This allows them to retrieve essential information about accounts, contacts, opportunities, leads, products, returns, campaigns, and tickets conveniently.

Overall, Infor CRM proves invaluable in managing various aspects of customer relationships across organizations. Its comprehensive functionality supports businesses in achieving efficiency and effectiveness in critical processes like sales management, marketing automation, support ticketing, and department-specific requirements.

Flexibility and Customization: Many users have praised the multi-faceted solution of Saleslogix for its flexibility, allowing for individual customization for each user. The ability to easily undo changes and the granular level of control over functionality were also appreciated.

Stability and Performance: Users have highlighted the stability of Saleslogix, with rare issues being attributed to their own mistakes. The software was able to handle a large number of accounts and tickets without significant performance issues, making it reliable for day-to-day operations.

User-Friendly Interface: Infor CRM has been commended by users for its simple and intuitive user interface. Novice as well as advanced users found it suitable for their needs. Additionally, the tabbed view feature was seen as helpful in providing quick visibility into multiple aspects of accounts and opportunities.

Poorly Designed Menus: Some users have expressed frustration with the UX/design of Infor CRM, specifically pointing out that certain menus are poorly designed and lacking thought in terms of user interface and tab sequencing.

Unreliable Support: Several reviewers have mentioned that support for the product was unreliable when it was owned by Sage. They found it difficult to find qualified technical support staff, which hindered their ability to resolve issues effectively.

Numerous Bugs in Releases: Many users have reported that each release of Infor CRM tends to have numerous bugs. This indicates a need for a better Quality Assurance staff and testing plan before public release, as these bugs can negatively impact the user experience and overall efficiency of the software.

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
December 05, 2017

Infor not for everyone

Penny Bell | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
We are using Infor CRM to track our leads, clients and opportunities from the sales side of the organization. Infor tracks the contacts within each organization and also the opportunities. We need a CRM that does all of that, plus tracks communications with the customer, tracks the ROI of our campaigns, tracks sales forecasts for the sales team, and aids the administrative positions to generate merged proposals for potential opportunities. This CRM does all of those functions!
  • Infor automatically adds your email communication to the correct contact within the database and tracks this information. You always know when your last communication was with the client.
  • Tracks all opportunities open/closed/pending for each account so you know who your top clients are at any given time.
  • Infor support has always been as helpful as possible as quick as possible.
  • COMPATIBILITY ISSUES!!! These are critical but when you upgrade your computer, your Infor CRM may no longer be compatible with your new computer! This will generate multiple errors and you will not get anything done.
  • COMPATIBLITY ISSUES - finding the answers to make your upgraded computer work with Infor. This is not happening. Computers and software updates are inevitable and happen frequently. Unfortunately, Infor does not keep up with those updates making half your users unable to use the CRM software.
  • REPORTS - Customizing reports can be very difficult and unless you want to pay a 3rd party vendor to do this - you will not get some of the detailed reports you need/want
  • THIRD PARTY VENDOR - Any time you want something changed within the CRM - page layout, customizations - you need to go through a 3rd party vendor so you are paying two parties for one software. All of these issues I have mentioned - mostly the compatibility issues - has made us look into another CRM that we are currently implementing to replace Infor.
If there are only a very few users within your organization using the software and you all have the same type computer / software and don't plan on updating (unless it is a pre-approved compatible computer/software), then it would work great. Also, if you don't mind spending the money to have a 3rd party vendor do all your custom page layouts, reports, AND when Infor updates their software - you have to pay a 3rd party vendor IF you have ANY customizations! If you just want to use the CRM out of the box with no changes - then this would be perfect for you.
Sales Force Automation (9)
40%
4.0
Customer data management / contact management
100%
10.0
Workflow management
N/A
N/A
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
25%
2.5
Lead management
50%
5.0
Email marketing
N/A
N/A
CRM Project Management (3)
23.333333333333336%
2.3
Task management
60%
6.0
Billing and invoicing management
N/A
N/A
Reporting
10%
1.0
CRM Reporting & Analytics (3)
6.666666666666666%
0.7
Forecasting
10%
1.0
Pipeline visualization
N/A
N/A
Customizable reports
10%
1.0
Customization (4)
67.5%
6.8
Custom fields
100%
10.0
Custom objects
70%
7.0
Scripting environment
N/A
N/A
API for custom integration
100%
10.0
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • A negative impact as we are currently changing CRMs. The cost to us every time Infor updates their software is becoming way too much. This is because we have many custom fields.
We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.
October 09, 2015

Infor CRM - worth a look

Score 5 out of 10
Vetted Review
ResellerIncentivized
We implement Infor CRM for end users. It's been used for any number of departments, in addition to a sales team, in a wide variety of capacities: service and support, event management, marketing, project management, time tracking, etc. As a CRM it provides the standard suite of information management tools, that is, a repository for information about accounts and contacts along with whatever else the business needs: opportunities, leads, products, returns, campaigns, tickets, etc. Business users who have access to the system can retrieve this information from anywhere, including directly in Outlook.
  • It has an improved interface which is fairly intuitive for end users.
  • Available in both on-premise and in the cloud.
  • Mobile is a particular strong point of the system and is blazing fast.
  • Advanced Analytics is available which provides a suite of out-of-box BI tools.
  • Customization is difficult due to the weird IDE.
  • Lingering bugs that don't get addressed.
  • Spotty performance and high hardware requirements.
With such a wide variety of CRMs available to IT managers, it's difficult to recommend Infor CRM when at a similar price point products with a larger user base and more recognized brand are available. However, because of its underlying framework (.NET) just about anything can be accomplished. Infor CRM can be more of a business application framework than some of its more restrictive competitors, and a wide variety of third-party extensions are available.
Sales Force Automation (9)
74.44444444444444%
7.4
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Territory management
70%
7.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
60%
6.0
Channel / partner relationship management
40%
4.0
Customer Service & Support (3)
80%
8.0
Case management
90%
9.0
Call center management
80%
8.0
Help desk management
70%
7.0
Marketing Automation (2)
70%
7.0
Lead management
90%
9.0
Email marketing
50%
5.0
CRM Project Management (3)
46.66666666666667%
4.7
Task management
50%
5.0
Billing and invoicing management
40%
4.0
Reporting
50%
5.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (4)
70%
7.0
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
60%
6.0
API for custom integration
60%
6.0
Security (2)
75%
7.5
Role-based user permissions
80%
8.0
Single sign-on capability
70%
7.0
Social CRM (2)
25%
2.5
Social data
30%
3.0
Social engagement
20%
2.0
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
50%
5.0
Compensation management
30%
3.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
  • Slightly lower TCO than other CRMs.
  • Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.
Because we are consultants, it's usually the clients which have made the decision to go with Infor CRM, but when they come to us for recommendations, Infor CRM is not typically what we would recommend unless there is a very specific fit to the client (i.e. they used to use ACT or Saleslogix, budget is critical, they really like mobile, they need a specific third party tool, etc.)
Dave Mattingly | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
  • Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
  • Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
  • Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.
  • Support was very spotty when Sage owned the product. It was hard to find truly qualified technical support staff. Swiftpage recently purchased Saleslogix from Sage. I do not have any experience with technical support at Swiftpage but I have heard that it better than Sage.
  • Each release tends to have quite a few bugs. A better Quality Assurance staff and testing plan is needed before releasing to the public. Due to the change in ownership I am not sure whether this situation will/has changed.
  • Quoting module could be enhanced significantly. We elected to use Power2Quotes quote module from CustomerFX (a Plugin). Quoting module in Salelogix is very bland and minimal.
  • The quoting module from CustomerFX is also customizable. We paid the license fee to yet further customize the quoting module to meet our exact business needs. Having said all this, I am simply stating the obvious fact regarding technology. That being if a company continually customizes applications to adapt to their business that they will become increasingly dependent on that product as the ONLY way to do business.
  • Management will always look at what has been invested in the software (i.e. license costs, maintenance, customizations, third party extensions, etc.) and will be biased when evaluating new alternatives.
  • Saleslogix does a great job of tracking customer interaction (i.e. meetings, phone calls, emails, etc.) The ability to create groups based on territory and assign specific sales personnel to those groups has help us manage our sales funnel. We are able to designate A,B and C customers based on sales history.
  • The ability to have 'ticklers' for follow up calls has helped us grow our sales revenue and build customer relationships.
  • Customer service can now look at what our sales staff see for the customer profiles. This helps in establishing better customer service leading to a satisfied customer.
We have too much invested in customizations to walk away from it. Once again, the ability to customize Saleslogix is both a positive and negative attribute. Saleslogix is offering a cloud based solution so they recognize where the future is moving to. Unfortunately it is still an enormous amount of cost, training and functionality to move to that solution. At the time of this writing CustomerFX doesn't have a cloud solution for that quoting module our sales staff depend on. And if we move that direction we will have to pay again to get the cloud based modifications performed. We're on the hamster wheel of technology.
I believe that a cloud based CRM package from Salesforce or SugarCRM would be the better decision at this time. As we are all aware, technology changes. Saleslogix was the right solution in the 90's, but today I believe we would go in a different direction if we had to do it all over again.
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