InfoFlo

InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!

Pluspunten:

While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases. Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience. The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm. If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.

Minpunten:

To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee.

Perfect for tracking communication with clients

Opmerkingen: Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.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.

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor InfoFlo te kiezen: ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Overgestapt van: Salesforce Sales Cloud

Redenen om over te stappen op InfoFlo: The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.

InfoFlo Review

Opmerkingen: Very good replacement for Goldmine which I had been using >15 years

Pluspunten:

Ease of use Calendar function

Minpunten:

Not possible to integrate with 3CXOccasional software glitches eg. on updating recently all the contacts were duplicated

Read Before You Buy!

Opmerkingen: Please look into all options before making a decision; I wish my company took the time to research better. I would recommend Sales Force, Monday.com etc.

Pluspunten:

I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program.

Minpunten:

The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN!

Onboarding to InfoFlo

Opmerkingen: I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.

Pluspunten:

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

Minpunten:

Haven't found anything so far! I'll let you know if something crops up...

Overwogen alternatieven: Pipedrive, DejaOffice PC CRM, monday.com en HubSpot CRM

Redenen om voor InfoFlo te kiezen: Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.

Overgestapt van: DejaOffice PC CRM

Redenen om over te stappen op InfoFlo: InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.