InfoFlo

InfoFlo

door InfoFlo Solutions

Wie gebruikt InfoFlo?

Het is geschikt voor elk bedrijf omdat het CRM-systeem moeiteloos kan worden aangepast aan elke sector.

Wat is InfoFlo?

Software moet een eenmalige uitgave zijn. InfoFlo bevat levenslange gratis updates, geen maandelijkse kosten en kost eenmalig $ 99 per gebruiker.

InfoFlo is een eenvoudig te gebruiken CRM die perfect is voor het beheren van klantrelaties en bevat de meest robuuste Outlook-synchronisatie op de markt. Het is een volledig geïntegreerde oplossing voor contacten, relaties, e-mail, agenda, documenten, verkoop, taakbeheer en VoIP. Het omvat Quick Books, Outlook en Google Sync.

InfoFlo - Details

InfoFlo Solutions

http://www.infoflosolutions.com

Opgericht in 2004

InfoFlo - Prijsoverzicht

InfoFlo heeft geen gratis versie maar biedt wel een gratis proefperiode.

Gratis versie

Nee

Gratis proef

Ja

Implementatie

Cloud, SaaS, Web

Geïnstalleerd - Windows

Mobiel - iOS native

Mobiel - Android native

Training

Persoonlijk

Live online

Webinars

Documentatie

Ondersteuning

Kantooruren

Online

Functies van InfoFlo

CRM-systemen
Documenten opslaan
E-mailmarketing
Integratie van marketingautomatisering
Integratie van sociale media
Interne chatintegratie
Kalender-/herinneringssysteem
Leadscoring
Mobiele toegang
Offertes en voorstellen
Segmentering
Taakbeheer
Territoriumbeheer
Accountwaarschuwingen
Assetbeheer
Huishouduitgaven bijhouden
Invloed bijhouden
Leads beheren
Marketingmanagement
Onkosten bijhouden
Relaties bijhouden
Teamopdrachten
Territoriumbeheer

De leverancier heeft deze informatie niet opgegeven.

De leverancier heeft deze informatie niet opgegeven.

De leverancier heeft deze informatie niet opgegeven.

Campagnebehee
Escalatiebeheer
Gemengd callcenter
Handmatig kiessysteem
Inbound callcenter
Interactive Voice Response (IVR)
Oproepen opnemen
Oproepregistratie
Oproepscripts
Outbound callcenter
Predictief kiezen
Progressief kiessysteem
Rapportage en analyse
Realtime chatten
Wachtrijbeheer
Belgroepen
IVR en spraakherkenning
Oproepen opnemen
Oproepen routeren
SIP-trunking
Virtuele extensies
Webvergaderen
Beheer van verkooppipeline
Contacten importeren en exporteren
Contactendatabase
Gedeelde contacten
Interactie bijhouden
Leads beheren
Segmentering
Tools voor exploratie
Zoeken/filteren
Callcenter
Enquêtebeheer
Invoer via telefoontoetsen
Meerdere scripts
Oproepen opnemen
Oproepen routeren
Oproepregistratie
Stemaanpassing
Tekst naar spraak
Voicemail
Casusnotities
Conflictbeheer
Contractbeheer
Documentbeheer
E-mailbeheer
Factureren
Kalenderbeheer
Klantenbeheer
Onkosten bijhouden
Registerbeheer
Taakbeheer
Tijd bijhouden
Vertrouwensadministratie
Automatische nummerkiezer
Callcenterbeheer
Contactenbeheer
Controle van oproepen
IVR en spraakherkenning
Predictief kiezen
Rapportage en analyse
Telemarketingbeheer
VoIP
Contactenbeheer
Geïntegreerde communicatie
Interactive Voice Response (IVR)
Oproepen opnemen
Oproepen routeren
SIP-trunking
Toegangsopties/machtigingen
Voicemailtranscriptie
Controle van oproepen
IVR en spraakherkenning
Mobiele toegang
Oproepen opnemen
Oproepen routeren
Oproepregistratie
Personeelslijst
Virtueel callcenter
Webvergaderen

Reviews van InfoFlo

5 van 78 reviews worden weergegeven

In totaal
4,5/5
Gebruiksgemak
4,4/5
Klantenservice
4,3/5
Functies
4,4/5
Waar voor je geld
4,7/5
Jeremy K.
Legal Assistant
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    Zonder beoordeling
  • Bron van de reviewer 
  • Beoordeeld op 6-2-2018

"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.

  • Bron van de reviewer 
  • Beoordeeld op 6-2-2018
Kristen B.
Vice President, Client Relations
Verzekeringen, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 21-8-2019

"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.

  • Bron van de reviewer 
  • Beoordeeld op 21-8-2019
Lianne B.
Business Partner
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    3/5
  • Gebruiksgemak
    3/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    3/5
  • Waar voor je geld
    4/5
  • Waarschijnlijkheid van aanbeveling
    7/10
  • Bron van de reviewer 
  • Beoordeeld op 6-2-2018

"I like the fact that infoflo is a one time cost and that the data is saved on my computer"

Opmerkingen: I think it will serve our needs well, but still learning and figuring things out.

Pluspunten: I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

Minpunten: 2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Antwoord van de leverancier

van Carmel Vision op 8-2-2018

Thank you for your review Lianne.

Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal.

Our online ticketing support provides at the very minimum a same day response time and typically within hours.

We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate.

We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base.

Thanks for all the feedback.

  • Bron van de reviewer 
  • Beoordeeld op 6-2-2018
Jim S.
owner
Consumentengoederen, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 27-9-2019

"met our demand...to work Smarter not Harder"

Opmerkingen: We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs.
Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Pluspunten: gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful.
Input of information was a breeze to get started as they have a great mapping feature.
The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do.
Price----absolutely most for the money

Minpunten: needs some canned reports in the standard module

  • Bron van de reviewer 
  • Beoordeeld op 27-9-2019
Sergey L.
indexer
Publiceren, Zelfstandig ondernemer
Heeft de software gebruikt voor: Gratis proef
  • Totaalscore
    4/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    4/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    7/10
  • Bron van de reviewer 
  • Beoordeeld op 3-12-2019

"InfoFlo review"

Opmerkingen: Overall experience is positive, the program is easy to learn and use.

Pluspunten: Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.

Minpunten: Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.

  • Bron van de reviewer 
  • Beoordeeld op 3-12-2019