8.5
Spot Score
InfoFlo CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market
Free Trial Available
Starts from $30 / Month
Workforce Staffing Solutions
Southlake Regional Health Center
Standford Health Care
MHMD
Marcus and PollackTrusted by many companies including Workforce Staffing Solutions
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is InfoFlo CRM?
InfoFlo is a powerful yet easy-to-use CRM software for small businesses. Designed to help your sales team effectively close deals, manage clients and follow up on leads, it comes packed with essential reports and tools that streamline the process of turning prospects into paying customers. With features like email reminders, progress tracking and reporting and invoice management, InfoFlo helps you stay on top of customer data
Pricing
Starts from $30 / Month
Free Trial available
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Installed - Windows
InfoFlo CRM Software Demo
InfoFlo CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider InfoFlo CRM
- Team types
- Freelancers / Consultants, Medium Business
Why teams choose InfoFlo CRM
User-friendly design for quick adoption
Strong lead management capabilities
Comprehensive reporting features
Is InfoFlo CRM right for you?
What buyers should know before shortlisting InfoFlo CRM
InfoFlo stands out as a highly adaptable and user-friendly CRM tool tailored for businesses of various sizes. One of its most praised features is its simplicity, allowing even non-tech-savvy teams to quickly adopt and benefit from its functionalities.
The software’s flexibility shines with its modular design, enabling businesses to choose and customize features according to their specific needs. The one-time purchase model, as opposed to a subscription fee, is a rarity in today’s market and makes InfoFlo an attractive, cost-effective option.
Additionally, the seamless integration with Microsoft Outlook, offline synchronization capabilities, and powerful import/export tools significantly enhance its usability. Its outstanding customer service has also been flagged as a major plus, with responsive, knowledgeable support teams available to assist with onboarding and troubleshooting.
Although most users report positive experiences, a few limitations are worth noting. Some have pointed out occasional bugs in updates and a lack of advanced customization options in specific areas.
Minor improvements in integration with tools like QuickBooks or the addition of automated workflows could further elevate the product's utility. Overall, InfoFlo is an excellent choice for companies seeking an efficient, straightforward CRM solution without the ongoing costs of traditional subscription models.
InfoFlo CRM pros and cons
- InfoFlo CRM pros
User-friendly design for quick adoption
Strong lead management capabilities
Comprehensive reporting features
- InfoFlo CRM cons
May not scale well for larger businesses
Limited third-party integrations
Ready to try it?
Get started with InfoFlo CRM
Start your free trial — no credit card required.
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What is the pricing of InfoFlo CRM?
InfoFlo CRM Pricing Plans
On Premise
$99
/User
Custom Fields
Contact Management
Task Management
Sharing & Collaboration
Dashboard
Show more +
Cloud Starter
$30
/Month
Custom Fields
Contact Management
Task Management
Sharing & Collaboration
Dashboard
Show more +
Cloud Advanced
$35
/Month
Custom Fields
Contact Management
Task Management
Sharing & Collaboration
Dashboard
Show more +
InfoFlo CRM reviews and ratings
Buyer sentiment
Buyer sentiment is very strong across 47 reviews, with consistently positive feedback.
What buyers like
- Intuitive and user-friendly interface, making it easy to adopt for non-technical users and small businesses.
- Highly customizable and modular, allowing businesses to tailor features to suit their unique workflows and needs.
- One-time purchase model with no recurring subscription fees, making it cost-effective for businesses.
Common complaints
- Limited mobile app availability, which reduces usability on smartphones and tablets.
- Issues with consuming high system resources, requiring hardware upgrades for optimal performance.
- Buggy updates and occasional technical glitches, making some releases unreliable.
What users are saying
MD
Morgan D
03/22/23
"Stop Thinking About It and Get this CRM Program!"
What do you like best about InfoFlo Software? Great program that's easy to use and terrific support. What do you dislike about InfoFlo Software?
OO
Owen O
06/30/22
"Infoflo is a fantastic product which has been instrumental in developing our business"
What do you like best about InfoFlo Software? Infoflo allows a complete overview of contacts and stores all their information in one place at the ...
Read more
LD
Laura D
06/15/22
"Met All Our Needs"
What do you like best about InfoFlo Software? The program met our privacy requirements by allowing us to keep client data on our own server. Being a ...
Read more
AU
Anonymous User
01/24/22
"A great solution for teams that are working remotely"
What do you like best about InfoFlo Software? We love that any team member can see a complete customer history, including all emails and phone calls ...
Read more
K
Keara
11/16/21
Delivers on what it promises
PROS: The thing that I really liked about this tool is how customizable it is, especially since our company has such a unique workflow that any CMS we ...
Read more
R
Rahul
11/08/21
User-friendly, affordable, and packed with useful features
PROS: I like a number of things about this tool For one, the customer support team is very helpful, quickly resolving the problems we approached them ...
Read more
What are the features of InfoFlo CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
InfoFlo CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating InfoFlo CRM.
Certifications
Developer & data
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9.0
Very Good
InfoFlo CRM Customers
Workforce Staffing Solutions
Southlake Regional Health Center
Standford Health Care
MHMD
Marcus and Pollack
KellerWilliams
UNEP
Valencia and Diaz
Toyota
InfoFlo CRM Support Options
Frequently Asked Questions About InfoFlo CRM
Common questions buyers ask before choosing InfoFlo CRM.
InfoFlo CRM is a CRM Software. InfoFlo CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of InfoFlo CRM: May not scale well for larger businesses; Limited third-party integrations.
Some top alternatives to InfoFlo CRM includes Bigin by Zoho CRM, ClickUp, InfoFlo Pay, Zoho CRM and Miss CRM.
InfoFlo CRM offers Free Trial, One-time license, Subscription pricing models
The starting price of InfoFlo CRM is $30/Month
Ready to try it?
Get started with InfoFlo CRM
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].