InfoFlo
InfoFlo is a CRM software designed for small to mid-sized businesses, offering features like sales and lead management, document organization, invoicing, and project management. It provides reporting, mobile access, and integrates with other tools. Known for its user-friendly interface and affordability, InfoFlo is ideal for SMBs seeking an efficient solution to manage customer relationships and basic business operations, though it may lack the advanced ERP features needed by larger enterprises.
Pros
- User-friendly interface and affordable.
- Strong CRM features (sales, lead management, customer tracking).
- Basic ERP capabilities (invoicing, project management).
- Integration with other tools.
Cons
- Limited advanced ERP features.
- Not suitable for large enterprises with complex needs.
- Basic reporting tools.
Reviews
James Smith
InfoFlo is the shared platform used by all departments in our organization, including customer service, billing, intake, and shipping. It helps track tasks for each employee and shows their daily workload. However, processing speed often slows down during peak hours or when many users are active. Additionally, managing large amounts of data sometimes causes delays, which can impact efficiency. These issues highlight areas where improvements could make the system more reliable.
Benjamin White
One-time fee with no ongoing maintenance costs, and bug fixes are provided at no additional charge. Offers the ability to create custom modules and flexibility in data migration. Not a SaaS solution. However, customer service is lacking, and both standard and custom updates can be buggy. Bugs caused by custom programming are billable.
