InfoFlo’s basic feature set offers tons of functionality. It includes basic CRM features like custom fields, file sharing and collaboration, numerous dashboard views, notes, data import, calendar, and email features. Moreover, it also covers a number of features that wouldn’t be considered basic by many other vendors including lead and opportunity management and dashboards, advanced contact management, maps, and database backup. In other words, the basic features provide more than enough functionality for small teams to handle their customer relationships perfectly, with a couple of handy tools on top, free of charge. Here are some more details:
Advanced Task Management
You can create, assign, share, filter, monitor, and manage all tasks from a single dashboard, just like with a project management tool. Team members get notified about due dates, assignments, and overdue tasks and get a full activity history. Finally, the tasks can be linked to projects, companies, or contacts, as required.
Probably the most notable add-on offered by InfoFlo, the seamless Outlook sync allows easy integration with all your Outlook contacts, companies, categories, emails, and calendars. It’s worth mentioning that the brand’s Outlook sync is the most robust on the market.
The software generates automatic, text-based reports regarding all activities within the system. You can also create custom reports that can include any standard or custom fields.
Email Marketing and Analytics
These features allow you to easily create professional email campaigns through templates, manage subscribers, and send unlimited emails. The analytics aspect allows you to drill down into each campaign and get real-time updates regarding all performance indicators.
The shared calendar allows you to share all the events and appointments with all team members to enhance collaboration. User permission controls and group calendar features are also included here. The software can easily be accessed on Windows, Android, and iOS operating systems. It also has a handy mobile app.
Ease of Use
InfoFlo is very easy to use. All the features are straightforward and understandable at first sight and do not require any coding knowledge. The dashboards display all the important data that your team needs at a glance. There is absolutely no learning curve involved.
Contacts and Users
Thanks to robust contact management features, staying on top of your client communications is a breeze with InfoFlo. The basic contact management features offer a complete solution that allows you to track, manage, import, and automatically link all existing and future contact information with the corresponding contact, all through a single dashboard. This can be combined with the visual contacts dashboard that instantly displays all the data including recent sales, opportunities, and task charts. Furthermore, a couple of add-ons like advanced task management, advanced search, and InfoFlo talk integrations allow you to further enhance client management activities, to perfectly fit your company processes.
The sales pipeline is represented by a customizable, visual graph. The graph can be configured to include as many lead transition stages as you like and showcases information including how many contacts are at a current stage, the amount of cash you’ve earned in each stage, notes, links, dates, etc.
Reporting and Integrations
Reporting features aren’t available with the basic set. You’ll need to purchase or activate the reporting add-on. InfoFlo reports are mostly text-based and cover all aspects of the CRM including emails, marketing campaigns, contacts, sales, etc. You can also create custom reports to include all standard or custom fields.
InfoFlo is not as strong on the integrations front. The brand offers easy integrations with only a few tools, namely Microsoft 365, WordPress, Gmail, QuickBooks, Google Contacts, and LawPay. However, InfoFlo has the most robust Outlook sync on the market, which is an insane advantage for businesses that heavily rely on Outlook for communication, collaboration, and promotions.