InfoFlo CRM

About InfoFlo CRM

Infoflo CRM is a feature-rich contact management system with over 20 built-in components, as well as lifetime free updates that monitors, maintains, and automatically ties all critical contact information back to the relevant contact, allowing access to all information with a single click. It helps you manage your customer records and provides you with rapid access to crucial data and business insights. With Infoflo CRM, you can take your sales pipeline with you so you don't miss out on any critical events or deals. With a simple search of the name or company, you can quickly access your to-do list and contacts on the move. You can sync all of your calendar events, Outlook contacts, categories, businesses, and outgoing/incoming emails in real time. InfoFlo enables you to manage all of your client interactions in one simple interface, ensuring that you have access to all of the critical information you want at a glance. You can attach files, configure email, and create reminders. Additionally, you can view and filter tasks for the whole organization using Infoflo CRM.

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Pricing

Free Trial Available
Starts at $30.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%
Reviews

77%
Momentum

64%
Popularity

72%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

NA

Modes of Support

Business Hours, Online

InfoFlo CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

InfoFlo CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( One-time license / Subscription )

Pricing Plans

On Premise $99.00 $99.00 per user

Features

Custom Fields
Contact Management
Task Management
Sharing & Collaboration
Dashboard
Leads & Opportunities
Notes
Simple Search
Relationship
Document Linking
Maps
Email Linking
Calendar
Data Import
Manual Backup
Add Email Account
Email Editor
Calendar Editor

Addons – $79 per Each

Advanced Search
Email Marketing
Advanced Permissions
Advanced Tasks
Invoicing
Reporting
Templates
Google Sync
Shared Calendar
Document Management
Outlook Sync
QB Desktop Sync
Scheduled Backup
InfoFlo Talk Call History
InfoFlo Talk Call Recording
Scheduled Backup
Document Auto Naming
Advanced Linking
List Management
Email Analytics
Event Management

Cloud Starter $30.00 $30.00 per month

Features

Custom Fields
Contact Management
Task Management
Sharing & Collaboration
Dashboard
Leads & Opportunities
Notes
Simple Search
Relationship
Document Linking
Maps
Email Linking
Calendar
Data Import
Manual Backup
Add Email Account
Email Editor
Calendar Editor
Includes features of Add-ons (Pick Any 3)

Cloud Advanced $35.00 $35.00 per month

Features

Custom Fields
Contact Management
Task Management
Sharing & Collaboration
Dashboard
Leads & Opportunities
Notes
Simple Search
Relationship
Document Linking
Maps
Email Linking
Calendar
Data Import
Manual Backup
Add Email Account
Email Editor
Calendar Editor
Includes features of Add-ons (Pick Any 5)

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 30/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about InfoFlo CRM Pricing.