InfoFloのレビュー

InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!

良いポイント:

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.

改善してほしい点:

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.

The server is not in cloud and we are able to house our own information on our own servers

良いポイント:

-The software CRM has all the functions we need. -The software allows easy grouping of clients and categories for sales reps and who is responsibly for which clients. -Also the easy to use functions that infoflo has which helps the training of our new employees.

改善してほしい点:

-The mobile app is require to be in the clout. We originally wanted to invest in a CRM that we can have complete control over where and how our information is kept and stored. -Updates require all users to update as well and there is no cross version compatibility -We need a function where users that are read only can edit information they input into the system in certain features or a option that allows us to give privileges in certain add-on. for example still read only but we allow them to make changes in projects only or in opportunities

Ups and Downs. The idea behind the program is great! However, Customer Support needs some work.

製品を使ってみた感想： It does help streamline our emails and profiles for all of our clients; saving our emails to each client profile is key for our industry.

良いポイント:

Love how it integrates with outlook. We also like how to link groups and individuals to businesses; as well as being able to save documents to the businesses profile. The general layout of the program is good and easy to use.

改善してほしい点:

First and foremost they really need to work on their customer support. A number of times we have called we have got rude comments/service from who ever answered the phone. Also, its quite annoying when there is something wrong with the software, we have to pay for support to fix it... issues with the software not working should be included in the price of buying the software!! There seems to be quite a few bugs that pop up every so often, like not being able to open emails within the program and items not syncing between computers.

I'm working with InfoFlo for more than 5 years. Great features for a truly low price.

製品を使ってみた感想： I organized my label and I understood my clients better

良いポイント:

- Value for money - Business layout - Ease of use - Overall experience - suited for small to big size labels

改善してほしい点:

The official APP of the product recently released and still needs some improvements which I'm sure that this will be fixed ASAP from the label.

Works well, simple to use, with a pipeline forecasting $ opportunity that works well

製品を使ってみた感想： increase sales and account mamangement

良いポイント:

Integration with emails and calendar so tasks are always visible. To find a person quickly by their name or a company or category, especially with the search my computer function, making sales and managing customers very manageable.

改善してほしい点:

Would like more flexibility with the dashboard as would like to see pipeline by product type by month by year

Overpromised and underdelivered

良いポイント:

One time fee with no maintenance costs, bugs are fixed free. Ability to create custom modules. Data migration flexibility.

改善してほしい点:

Not SaaS, poor customer service, mainstream and custom updates are buggy, bugs introduced by custom programming are billable

InfoFlo Review Nov18

製品を使ってみた感想： Excellent. A cost effective and simple solution to my problem. I would recommend to others who are looking for a basic CRM that does the job and doesn't cost and arm and leg in terms of dollars, but also time and pain to set up.

良いポイント:

Price. Ease of use. Basic useful functionality. Had a need to keep track of customer and deal info. Was keeping all on paper. Within a very short time had the software working and tasks automated. The support is great and all my questions were answered.

改善してほしい点:

Occasionally get an error message. But I just restart the software. I would like the ability to schedule a bulk email.

Great Software, Easy to Use & awesome customer service

良いポイント:

The ease of use and the customer service. They know what their talking about and spend the time to understand. We are a small company that is expanding and has never used a software before. This was extremely easy to use and started all employees on the software immediately after it was implemented.

改善してほしい点:

Training sessions are slightly high in price, although you don't really need much training because they give you a good demo and thorough walk through when you sign up.

InfoFlo is user friendly with not so complicated features

製品を使ってみた感想： It allows me to keep up with my clients. I can easily look at when I last communicated with a potential client.

良いポイント:

I like how I'm able to integrate my GMail account into InfoFlo. I can click on a contact and all emails, notes and tasks associated with the contact are shown.

改善してほしい点:

Freezes and or locks up from time to time during periods of non-use. I have to go into End Task to shutdown.

The InfoFlo teams is great to work with. Helped with initial setup and custom tweaks.

良いポイント:

The product is very configurable. The interface is intuitive. The ability to sync with Outlook is really nice.

改善してほしい点:

They are still working with Invoicing so that feature isn't completely fleshed out. I believe it will match the quality of the rest of the software when finished.

Excellent support, simple interface. Missing features are minor & only available in expensive CRMs.

製品を使ってみた感想： Time savings in managing customer info and maintaining collective information management/situational awareness. Time, printing, and transcription error savings also in filling out internal office forms and other templates. Looking forward to exploring social media integrations and exploring other 3rd party apps that we can combine to enhance the CRM with even more workflows we use.

良いポイント:

Easy to teach new staff, well laid out dashboards and view/browsing of relationships and linked information. Activity logs of other systems can clutter up the view and simply having them requires staff effort (increased wages or dedicated IT admin). Any computer can be used as a server without need for DNS or VPN, etc. Document version control. Basic user permissions can be set. Desktop pop-up reminders a nice touch. VOIP telephony available too!

改善してほしい点:

Templates only available in Word (recommend Invoicing add-on if you require forms to use formulas), and templates only use merge fields (auto-fill data into forms) that are available in the contact record (uses system fields and custom fields). Hoping to see custom fields and templates that can also be created for opportunities (initiate letter from within the opportunity so it uses fields from that one and not another opportunity from same customer). Email accounts are merged into a single in and a single out basket- am told folders are going to be available in a future update. Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling.

Good software with great price!

良いポイント:

This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features.

改善してほしい点:

If you need extreme hand-holding for setup, there may be a slight learning curve.

Very easy to use, good value for the price, and with most of the needed functionality.

製品を使ってみた感想： We need to keep customer related information, documents, e-mails and tasks in one place accessible for all the team members. The data is stored in a SQL database on a server in the cloud, so that home office use is possible with a good performance.

良いポイント:

We are a very small company (3 employees) looking for an easy to use CRM software to share and keep information about our sales communication with our customers. Having access to customer related e-mails, documents and notes is very important. In addition, customer related tasks need to be available as well. All this we found in InfoFlo very nicely implemented and for a reasonable price. Offline synchronization is available as well, which is a great benefit when traveling without stable internet connection (airplanes, trains,…) The support is really fast and highly motivated to help with problems and bug fixes.

改善してほしい点:

There is not much to say, because InfoFlo is a great piece of software. Only the Outlook synchronization plug-in seems to have some small problems with using Outlook versions in another language (German). What is strongly missing is the possibility to input the department of a contact. Dealing with large companies or universities with many departments, this is valuable information and needs to be synchronized with outlook as well. A feature request is filed and hopefully this will be implemented soon.

Didn't quite work out for us

良いポイント:

Number one: It isn't cloud based or paid for monthly!!! You have it on your server to use for as long as you want. That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual. I'm sure that if you start out with a clean slate or want to pay the fee so they will help you transfer your data into their software, it's probably great. We were very enthusiastic to try it. If our needs were greater and we had a bigger budget, things would have probably worked out fine. As it is, we appreciate that we got a lot of free help from tech support (normally it's all paid) with a few of the issues we had. We just weren't able to make it work with our tiny budget. Thanks to Shai for his time and patience.

改善してほしい点:

After dozens of attempts, we were never able to transfer our existing data to the software by ourselves. Were told we would have to pay a minimum of 2 hours support just to request help transferring our data into their software. I have 2 programmers, there is an Import function in the basic package, we had both CSV and Excel files to use for the import. It didn't seem right to us that we should need their help. We were told after we bought a license that we would not be able to import on our own... so we feel that the function shouldn't be visible to the client if it can't be used by them without paid help. It's misleading. Our budget was very small as our needs were very simple. I finally got my programmers to build us a small address book as that is all we really needed.

Very reliable and easy to use CRM platform. Love the customization and upgrade abilities.

製品を使ってみた感想： Has kept our organization on track with customer calls and follow up. Ease of use is the main pro.

良いポイント:

Customization and ease of use. New employee sunfamiliar with CRM tracking software find it very simple to learn and get tracking almost immediately.

改善してほしい点:

Mobile app not quite perfect...needs work. In today's market, it is essential to have mobility for our salews tracking. Eventhough there is a Mobile App it still is new and needs tweaking.

I have started a new activity last year and choosed Infoflo that is very well for small business

製品を使ってみた感想： a professionnal way of organisation to contact my customers and have a look on each activity .

良いポイント:

Even if you have not bought all the addons you can start your Customer Relationship activity. And when you start your activity you can act in a professionnal way right away. That's why I have recommanded this software to different business people who were looking for a solution.

改善してほしい点:

nothing really instead the fact of having once a problem with the downloading of my incoming mails. And it was impossible to get them back.

A good experience.

製品を使ってみた感想： It helps our company management and projects.

良いポイント:

It is a friendly software. We can easily share information between partners and easy to learn. Good calendar. Easy to add contacts and companies. Easy to sort the emails by contact or company.

改善してほしい点:

No way to change the job titles in contacts. It'll be good to have an easy follow with date and time.

Great Features. Very Patient and Helpful Customer Service!

良いポイント:

The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier. We kept canceling our training sessions due to it being our busy time of year, and [SENSITIVE CONTENT HIDDEN], our trainer never got mad and eventually gave us a thorough training and new the answer to all our questions. Thank you! Also there are no monthly fees. You buy it and it is yours! That is great for small companies like us.

改善してほしい点:

I honestly, based on usage so far have not found a con.

Great tool for managing emails and contacts.

製品を使ってみた感想： Increased efficiency and peace of mind.

良いポイント:

The product keeps getting better with frequent updates. InfoFlo helps me to focus on my most important emails and helps me organize and keep track of communications with all my contacts.

My experience with the software has been mostly good.

製品を使ってみた感想： Basic CRM features.

良いポイント:

User-friendly interface. Wide-range of options. Customization and integration features are really helpful.

改善してほしい点:

Offline access is not always available. Notes and tasks are not saved, they get erased after log off.

Multipurpose CRM for donors, prospects, grants and events.

良いポイント:

We are a nonprofit who has trialed and purchased InfoFlo for our CRM, grants management and donor management. While there are hundreds of CRMs for nonprofits, I found InfoFlo to be the best way to get a CRM that will manage grants, donors, events, and reporting, as well as allow me to customize it. The price is very market friendly without continuing fees, like most donor CRMs.

改善してほしい点:

I would like to see more support options included in the price, like chat and brief phone calls. I would like to see an integrated POS so we could take donations from out website and have the information recorded in the InfoFlo database. I understand this is something that InfoFlo is currently working on.

First Outlook based CRM that meets my needs

製品を使ってみた感想： Easy to use CRM for use with Outlook.

良いポイント:

For literally years I researched CRM trying find one that would meet my needs specifically keeping all my contacts and calendar in a single data base but allowing me to send emails out using my individual signatures and email address for each one, business, volunteer, and personal. Easy to use and priced right. No long term contract just a one time, outright purchase.

改善してほしい点:

In creating a contact, the default company name selected in the email extension such as @gmail. Minor problem as I have to delete it before adding or selecting a company already in the database. Better would be a blank line.

It is easy to install and you can customize it to your needs. I am in Financial industry.

良いポイント:

It is easy to install and you can customize it. I also like free lifetime updates. Another good thing about this CRM is the technical support by email is free.

改善してほしい点:

It is not accessible on your mobile and it doesn't work with IOS or Mac computer. I like to see this option to buyt and pay for it once or have a component for mobile access same as buying other components and also make it available to IOS and Mac computers

I have been using InfoFlow for 3 days now very extensively. Many good positive features.

製品を使ってみた感想： More efficient use of information.

良いポイント:

The e-mail integration feature is very powerful. Saves a lot of time and allows for efficient customer follow-up. Documentation management is also very strong. Good merge field integration. Had been using Maximizer 12 Entrepreneur before. This is a worthy competitor with better features.

改善してほしい点:

Contacts do not inherit the company address and phone numbers. This means that a not of repetitive duplication is involved when entering in a lot of contacts for one company.

We were looking for a CRM that would suit our needs and budget. Infoflo ws a perfect fit!

製品を使ってみた感想： Ease of use and able to quickly implement.

良いポイント:

Ease of use. We were able to create a CRM that fit our needs without having to have coders on staff. Easy to set up and their staff were extremely helpful. Any time we had an issue or question they were right there to help us out.

改善してほしい点:

We had to take a few short cuts to get to where we wanted. Not too much of a con as this was to be expected with this type of CRM