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.

Perfect for tracking communication with clients

製品を使ってみた感想： Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.

良いポイント:

I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

改善してほしい点:

That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

I like the fact that infoflo is a one time cost and that the data is saved on my computer

製品を使ってみた感想： I think it will serve our needs well, but still learning and figuring things out.

良いポイント:

I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

改善してほしい点:

2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Onboarding to InfoFlo

製品を使ってみた感想： I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.

良いポイント:

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

改善してほしい点:

Haven't found anything so far! I'll let you know if something crops up...

met our demand...to work Smarter not Harder

製品を使ってみた感想： We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs.
Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

良いポイント:

gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful. Input of information was a breeze to get started as they have a great mapping feature. The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money

改善してほしい点:

needs some canned reports in the standard module

Fantastic Product shame about the price

製品を使ってみた感想： All my CRM issues go away with this product and I like that it's not a subscription but paying for all you need in one go is a a hard hit to take.

良いポイント:

Honestly an excellent product all around

改善してほしい点:

Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast.

InfoFlo review

製品を使ってみた感想： Overall experience is positive, the program is easy to learn and use.

良いポイント:

Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.

改善してほしい点:

Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.

Great product yet challenges with reports and support

良いポイント:

Works like Business Contact Manager, easy to use, one time fee. I like the dashboard and syncing with Outlook email features.

改善してほしい点:

REPORTING is not flexible, additionally a report is needed online that we can run and just click on a client name to go straight to the contact information. Reports cannot be sorted by different fields unless you export into Exel and modify which is time consuming. Support, at times is a challenge, recently when asking for help installing the offline version of Infoflo(after 2 weeks of trying) we were told to buy support so we looked at a work around ourselves and it still would not download our data. We contacted them for the 5th time and it we were told it is an internal error that an update is coming out for it. EMAIL & POP UP REMINDERS: do not work on my computer at all, they worked one time on my IT guys computer. BACKUP: does not remind you when it is full and then we did have a backup for 3 months. They said they are working on this. MASS DELETE: cannot do this, must delete ONE entry at a time. They are working on this. DELETION OF EMAILS THAT ARE NOT A CONTACT: This cannot be done and somehow upon installation of the software we had duplicated emails and now have over 250K and cannot delete them.

InfoFlo Review

製品を使ってみた感想： Very good replacement for Goldmine which I had been using >15 years

良いポイント:

Ease of use Calendar function

改善してほしい点:

Not possible to integrate with 3CXOccasional software glitches eg. on updating recently all the contacts were duplicated

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.

Infoflo is a fantastic product which has been instrumental in developing our business

製品を使ってみた感想： We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency.

良いポイント:

Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user friendly and allows users to add custom fields to suit their company requirements. The ability to integrate the incoming phones calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers. The customer support is excellent with [SENSITIVE CONTENT] always contactable by email to offer support and set up regular training. Both [SENSITIVE CONTENT] always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs.

改善してほしい点:

No cons really but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name such as first line of address or something similar.

Ethical Issues

製品を使ってみた感想： I"m livid that I was forced to purchase additional services that I would not have needed had I been supplied the right software. The tech support individual told me that they always require their services be used fro QB install. Well than it should be included in the price. I'm an advanced computer user and did not need their help to install the software had they provided it when asked. I watched the tech support install the software and nothing was "so advanced" that I couldn't have figure it out myself.

良いポイント:

The software seems to work pretty good. I really like the breadth of options. I like that I won't have to pay ongoing updates. It seems to sync with outlook ok - still reviewing quickbooks.

改善してほしい点:

They do not provide the necessary software to install the Quickbooks link and force you to purchase their services in order to install it. When they installed the link to Quickbooks the agent simply said most clients don't have quickbooks as the reason it's not provided ahead of time. All other CRMs I reviewed had detailed instructions for Quickbooks link but they forced me to buy their services in order to do the quickbooks link because they didn't include the software to make the quickbooks connection even after I asked. I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them. Seemed inexpensive actually ended up being much more than I anticipated. Service is not great after the sale. No response to e-mails.

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.

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.

The product represents great value (features and benefits, and ease of use relative to cost).

良いポイント:

It addresses the issues of recording, using, and managing important customer and client information. Comprehensively and with good transparency. It is very customizable and responsive to a variety of personal preferences.

改善してほしい点:

I do think that the "Help" instructions could be fleshed out more, and kept more current. Especially areas that may not be entirely "intuitive"--such as email account setup and management.

Excellent CRM interface to emails

製品を使ってみた感想： Great cost effective integration with OFFICE email and calendar

良いポイント:

The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.

改善してほしい点:

The tool is fragile, in that it seems to 'fall over' too often, requiring a reset or download of a 'more recent version'. The software only runs on Windows platforms, and is not web based.

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.

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.

Improves customer follow ups, resulting in increased revenue

製品を使ってみた感想： Better customer follow up

良いポイント:

Easy to navigate, contacts are easily visible, tab selection for scrolling through various functions very good.

改善してほしい点:

Back ups take up huge hard drive space. Once you purchase this software your on your own to resolve any software questions or how to use features. There is no personal support other than online videos that don't always resolve specific issues.

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.

Great business and personal CRM

良いポイント:

I was looking for a full-featured CRM for personal use. I wanted to store my data locally (not in the cloud) and did not want to pay ongoing subscription fees. InfoFlo was the answer! It fully integrates with my Microsoft Exchange and gmail accounts. It was very easy to setup and works great and you can't beat the price. I would highly recommend.

改善してほしい点:

Only two minor issues - 1. the client/server platform can be confusing to maintain and 2. no iOS app (I hear one is coming.)

Super product

製品を使ってみた感想： Software allows me to centralize client information.

良いポイント:

The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently.

改善してほしい点:

Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link. It would be nice if the software allowed user to automatically select the subfolders when the main folder is checked.

Keeps locking up or running very slow on my i7 processor

製品を使ってみた感想： low cost failure

良いポイント:

Email marketing is what I purchased it for but since the lockup issues have used it very little. The customer service person spoke with an accent that was bad I could not understand him. Made it hard to set up.

改善してほしい点:

Not very dependable since it keeps locking up. Once I have it up it tends to make all the other programs run slower. Therefore, I cannot use this software very often.