---
description: InfoFloを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: InfoFloとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [CRMツール](/directory/2/customer-relationship-management/software) > [InfoFlo](/software/96628/infoflo)

# InfoFlo

Canonical: https://www.capterra.jp/software/96628/infoflo

ページ：1 / 5\
次へ: [次ページ](https://www.capterra.jp/software/96628/infoflo?page=2)

> 手頃な価格の総合的なCRMです。1ユーザーあたり$99のワンタイム・コストで使用できます。オプションのアドオンを使用してパッケージをカスタマイズすることも簡単です。
> 
> 評価：98人のユーザーによる評価は**4.5/5**。**おすすめ度**で最高の評価。

-----

## 概要

### InfoFloの対象ユーザー

簡単にカスタマイズできるCRMなので、あらゆる企業に適しています。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.5/5** | 98 レビュー |
| 使いやすさ | 4.4/5 | レビュー全体に基づく |
| カスタマー・サポート | 4.3/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.6/5 | レビュー全体に基づく |
| 機能 | 4.4/5 | レビュー全体に基づく |
| おすすめ率 | 80% | (8/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: InfoFlo Solutions
- **ロケーション**: Toronto, カナダ
- **設立**: 2017

## ビジネスコンテキスト

- **価格プラン**: $20.00
- **価格モデル**:  (無料のトライアル)
- **対象となる企業**: 自営業, 2～10, 11～50, 51～200, 201～500, 501～1,000, 1,001～5,000, 5,001～10,000, 10,000+
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース, Windows（デスクトップ）, Windows（オンプレミス）, Linux（オンプレミス）, Android（モバイル）, iPhone（モバイル）, iPad（モバイル）
- **サポートされる言語**: イタリア語, オランダ語, スペイン語, デンマーク語, トルコ語, ドイツ語, ハンガリー語, フランス語, ロシア語, 英語
- **利用可能な国**: アイルランド, アメリカ合衆国, イギリス, オランダ, オーストラリア, カナダ, ケイマン諸島, シンガポール, スウェーデン, ドイツ, ニュージーランド, フランス, 中国, 日本

## 機能

- IVR
- SIPトランキング
- VoIP
- アクティビティ・ダッシュボード
- アドレス帳共有
- アポイントメント管理
- キャンペーン管理
- キュー管理
- コミュニケーション管理
- コンバージョン追跡
- コンフリクト・マネジメント
- コールセンター運営
- スケジューリング
- ステータス追跡
- タスク管理
- ダッシュボード
- データのインポート／エクスポート
- ドキュメント管理
- ドナー管理
- ナレッジベース管理
- ファイル転送
- フォーム管理
- プロジェクト管理
- ボイスメール
- メンバーシップ管理
- メール・マーケティング
- リード管理
- レコーディング
- レポートのカスタマイズ
- ワークフロー管理
- 事例メモ
- 事例管理
- 営業パイプライン管理
- 時間追跡
- 検索／フィルター
- 発信者ID
- 締切日追跡
- 自動ダイヤル
- 自動着信分配
- 請求、インボイス
- 通話モニタリング
- 通話ルーティング
- 通話記録
- 通話録音
- 連絡先データベース
- 連絡先管理
- 顧客データベース
- 顧客ポータル
- 顧客履歴
- 顧客管理

... さらに40件の機能

## 統合 (合計8件)

- Gmail
- Google Calendar
- Google Contacts
- Microsoft 365
- Microsoft Outlook
- QuickBooks Online
- QuickBooks Online Advanced
- WordPress

## サポートのオプション

- メール/ヘルプデスク
- FAQ/フォーラム
- ナレッジベース
- 電話サポート
- チャット対応有

## Category

- [CRMツール](https://www.capterra.jp/directory/2/customer-relationship-management/software)

## 関連カテゴリー

- [CRMツール](https://www.capterra.jp/directory/2/customer-relationship-management/software)
- [カスタマーコミュニケーション・マネジメント システム](https://www.capterra.jp/directory/31002/customer-communications-management/software)
- [リード管理ツール](https://www.capterra.jp/directory/30017/lead-management/software)
- [訴訟管理システム](https://www.capterra.jp/directory/20040/legal-case-management/software)
- [連絡先管理ツール](https://www.capterra.jp/directory/30016/contact-management/software)

## 代替製品

1. [CharityTracker](https://www.capterra.jp/software/132388/charitytracker) — 4.5/5 (1059 reviews)
2. [Bitrix24](https://www.capterra.jp/software/113540/bitrix24) — 4.2/5 (991 reviews)
3. [LiveAgent](https://www.capterra.jp/software/102188/liveagent) — 4.7/5 (1783 reviews)
4. [Zendesk Suite](https://www.capterra.jp/software/164283/zendesk) — 4.4/5 (4079 reviews)
5. [EngageBay CRM](https://www.capterra.jp/software/178819/engagebay-marketing) — 4.7/5 (908 reviews)

## レビュー

### "Great product yet challenges with reports and support" — 4.0/5

> **Celeste A.** | *2018年2月7日* | メディア制作
> 
> **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.&#13;&#10;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. &#13;&#10; 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.&#13;&#10;EMAIL \&amp; POP UP REMINDERS:  do not work on my computer at all, they worked one time on my IT guys computer.  &#13;&#10;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.&#13;&#10;MASS DELETE:  cannot do this, must delete ONE entry at a time.  They are working on this.&#13;&#10;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 offers a simple and straightforward approach to all the necessary basics of CRM\!" — 5.0/5

> **Jeremy** | *2018年2月6日*
> 
> **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. &#10;&#10;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. &#10;&#10;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. &#10;&#10;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.

-----

### "Ups and Downs. The idea behind the program is great\! However, Customer Support needs some work." — 3.0/5

> **Dustin** | *2018年2月6日* | 保険 | おすすめ評価：6.0/10
> 
> **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\!\!&#10;&#10;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.
> 
> 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.

-----

### "The server is not in cloud and we are able to house our own information on our own servers" — 4.0/5

> **認証済みレビュアー** | *2018年2月6日*
> 
> **良いポイント**: -The software CRM has all the functions we need.&#10;-The software allows easy grouping of clients and categories for sales reps and who is responsibly for which clients.&#10;-Also the easy to use functions that infoflo has which helps the training of our new employees.
> 
> **改善点**: -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.&#13;&#10;-Updates require all users to update as well and there is no cross version compatibility&#13;&#10;-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

-----

### "I'm working with InfoFlo for more than 5 years. Great features for a truly low price." — 5.0/5

> **Aleksandros** | *2018年2月7日* | おすすめ評価：10.0/10
> 
> **良いポイント**: - Value for money&#13;&#10;- Business layout&#13;&#10;- Ease of use&#13;&#10;- Overall experience&#13;&#10;- suited for small to big size labels
> 
> **改善点**: 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.
> 
> I organized my label and I understood my clients better

-----

ページ：1 / 5\
次へ: [次ページ](https://www.capterra.jp/software/96628/infoflo?page=2)

## リンク

- [Capterraで表示する](https://www.capterra.jp/software/96628/infoflo)

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