キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし18年
InfoFloとは？
ソフトウェアは1回限りのコストであるべきです。InfoFloは、1ユーザーあたり$99のワンタイム・コストで利用できます。無料のライフタイム・アップデート付きで、月額料金はありません。InfoFloは、顧客関係の管理に適した使いやすい顧客関係管理 (CRM) です。パワフルなOutlook同期機能を備えています。連絡先や関係、電子メール、カレンダー、文書、セールス、タスクを管理するソリューションとVoIP機能が統合されています。Quick Books、Outlook、Googleとの同期機能も備えています。
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。
InfoFloをご存知でしょうか？
別の人気製品との比較
InfoFlo
InfoFloの他のおすすめ代替製品
InfoFloの評判・レビュー
Fantastic Product shame about the price
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
Carmel Vision's InfoFlo is software I can't live without!
製品を使ってみた感想： It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.
良いポイント:
InfoFlo is a powerful organization tool that puts all your data, emails, notes and documents at your fingertips. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project. This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. A host of highly affordable optional add-ons enable integrated invoicing or integration with your accounting system, PBX integration, phone call recording, email marketing, email analytics, list management, automated backup, Google integration, Outlook integration, use on mobiles and tablets... The add-ons list just keeps growing. The system allows a high degree of customization to accommodate the data you want to store, arranged your way. Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it. Videos help you learn to use it and the support is good.
改善してほしい点:
Very few: No comprehensive user guide, but it's quite intuitive. Sometimes support staff can be a little unclear in responses, but they always clarify if asked. It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way.
Read Before You Buy!
製品を使ってみた感想： Please look into all options before making a decision; I wish my company took the time to research better. I would recommend Sales Force, Monday.com etc.
良いポイント:
I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program.
改善してほしい点:
The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN!
InfoFlo Solutionsからの返信
昨年
Unfortunately this customers' staff member who was left in charge of the project had a technology gap when it came to implementing software. We spent a lot of time with them free of charge but there was always an issue and they were not flexibile or open to any change (scared of change). We are sorry it did not work out for them. We have a over a 95% successful implementation rate with all our customers.
Excellent CRM for Growing Business
製品を使ってみた感想： InfoFlo is the common platform that all departments in our organization use from customer service, billing, intake and shipping. The ability to track individual tasks for specific employees and recognize how much capacity each of them have for the day is very useful.
良いポイント:
The capability to have the software grow with our needs is so important to our organization. We had launches the program as an attempt to go paperless and had we not done so when we did the impact of the pandemic could have crippled our organization.
改善してほしい点:
The processing speed can vary depending on the time of day and # of users that are accessing the system. We do, however, understand that we utilize a lot of data and processing based on the amount of information that is being processed.
InfoFlo is a great contact management tool.
製品を使ってみた感想： Overall it has been a very good experience. For our purpose, it centralizes our communications and keeps our records organized which is exactly what we need.
良いポイント:
InfoFlo is truly an excellent contact management software. It is great to access a contact and be able to see all the notes, emails, documents related to that contact. InfoFlo is a critical part of our organization.
改善してほしい点:
Our InfoFlo is installed in a terminal server which has caused some problems in particular with scheduling appointments or using its calendar. We have tried several times to fix it without success. The software is also very limited on its reporting capabilities.
