Wer nutzt diese Software?

Wir eignen uns für jedes Unternehmen, da unser CRM-System leicht an jede Branche angepasst werden kann.

Durchschnittliche Bewertung

78 Bewertungen
  • Gesamt 4.5/5
  • Benutzerfreundlichkeit 4.4/5
  • Kundenservice 4.3/5
  • Funktionen 4.4/5
  • Preis-Leistungs-Verhältnis 4.7/5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Ja, Kostenlose Testversion
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • InfoFlo Solutions
  • http://www.infoflosolutions.com
  • Gegründet 2004

Über InfoFlo

Infoflo ist ein einfach zu bedienendes CRM, perfekt für das Management von Kundenbeziehungen, mit der robustesten Outlook Sync auf dem Markt! Es ist eine voll integrierte Kontakt-, Beziehungs-, E-Mail-, Kalender-, Dokument-, Vertrieb- & Aufgaben-Management-Lösung. Es enthält eine QuickBooks, Outlook und Google Sync. Wir glauben, dass Software eine einmalige Investition sein sollte. Aus diesem Grunde umfasst unsere einfach zu bedienende CRM-Software KOSTENLOSE lebenslange Updates, ohne monatliche Gebühren, und stellt eine kostengünstige Option von nur einmaligen $ 99 pro Benutzer dar!

InfoFlo Funktionen

  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung
  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Marketing-Automatisierung-Integration
  • Mobiler Zugriff
  • Segmentierung
  • Social-Media-Integration
Der Softwareanbieter hat diese Information nicht vervollständigt.
  • Anrufaufzeichnung
  • Anrufprotokoll
  • Anruftext-Aufzeichnung
  • Berichterstattung / Analyse
  • Echtzeit-Chat
  • Eskalationsmanagement
  • Gemischtes Call-Center
  • Inbound Callcenter
  • Interactive Voice Response (IVR)
  • Kampagnenmanagement
  • Manuelles Wahlsystem
  • Outbound-Callcenter
  • Progressives Wählersystem
  • Prädiktive Wähler
  • Warteschlangenmanagement
Der Softwareanbieter hat diese Information nicht vervollständigt.
  • Abrechnung & Rechnungsstellung
  • Aufgabenmanagement
  • Dokumentenmanagement
  • E-Mail-Verwaltung
  • Fall-Aufzeichnungen
  • Kalenderverwaltung
  • Konfliktmanagement
  • Kostenverfolgung
  • Kundenmanagement
  • Lohnzettel verwalten
  • Treuhand-Buchhaltung
  • Vertragsmanagement
  • Zeitverfolgung
  • Anrufaufzeichnung
  • Anrufprotokoll
  • Call Center
  • Mehrfache Skripts
  • Stimmenanpassung
  • Telefon-Tasteneingabe
  • Text in Sprache (verwandeln)
  • Umfrage-Management
  • Voice-Mail
  • Weiterleitung von Anrufen (Call Routing)
  • Gemeinsame Kontakte
  • Kontakt-Datenbank
  • Kontakte importieren/exportieren
  • Leadmanagement
  • Planungs-Tools
  • Sales-Pipeline-Management
  • Segmentierung
  • Suchen / filtern
  • Verfolgung von Interaktionen
Der Softwareanbieter hat diese Information nicht vervollständigt.
  • Anrufaufzeichnung
  • Anrufprotokoll
  • Anrufüberwachung
  • IVR / Spracherkennung
  • Mitarbeiterverzeichnis
  • Mobiler Zugriff
  • Virtuelles Callcenter
  • Webkonferenzen
  • Weiterleitung von Anrufen (Call Routing)
  • Anrufüberwachung
  • Automatisches Telefonwählgerät
  • Berichterstattung / Analyse
  • Call-Center-Management
  • IVR / Spracherkennung
  • Kontaktmanagement
  • Prädiktive Wähler
  • Telemarketing-Management
  • VoIP (IP-Telefonie)
  • Anrufaufzeichnung
  • IVR / Spracherkennung
  • SIP-Trunking
  • Syndikat-Gruppen
  • Virtuelle Erweiterungen
  • Webkonferenzen
  • Weiterleitung von Anrufen (Call Routing)
  • Anrufaufzeichnung
  • Interactive Voice Response (IVR)
  • Kontaktmanagement
  • SIP-Trunking
  • Vereinheitlichte Kommunikation
  • Weiterleitung von Anrufen (Call Routing)
  • Zugriffskontrollen/Berechtigungen

Die hilfreichsten Reviews für InfoFlo

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

Bewertet am 6.2.2018
Jeremy K.
Legal Assistant
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis

Vorteile: 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.

Nachteile: 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

Bewertet am 21.8.2019
Kristen B.
Vice President, Client Relations
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Ethical Issues

Bewertet am 14.1.2020
Dani G.
Owner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
4/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
1/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

met our demand...to work Smarter not Harder

Bewertet am 27.9.2019
Jim S.
owner
Konsumgüter, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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

Nachteile: needs some canned reports in the standard module

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

Bewertet am 6.2.2018
Lianne B.
Business Partner
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I think it will serve our needs well, but still learning and figuring things out.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Carmel Vision an 8.2.2018

Thank you for your review Lianne.

Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal.

Our online ticketing support provides at the very minimum a same day response time and typically within hours.

We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate.

We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base.

Thanks for all the feedback.

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