InfoFlo

Die All-in-one-CRM-Softwarelösung:

Gesamtbewertung

4,5 /5
(95)
Preis-Leistungs-Verhältnis
4,6/5
Funktionen
4,4/5
Bedienkomfort
4,4/5
Kundenbetreuung
4,3/5

91%
haben diese Anwendung empfohlen
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95 Bewertungen

Rachel
Gesamtbewertung
  • Branche: Landwirtschaft
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The most intuitive program to work with, and the only one able to do all my farming business...

Bewertet am 6.2.2018

Ability to organize a massive network of customers and restaurants to make my life simpler.

Ability to organize a massive network of customers and restaurants to make my life simpler.

Vorteile

First of all Info Flo has incredible value, what you get for this one time purchase is outstanding. Info Flo's support staff is phenomenal, this makes it better than any other software ten times over. Never underestimate the value of good customer service.

The organizational structure keeps my contacts manageable. From farmers markets to the everyday customer to restaurants and hotel chains. All while having it's own mapping software to make deliveries a breeze!

The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.

We also use it to trade mushrooms for gift cards with restaurants that supplies our giveaways and promotions for CSA Members. This way, we can keep a massive network of people organized, and work with local restaurants to promote them as they buy the delicious culinary mushrooms we grow.

Nachteile

It would be amazing if Info Flo and Info Flo Pay worked together perfectly. I hear it's in the works, I just can't get it soon enough. I'd like to have a little more tutorial options online if possible. I'm currently trying to export my contacts to import into Info Flo Pay. Hard to find too much else wrong with this program really, 5 Stars all Around!

Mathias
Gesamtbewertung
  • Branche: Sport
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 11.10.2018

We need to keep customer related information, documents, e-mails and tasks in one place accessible...

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.

Vorteile

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.

Nachteile

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.

Lisa
Gesamtbewertung
  • Branche: Architektur & Planung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Weitere für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

Don't waste your money

Bewertet am 13.8.2019

This product is only good for small companies that sell via phone to individuals and do not care...

This product is only good for small companies that sell via phone to individuals and do not care about mulitple contacts within a client's firm. there is no way for multiple users to enter data consistently (such as pull down menus with option to select client industry so data gets entered however a user chooses.

Vorteile

While this software appears to be good on the surface, it does not perform as advertised.

Nachteile

It did not fuction as advertised. the conversion of our existing data was never completed successfully. the sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.

Tim
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Amazing app

Bewertet am 27.9.2019

Vorteile

1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

Nachteile

Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market.

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Joe
Gesamtbewertung
  • Branche: Personalwesen
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Observations from a Seven Year Customer

Bewertet am 28.11.2018

I can't think of anything at the moment.

I can't think of anything at the moment.

Vorteile

1) I like the ability to manage multiple email address from a single application.
2) I also like the separation of known and unknown contacts which is VERY helpful when managing incoming emails and deleting the junk.
3) The notes associated with individual contacts are also very helpful in managing a contact history by individuals and companies..
4) The tech support structure for submitting tickets to resolve quick questions is also a great solution.

Nachteile

I can't think of anything at the moment.

Tom
Gesamtbewertung
  • Branche: Elektrische/elektronische Fertigung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Software easy to learn. Logical work flow.

Bewertet am 6.2.2018

We mainly use this software for keeping track of customers contacts, and repair history log of our...

We mainly use this software for keeping track of customers contacts, and repair history log of our serialized products.

Vorteile

Very powerful software for reasonable cost, especially when comparing to competing software. The modular add-on and per/user price structure really helps small business with limited budget. Minor updates are issued frequently, which shows the developer's commitment to this product.

Nachteile

Some of the add-on's could arguably be consider as standard feature. For example : scheduled backup, and advanced search.

Denisse
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

InfoFlo is a great contact management tool.

Bewertet am 23.6.2021

Overall it has been a very good experience. For our purpose, it centralizes our communications and...

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.

Vorteile

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.

Nachteile

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.

Kerry
Gesamtbewertung
  • Branche: Tiefbau
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Best CRM out there, we think so!

Bewertet am 17.10.2018

We are preparing proposals and reports that are automatically filled in with the information from...

We are preparing proposals and reports that are automatically filled in with the information from the database. Its super easy to prepare reports of our current projects for our weekly meetings that are up to date and relevant.

Vorteile

One time, up-front cost with no subscriptions and the data is located on our own server. Lots of flexibility with the modules offered that gives our team the tools we use most.

Nachteile

Would like the ability to turn off some of the features that we do not use as much. It does so much, and we have streamlined our processes to what works best for us.

Bahar
Gesamtbewertung
  • Branche: Einzelhandel
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Cost efficient and comprehensive CRM

Bewertet am 11.11.2022

Vorteile

InfoFlo is the best CRM in the market in terms of features to proce ratio.

Nachteile

InfoFlo should provide a better customer support for their users.

John
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 3.0 /10

Overpromised and underdelivered

Bewertet am 20.7.2018

Vorteile

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

Nachteile

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

Alex
Gesamtbewertung
  • Branche: Bau
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Service has been great. Program has some aggravating limitations.

Bewertet am 6.2.2018

Improvement in contact management over manual address book

Improvement in contact management over manual address book

Vorteile

I use the program to maintain personal contacts and contacts for a small service business. Service, from the initial sales contact through support when I got confused have been remarkable. It was the service even more than the product that made me choose this program. It is fairly easy to use, even for someone who really isn't the most technically competent. Even with limitations that are a bit frustrating, the value for money is excellent.

Nachteile

There are some limitations that I find frustrating. One in particular is mail merging. You appear to have to deal with one contact letter at a time. The flexibility in this area falls short of other CRM products I have used in the past. But again, my comments must be taken in the context of the price point and relative value for money. Sorting capabilities are limited. For example I cannot seem to create a custom list by choosing/limiting contacts who fall into several categories. For example customers who from a list of 5 services receive only 3 services. In our landscaping business we have customers who are individuals as well as business customers. The two groups seem to have to be dealt with separately as opposed to being able to generate a simple list of all customers in a given category.

Mark
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

I am an independent financial planner and this helps me stay independent!

Bewertet am 19.1.2018

Maintain independence. Stay compliant. I am not very good with computers and have some difficulty...

Maintain independence. Stay compliant. I am not very good with computers and have some difficulty navigating through the program. I have not figured out how to use all of the features

Vorteile

I like this software because it allows me the option to stay independent. In my industry, so much information is kept on the mutual fund dealers and insurance company servers, so it is lost if you decide to leave. The option to leave is lost if you can't take your information and notes. You may not be a "captive agent" according to contract, but you are according to who controls your information and records. I expect that this is the case in many different industries.

Infoflow lets me keep a copy of clients information ' notes that pertain to matters that cross different industry lines.
It is also flexible enough to be able to help me with my marketing needs. This information, tracking and management can not all be put on a single company server. My business encompasses customized financial plans that I do on my own, investments, insurance, tax and some legal issues (wills/ PofA) which requires working with different companies.
Infoflow can help me keep track and serve the varied needs my clients all in one place.

I like this program because I can purchase it and whatever else I need. The trend is towards "subscriptions" because it provides a lot more revenue and smooth revenue for the providers. I don't want to overpay and get tied to increasingly expensive software. I used to use a different program and they moved to "enterprise" software for large companies. They also switched to expensive subscription based payments.

Tony
Gesamtbewertung
  • Branche: Möbel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Infoflo, easy to use and it manages my business sales & contacts easily. I would be lost...

Bewertet am 7.2.2018

Vorteile

I run a small family run Business and I love how Infoflo seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed.

Frank
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Professional staff

Bewertet am 7.2.2018

I use it as a contact program and keeping history communications.

I use it as a contact program and keeping history communications.

Vorteile

Many very useful features. I like the notes feature because you cannot go back and edit entries. Showing most recent activity.

Nachteile

Could not get sync to work properly. I have multiple devices and I should be able to have program on each device. No phone app.

David
Gesamtbewertung
  • Branche: Personalwesen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great tool for managing emails and contacts.

Bewertet am 6.2.2018

Increased efficiency and peace of mind.

Increased efficiency and peace of mind.

Vorteile

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.

David
Gesamtbewertung
  • Branche: Öl & Energie
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Very good user friendly software, Why pay monthly fees when this software does it all for...

Bewertet am 21.7.2017

It is easy to use

It is easy to use

Vorteile

Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM's I've used

Nachteile

The icons are a little dated. , they need to be sharper, the system logs out if left on overnight, but that's a personal preference. There is not much to say its an easy software to use with no issues .

Verifizierter Rezensent
Gesamtbewertung
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Easy to use and improved my workflow significantly

Bewertet am 6.2.2018

Better comunication with clients. Easy to use and improved the client experience,

I would highly...

Better comunication with clients. Easy to use and improved the client experience,

I would highly recommend

Vorteile

I love that information is accessible and easily viewable on a mobile device. Clients love it to and it improved their accessibility as well.

Nachteile

I can't think of anything that did not work for me. The software made the client interactions easier and was of great value to the client experience.

Greg
Gesamtbewertung
  • Branche: Baumaterial
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

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

Bewertet am 6.2.2018

increase sales and account mamangement

increase sales and account mamangement

Vorteile

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.

Nachteile

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

Marios
Gesamtbewertung
  • Branche: Medizinische Praxis
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Fantastic product. Surpassed my needs and expectations!

Bewertet am 7.2.2018

Gave me the ability to work more efficiently and conveniently.

Gave me the ability to work more efficiently and conveniently.

Vorteile

Fast, simple, versatile. Very well conceived and implemented product. Makes life very much easier and efficient.I especially like the fact that you can add modules as needed and the fact that the software can grow with the business needs. The support provided by the company is excellent too.

Nachteile

Nothing significant. There is a delay with editing feature (of notes) but I guess this has got to do with the broadband speed. It would be good to be able to change some of the Icons (you can change the name) it would then take on a more personal and bespoke look. Other than that only praise for the product.

Amy
Gesamtbewertung
  • Branche: Essen & Trinken
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

After searching and installing about 7 different CRMs this was by far the easiest to implement

Bewertet am 15.5.2018

Vorteile

Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away.

Nachteile

I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something

Margarita
Gesamtbewertung
  • Branche: Baumaterial
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Support/Sales person was great

Bewertet am 6.2.2018

Centralized our customers with our projects

Centralized our customers with our projects

Vorteile

The link functions, the reporting is very useful also. Search function very good.

Nachteile

Not able to use Mailchimp with it as this would be really helpful to us rather than exporting contacts.

Verifizierter Rezensent
Gesamtbewertung
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great Software, Easy to Use & awesome customer service

Bewertet am 31.7.2018

Vorteile

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.

Nachteile

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.

Kelly
Gesamtbewertung
  • Branche: Telekommunikation
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great Product!

Bewertet am 18.12.2019

Fabulous!

Fabulous!

Vorteile

Infoflo was not only affordable but it gave us all the features we needed from Quoting customers, keeping track of leads, setting reminders for F/U and Invoicing. Plus we had the option to purchase the software right out without any commitment to monthly or yearly fees.

Nachteile

I don't have anything negative to say. This software met all of our needs.

Jamie
Gesamtbewertung
  • Branche: Internet
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

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

Bewertet am 10.8.2017

Ease of use and able to quickly implement.

Ease of use and able to quickly implement.

Vorteile

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.

Nachteile

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

Derek
Gesamtbewertung
  • Branche: Versicherung
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

This is the best CRM I have ever used! It is simple, yet so comprehensive

Bewertet am 23.6.2017

It integrates with Outlook almost perfectly and simplifies my administrative processes. The...

It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.

Vorteile

It is incredibly user friendly. It was easy to set up, customize, and integrate with my daily routines. It provides everything I need in a CRM in a fantastic format that integrates with Outlook so smoothly.