
Über InfoFlo
CRM-Lösungen, die heute auf dem Markt sind, sind überteuert und lassen sich nur schwer einsetzen. Auch die meisten dieser Lösungen berechnen in der Regel eine wiederkehrende laufende monatliche Gebühr zusätzlich zu vielen versteckten Kosten, die noch hinzukommen. Software muss keine Hunderte Euro pro Monat pro Benutzer kosten, sondern sollte einen einmaligen Betrag. Aus diesem Grund hat die einfach zu bedienende CRM-Software keine monatlichen Gebühren, beinhaltet kostenlose, lebenslange Upgrades und ist ein erschwinglicher einmaliger Posten.
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- Einmalige Lizenz
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Geräte
Unternehmensgröße
Märkte
Unterstützte Sprachen
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- Einmalige Lizenz
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Bilder





Funktionen
Gesamtzahl der Funktionen von InfoFlo: 126
- Abrechnung & Rechnungsstellung
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Aktivitätsmanagement
- Alarmfunktion / Benachrichtigungen
- Angebote / Schätzungen
- Anpassbare Formulare
- Anruf-Tagging
- Anruf-Volumen
- Anrufaufzeichnung
- Anrufer-ID
- Anruferprofile
- Anrufprotokoll
- Anrufüberwachung
- Anwendungs-Zugriffskontrolle
- Archivierung & Aufbewahrung
- Aufgabenmanagement
- Aufzeichnung
- Aufzeichnung bei Bedarf
- Automatische Anrufverteilung
- Automatische Sicherung
- Automatisches Telefonwahlgerät
- Befragungs-/Umfragemanagement
- Berichterstattung / Analyse
- Berichterstattung durch Erweiterung
- Beziehungs-Nachverfolgung
- CRM
- Call-Center-Management
- Computergesteuerte Telefonintegration
- Dateitransfer
- Daten-Import / -Export
- Dokumentenmanagement
- Dokumentenspeicher
- E-Mail Marketing
- E-Mail-Management
- Echtzeit-Chat
- Einfluss-Nachverfolgung
- Eingehende Berichterstattung
- Erinnerungen
- Fall-Aufzeichnungen
- Gebietsmanagement
- Gemeinsame Kontakte
- Gemischtes Call-Center
- Gesprächsdauer
- Haushalts-Nachverfolgung
- Hilfe Desk-Management
- Hotkeys
- IVR / Spracherkennung
- Inbound Callcenter
- Integration in QuickBooks
- Integration in die Buchhaltung
- Interne Chat-Integration
- Kalender-/Erinnerungssystem
- Kalender-Synchronisierung
- Kalenderverwaltung
- Kampagnenmanagement
- Konfliktmanagement
- Kontakt-Datenbank
- Kontaktmanagement
- Konto-Benachrichtigungen
- Konversion-Tracking
- Kostenverfolgung
- Kundenhistorie
- Kundenmanagement
- Leadmanagement
- Lohnzettel verwalten
- Manuelles Wahlsystem
- Marketing-Automatisierung
- Mehrerer Parteien
- Mehrfache Skripts
- Microsoft-Outlook-Integration
- Mitarbeitermanagement
- Mitarbeiterverzeichnis
- Mobiler Zugriff
- Offenes Datenbank-Design
- Outbound-Berichterstattung
- Outbound-Callcenter
- Planungs-Tools
- Prognose
- Programmierte Aufnahme
- Progressives Wählersystem
- Projektmanagement
- Protokoll über Personen, die geantwortet haben
- Prädiktive Wähler
- Rechnungsmanagement
- Reklamationsabwicklung
- Rollen-basierte Genehmigung
- SIP-Trunking
- Sales-Pipeline-Management
- Segmentierung
- Self-Service Portal
- Social-Media-Integration
- Stichwort-Nachverfolgung
- Stimmenanpassung
- Suchen / filtern
- Syndikat-Gruppen
- Team-Aufgaben
- Telefon-Tasteneingabe
- Telemarketing-Management
- Terminplanung
- Terminplanung
- Terminverwaltung
- Text in Sprache (verwandeln)
- To-do-Listen Verfolgung
- Treuhand-Buchhaltung
- Vereinheitlichte Kommunikation
- Verfolgung von Interaktionen
- Verfolgung von Interaktionen
- Vermögensverwaltung
- Vertrags-/Lizenz-Management
- Verwalten nicht bearbeiteter Anrufe
- Videokonferenzen
- Virtuelle Erweiterungen
- Virtuelles Callcenter
- VoIP (IP-Telefonie)
- VoIP-Verbindung
- Voice-Mail
- Warnungen / Eskalation
- Warteschlangenmanagement
- Weiterleitung von Anrufen (Call Routing)
- Wissensbasis-Management
- Workflow-Management
- Zeitverfolgung
- Zugriffskontrollen/Berechtigungen
- Zugriffsquellen-Verfolgung
- „Was wäre wenn“-Szenarien
Alternativen
Bitrix24

Zoho CRM

CloudTalk

Agile CRM

Nutzerbewertungen
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- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!
Bewertet am 6.2.2018
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.
- Branche: Versicherung
- Untern. Größe: 2-10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Perfect for tracking communication with clients
Bewertet am 21.8.2019
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized...
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.

- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
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
I think it will serve our needs well, but still learning and figuring things out.
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 von Carmel Vision
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.
- Branche: Konsumgüter
- Untern. Größe: 2-10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
met our demand...to work Smarter not Harder
Bewertet am 27.9.2019
We are able to pull up accounts so many ways that helps us formulate better sales programs. If we...
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
- Branche: Verlagswesen
- Untern. Größe: Selbstständig
- Täglich für Kostenlose Testversion genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
InfoFlo review
Bewertet am 3.12.2019
Overall experience is positive, the program is easy to learn and use.
Overall experience is positive, the program is easy to learn and use.
Vorteile
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.
Nachteile
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.
InfoFlo Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über InfoFlo.F. Welche Preispläne bietet InfoFlo an?
InfoFlo bietet folgende Kostenpläne an:
- Beginnt ab:
- Preismodell: Einmalige Lizenz
- Gratis Testen: Verfügbar
F. Was sind die Hauptfunktionen von InfoFlo?
Wir haben keine Informationen über die Funktionen von InfoFlo
F. Wer sind die typischen Nutzer von InfoFlo?
InfoFlo hat die folgenden typischen Kunden:
Selbstständig, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+
F: Welche Sprachen werden von InfoFlo unterstützt?
InfoFlo unterstützt die folgenden Sprachen:
Deutsch, Dänisch, Englisch, Französisch, Italienisch, Niederländisch, Russisch, Spanisch, Türkisch, Ungarisch
F. Unterstützt InfoFlo mobile Geräte?
InfoFlo unterstützt die folgenden Geräte:
Android (mobil), iPhone (mobil), iPad (mobil)
F. Mit welchen anderen Applikationen integriert InfoFlo?
InfoFlo kann in folgende Anwendungen integriert werden:
Gmail, Google Calendar, Google Contacts, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, WordPress
F. Welche Varianten der Kundenbetreuung bietet InfoFlo an?
InfoFlo bietet folgende Optionen für Kundensupport:
E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat
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