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.

Preisoptionen ab:

Nicht verfügbar

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Geräte

Unternehmensgröße

S M L

Märkte

Australien, Kanada, China, Deutschland, Frankreich und 7 weitere , Vereinigtes Königreich, Irland, Japan, Kaimaninseln, Neuseeland, Singapur, Vereinigte Staaten

Unterstützte Sprachen

Deutsch, Dänisch, Englisch, Französisch, Italienisch und 5 weitere , Niederländisch, Russisch, Spanisch, Türkisch, Ungarisch

Preisoptionen ab:

Nicht verfügbar

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Bilder

InfoFlo Software - 1
InfoFlo Software - 2
InfoFlo Software - 3
InfoFlo Software - 4
5 weitere anzeigen
Videos zu InfoFlo
InfoFlo Software - 1 InfoFlo Software - 2 InfoFlo Software - 3 InfoFlo Software - 4

Funktionen

Gesamtzahl der Funktionen von InfoFlo: 112

  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Aktivitätsmanagement
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Formulare
  • Anruf-Tagging
  • Anruf-Volumen
  • Anrufaufzeichnung
  • Anrufer-ID
  • Anruferprofile
  • Anrufprotokoll
  • Anrufüberwachung
  • Archivierung & Aufbewahrung
  • Aufgabenmanagement
  • Aufzeichnung
  • Aufzeichnung bei Bedarf
  • Automatische Anrufverteilung
  • Automatisches Telefonwahlgerät
  • Befragungs-/Umfragemanagement
  • Berichterstattung / Analyse
  • Berichterstattung durch Erweiterung
  • Beziehungs-Nachverfolgung
  • CRM
  • Call-Center-Management
  • Computer Telephony Integration
  • Dateitransfer
  • Daten-Import / -Export
  • Dokumentenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • E-Mail-Management
  • Echtzeit-Chat
  • Eingehende Berichterstattung
  • Erinnerungen
  • Fall-Aufzeichnungen
  • Gebietsmanagement
  • Gemeinsame Kontakte
  • Gemischtes Call-Center
  • Gesprächsdauer
  • Hilfe Desk-Management
  • IVR / Spracherkennung
  • Inbound Callcenter
  • Integration in die Buchhaltung
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Kalender-Synchronisierung
  • Kalenderverwaltung
  • Kampagnenmanagement
  • Konfliktmanagement
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Konversion-Tracking
  • Kostenverfolgung
  • Kundenhistorie
  • Kundenmanagement
  • Leadmanagement
  • Lohnzettel verwalten
  • Manuelles Wahlsystem
  • Marketing-Automatisierung
  • Mehrerer Parteien
  • Mehrfache Skripts
  • Microsoft-Outlook-Integration
  • Mitarbeiterverzeichnis
  • Mobiler Zugriff
  • Offenes Datenbank-Design
  • Outbound-Berichterstattung
  • Outbound-Callcenter
  • Planungs-Tools
  • Prognose
  • Programmierte Aufnahme
  • Progressives Wählersystem
  • Protokoll über Personen, die geantwortet haben
  • Prädiktive Wähler
  • Rechnungsmanagement
  • Rollen-basierte Genehmigung
  • SIP-Trunking
  • Sales-Pipeline-Management
  • Segmentierung
  • Self-Service Portal
  • Social-Media-Integration
  • Stichwort-Nachverfolgung
  • Stimmenanpassung
  • Suchen / filtern
  • Syndikat-Gruppen
  • Tastaturkürzel
  • Team-Aufgaben
  • Telefon-Tasteneingabe
  • Telemarketing-Management
  • Terminplanung
  • Text in Sprache (verwandeln)
  • Treuhand-Buchhaltung
  • Vereinheitlichte Kommunikation
  • Verfolgung von Interaktionen
  • Vermögensanlagen-Lebenszyklus-Management
  • 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

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CloudTalk

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Nr. 2 Alternative zu InfoFlo
CloudTalk ist eine cloudbasierte Callcenter-Lösung für Vertriebs- und Support-Teams, die die Produktivität, die...

Agile CRM

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Nr. 3 Alternative zu InfoFlo
Agile CRM kombiniert leistungsstarke Automatisierung, Telefonie, Web-, mobile, E-Mail-, soziale und Planungs-Funktionen,...

Call Center Studio

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Nutzerbewertungen

Gesamtbewertung

4,5 /5
(87)
Preis-Leistungs-Verhältnis
4,6/5
Funktionen
4,4/5
Bedienkomfort
4,4/5
Kundenbetreuung
4,3/5

Hast du InfoFlo bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Eine Bewertung schreiben
5 von 87 Bewertungen angezeigt
Jeremy K.
Gesamtbewertung
  • 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.

Kristen B.
Gesamtbewertung
  • 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.

In Betracht gezogene Alternativen

GoldMine Premium Edition und Salesforce Sales Cloud

Warum InfoFlo gewählt wurde

ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Zuvor genutzte Software

GoldMine Premium Edition und Salesforce Sales Cloud

Gründe für den Wechsel zu InfoFlo

The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.
Lianne B.
Gesamtbewertung
  • 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.

Owen O.
Gesamtbewertung
  • Branche: Landwirtschaft
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

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

Infoflo is a fantastic product which has been instrumental in developing our business

Bewertet am 25.6.2021

We are an Irish company in the Agricultural sector who have easily adapted the software to enhance...

We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency.

Vorteile

Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user friendly and allows users to add custom fields to suit their company requirements. The ability to integrate the incoming phones calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers. The customer support is excellent with [SENSITIVE CONTENT] always contactable by email to offer support and set up regular training. Both [SENSITIVE CONTENT] always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs.

Nachteile

No cons really but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name such as first line of address or something similar.

Jim S.
Gesamtbewertung
  • 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

In Betracht gezogene Alternativen

Microsoft Teams und Pipeline

Warum InfoFlo gewählt wurde

didn't get what we needed info from others in a manner that worked for us

Gründe für den Wechsel zu InfoFlo

ease of use was better and the quality of information
5 von 87 Bewertungen angezeigt Alle Bewertungen

InfoFlo Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über InfoFlo.

InfoFlo bietet folgende Kostenpläne an:

InfoFlo hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

InfoFlo unterstützt die folgenden Sprachen:

Deutsch, Dänisch, Englisch, Französisch, Italienisch, Niederländisch, Russisch, Spanisch, Türkisch, Ungarisch

InfoFlo unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

InfoFlo kann in folgende Anwendungen integriert werden:

Gmail, Google Calendar, Google Contacts, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, WordPress

InfoFlo bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat

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