Infoflo CRM Overview
This is a summary of the comprehensive capabilities and benefits of Infoflo CRM based on over 1031 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Infoflo CRM, Bigcontacts CRM, Karma CRM, Eway CRM, Claritysoft CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Infoflo CRM is right for your needs? Our Cuspera AI engine can evaluate how Infoflo CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Infoflo CRM supports business activities such as:
- Call Recording
- Contact List Management
- Sales Document Management
- Engagement Management
- Helpdesk Management
Infoflo CRM can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, and Improve Internal Communications. It can help manage these activities if you use Phone Calls E-Mail and Mobile for these needs. As a solution, Infoflo CRM's capabilities include Personalization, Recording, Templates, etc.
Infoflo CRM was founded in 2004. Insurance Vertical is its biggest customer base.
Reviews
"...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......" Peer review by Lorraine C., Author/Business manager
Cuspera Reviews
54 buyers and buying teams have used Cuspera to assess how well Infoflo CRM solved their CRM needs. Cuspera uses 1031 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Infoflo CRM.
Use Cases
Peers recommend Call Recording , Contact List Management , Sales Document Management , as the business use cases that they have been most satisfied while using Infoflo CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Call Recording with Phone Calls, E-Mail and Mobile |
4.97/5 ★ |
"...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......" Peer review by Lorraine C., Author/Business manager |
| Contact List Management with E-Mail |
4.68/5 ★ |
"...Over the years we have used a well-known major CRM but it has simply become too expensive to maintain and like most such products was more focused on the prospect to client to sales chain and offered little that is practical to those of us who do not run large sales organisations but need contact management and basic project management and marketing tools...." Peer review by Charles M, Chief Executive Officer, Utilities |
| tracking contacts |
4.16/5 ★ |
"...Was using spreadsheets but InfoFlo does provide all the functionality needed to keep up with all the Company and Contact information and tracking the steps in each project...." Peer review by Eric L., Information Technology and Services |
| contacts history |
3.42/5 ★ |
"...The notes associated with individual contacts are also very helpful in managing a contact history by individuals and companies....." Peer review by Joe T., President, Human Resources |
| Sales Document Management with E-Mail |
4.60/5 ★ |
"...We have created our proposal templates and tied them into InfoFlo so contact information automatically populates where we need it...." Peer review by Kerry A |
| proposal & quote management |
4.80/5 ★ |
"...The functions that are available such as quoting directly from Info Flo with our logo is great...." Peer review by Jake D., Sales Manager, Telecommunications |
| contract management |
4.34/5 ★ |
"...You may not be a "captive agent" according to contract, but you are according to who controls your information and records...." Peer review by Mark M., Financial Planner, Financial Services |
| digital signature |
2.50/5 ★ |
"...but email using separate signatures for the business specific domain...." Peer review by Gary F, Broker Associate, Real Estate |
| document sharing |
3.42/5 ★ |
"...The ability to create a project and connect all contacts, email and documents and share these across the team is paramount...." Peer review by Charles M, Chief Executive Officer, Utilities |
| PEER EXPERIENCES | |
|---|---|
| Call Recording with Phone Calls, E-Mail and Mobile |
4.97/5 ★ |
"...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......" Peer review by Lorraine C., Author/Business manager |
|
| Contact List Management with E-Mail |
4.68/5 ★ |
"...Over the years we have used a well-known major CRM but it has simply become too expensive to maintain and like most such products was more focused on the prospect to client to sales chain and offered little that is practical to those of us who do not run large sales organisations but need contact management and basic project management and marketing tools...." Peer review by Charles M, Chief Executive Officer, Utilities |
|
| tracking contacts |
4.68/5 ★ |
| contacts history |
4.68/5 ★ |
| Sales Document Management with E-Mail |
4.60/5 ★ |
"...We have created our proposal templates and tied them into InfoFlo so contact information automatically populates where we need it...." Peer review by Kerry A |
|
| proposal & quote management |
4.60/5 ★ |
| contract management |
4.60/5 ★ |
| digital signature |
4.60/5 ★ |
| document sharing |
4.60/5 ★ |
28+ more Business Use Cases
Our AI advisor, Wyz, harnessed 1031 insights from peers and experts to help you assess how these Infoflo CRM use cases fit your CRM needs.
Frequently Asked Questions(FAQ)
for Infoflo CRM
What is Infoflo CRM?
What is Infoflo CRM used for?
What are the top features of Infoflo CRM?
Who uses Infoflo CRM?
What are Infoflo CRM alternatives?
Where is Infoflo CRM located?
Popular Business Setting
for Infoflo CRM
Top Industries
- Insurance
- Financial Services
- Construction
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Infoflo CRM to Enhance customer relationships and Acquire customers
Infoflo CRM Alternatives
Peer and Expert Opinion on Features
for Infoflo CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (41) |
| Recording | Read Reviews (34) |
| Templates | Read Reviews (18) |
| Dashboard | Read Reviews (12) |
| Ticketing | Read Reviews (8) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (41) |
| Recording | Read Reviews (34) |
| Templates | Read Reviews (18) |
| Dashboard | Read Reviews (12) |
| Ticketing | Read Reviews (8) |
IT and Other Capabilities
for Infoflo CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (135) |
| Data Export | Read Reviews (93) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (135) |
| Data Export | Read Reviews (93) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (23) |
| Email Support | Read Reviews (14) |
| 24/7 Support | Read Reviews (160) |
| Chat Support | Read Reviews (9) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (23) |
| Email Support | Read Reviews (14) |
| 24/7 Support | Read Reviews (160) |
| Chat Support | Read Reviews (9) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (22) |
| Custom Reports | Read Reviews (105) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (22) |
| Custom Reports | Read Reviews (105) |
Software Failure Risk Guidance
?for Infoflo CRM
Overall Risk Meter
Top Failure Risks for Infoflo CRM
Vendor Profile Details
HQ Location
148 Sheppard Ave West Toronto, Ontario M2N 1N8
Employees
11-50
Social
Financials
PRIVATE
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