InfoFlo

Avantages

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.

Inconvénients

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

Avantages

InfoFlo is a powerful organization tool that puts all your data, emails, notes and documents at your fingertips. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project.
This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. 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... The add-ons list just keeps growing.
The system allows a high degree of customization to accommodate the data you want to store, arranged your way.
Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it.
Videos help you learn to use it and the support is good.

Inconvénients

Very few: No comprehensive user guide, but it's quite intuitive.
Sometimes support staff can be a little unclear in responses, but they always clarify if asked.
It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss.
I cannot access documents in InfoFlo to upload to a website. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way.

Avantages

The capability to have the software grow with our needs is so important to our organization. We had launches the program as an attempt to go paperless and had we not done so when we did the impact of the pandemic could have crippled our organization.

Inconvénients

The processing speed can vary depending on the time of day and # of users that are accessing the system. We do, however, understand that we utilize a lot of data and processing based on the amount of information that is being processed.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program.

Inconvénients

The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN!

Avantages

The price is affordable for an individual, small business or mid-size business. All the basic functionality seems to be there. The system is modular so you can purchase the modules or functionality you need. One time purchase includes future updates, not a subscription. One of the few CRM systems with a Project Management module included. The Project Management module was a deciding factor. My needs included keeping up with companies, contacts, activities, schedules and monitoring projects. Additionally use it for sales and opportunity management.

The interface is clean and easy to navigate. There is some basic customization capability.

You can create a "template" that populates the task based on the type of new Project when a new project is created. Great feature.

Inconvénients

I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc. I miss not having a specific place to look at completed activity for a customer of company.

There is limited customization available from the settings. You can create additional fields / custom fields, you can create task types, status, priority, etc. You can change the field labels to better fit you organization. While not highly customizable the basic system is very flexible and meets my needs.

Key dislike is that the documentation is limited. There is a knowledge base online but not a "user manual"

When updates are provided there is no way to find what is included, the update page is very out dated.

Avantages

Easy to use. Got on top of it in hours. Simple interface, simple screens. Particularly like the "relations" so you can go from Company to Employee or Employee back to company. Far more powerful than a "folder" structure which I have used previously.

Inconvénients

Have only ONE style of email template. I suggest an alternative or rather an addition. Have MANY buttons on the email screen that are programmable. First button could be programmed to have the caption THANK YOU. Which on clicking simply inserts into the email text "Thank you for your email". Another button programmed to have the caption TRIAL which on clicking inserts some text into the email "You can download a trial version from our website www...... Another button SIGNATURE which inserts your signature as text.
With ten buttons you can personalise the email in a few button presses. I have been thanked so many times for my personal email using a button system. I ignore one template emails - they are a lot of text that is mainly irrelevant. The buttons give you the opportunity to personalise emails and makes a real point of difference. I have used such a system and loved it. Don't get me wrong InfoFlow is great - but this is one feature that I would use many times a day and I would warrant so would everyone else. The more buttons the better. Got other ideas too if you like this one! I develop software myself. Jeff Bilkey

Avantages

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.

Inconvénients

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.

Avantages

I thought it was going to be an inexpensive alternative to ACT, for the functions that we use, but once we added on multi-user and Outlook integration, it was the same price as my annual ACT upgrade. Things worked well on "single user" trial mode so we bought the software. Then when we tried to integrate the two users we had issues and were told we would have to buy support at $149/hour. We were given a bunch of links to "resolve our issue", but no one even bothered to explain from the beginning that there would be a "Server/Host (database)" account and all others would be a "Mini Client". The secondary users were stuck on the trial version for more than a week. If I had not been persistent, we would never even gotten the paid for licenses to activate on each machine. In the end, it was really not useable. I had my assistant spend hours on data entry from histories and notes that did not carry over from ACT and in the end, you couldn't even change the dates on the notes and there was no information visible on the summary screen without clicking into each and every note to try and find the information you were looking for. This would be the opposite of useful CRM. I tried to ask for my money back and just received a no. DO NOT WASTE YOUR MONEY ON THIS SOFTWARE!

Inconvénients

The interface is cheap looking, looks like something that was designed 15 years ago. Some parts are not intuitive to use. There is no support offered at all. It seems to be run by one individual and he is very condescending. After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version. We were not offered a refund because we "trialed it". We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure. DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.

Avantages

Easy to teach new staff, well laid out dashboards and view/browsing of relationships and linked information. Activity logs of other systems can clutter up the view and simply having them requires staff effort (increased wages or dedicated IT admin). Any computer can be used as a server without need for DNS or VPN, etc. Document version control. Basic user permissions can be set. Desktop pop-up reminders a nice touch. VOIP telephony available too!

Inconvénients

Templates only available in Word (recommend Invoicing add-on if you require forms to use formulas), and templates only use merge fields (auto-fill data into forms) that are available in the contact record (uses system fields and custom fields). Hoping to see custom fields and templates that can also be created for opportunities (initiate letter from within the opportunity so it uses fields from that one and not another opportunity from same customer). Email accounts are merged into a single in and a single out basket- am told folders are going to be available in a future update. Hoping also that text reminders to clients and custom fields or other linkable/relatable customizations will soon be developed for calendar and appointment scheduling.

Avantages

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.

Inconvénients

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.

Avantages

-The software CRM has all the functions we need.
-The software allows easy grouping of clients and categories for sales reps and who is responsibly for which clients.
-Also the easy to use functions that infoflo has which helps the training of our new employees.

Inconvénients

-The mobile app is require to be in the clout. We originally wanted to invest in a CRM that we can have complete control over where and how our information is kept and stored.
-Updates require all users to update as well and there is no cross version compatibility
-We need a function where users that are read only can edit information they input into the system in certain features or a option that allows us to give privileges in certain add-on. for example still read only but we allow them to make changes in projects only or in opportunities

Avantages

- InfoFlo's software design is unique among its competitors due to InfoFlo having a mainframe where modules or "add-ons" may be added or removed according to the end user's needs. As a result, InfoFlo's software is not bloated resulting in superior end user experience. The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
- Price for start up is very reasonable - and there are no monthly subscriptions - This allows the smallest of businesses to enjoy a sophisticated CRM without the worry of monthly overhead.
- InfoFlo form editor offers an endlessly number of customized fields to address unique business needs. Having built over 100 field items in a single form within InfoFlo, I can attest InfoFlo accepted all my customized fields without the slightest hint of impacting performance nor any instability concerns during the upload process. Actually using this form is a breeze.
- Email function simple yet complete (no confusing clutter).
- Able to rename internal functions that best suits the nomenclature for my business.
- As your business grows, InfoFlo is able to grow with you - there's no worry to outgrow your InfoFlo CRM.
- Offers categories function to facilitate in search results with superior accuracy.
InfoFlo is one of the best purchases yet I have made for my business.

Inconvénients

No cons but for future suggestion it would be nice to
1) add url links as an option in the form editor;
2) add links between contact and contact. Rationale: Allow you to know your contact's social circle.

Avantages

This CRM software is the exact solution I was looking for to keep track of my contacts. Their on-premise option was even more appealing to me because it had a one-time price with free updates. The platform is straightforward and relatively easy to navigate. This CRM option from Infoflo Solutions is perfect for those looking for a simple solution with opportunities to be a robust as you want it to be. You can have the sole on-premise option or use the online version, and you can use both versions can be used with multi-user options. Easy navigation and set up with the flexibility to fit all your needs. They also have an extensive library of information and videos for setup and its features.

Inconvénients

If you need extreme hand-holding for setup, there may be a slight learning curve.

Avantages

I like this software because it is a one time cost and I feel that I own
it. Subscription based pricing seems more affordable but it makes things
extremely expensive if CRM is a permanent addition.
I like Infoflo because I think it has most of the features that I need. I
had a relatively well known CRM software program before Infoflo but it
began to crash and the provider has changed to an enterprise program with
an expensive monthly subscription, no individual user options and wouldn't
support an individual user so I had to start over.

Inconvénients

The downside of Infoflo software is that you have to be proficient at
maintaining and trouble shooting computer issues. Apparently a lot of
the problems come from changes made automatically by my Norton antivirus
software!
I had a problem where Infoflo would not start automatically and I had to
restart it manually. This continued for several months until it just
wouldn't start. This was corrected when I asked support and they told me
that I had to download updates. This was the first that I had heard of
this. I thought software should work without updates.

The most recent problem was that the program was not displaying any of the
text describing the any of the links. I was "down" for several weeks. I
finally walked into Infoflo's offices with my computer and they fixed the
problem for me. My Norton antivirus had automatically deleted a file! I
would have never figured it out on my own.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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!

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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.

Avantages

Number one: It isn't cloud based or paid for monthly!!! You have it on your server to use for as long as you want. That's a miracle in the CRM market in 2018. Lots of good features, ease of general use, look and feel, ability to change back and forth between company and individual. I'm sure that if you start out with a clean slate or want to pay the fee so they will help you transfer your data into their software, it's probably great. We were very enthusiastic to try it. If our needs were greater and we had a bigger budget, things would have probably worked out fine. As it is, we appreciate that we got a lot of free help from tech support (normally it's all paid) with a few of the issues we had. We just weren't able to make it work with our tiny budget. Thanks to Shai for his time and patience.

Inconvénients

After dozens of attempts, we were never able to transfer our existing data to the software by ourselves. Were told we would have to pay a minimum of 2 hours support just to request help transferring our data into their software. I have 2 programmers, there is an Import function in the basic package, we had both CSV and Excel files to use for the import. It didn't seem right to us that we should need their help. We were told after we bought a license that we would not be able to import on our own... so we feel that the function shouldn't be visible to the client if it can't be used by them without paid help. It's misleading. Our budget was very small as our needs were very simple. I finally got my programmers to build us a small address book as that is all we really needed.

Avantages

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.

Inconvénients

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

Avantages

Price. Ease of use. Basic useful functionality.
Had a need to keep track of customer and deal info. Was keeping all on paper. Within a very short time had the software working and tasks automated. The support is great and all my questions were answered.

Inconvénients

Occasionally get an error message. But I just restart the software. I would like the ability to schedule a bulk email.

Avantages

Customization and ease of use. New employee sunfamiliar with CRM tracking software find it very simple to learn and get tracking almost immediately.

Inconvénients

Mobile app not quite perfect...needs work. In today's market, it is essential to have mobility for our salews tracking. Eventhough there is a Mobile App it still is new and needs tweaking.

Avantages

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.

Inconvénients

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.

Avantages

La gestión de contactos y llamadas. Funciona bastante bien.

Inconvénients

Necesitas un poco de aprendizaje inicial para hacerte con el programa.

Avantages

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.

Avantages

Even if you have not bought all the addons you can start your Customer Relationship activity.
And when you start your activity you can act in a professionnal way right away.
That's why I have recommanded this software to different business people who were looking for a solution.

Inconvénients

nothing really instead the fact of having once a problem with the downloading of my incoming mails. And it was impossible to get them back.

Avantages

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

Inconvénients

InfoFlo should provide a better customer support for their users.

Avantages

It is a friendly software. We can easily share information between partners and easy to learn. Good calendar. Easy to add contacts and companies. Easy to sort the emails by contact or company.

Inconvénients

No way to change the job titles in contacts.
It'll be good to have an easy follow with date and time.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Logiciel antérieur 

Avantages

I like how I'm able to integrate my GMail account into InfoFlo. I can click on a contact and all emails, notes and tasks associated with the contact are shown.

Inconvénients

Freezes and or locks up from time to time during periods of non-use. I have to go into End Task to shutdown.

Avantages

The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier. We kept canceling our training sessions due to it being our busy time of year, and [SENSITIVE CONTENT HIDDEN], our trainer never got mad and eventually gave us a thorough training and new the answer to all our questions. Thank you! Also there are no monthly fees. You buy it and it is yours! That is great for small companies like us.

Inconvénients

I honestly, based on usage so far have not found a con.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à InfoFlo

Avantages

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.

Avantages

The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.

Inconvénients

The tool is fragile, in that it seems to 'fall over' too often, requiring a reset or download of a 'more recent version'. The software only runs on Windows platforms, and is not web based.

Avantages

Su gestion de contactos y también de llamadas

Inconvénients

Algo dificil si no tienes experiencia alguna

Avantages

The product is very configurable. The interface is intuitive. The ability to sync with Outlook is really nice.

Inconvénients

They are still working with Invoicing so that feature isn't completely fleshed out. I believe it will match the quality of the rest of the software when finished.

Avantages

User-friendly interface. Wide-range of options. Customization and integration features are really helpful.

Inconvénients

Offline access is not always available. Notes and tasks are not saved, they get erased after log off.

Avantages

It excels at getting the basics right. I think many software developer's focus on the looks and get the interface cluttered and complicated. Infoflo makes it clean and simple and thus easier to use and understand. Good, friendly support too.

Inconvénients

It would be nice if there was a way to sync projects easier, as I forget to tag the email sometime. But, the method is still fine.

Avantages

CRM, mailing to marketing experience. Leads following.

Inconvénients

Interface experience looks old and find dificult to manage.

Avantages

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.

Inconvénients

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.

Avantages

The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business. I recommand it !

Inconvénients

When we select a company, it would be good to have the profile of the contact automatically appear in the same window without having to select it. Otherwise I have no negative points for now! I have tested several software and it seems really complete!

Avantages

This software is very intuitive and it perfectly does what I expected. The user interface is more friendly than other platforms, enhancing my experience with it.

Inconvénients

I have not used all options, but if I would need to mention any Cons, the opportunity configuration does not allow for automatic self numbering, which would be really helpful.

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

I was looking for a full-featured CRM for personal use. I wanted to store my data locally (not in the cloud) and did not want to pay ongoing subscription fees. InfoFlo was the answer! It fully integrates with my Microsoft Exchange and gmail accounts. It was very easy to setup and works great and you can't beat the price. I would highly recommend.

Inconvénients

Only two minor issues - 1. the client/server platform can be confusing to maintain and 2. no iOS app (I hear one is coming.)