Tous les avis sur InfoFlo Appliquer les filtres
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Tous les avis sur InfoFlo Appliquer les filtres
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Super product
Software allows me to centralize client information.
Avantages
The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently.
Inconvénients
Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link. It would be nice if the software allowed user to automatically select the subfolders when the main folder is checked.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Keeps locking up or running very slow on my i7 processor
low cost failure
Avantages
Email marketing is what I purchased it for but since the lockup issues have used it very little. The customer service person spoke with an accent that was bad I could not understand him. Made it hard to set up.
Inconvénients
Not very dependable since it keeps locking up. Once I have it up it tends to make all the other programs run slower. Therefore, I cannot use this software very often.
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Great for my small business
No monthly subscription
Avantages
Monthly fees are a tough challenge for small business budgets. Liked this one was a one time cost, simple to use, and plenty of add on features to customize it for the efforts I need for my business.
Inconvénients
Not sure I have any concerns as I begin making this part of my daily business plans and efforts. Looks like they have plenty of training and instructional resources.
- Secteur d'activité : Vente au détail
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les mois pendant Essai gratuit
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Provenance de l'avis
I really like this app
amazing I tried more app works in crm but the infoflo is the best
Avantages
an easy and fast to achieve my work with good experience
Inconvénients
can you contact the app with WhatsApp I think it will be good
- Secteur d'activité : Immobilier
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Phenomenal Program and Customer Service
Great Program, User Friendly, Tons of Features and Great Customer Service!
Avantages
Not a monthly subscription means I can use it with less stress
Inconvénients
Which add ons are useful are not easily discernable until you start using the program
- Secteur d'activité : Vente au détail
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Excellent accessibility to the support staff with general questions.
In one word....Organization.
Avantages
Its simple to navigate since all tabs needed are available from the home screen. Loading contacts is a breeze through the new contact tab. New contact info screen is formatted for easy guided data entry.
Inconvénients
When clicking on the task tab..it leaves off the phone and email address for easy contact reference.
Can't export direct report emails.
- Secteur d'activité : Assurance
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
This is the best CRM I have ever used! It is simple, yet so comprehensive
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.
Avantages
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.
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Avantages
InfoFlo is user friendly, and has been easy to customize. With the report add-on it's easy to run the custom reports I need for updating our programs grant funders. I also like the ease of sending bulk E-mails.
Inconvénients
I have relationship links between my contacts. The program will link a contact to a companies, or categories, but not to other contacts.
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Considering several CRM softwares available in the market, Infoflo is surely value for money.
Avantages
You have the option of purchasing the add-on based on your requirement, and it is faster because the data is in your system
Inconvénients
I am yet to find anything that I find it user friendly in this software. I do not think I can segmentise or work sections for different types of clients.
- Secteur d'activité : Équipement et fournitures de bureau
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
One of the best CRM software's
manage my sales team
Avantages
you pay for one time & its very easy to use in a different ways & its suitable for most of the applications that could be used on
Inconvénients
its not applicable with QB and on the other hand if it could be cloud base it would be much better to use
- Logiciel utilisé Autre pendant 1 à 5 mois
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Provenance de l'avis
Comprehensive CRM that allows for a lot of customization with great data categorization.
Avantages
- Comprehensive and detailed fields for customer information and data
- Data categories connect well together
- Data organization is excellent
- Custom fields allow for further customization which allows for even better categorization of data
- User permissions
Inconvénients
It must be hosted locally or on your own private cloud. I wish it was hosted on their cloud server and was available as a subscription service.
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Provenance de l'avis
InfoFlo CRM
Pro: A huge relief to finally find a CRM software that links all emails, notes, appointments, files, tasks and opportunities to the appropriate contact and company. We can finally organize all of our customer information and easily access it when we need it. Plus the Gmail Sync feature allows us to view and send all emails directly from Infoflo, saving us a lot of time.
Con: There is no app yet, but I hear it's in the works. With that said, the Gmail Sync addon allows us to view most information on our phones anyway.
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Provenance de l'avis
Simple and Easy to Use
We love InfoFlo! This software is a intuitive, easy to use and very very affordable. There are several features that are essential for my business
1) Integration with Outlook which is better than any other sync I've seen out there.
2) Installing the CRM on our own servers rather than the cloud- which is key for privacy
Getting the basics down with InfoFlo is very simple, and the website offers a series of helpful tutorial videos which makes getting started really easy.
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Provenance de l'avis
Excellent CRM!
The system is very intuitive and simple to use. It took me no time to learn how to use it, and if I ever get stuck the customer service is first rate. The feature set is extensive and I can pick from a list of add-ons depending on my needs. I use the Outlook add-on which is fully integrated with my Outlook program making the transition to using InfoFlo very simple. Overall, it's a great CRM package and happens to be very affordable which is great!
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
I was looking for something simple to use and Infoflow fit the bill.
Avantages
Integrates seamless with Microsoft Office, Ease of use and the ability to get running right out of the box. Great product for small to midsize businesses
- Secteur d'activité : Capital risque et capital-investissement
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Easy to use, intuitive and works off line
My main business problem is to manage my contact list and deal flow. Infoflo helps me managing both.
Avantages
The import of my LinkedIn contact list was easy and intuitive. So well done on that. The most important for me is to be able to use the software on my computer without the need of being connected. Very convenient when you travel long hours (i.e. a plane) and want to update your contact list with those recently collected business cards for exemple...
Inconvénients
It's doing what I was expecting, so no complaint.
- Secteur d'activité : Immobilier
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé Autre pendant 1 à 5 mois
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Provenance de l'avis
I first used this software in a trial version. It's working as intended.
Great contact management solution providing easy access to all customer information. It also has a customized dashboard that can be used in any industry. It's a great productivity tool.
Avantages
I like the features, functionality of this software . It's a great value for the money. It is very user friendly and it is listed as one of the 40 best CRM in the market.
Inconvénients
It takes a little time to get used to all the available features. But that can also be the case with any other good software on the market.
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Provenance de l'avis
Hidden Cost
Once you buy the initial software there are several add-ones required to utilize the software. Such as reporting you cannot run any data reports without an additional cost. Technical support can only be purchased by the hour, "That's how we make or money."
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
User friendly and easy enough to figure out
Avantages
It has all the basics that i need at a very affordable price. Great response from their team on my questions and like that i own it for life vs a monthly cloud based crm.
Inconvénients
Form follows functions and this is extremely functional. I suppose other crms may be more hip and fresh on the interface, i just wanted a simple clean practical crm software.
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Provenance de l'avis
Needed Help. Used ACT for years
InfoFlo is great. Not only does it do everything I need, the support is first class. And the cost is great.
