Addons
Advanced Task
InfoFlo already includes rich Task features, which are part of the $99 Core Package. The Advanced Task feature addon includes the option of assigning a task to another user.
Advanced Task Features:
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Assign a Task to another user:
Manage your resources by clearly defining "Who has to do what?". Provide transparency and encourage collaboration by allowing users to view each other's tasks. In a transparent business, accountability will no longer be an issue!
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All other Task features available in the $99 Core Package:
Testimonials
As consultants we not only needed a CRM to keep track of our clients we also needed basic project management tools and document management tools so that our various teams can collaborate on common projects but also share information in a sane manner.
Name - Chalres Morris
Company - Cognyst
Simply the Best crm software I have ever used. Organize your business, organize your prospecting, organize your lead follow-up, organize your emails, all in one place, and watch your sales double or triple. Mine did!!! And now, others on my team have come begun accessing Infoflo remotely
Name - Daniel Dykstra
Company - Keller Williams
1-855-InfoFlo (463-6356)
Email Us: sales@carmelvision.com