InfoFlo: $99 Core Package
Enjoy complete calendar management including a friendly calendar interface. Schedule events and meetings and automatically have them linked to the appropriate contact.
Calendar Management Features:
Link and Archive a Calendar Event:
As with emails, all calendar events are automatically linked to the appropriate contact and are added to the InfoFlo calendar. With this time saving feature, every appointment or meeting is only a single click away, either by select the contact, or by viewing it in the InfoFlo calendar interface.
Calendar History for each Contact:
Select a contact and go to the Calendar tab to see ALL meetings and appointments linked to the contact.
The Calendar interface has an almost striking resemblance to the familiar Outlook calendar, where everything appears on one screen, with the option of selecting Day, Week, Work Week or Month views. As well, it offers a friendly Upcoming Events view and Date Navigator, just like in Outlook. Most importantly the interface is simple and won't slow you down!
Schedule Appointments and Meetings:
As in Outlook, you can create an appointment or meeting right from our calendar by double-clicking on a time and date.
Time Slot Availabillity:
Organize a new meeting and view time slot availability for other InfoFlo users.
InfoFlo Calendar Editor:
InfoFlo includes a built-in calendar editor that can replace the Outlook calendar editor. Click here for more information
Do you want to create your own calendar types, rather than the default "Appointment", "Meeting" ect. that InfoFlo provides? With InfoFlo you can, click here for more information.
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
Your trial includes basic InfoFlo CRM + InfoFlo CRM Addons----