Have you ever returned from a meeting or a trade show with a pile of business cards? Now InfoFlo can scan and link your business cards so you can easily find that contact when it matters.
Card Scanner Features:
Business Card Scanner with OCR:
Business cards are automatically passed through an OCR engine that reads all relevant data found on the business card. This information usually includes a contact's name, email, work number, cell number, fax number, address, position and company name.
Scan and Create a New Contact:
Create new contacts with a click of a button using the information scanned from the business card. Save time and effort by letting InfoFlo take care of the manual input for you.
Link and Archive a Business Card:
With a single click the contact including the company can be saved to InfoFlo and are automatically, linked together and archived. You can now begin to send/receive emails to/from the contact and associate documents, notes, calendar events, telephone calls, view their address using our Google Map and/or Microsoft Bing map integration and more. All of these actions can be performed within InfoFlo.
Manage and Share a Contact:
InfoFlo allows you to manage the relationships of the contact right after you add it. Link the contact to as many entities as you would like or share it via various distinct categories.
Card Scanner Integration:
InfoFlo is fully integrated with the Penpower Worldcard scanner, one of the best selling business card scanners in the world. The business card scanning add-on can only work with these scanners. For a full description, please visit Penpower's website here:
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----