Project Management- $69/user
Create, manage and collaborate on projects with colleagues. Build custom workflows, store and track related documents, emails, notes, and other activities.
Outlook Sync- $69/user
Enjoy all the benefits of a completely seamless Outlook integration. InfoFlo intuitively syncs with Outlook contacts, companies, categories, emails, and calendar.
Email Marketing- $69/user
Easily create professional email marketing campaigns and email templates, manage subscribers, and send to unlimited contacts all for one flat fee.
Advanced Tasks- $69/user
Create, assign, share, filter, and manage tasks. Get notifications when a task is due or assigned and get a full activity history. Link tasks to projects, companies, and contacts.
With InfoFlo, you can now create, review, send and get paid faster. Simply right-click on a contact to create a detailed quote or invoice for your products, services and billable hours.
Document Management- $69/user
Manage all of the different versions of your files with this unique feature not found in any other CRM software! The features includes check-out, check-in, versioning control, and revert.
InfoFlo provides pre-built text based reports spanning all information within InfoFlo. Users can also create custom reports that include any standard or custom fields added.
Create professional templates in Microsoft Word and save them to InfoFlo. Once created, InfoFlo will automatically populate those fields in your template.
Google Sync- $69/user
Now you can access all of your information from your smartphone. Seamlessly sync all contacts, companies, contact notes and calendar events to Google.
Advanced Permissions – $69/user
Administrators can create a role-based security hierarchy to control the access rights per user within the organization maintaining your data security and integrity.
Quickbooks Sync- $199
Now you can have a seamless integration with QuickBooks. Automatically sync all vendor records from QuickBooks to InfoFlo.
Shared Calendar- $69/user
Share calendar events, view shared calendars, and create appointments for shared users. Permission control capabilities and group calendars – all without the need of an exchange server.
Advanced Search – $69/user
InfoFlo provides an Advanced Search tool that lets users create AND/OR clauses to display a conglomerate or mutually exclusive results in a simple to use interface.
Document Auto Naming- $69/user
Generate a naming convention based on the entity fields of your choice. Once the document get added to InfoFlo it will automatically inherit that name.
Scheduled Backup- $69/user
InfoFlo’s scheduled backup can automatically backup your entire InfoFlo database. InfoFlo will only back up the differences from the previous backup saving you precious hard drive space.
Email Analytics- $69/user
Manage email campaigns with the click of a button. InfoFlo will allow you to drill down into each email campaign and provide you with real-time analytics.
Document Scanner- $69/user
Never have down town from your data. Connect to a secondary InfoFlo server with your most up to date data and continue working where you last left off.
PBX Integration- $69/user
With the InfoFlo PBX Phone System Integration add-on, users can now relax as InfoFlo automatically manages all incoming and outgoing calls.
Call Recording- $69/user
All incoming and outgoing calls are automatically linked to a contact or company. Easily listen to the recorded calls with one click playback.
Affordable CRM Software That Works!
Sign up for a 30-day FREE trial to get complete access to InfoFlo.