InfoFlo: $99 Core Package
Contact Management
A complete contact management solution that tracks, manages and automatically links all vital contact information back to the appropriate contact, providing single click access to all information.
Contact Management Features:
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Relationship Management:
Easily manage your customers, clients and sales propstect by linking them to the appropriate categories...Relationship Management >>
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Contact Information and Custom Fields:
View all customer information such as their email address, phone number, address and add custom fields...Custom Fields >>
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Email Management:
Send & Receive emails within InfoFlo by adding your email account and using our built in email editor. Instantly view all emails linked to each contact as InfoFlo automatically links emails to contacts for you, a unique time saving feature... Email Management >>
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Calendar Management:
Create a meeting or appointment using InfoFlo's built in calendar editor and InfoFlo will automatically link it back to the appropriate contact for you... Calendar Management >>
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Document Archiving:
Link files, pictures and presentations specific contacts within InfoFlo. The files will be automatically archived for you...Document Archiving >>
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Notes Management:
Create a note using InfoFlo's built in note's editor and InfoFlo will automatically link it to the appropriate contact for you. Notes can be edited at any time...Notes Management >>
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Task Management:
Create a new task using InfoFlo's built in task editor and InfoFlo will automatically link it to the appropriate contact for you. The status of a tasks can be edited at any time...Task Management >>
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Audio Recording:
Instantly create an audio recording using InfoFlo's built-in audio recording and InfoFlo will automatically link it to the appropriate contact for you. Simply select the contact and click the "Recordings" tab to view all recordings that are linked to the contact. Audio Recording >>
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Document Management:
InfoFlo includes complete document management. This addon feature includes check-out, check-in, revert to previous version and version history. This features are available for all shared and non-shared documents...Document Management >>
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PBX Integration:
With this addon feature, simply select the desired contact and click on the Recordings tab to instantly view all Voicemails, Call Recordings and Call Logs linked to the contact. PBX Integration >>
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Document Scanning:
Scan a document using our scanning addon and with a simple drag and drop link it to a contact...Document Scanning >>
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