CRM Software/
Customer Relationship Management
Managing relationships with your customers and contacts is essential for any business. InfoFlo offers the simplest and most complete view of all relationships with its unique dual panel view.
InfoFlo's Uniqueness
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InfoFlo is centered around 4 Entity Types:
Contacts, Companies, Categories, Projects -
Easily link Contacts, Categories, Companies and Projects together
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Dual Panel view allows for easy navigation and single-
click access -
Organize prospects, leads, follow-up, all in one place
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Easily toggle between Single and Dual panel views
**Updated Version of InfoFlo: Please note the video below shows an older version of InfoFlo. We are working on updating this video. For screenshots of the new version, please select the Click to View Images button on the top right of the screen
To Download the latest version please select the FREE TRIAL button on the top or bottom of this page
Customer Relationship Management (CRM):
InfoFlo includes Contact, Company and Category entities. Thanks to InfoFlo's revolutionary dual panel view, whether it be the Contact, Company list or Category list, you can instantly see how all entities are related. For example, you can click on a contact and instantly view all companies and categories that the are associated to it. You could then double-click on one of those categories to view all contacts and companies that are associated to that category. All customer relationship information is only a single click away!!
InfoFlo also includes a Projects entity. This is an add-on that can be used for project management purposes. Project Management >>
Contact Entity:
In addition to viewing all contacts and the relationship each contact has, you can also perform the following features: Contact Management >>
Company Entity:
In addition to viewing all companies and the relationship each company has, you can also perform the following features:
View all Company information including address, company web site and any additional comments.
and more...
Category Entity:
In addition to viewing an organized category list and being able to view all companies and contacts associated to each category, you can also perform the following features:
View all Company information including address, company web site and any additional comments.
and more...
Project Entity:
In addition to viewing all shared collaborative projects and the relationship each project has, you can also perform the following features: Project Management >>