InfoFlo: $99 Core Package
Want to add custom fields to your contacts, companies or projects? With InfoFlo, it's simple to setup and we offer different types of custom fields, without any limitations, at no extra cost!
Custom Fields Features:
InfoFlo lets you add custom fields to Contacts, Companies and Projects
Custom Field Types:
You can add as many custom fields as you like. InfoFlo includes text, number, drop down, date, time & date and boolean custom fields.
Index & Search
All custom fields are indexed, making them searchable. You can even include them as personalized fields when sending a bulk email using our Email Marketing addon or creating a report using our Reporting addon.
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----