InfoFlo: $99 Core Package
Document Archiving
Instantly link any file to a contact, company, category or shared project entity and it will be automatically archived. Easily retrieve the file later on.
Document Archiving Features:
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Link and Archive Files:
Link any local file or folder to a specific contact or company with a single drag & drop or copy & paste and InfoFlo will automatically archive it to the server.
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View Files:
Select the contact or company that you desire and instantly view all files associated with it, just like with emails. Don't waste time looking for that important file again!
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Folder Structure:
Keep your documents neat and organized by storing them in appropriate folders and sub-folders.
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Document Categories:
InfoFlo can create document folders for you and will automatically create the folders every time a new contact or company is created. With this great feature, you'll never need to waste time in creating the same folders over and over.
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Copy or Link:
InfoFlo includes advanced Copy or Link features traditionally only found in expensive Document Management system. When you Copy and Paste the same file to a new entity, InfoFlo will give you 2 options:
- Make a new Copy or
- Copy the same file and link it to multiple entities so that no matter where the file is located, you will always have the most updated version.
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ZIP:
Archive files to a ZIP file and automatically link it to an entity.
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Other Features Include:
Create new folders and sub-folders
Rename folders
Delete folders
Rename files
Delete files
File Save As
and more...
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Document Management:
InfoFlo includes a document management addon with version control functionality. Please click here fore more info
Document Management >>
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