Don't waste your money on expensive network scanners anymore. InfoFlo can transform any TWAIN document scanner, usually raging from $50 - $200 into a full fledge network scanner.
Document Scanner Features:
The Scan add-on is designed to enhance office management efficiency by centralizing all scanning. It is especially useful in environments where shared resources such as scanners are centrally located to serve a group or a department.
Link and Archive a Scan:
Delivering items such as scans is a simple drag & drop operation. Scans can be directly deposited into any entities folder and is then automatically linked and archived to the entity for you. If the entity is being shared with other users the scanned file is instantly distributed to all users, transforming any TWAIN scanner into a network scanner.
InfoFlo seamlessly integrates with any TWAIN compliant scanner, allowing clients to continue using the native application provided by the scanner vendor. Therefore, you do not require any extra software from us.
Any item can be scanned as a PDF, JPEG, BMP, GIF, PNG and TIFF formats.
Every scanned item can be previewed. The preview window supports PDF, JPEG, BMP, GIF, PNG and TIFF formats.
Creating folders and sub-folders right from the Scanning view and quickly place all similar scans in the same folder, making it very simple to scan first and link later.
Prior to scanning, you can configure a file prefix so that all similar scanned items will have the same name with increasing numbers. For example, you can set the File Prefix to “Letter”. The first time you scan the file name will be “Letter001”, the next one will be “Letter002” and so on.
Merge to PDF:
Merge multiple scanned items into a single PDF. Instantly link them to an entity.
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----