Create professional templates in Microsoft Word and save them to InfoFlo for all users to share. Once created, InfoFlo will automatically populate the fields and link it to the contact for you.
Document Templates Features:
Create a limitless amount of Templates:
Easily create templates in Microsoft Word and add personalized fields by following the directions in our knowledge base
Share with all users
Once created, all shared users will have access to the templates.
Automatically Populate Fields:
When seleting the template button, InfoFlo automatically load the template in Word for you and populate all fields for you These fields can include the contact's First Name, Last Name, Address and more
Automatically Link to Contact
When finished editing the template, simply close Microsoft Word and InfoFlo will automatically link it to the contact for you!
Template is Linked, now What
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----