InfoFlo: $99 Core Package
InfoFlo includes a rich built-in email editor. The editor itself is simple to use and contains similar functionality found in Outlook so you can begin using it right away. Outlook is not required.
Email Editor Features:
Sending an email is a one-click process, simply click on the contact, company or shared project and click on the email icon. Once you're ready click on the large Send button, just like in Outlook.
Attach any file such as an email, document, picture, note, scan and more from InfoFlo and add it as an attachment. As well, you can add any files from you local computer and add it as an attachment.
Send Email from Non-Default Email Account:
If you have added multiple email accounts, you can specify to send the message from the non-default email account.
Other Features Include:
Request a Read Receipt
Request a Delivery Receipt
Copy & Paste
Font and Size Selection
Bold, Underline, Italic
Add a URL
Insert Table and more...
Outlook Not Required:
For those of you that don't have Outlook, save your money, you don't need it to send and receive emails in InfoFlo.
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----