InfoFlo: $99 Core Package
A complete contact management solution that tracks, manages and shares all vital customer information in an easy to use interface, providing single click access to all information.
Notes Management Features:
Link and Archive Notes:
As with emails, notes items are automatically linked to their respective contactand are archived. Notes can be easily edited, linked to multiple entities and even printed.
Select a contact or company and select the Note tab to see ALL notes associated with the entity.
Link notes to multiple contacts or companies with a simple copy & paste. The note can now be viewed from any of those entities.
View Notes from People you Know:
In your InfoFlo inbox, all notes are automatically filtered by Known and Unknown. All Known notes are related to contact, company, category or shared project entities. Populate any Unknown notes to an entity.
Jump to A Contact
From the InfoFlo inbox view of all notes, InfoFlo lets you instantly jump to a contact associated with a specific note so that you can view all other information linked to the conact, such as other notes, emails, files, meeting & appointments and tasks.
Just like with Microsoft notepad, you can copy and paste text from anywhere to the InfoFlo Note Editor and add whatever information you want. Some additional features include font and size selection, bold, italic, underline, text alignment, insert a link, spell checker and more.
All notes include a timestamp and customizable headers. If you ever need to edit a note, simply double-click it and add whatever content you like. All information will be updated including the time stamp. Just imagine the time you will instantly save you when dealing with a customer.
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----