Create, classify and collaborate on project information, from anywhere in the world. Don't waste your precious money purchasing a third party project management solution.
Project Management Features:
Create a Collaborative Project:
Easily create a collaborative project with a single click and share information with permission control options.
Classify a Collaborative Project:
You can choose to classify a project. When classifying you are guaranteeing that all similar projects will have the same icon and will be grouped together, creating an organized list of all collaborative projects created.
Project Information Collaboration:
Shared users can share emails, appointments, files and notes to a specific collaborative project..
Share Contacts (No Duplicate Information):
Users can instantly share contacts with other project members. When adding a contact, users can select whether to also include all information associated with the contact including the emails, appointments, files and notes. This will save you much needed time as you can now share a contact without having to duplicate information!
Files added to a project can be collaborated on with version control. Please refer here for more information Document Management >>
Specific emails can be added to a project with a simple drag and drop to ensure that only relevant emails are added.When sending a team email, the email will be broadcasted to all other team members. Non-InfoFlo users who are part of this project can even reply to the email. The email will be automatically shared and linked to the project entity, so that all team members can view them.
When sending a team email, the email will be broadcasted to all other team members. Non-InfoFlo users who are part of this project can even reply to an email. The reply email will be automatically linked to the project so that all team members can view it.
All meetings and appointments can be broadcasted and collaborated on. Simply click on the shared project and then select the calendar tab to view and update all shared meetings and appointments. All desired recipients including InfoFlo and non-InfoFlo users (shared contacts) can receive meetings and appointments requests. Please refer to the link for more information on our calendar management core feature Calendar Management >>
All notes and memos can be collaborated on. Please refer here for more information Notes Management >>
No other project management solution in the world can offer such a manageable, easy to use and fully integrated approach!
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----