Relationship Management
Managing relationships with your customers, including potential customers, is essential for every business. InfoFlo makes this easy by linking everything for you.
Customer Relationship Management (CRM):
InfoFlo includes Contact, Company and Category entities. From any view, whether it be the Contact list, Company list or Category list, you can instantly see how all entities are related. For example, you can click on a contact and instantly view all companies and categories that the are associated to it. You could then double-click on one of those categories to view all contacts and companies that are associated to that category. All relationship information is only a single click away!!
InfoFlo also includes a Projects entity. This is an add-on that can be used for collaboration and project management purposes. Collaboration >>
Contact Entity:
In addition to viewing all contacts and the relationship each contact has, you can also perform the following features: Contact Management >>
Company Entity:
In addition to viewing all companies and the relationship each company has, you can also perform the following features:
View all Company information including address, company web site and any additional comments.
and more...
Category Entity:
In addition to viewing an organized category list and being able to view all companies and contacts associated to each category, you can also perform the following features:
View all Company information including address, company web site and any additional comments.
and more...
Project Entity:
In addition to viewing all shared collaborative projects and the relationship each project has, you can also perform the following features:Project Management >>