InfoFlo: $99 Core Package
Relationship Management
Managing relationships with your customers and contacts is essential for any business. InfoFlo offers the simplest and most complete view of all relationships with its unique dual panel view.
Relationhip Management Features:
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Customer Relationship Management (CRM):
InfoFlo is centered around 3 entities: Contacts, Companies and Categories. All 3 entities can be linked together offering an efficient and simple relationship management model.
InfoFlo also includes a Projects entity. This is an add-on that can be used for project management purposes. Project Management >>
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Dual Panel View
Unlike other CRM software solutions, InfoFlo displays all relations witin one screen. Thanks to InfoFlo's revolutionary dual panel view, whether it be the Contact, Company or Category list, you can instantly see how all entities are related. All customer relationship information is only a single click away!!
Testimonials
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
1-855-InfoFlo (463-6356)
Email Us: sales@carmelvision.com