Reporting & Analytics
InfoFlo provides pre-built text based reports spanning all information within InfoFlo. As well, users can create custom reports that include any standard or custom fields added!
Reporting & Analytics Features:
Comes with 9 pre-build reports so that you can start creating and printing reports without any hassel!
Option to create New Reports:
Create new reports using our advanced query tool that allows you to pull up any data within InfoFlo. Build your reports using infinite number of conditions to pull up the exact information that you need.
Save, Edit, Delete Reports:
Not only is creating a report a breeze, but so is saving, editing and deleting old reports. Pull up an old report to automate a repetitive task or change it to meet your current needs. If you no longer need it, simply delete it with a click of a button.
Export Report to CSV, XLS, HTML, PDF and more:
Export any report to the format you would like including Comma Seperated Values, Microsoft Excel Spreadsheet, HTML, Adobe Acrobat PDF and much more. This allows you to take your InfoFlo data and plug it into another piece of software, print it out for archival purposes or use it however you desire.
Customize fields shown in Report:
InfoFlo allows you to change the way your report looks before it is generated so that it captures only the information that you are looking for. You can customize which fields are shown as well as the width or each column in your report.
Automatic Update of information:
Never worry about your reports going out of date because reports are generated on the fly using your current InfoFlo database. Feel safe knowing that once you create a report, you never have to create it again.
Total Number of Results shown:
Our reporting feature provides you the total number of results shown to give you an idea of how long your report is going to be and helps you determine if you are pulling up the correct data.
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----