InfoFlo: $99 Core Package
Task Management
Create a task and link it to any Contact, Company a shared Project. You can review the progress of an assigned task with the % complete box. You can even create different types of tasks.
Task Management Features:
-
Create a Task and link it to a Contact:
Let InfoFlo organize your tasks by automatically linking the task back to the appropriate contact they belong to and by adding it to the InfoFlo calendar.
-
Task History for Each Contact:
Select a contact and click on the Task tab to see ALL tasks linked to this contact. Double-click on a task to load and edit it.
-
Sort Tasks
Tasks can be sorted by subject, due date, status and priority.
-
View All Tasks
In addition to showing all tasks specific to a contact, InfoFlo can also show a complete view of all tasks created in the system.
-
Instantly Jump To A Contact:
When viewing all tasks created in the system, InfoFlo lets you select a specific task and jump to the contact linked to it. You now have the ability to also view all other tasks linked to the contact including all emails, calendar events, files, notes and more linked to the contact.
-
Task Editor Features:
- Start Date and Due Date
- Task Priorities - Prioritize your tasks
- Email Reminder
- Task Types - Telephone, Email, Meeting and more
- Task Status - Include a status for your tasks
- % Complete
-
Task Customization:
Want to create your own task types, priorities and statuses? Click here for more information >>
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