contact management software

"I am a CPA/Consultant that has been using ACT off and on since the late 1980s. I loved it then but found the more recent editions to be plagued with reliability problems and complexities. For the last 5 years I have searched for something better, to no avail, until an internet search found the InfoFlo product.

I tried the demo and liked it. I have been on the live version now for a few weeks and it is flawless. Not one crash or problem. It was set up properly and functioned as represented from day one. Training and support has been beyond my expectations.

Eran, my consultant has not only been responsive, he followed up with me to get me trained and this was after the sale. The software is intuitive and logical. It does everything and more when compared to ACT and upgrades are provided at no charge. This has been the best software experience I have had in my 30 years of practice. It’s hard to find this level of service and quality today.

"I wanted to take a moment and compliment you and your team on a number of levels: To begin with, let me start with the actual product, your contact management system INFOFLO. We have been utilizing the software for approximately two months and its acceptance by all members of my staff has been quite remarkable. While it is common to encounter resistance when changing from an existing software program to a new format, I am pleased to report that was not the case with INFOFLO.

To a great degree I believe it is the result of the intuitive nature of the system as developed by your team. Additionally, the features incorporated into the software have provided Gilman, Pope with a great deal of flexibility in the development of its new marketing effort while allowing for the necessary level of analysis needed to evaluate the overall effectiveness of our new offering. In particular, the bulk email marketing component of your software has allowed us to handle all electronic marketing efforts in-house eliminating outside costs and delays.

On a separate note, I would like to extend my thanks to your team for its remarkable support effort. Obviously, there are always nuanced differences from business to business whether it is tied to the company’s existing IT infrastructure or the nature of the business itself.

Regardless of the issues that arose during the process of incorporating INFOFLO into Gilman, Pope’s operations, your staff was extremely responsive and creative in allowing us to arrive at solutions that met our particular needs. And, while seldom needed, your company continues to provide timely and informed support as required.

Please extend my personal thank you to your entire team for the great job they have done and I wish you the very best of success as you share this remarkable software with new clients.

"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 and beginning to recognize similar successes in using Infoflo exclusively in their business.

If you truly need to track the communications from prospect through sales completion – all while knowing there will be future possible sales from the same customer – you can’t beat Infoflo. I have tried the MOJO auto dialer and you are lucky if you can find who you contacted before. I have tried Sage Act and you are lucky if you can even get it to work for a small group.

This reminds me … I have a Windows 7 Ultimate desktop computer in my HOME running 6 remote users plus myself with EASE. Licensing and cost is simple and far more economical as you pick and choose what you need inclusive of one time charges.

Tank You InfoFlo Team!

"Thank you Carmel Vision for creating a contact management software product that finally managed to organize my office. I've used many different products likes Act and Goldmine for my consulting business but both products are overly complicated and rather expensive. With InfoFlo I got up and running very easily.

After I imported all my contacts and emails immediately the system linked all my emails directly to the contact and with minutes my system was fully populated. Now when a client calls I simply click on his/her name and can see our entire communication history.

Another great feature of this product is the ability to collaborate with all my co-workers. Now everyone in our office can easily share contacts, emails, documents, notes etc and its extremely easy to do this. Everyone in my office is finally on the same page with InfoFlo and we never have to pay again for upgrades!"

"For years I had been trying different contact managers to try and find the one that would provide enough functionality to allow me to covert my real estate office into a paperless virtual office which would allow all of our agents to work remotely without needing to maintain a huge central expensive office.

InfoFlo was the first and only affordable product that we found that would provide the functionality that I was looking for. However once I got into applying InfoFlo and started to explore its potential I was blown away by its versatility which opened up even more possibilities. Plus the PBX functionality provides us with a complete PBX feature set, fully integrated into InfoFlo.

What sealed the deal for us was their support staff, I can't recall when we have worked with any company that had such a dedicated, personable and patient customer service department. From the very beginning I felt more like a friend than a customer. The support's staff knowledge of their product and their willingness to help has been truly a wonderful experience.

"I would like to thank you for your time and patience. We were looking for contact management software to replace our Outlook Business Contact Manager that we were using and we are glad that you were so understanding over the last year when we had multiple setbacks in purchasing a new contact management software.

We were looking for a contact management software that would be able to track all correspondence with clients, accounts, and jobs and also be able to import all of our data from Business Contact Manager. We also needed to get a software that we could share clients, accounts, and jobs and track emails, appointments, notes, and important documents. We have found that InfoFlo has met our needs more than any other contact management software we tried out.

When I first looked at the software from Carmel Vision it was called Virtual Filing Cabinet. While Virtual Filing Cabinet was a great product, it was a little difficult to navigate. Now with InfoFlo your company has made some great improvements and it is now much easier to navigate.

The layout of InfoFlo makes it so easy to find all of our important emails, notes, documents, and appointments. It is great that we are able to share jobs, contacts, and accounts so when one of the employees is out and a client calls in we can easily answer questions and follow up on any to-do items promptly without having to dig through a bunch of different spots.

We reviewed multiple CRM’s and we decided on InfoFlo because it had everything we were looking for plus an excellent support team. Anytime we had any questions or problems you were great to work with and always answered our questions promptly. We are very happy with our switch from Business Contact Manager to InfoFlo. Making the switch was really easy with InfoFlo's import function we were able to import all of our Contacts, accounts, and emails quickly.

Thank you again for all your help."

"The InfoFlo product is by far the best contact management software on the market. I have all my important information like emails, contact details, and documents, all in one screen so I don’t need to waste time clicking through multiple screens. Plus I like how it automatically syncs with Outlook making it simple to add all my Blackberry information directly to InfoFlo via Outlook. This product was perfect for my home office Medifocus."

"We've been using the system for about 18 months now. It has done wonders for integrating our respective pieces of information that we run in a mobile office. Functions allow users in different physical locations to see the same information in real time, and make their edits, which are recorded. In addition, office management brings together all the hardware we operate into a single desktop environment , which is far more harmonious than having respective bits of software for every piece of gear! On the whole: fantastic! It has pushed productivity through the roof!

"This is just a note to thank you and your associates for your help and assistance in setting up InfoFlo. While I use just a small amount of this software's potential, it is saving me hours of unpleasant actual filing.

No more labels, file folders and hours of manual filing, just a little computer and scanning time and everything is done. Your service is unsurpassed and all our contacts were enjoyable and your sense of humor was appreciated. If you ever want me to talk to a potential client, just have them call me."

"When I think of a grocery market, I think of limitations. When I think of a Supermarket, I think of more choices that I like. That's what I get with Carmel Vision's InfoFlo. I can do everything from within one application.

InfoFlo saves me time when performing tasks that I need to complete a client project as they can all be performed using the InfoFlo application. It is a great product. I don't have to waste time anymore in searching for client folders across nine (9) hard drives and 6 different applications. I just do an alphabetical preview and everything is right there. I am constantly testing the limits of InfoFlo because I want to know I have an application that will always work within my stringent Requirements. It has not failed me yet. Thanks Carmel Vision."

"Last week, I had a 'Eureka moment'! I discovered a software solution that I think might actually persuade me that the paperless office can be a reality. At worst, it will slash the time I spend filing and searching files and reduce the clutter surrounding me. In just one week of using it I've filled my waste bin half a dozen times and cleared almost a full file drawer!

InfoFlo......It's novel. It's versatile. It's efficient. It's surprisingly affordable. It's easy to use. It works. In fact, it so impressed me that I'm seriously considering taking up distribution rights for my geographic region and promoting it to small business right across the country. (I'm amazing myself by writing such high praise, because I actually hate software. I've spent a small fortune on solutions that just don't make the grade.)

InfoFlo is kind of a cross between a contact and communications management system and a document management system. It's the only office management application that places the entire office at your fingertips."

"I am writing this letter to express how much your InfoFlo software has helped me in my business. Prior to implementing your software I was spending the vast majority of my time searching for information on my PC. Thanks to the InfoFlo platform I can now spend 90% of my day selling rather than searching for information. I am a sales representative working with multiple lines of business and multiple "referral partners."

The problems that we encountered were a combination of a total lack of organization using Outlook, the inability to effectively access my information from remote locations, the inability to organize my information into meaningful buckets (including emails, documents, faxes, scans and notes), the inability to share our information with my partners (on a real-time bases) and last, but not least, the inability to effectively employ document management with version control.

We have looked at many software programs before deciding on InfoFlo. Most of what I looked at either focused on the sales management, or were full blown ERP programs…that were totally outside my budget. Other than InfoFlo, we have found no other programs that address everything that an office (no matter what line of business) needs to effectively function.

Carmel Vision has been able to incorporate a very large array of functions into a very reasonably priced software offering. We have found that InfoFlo is a sophisticated software offering and strongly suggest that every small-medium sized business needs to at least look at it.

I trust that we will have a long a mutually beneficial association "

"The InfoFlo product is by far the best contact management software on the market. I have all my important information like emails, contact details, documents in the main panel so I don't need to waste time clicking through multiple screens. This product was perfect for my home office."