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.

Our organisation carries out consulting work around the world and has offices in the Middle East, South America and the United States of America. 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. It has also been a pet hate that most mail and contact systems do not “connect” email to contacts, projects, tasks and companies and that they also become almost personal filing systems, treating mail and attachments as personal rather than company information.

Over the years we have used a well-known major CRM but it has simply become too expensive to maintain and like most such products was more focussed on the prospect to client to sales chain and offered little that is practical to those of us who do not run large sales organisations but need contact management and basic project management and marketing tools. The ability to create a project and connect all contacts, email and documents and share these across the team is paramount.

Then we found InfoFlo. Brilliant!!! The right mix of tools, people who listen to end users, and good old fashioned friendly service. And the price is simply fantastic. A couple of days to install, configure and import our existing contact base and were away laughing. This was so easy to do. We have been using InfoFlo for 6 months now and are constantly finding better and more efficient ways to do the things we do every day. We have fewer meetings as we can share so much information. The application is intuitive and easy to learn to use, our team just started using it. From the point of a consultants view this is the best tool we have used. We would recommend it to any small to medium sized organisation that needs to share its business functions across its teams.

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!

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 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!

To the team at Carmel Vision

1. I am not a technology guy
2. I have never written a product testimonial
3. 3) I love this software program!

With 20 years of sales experience, I have used ACT, Outlook, Siebel, and Salesforce.com. While contact management is critical for my business, all the above solutions were tedious and ultimately were not utilized to the extent I needed.

I have never seen a product like InfoFlo. It’s simple, works great, and is extremely valuable to my every day and every minute workflow. I anticipate using this software for the rest of my career, and the more I understand its functionality, the more I am able to benefit from it.

I highly recommend InfoFlo to anyone who has to organize contacts, manage correspondence, and track project / document data in an effort to maximize efficiency and maximize income.

To add to the product, the folks at Carmel Vision are a pleasure to work with and do what they say they will do. Well done Carmel Vision! A positive experience like no other.

I look forward to implementing a mobile solution and a cloud solution, which I understand the company is working on and is close to completing.

I am writing to describe a very positive experience with the InfoFlo Contact Management Software product and its support team. I have been working in the computer / software industry since 1986 (pre-Windows!) and have used a wide variety of contact management / sales tracking applications over that 25+ year period. InfoFlo / Carmel Vision is BY FAR the best application of its kind I have ever seen. I started a new business venture (essentially, my third start-up) in the human resource technology field late last summer, and I began searching the market for an application that would fit the current workplace in terms of integrating and managing multiple information sources, information types and work flows – and make it easier to manage everything rather than more difficult.

I needed a solution that would deliver what I needed, when I needed it – and allow me to add features and functions on a pace that paralleled my activities. Contact management and communication is the core of any business, but because I am a Team of One, the solution for performing these critical functions had to be easy, fast, intuitive and efficient. InfoFlo scores 10’s in all areas.

The major apps I considered all seemed too heavy, too expensive and overblown with built-in functions and features that seemed to complicate a technology-driven market and its information overload rather than simplify it.

. Following a conversation with Shai Berliner in September 2011, I was convinced to try InfoFlo – and he and his team have since helped me through several upgrades, add-ons, on-going technical support and most recently (today! 2/27/12) with migrating the application and ALL of my data to a new computer platform, without a hitch, without a glitch and WITHOUT talking to a machine!

Kudos to the InfoFlo team and their innovative solution – paced to the growth and needs of its clients….now that’s a RARE business perspective!

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.

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!

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.

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

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