I originally found InfoFlo because I began looking for an alternative to Microsoft Outlook. While having some assets, I found it too cumbersome and bloated. It didn't manage information the way I wanted it to, and it was difficult to customize. I was also frustrated at its inability to easily transfer information if I had to purchase a new computer or hard drive, and its tendency to create a brand new folder each time it archived. A simple backup is way too difficult for the average user.
So I began to wonder if there was something better out there. I was looking for something that would have ALL my information interconnected, on one page so that I could see all the information I needed. I wanted a program that logged my personal information AND work related contacts in one program, not several different programs for different fields. I looked everywhere. I must have looked at close to 20 different programs of various types of information management software, some well known, some add-ons to Outlook, some little known. I found most were way too complicated and way too expensive, or hardly did anything. Most were at least $300, some as high as $400. I couldn't afford that as a single user.
I did examine one or two that organized emails and appointments centered around the contacts like I wanted, and they did a good job, but that was all they did.
Then I found InfoFlo. It does far more. InfoFlo is a TOTAL INFORMATION MANAGEMENT plus CONTACT MANAGEMENT software. It is as its original name suggests, a Virtual File Cabinet. It allows you to organize your computer file system in whatever way you choose, according to your own organizational thinking, just as you would if you had real filing cabinets. If you want to set up a list of contacts for friends, family, employees, or according to age, gender, business, occupation, or even multiple fields (you would have trouble doing that with real file cabinets). It seems there are very few if any limitations.
I can save it onto a flash drive, or back it up to an external hard drive, and then restore it with just a few simple clicks. There is a simple seamless integration on the new computer. No new files, no hidden archived files - looks the same.
One of the things I like about InfoFlo is its ability to organize your information the way you want, without prior constraints. This allows you the freedom to file and retrieve your data the way it best suits you. InfoFlo keeps track of all outgoing and incoming emails associated with your contact, something most other Information Management programs do not allow.
I was also looking for a "dashboard" with all information available at a glance. Got it.
I wanted a program that kept track of appointments, emails, notes, all information about an individual - and for it to be centered on a relationship - all at a glance or at a click - got it.
If your business is company centered, or person centered, you can have both.
InfoFlo is by far the most reasonably priced software that I have found for what it does. As I mentioned earlier, I found some basic email managing programs for around $60 to $70 dollars, but that was all they did. InfoFlo does ten times as much for $99. I have checked out CRM programs for over $300 that didn't have any of the unique and helpful features of InfoFlo, which was 1/3 if the price. No comparison.
The ability to scan documents alone, (a feature that I have not seen in any other CRM software) opens a whole new avenue of options, and could save companies thousands of dollars and hundreds of square feet of storage space, while keeping it organized – and all for the same price.
Most of the other information management software systems have hidden ongoing fees which you must pay yearly in order to continue to receive customer service. With InfoFlo, there are no other fees. Customer service for minor issues is included, and available on a continual basis, either immediately, or your call will be returned as soon as possible. You will receive a human voice on the other line, not a number driven menu. Likewise InfoFlo passes upgrades on to its customers, without extra fees in order to obtain the updates - the upgrade is just included in the original price. You don’t find that with too many software companies now days - if at all. In a similar manner, InfoFlo is dedicated to making improvements and adding useful features, without passing the cost along to the customer, or making the customer pay additional fees to obtain them.
Over the past 3 years since I have been acquainted with the company, I have seen a dedication to improving an already great program to meet the needs of the customer. The staff at Carmel Vision is not satisfied with reaching and maintaining a plateau. They are even open to suggestions, and if possible, will try to implement them. I doubt you will find that anywhere else in the corporate computer world.
Since I have looked at so many different programs and have dealt personally with Carmel Vision, I want to pass on to other users what I have discovered. (Believe, me, I am a terrible salesman. The only way I could sell a product is if I believed in it, and if it sells itself. I could sell InfoFlo, because I wouldn't have to talk anyone into it; it would sell itself.) I can honestly say this is finally what information management should be. Nothing else really compares.