InfoFlo PBX is the next-generation, Asterick-based phone system that will provide your core business with everything it needs to be streamlined and efficient. InfloFlo is fully integrated with the PBX, creating the world’s first and only truly integrated office management solution.
InfoFlo enables you to sync Outlook Contacts/Companies, Categories, Calendar Events and Emails. Any changes made, whether in Outlook or InfoFlo, will automatically get updated on both systems.
With the unique document management software, you are able to manage all the different version of your files and take advantage of our check-in and check-out functionality. Giving you a complete life cycle of your documents changes.
InfoFlo’s Email Marketing add-on is your secret weapon when it comes to customer retention and establishing long-term relationships with prospective clients. That means you don’t have to pay for a 3rd party software system ever again.
You can create milestones for every part of your projects and determine a tentative finish date. Tasks can be created and associated with each milestone, so you have more say of what needs to be done.
InfoFlo links your emails to a specific contact, while at the same time permits you to preview all emails, both incoming and outgoing, from the user-friendly InfoFlo inbox view.
With the prevalence of scanners, many businesses are opting for digital document archiving solutions. InfoFlo allows you to link any file to a contact, company, category and it will be automatically be digitally archived for easy retrieval at a later date.
InfoFlo’s Note Management feature enables you to track, manage, and share all important customer information in an intuitive interface, providing single click access to all information within seconds.
The Simple Search feature enables you to search for emails, files, and calendar items by typing in your query in the search box at the top right hand corner of the CRM. InfoFlo will then display relevant search results based on the query.
With InfoFlo, you can add as many custom fields as you wish. The CRM Software includes text, number, drop down, date, time & date and boolean custom fields. The custom fields are indexed which makes them easy to search for.
Create professional templates in Microsoft Word and save them to InfoFlo for other users to use. Once created, InfoFlo will automatically populate the fields and link it to the contact you desire.
Manage all your appointments with customers, prospects, friends or colleagues with the InfoFlo Calendar Tool. An appointment can be linked to a contact, a project folder or a team member, and can be set as recurrent, all day or on specific time.
InfoFlo includes a rich built-in email editor. The editor feature is simple to use and enables you to add inline images, custom fonts and other formatting fancies you typically do on Outlook.
InfoFlo has a mapping feature that is able to locate your contacts on the map. You can now view all addresses including driving directions from within CRM Software.
Affordable CRM Software That Works!
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