InfoFlo

InfoFlo

par InfoFlo Solutions

Qui utilise InfoFlo ?

InfoFlo est adapté à tout type d'entreprises : ce système CRM peut être facilement personnalisé pour répondre aux besoins de n'importe quel secteur.

Description de InfoFlo

On ne devrait jamais avoir à payer plus d'une fois pour un même logiciel. InfoFlo comprend des mises à jour GRATUITES à vie sans aucuns frais mensuels pour seulement 99 dollars par utilisateur !

InfoFlo est un CRM facile à utiliser et idéal pour la gestion de la relation client, incluant la synchronisation Outlook la plus performante du marché ! Il s'agit d'une solution entièrement intégrée de gestion des contacts, relations, e-mails, calendriers, documents, ventes, tâches et VoIP. Il inclut Quick Books, Outlook et Google Sync.

Informations sur InfoFlo

InfoFlo Solutions

http://www.infoflosolutions.com

Fondé en 2004

Prix de InfoFlo

InfoFlo n'est pas disponible en version gratuite mais propose un essai gratuit.

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Installation (Windows)

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

InfoFlo - Fonctionnalités

Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Affectations d'équipe
Alertes de compte
Gestion des leads
Gestion des ressources
Gestion du marketing
Gestion du territoire
Suivi de l'influence
Suivi des frais
Suivi des ménages
Suivi des relations
Centre d'appel
Enregistrement des appels
Gestion des enquêtes
Journalisation des appels
Messagerie vocale
Personnalisation de la voix
Prise en charge de plusieurs scripts
Routage des appels
Saisie téléphonique
Synthèse vocale
Communications unifiées
Contrôles/Permissions d'accès
Enregistrement des appels
Gestion des contacts
Liaisons SIP
Routage des appels
Serveur vocal interactif (SVI)
Transcription de message vocal
Base de données de contacts
Contacts partagés
Gestion des leads
Gestion du pipeline de ventes
Importation et exportation de contacts
Outils de prospection
Recherche/Filtre
Segmentation
Suivi des interactions
Comptabilité de fiducie
Facturation
Gestion des calendriers
Gestion des clients
Gestion des conflits
Gestion des contrats
Gestion des documents
Gestion des dossiers
Gestion des e-mails
Gestion des tâches
Notes de cas
Suivi des frais
Suivi du temps
Automate d'appel
Gestion des centres d'appel
Gestion des contacts
Gestion du télémarketing
Numéroteur prédictif (predictive dialer)
Rapports et analyses
Reconnaissance SVI et vocale
Suivi des appels
VoIP
Centre d'appel mixte
Centre d'appels entrants
Centre d'appels sortants
Chat en temps réel
Enregistrement des appels
Gestion de la remontée des problèmes
Gestion des campagnes
Gestion des listes d'attente
Journalisation des appels
Mode progressif (progressive dialer)
Numéroteur manuel
Numéroteur prédictif (predictive dialer)
Rapports et analyses
Scripts d'appel
Serveur vocal interactif (SVI)
Accès mobile
Centre d'appel virtuel
Conférences web
Enregistrement des appels
Journalisation des appels
Reconnaissance SVI et vocale
Routage des appels
Répertoire d'employés
Suivi des appels
Conférences web
Enregistrement des appels
Extensions virtuelles
Groupes d'appel
Liaisons SIP
Reconnaissance SVI et vocale
Routage des appels

Avis sur InfoFlo

Afficher 5 avis sur 78

Note globale
4,5/5
Facilité d'utilisation
4,4/5
Service client
4,3/5
Fonctionnalités
4,4/5
Rapport qualité-prix
4,7/5
Jeremy K.
Legal Assistant
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 06/02/2018

"InfoFlo offers a simple and straightforward approach to all the necessary basics of CRM!"

Avantages: While we are brand new to working with the software, I appreciate the fact that you can very easily tailor the experience to your own needs. Without a doubt, after many months of trialing a plethora of CRM software, I have found that InfoFlo is the best option for a permanent (non-subscription-based), relatively inexpensive non-cloud-based experience, that offers a simple and straightforward means to organize and track legal cases. Their sales and support staff go above and beyond to help you in the decision-making process, and offer a great trial experience so that you know exactly what you are getting into. They make suggestions for what add-ons will best suit your needs and demonstrate the many ways you can customize the software to fit your practice. I have to give a special shout-out to Shai for making this one of the most pleasant purchases ever--he goes out of the way to provide you with a personal and informed experience. The fact that you can start with the basics and add on more functionality as you grow is also a truly wonderful feature. Room for expansion and free updates makes this software that will grow with your firm. If you need a product that will help your team stay organized without breaking the bank, you owe it to yourself to try InfoFlo.

Inconvénients: To some, the fact that InfoFlo is very simple and focused on basic tasks may be a turn-off. For our firm, however, this is precisely the reason we chose it. In the words of my supervisor, "we were only using 100 square feet of a 10,000 square foot mansion" with our previous CRM. It was costly and offered much more than we truly needed. InfoFlo offers just what we need for an affordable one-time fee.

  • Provenance de l'utilisateur 
  • Publié le 06/02/2018
Kristen B.
Vice President, Client Relations
Assurance, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 21/08/2019

"Perfect for tracking communication with clients "

Commentaires: Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.

Avantages: I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

Inconvénients: That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

  • Provenance de l'utilisateur 
  • Publié le 21/08/2019
Lianne B.
Business Partner
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    4/5
  • Support client
    3/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    7/10
  • Provenance de l'utilisateur 
  • Publié le 06/02/2018

"I like the fact that infoflo is a one time cost and that the data is saved on my computer"

Commentaires: I think it will serve our needs well, but still learning and figuring things out.

Avantages: I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

Inconvénients: 2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Réponse de l'éditeur

envoyé par Carmel Vision le 08/02/2018

Thank you for your review Lianne.

Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal.

Our online ticketing support provides at the very minimum a same day response time and typically within hours.

We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate.

We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base.

Thanks for all the feedback.

  • Provenance de l'utilisateur 
  • Publié le 06/02/2018
Jim S.
owner
Biens de consommation, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 27/09/2019

"met our demand...to work Smarter not Harder"

Commentaires: We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs.
Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Avantages: gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful.
Input of information was a breeze to get started as they have a great mapping feature.
The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do.
Price----absolutely most for the money

Inconvénients: needs some canned reports in the standard module

  • Provenance de l'utilisateur 
  • Publié le 27/09/2019
Sergey L.
indexer
Édition, Auto-entrepreneur
Temps d'utilisation du produit: Essai gratuit
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    7/10
  • Provenance de l'utilisateur 
  • Publié le 03/12/2019

"InfoFlo review"

Commentaires: Overall experience is positive, the program is easy to learn and use.

Avantages: Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.

Inconvénients: Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.

  • Provenance de l'utilisateur 
  • Publié le 03/12/2019