15 anos ajudando empresas brasileiras
a escolherem o melhor software

Conheça InfoFlo

É preciso que o software tenha um custo único. O InfoFlo inclui atualizações GRATUITAS para a vida toda sem taxas mensais e tem um custo acessível único de US$ 99 por usuário.

O InfoFlo é um CRM fácil de usar para gerenciar relacionamentos com clientes e inclui sincronização com o Outlook. É uma solução totalmente integrada de gestão de tarefas, vendas, contatos, relacionamentos, e-mail, calendário e documentos e VoIP. Inclui QuickBooks, Outlook e Google Sync.

Quem usa InfoFlo?

Atende a qualquer empresa, pois o sistema de CRM pode ser personalizado para qualquer setor.

InfoFlo Software - 1
InfoFlo Software - 2
InfoFlo Software - 3
InfoFlo Software - 4

Está em dúvida sobre o InfoFlo? Compare com uma alternativa popular

InfoFlo

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As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações do InfoFlo

Pontuação média

Geral
4,5
Praticidade
4,4
Atendimento ao cliente
4,3
Recursos
4,4
Relação qualidade/preço
4,6

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
61%
4
29%
3
6%
1
3%
Yvonne
Photographer
Usuário do LinkedIn Verificado
Fotografia, Profissional autônomo
Usou o software para: Avaliação gratuita
Fonte da avaliação

Fantastic Product shame about the price

4,0 há 2 anos
Legendas em português disponíveis no player de vídeo
Jeremy
Jeremy
Legal Assistant, EUA
Usuário do LinkedIn Verificado
Usou o software para: 1 a 5 meses
Fonte da avaliação

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

5,0 há 6 anos

Vantagens:

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.

Desvantagens:

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.

Kristen
Vice President, Client Relations, EUA
Seguros, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Perfect for tracking communication with clients

5,0 há 5 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Lianne
Lianne
Business Partner, Canadá
Usuário do LinkedIn Verificado
Usou o software para: 1 a 5 meses
Fonte da avaliação

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

3,0 há 6 anos

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

Vantagens:

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.

Desvantagens:

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.

Resposta do InfoFlo Solutions

há 6 anos

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.

Thom
Owner, EUA
Imobiliárias, Profissional autônomo
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Onboarding to InfoFlo

5,0 há 2 anos

Comentários: I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.

Vantagens:

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

Desvantagens:

Haven't found anything so far! I'll let you know if something crops up...

jim
owner, EUA
Bens de consumo, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

met our demand...to work Smarter not Harder

5,0 há 5 anos

Comentários: 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.

Vantagens:

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

Desvantagens:

needs some canned reports in the standard module