What is InfoFlo CRM?
InfoFlo CRM is a customer‑relationship‑management system designed to help organizations centralize contact information, sales activities and communications. Built with tight Outlook synchronization, it seamlessly synchronizes contacts, companies, categories, calendar events and both incoming and outgoing emails. Users can choose a one‑time on‑premise license or a flexible cloud subscription, ensuring they own their data or access it securely via the web. The platform is scalable from a single user to distributed teams, making it suitable for small and mid‑size businesses across industries.
Benefits & Highlights
- Affordable deployment options: a one‑time on‑premise license or monthly cloud plan.
- Deep Outlook integration that synchronizes contacts, calendar events and emails.
- Mobile access via iOS and Android apps so users can manage pipelines on the go.
- Customizable with add‑ons such as invoicing, reporting, project management and more.
- Simple migration through CSV or Excel import of contacts, companies and tasks.
- On‑going backups and data ownership with built‑in manual backup tools.
Key Features
- Custom fields: create drop‑down menus, check boxes, text and date fields to capture exactly the data you need.
- Contact management: track and automatically link all vital contact information, providing one‑click access to every conversation and file.
- Task management: create tasks, attach files, set email or pop‑up reminders and assign priority; tasks can be shared and archived when complete.
- Sharing & collaboration: share contacts, companies and projects with specific users or the entire team in real time.
- Dashboards: customizable dashboard with over two dozen widgets displays sales, opportunities and task charts while allowing drill‑down by year, quarter or month.
- Leads & opportunities: attach quotes, emails, notes and tasks to a deal and define custom stages to manage pipelines.
- Notes management: record personal or shared notes with time stamps and digital signatures.
- Simple search: search emails, files and calendar items from a single search box.
- Relationship view: a unique dual‑panel view displays all customer relationships and interactions.
- Document linking: drag and drop documents to link them to contacts, companies, categories or projects; files are automatically archived for easy retrieval.
- Maps integration: plot customers on interactive Bing Maps to visualize geographic relationships.
- Email linking: preview all emails linked to a contact and view incoming and outgoing messages in a unified inbox.
- Calendar: schedule events and meetings in a built‑in calendar that automatically links them to the appropriate contact.
- Data import: import contacts, companies, categories, projects and tasks from CSV or Excel files.
- Manual backup: back up the entire database with an integrated backup tool.
- Email & calendar editor: rich editors support inline images, custom fonts and familiar formatting.
- Mobile access: iOS and Android apps provide full access to sales pipelines, to‑do lists and contact data anywhere.
- Outlook integration: seamlessly synchronize contacts, companies, categories, calendar events and emails with Outlook.
- Flexible deployment: choose between on‑premise ownership with a one‑time fee or cloud subscription for anytime, anywhere access.
By bringing contacts, tasks, emails and sales data into one place, InfoFlo CRM reduces administrative effort and empowers teams to focus on building relationships. Its modular add‑ons extend functionality with invoicing, reporting, document management and project management, making it a scalable solution for growing businesses.
Canada