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.

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.

InfoFlo Logiciel - 1 InfoFlo Logiciel - 2 InfoFlo Logiciel - 3 InfoFlo Logiciel - 4

InfoFlo ne vous convainc pas tout à fait ?
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Avis sur InfoFlo

Note moyenne

Note globale
4,5
Facilité d'utilisation
4,4
Service client
4,3
Fonctionnalités
4,4
Rapport qualité-prix
4,6

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
62%
4
30%
3
7%
1
2%
Yvonne
Financial Advisor
Utilisateur LinkedIn vérifié
Services financiers, Auto-entrepreneur
Temps d'utilisation du logiciel : Essai gratuit
Source de l'avis

Fantastic Product shame about the price

4,0 il y a 10 mois
Sous-titres en français disponibles pour la vidéo
Jean-Michel
President (Japon)
Études de marché, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Le client, éventuellement.

3,0 il y a 2 ans

Commentaires : Compte tenu de la taille de mon entreprise, j'ai opté pour la licence simple. J'ai donc payé 99 dollars au départ. J'ai dû rapidement acheter plusieurs add-on (89 dollars chacun) pour accéder aux fonctionnalités permettant à ce CRM de remplir ses promesses. Avec 14 heures de décalage horaire (ils sont au Canada et moi au Japon) et une réactivité qui ne dépend que de leur bon vouloir, mon activité peut être durablement pénalisée lorsqu'un bug survient. Mon avis est qu'InfoFlo est à la fois un beau concept particulièrement adapté à la très petite entreprise, un produit insuffisamment abouti et un service dans lequel le client ne compte vraiment qu'en tant que payeur.

Avantages :

Prise en main, ergonomie intuitive, look

Inconvénients :

Nombreux bugs aléatoires et pénalisants.

Jeremy
Jeremy
Legal Assistant (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

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

5,0 il y a 5 ans

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.

Kristen
Vice President, Client Relations (É.-U.)
Assurance, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Perfect for tracking communication with clients

5,0 il y a 3 ans

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.

Lianne
Lianne
Business Partner (Canada)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

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

3,0 il y a 5 ans

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'équipe de Carmel Vision

il y a 5 ans

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.

Bahar
Customer Relationship Manager (Thaïlande)
Vente au détail, 201-500 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Cost efficient and comprehensive CRM

5,0 il y a 3 mois

Avantages :

InfoFlo is the best CRM in the market in terms of features to proce ratio.

Inconvénients :

InfoFlo should provide a better customer support for their users.