En savoir plus sur InfoFlo

InfoFlo est une solution CRM intégrée, accessible en ligne ou installée localement. Le système fournit la gestion des contacts, le couplage de la téléphonie et de l'informatique, le marketing automation, l'automatisation des ventes et le support client. Les utilisateurs ont également accès aux fonctionnalités principales d'InfoFlo, comme l'e-mail marketing, les rendez-vous et réunions, la gestion de projets, l'intégration à Skype et Outlook ainsi que la gestion de tâches ; le tout est partageable entre les membres de l'équipe en temps réel. InfoFlo travaille avec les clients pour créer un CRM adapté à la taille et aux besoins de leur activité. La solution peut être utilisée par les entreprises B2B de petite à grande envergure dans divers secteurs, notamment la comptabilité, les logiciels, le bâtiment, l'immobilier, les soins de santé, etc. De plus, la plateforme propose des modules complémentaires de gestion de projet, d'e-mail marketing, de facturation et de gestion documentaire. InfoFlo offre aux clients un accès aux outils et vidéos de formation sur leur site web, tout en fournissant un support client grâce à un système de cas d'assistance en ligne.
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Vidéo de InfoFlo
InfoFlo Logiciel - 1 - aperçu
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InfoFlo - Prix

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

À partir de :
Non fourni par l'éditeur
Version gratuite :
Non
Version d'essai gratuite :
Oui

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InfoFlo - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,6
Fonctionnalités
4,4
Simplicité
4,4
Support client
4,3
Jean-Michel
  • Secteur d'activité : Études de marché
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
3
Simplicité
3
Support client
0

3
Publié le 23/02/2021

Le client, éventuellement.

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.

Jeff
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
4

5
Publié le 08/02/2018

Great Software

Keep control of my customers

Avantages

Easy to use. Got on top of it in hours. Simple interface, simple screens. Particularly like the "relations" so you can go from Company to Employee or Employee back to company. Far more powerful than a "folder" structure which I have used previously.

Inconvénients

Have only ONE style of email template. I suggest an alternative or rather an addition. Have MANY buttons on the email screen that are programmable. First button could be programmed to have the caption THANK YOU. Which on clicking simply inserts into the email text "Thank you for your email". Another button programmed to have the caption TRIAL which on clicking inserts some text into the email "You can download a trial version from our website www...... Another button SIGNATURE which inserts your signature as text.
With ten buttons you can personalise the email in a few button presses. I have been thanked so many times for my personal email using a button system. I ignore one template emails - they are a lot of text that is mainly irrelevant. The buttons give you the opportunity to personalise emails and makes a real point of difference. I have used such a system and loved it. Don't get me wrong InfoFlow is great - but this is one feature that I would use many times a day and I would warrant so would everyone else. The more buttons the better. Got other ideas too if you like this one! I develop software myself. Jeff Bilkey

Lorraine
  • Secteur d'activité : Rédaction et correction
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
4

4
Publié le 07/02/2018

Carmel Vision's InfoFlo is software I can't live without!

It keeps all my data organized in a manner that ensures nothing gets lost or forgotten.

Avantages

InfoFlo is a powerful organization tool that puts all your data, emails, notes and documents at your fingertips. Incredibly powerful linking system lets you set up webs that ensure data and documents can be accessed from everywhere. Forgot what you named the document? Find it by accessing a company or contact it related to, in the project history, or in a category. Attach phone recordings to the caller, company and project. Emails file automatically against the sender/receiver and, optionally , project.
This is a CRM, document manager (including version control), email client, task manager, event manager, project manager and notes manager all rolled into one powerful and very inexpensive product. A host of highly affordable optional add-ons enable integrated invoicing or integration with your accounting system, PBX integration, phone call recording, email marketing, email analytics, list management, automated backup, Google integration, Outlook integration, use on mobiles and tablets... The add-ons list just keeps growing.
The system allows a high degree of customization to accommodate the data you want to store, arranged your way.
Fully network-capable with sophisticated access management, this is a tool no business should be without. Actually, it's a tool every Windows user should have on their computer and use daily. Take a free trial. By the end of the month, you will wonder how you ever lived without it.
Videos help you learn to use it and the support is good.

Inconvénients

Very few: No comprehensive user guide, but it's quite intuitive.
Sometimes support staff can be a little unclear in responses, but they always clarify if asked.
It freezes or throws an error message very occasionally, which I suspect is related to memory. Seems to occur when there's a lot going on. Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss.
I cannot access documents in InfoFlo to upload to a website. I have to copy them to somewhere else on my computer first. A very minor inconvenience. Doesn't apply to email - it's easy to pick a document from anywhere in InfoFlo and copy into an email, or use Attach in the usual way.

Sandra
  • Secteur d'activité : Transport routier/ferroviaire
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé Autre pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
1
Fonctionnalités
2
Simplicité
3
Support client
2

3
Publié le 07/10/2020

No Support During Paid Program Integration - No Refund After It Never Worked Fully

It was one of the most time exhausting experiences that ended up in me losing money for a piece of software that we do not use.

Avantages

I thought it was going to be an inexpensive alternative to ACT, for the functions that we use, but once we added on multi-user and Outlook integration, it was the same price as my annual ACT upgrade. Things worked well on "single user" trial mode so we bought the software. Then when we tried to integrate the two users we had issues and were told we would have to buy support at $149/hour. We were given a bunch of links to "resolve our issue", but no one even bothered to explain from the beginning that there would be a "Server/Host (database)" account and all others would be a "Mini Client". The secondary users were stuck on the trial version for more than a week. If I had not been persistent, we would never even gotten the paid for licenses to activate on each machine. In the end, it was really not useable. I had my assistant spend hours on data entry from histories and notes that did not carry over from ACT and in the end, you couldn't even change the dates on the notes and there was no information visible on the summary screen without clicking into each and every note to try and find the information you were looking for. This would be the opposite of useful CRM. I tried to ask for my money back and just received a no. DO NOT WASTE YOUR MONEY ON THIS SOFTWARE!

Inconvénients

The interface is cheap looking, looks like something that was designed 15 years ago. Some parts are not intuitive to use. There is no support offered at all. It seems to be run by one individual and he is very condescending. After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version. We were not offered a refund because we "trialed it". We do not use the program, because it has too many shortcomings, so we ended up renenwing ACT and having a double expenditure. DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.

Owen
  • Secteur d'activité : Agriculture
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
5

4
Publié le 25/06/2021

Infoflo is a fantastic product which has been instrumental in developing our business

We are an Irish company in the Agricultural sector who have easily adapted the software to enhance our business. Its is an excellent CRM to optimize your customer service and organizational efficiency.

Avantages

Infoflo allows a complete overview of contacts and stores all their information in one place at the touch of a button. It is very user friendly and allows users to add custom fields to suit their company requirements. The ability to integrate the incoming phones calls through Infoflo talk is an excellent tool to record all customer contact records. Infoflo also has the facility to create workflows, tasks, and record all activities associated with your customers. The customer support is excellent with [SENSITIVE CONTENT] always contactable by email to offer support and set up regular training. Both [SENSITIVE CONTENT] always try to facilitate any modifications requested by the company and through infoflo being flexible it allows certain features to be modified to suit individual companies needs.

Inconvénients

No cons really but it might be nice in the future to see an individual identifier in the contacts list for contacts that have the same name such as first line of address or something similar.

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