InfoFlo CRM Reviews in June 2025: User Ratings, Pros & Cons

Delivers on what it promises

PROS & CONS What are the best aspects of this product? The thing that I really liked about this tool is how customizable it is, especially since our company has such a unique workflow that any CMS we would end up using would really need to be adaptable and customizable for it to work for us. This tool was precisely that, and it is even priced affordably. Another thing that I liked is how the developers are very open to hearing from their users and then using that feedback to improve ...

User-friendly, affordable, and packed with useful features

PROS & CONS What are the best aspects of this product? I like a number of things about this tool For one, the customer support team is very helpful, quickly resolving the problems we approached them with and also providing us with fixes to bugs. This tool was also very user-friendly, which is a big deal since our company is small and not only of us are tech-savvy. Another thing that I really appreciated is how this made it easy for us to access customer-related tasks, notes, documents, ...

Definitely a useful solution

PROS & CONS What are the best aspects of this product? So many things to like about this software. For one, we don't need to subscribe and only need to pay once. Any other functions we need, we can simply pay for. Thanks to this tool, our end of the year reports can be done with ease. This tool allows us to create detailed and custom reports according to the like of our clients or based on projects. Another way that this tool makes proposals and reports easy to do is by allowing us to ...

Great tool for managing our staff and projects, keep everything in one place

PROS & CONS What are the best aspects of this product? We love the Carmel Vision support service, they helped us to transfer from our old system to Infoflo, and they are really helpful and responsive to every need. They want to be sure that their products meets all our company needs. What aspects are problematic or could work better? The only thing that I dislike is that their customer service is based in Canada, and we are in UK, so we need to wait till afternoon to fix some ...

Great CRM meets all my business needs.

PROS & CONS What are the best aspects of this product? InfoFlo helps me to select the modules that best fit my business needs. What I like most is that I can use this app 30day free and they provide me with tech support on how to run the app. It’s very easy to use, and the app provides me with great import features and other categories features. The support team is great, they met all my company needs. What aspects are problematic or could work better? I don’t have anything to ...

Firsthand impressions using this tool for CRM and and managing projects.

PROS & CONS What are the best aspects of this product? Before, I was using Saleslogix and Goldmine CRM. So, those are my points of reference. Pricing is very affordable whether it's for indivdual use, small-scale, or mid-scale business. All basic features appear to be there. The tool is set up in a modular matter. That'll make it easier for you to choose modules or features you really need. What aspects are problematic or could work better? I like the fact that a History tab can ...

A great and realtively affordable tool to communicate with colleagues daily.

PROS & CONS What are the best aspects of this product? I'm working in a satellite office company. I constantly need interaction with other people in different offices within the Florida area. This tool ensures my projects, daily activities, companies, and contacts are all secured in one place. What's more, I get to share my information to my colleauges daily. What aspects are problematic or could work better? So far, I don't have anything to complain abouot this wonderful tool. It ...

I highly recommend Infoflo

PROS & CONS What are the best aspects of this product? Infoflo is intuitive and easy to use CRM. This software meets all my business needs. I can easily install and use the add-on products feature. I love the price, because it’s really reasonable. Their customer service is very responsive and always ready to help. What aspects are problematic or could work better? There is nothing to dislike about this software. What specific problems in your company were solved by this product? ...

Custom development and application upgrades are generally buggy

PROS & CONS What are the best aspects of this product? Outlook sync and the ability of custom programming. Also the initial migration from our legacy system. One time perpetual license and no annual software maintenance. What aspects are problematic or could work better? Poor customer service experience. Custom work is not guaranteed like out of the box programming. General release updates are buggy and when custom dev updates are applied, bugs that surface are not included in free ...

Customizable CRM software

PROS & CONS What are the best aspects of this product? Infoflo is great organizational and add-on service solution. We are using it to get feedback from our clients and to create customizable reports for our billing processes. We use this software for our day-to-day workflow. It’s very customizable and easy to use tool. What aspects are problematic or could work better? It would be great if they could make a mobile version of this software. What specific problems in your company ...