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Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
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 US:  +1 (646) 465-7676   Toll Free:  +1 (855) 463-6356

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InfoFlo CRM Add-ons

#1 CRM for Outlook


Reporting

InfoFlo provides pre-built text based reports spanning all information within InfoFlo. Users can also create custom reports that include any standard or custom fields added.


Email Marketing

Easily create professional email marketing campaigns and email templates, manage subscribers, and send to unlimited contacts all for one flat fee.

 


Advanced Permissions

Auto share contacts, companies, projects and create a role-based security to control each users access right to add, edit, delete or share.


Advanced Tasks

Assign and share tasks with one or multiple users within your team. Receive automatic email and pop-up notifications when the task is due.

 

Outlook Sync

Enjoy all the benefits of a completely seamless Outlook integration. InfoFlo intuitively syncs with Outlook contacts, companies, categories, emails, and calendar.

 

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Advanced Search

InfoFlo provides an Advanced Search tool that lets users create AND/OR clauses to display a conglomerate or mutually exclusive results in a simple to use interface.

 


Project Management

Create, manage and collaborate on projects with colleagues. Build custom workflows, store and track related documents, emails, notes, and other activities.


Templates

Create professional templates in Microsoft Word and save them to InfoFlo. Once created, InfoFlo will automatically populate those fields in your template.

 


Google Sync

Now you can access all of your information from your smartphone. Seamlessly sync all contacts, companies, contact notes and calendar events to Google.


Shared Calendar

Share calendar events, view shared calendars, and create appointments for shared users. Permission control capabilities and group calendars – all without the need of an exchange server.

 

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Document Management

Share and collaborate on company documents with automatic document versioning control. The features includes check-out, check-in, version control and restore.

 

Invoicing

With InfoFlo, you can now create, review, send and get paid faster. Simply right-click on a contact to create a detailed quote or invoice for your products, services and billable hours.

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QB Desktop Sync

Now you can have a seamless integration with QuickBooks. Automatically sync all customer records, estimates and invoices from QuickBooks to InfoFlo.


QB Online Sync

Now you can have a seamless integration with QuickBooks. Automatically sync all customer records, estimates and invoices from QuickBooks online to InfoFlo.


InfoFlo Talk Call History

Automatically archive call history directly to the phone calls tab under an InfoFlo entity. All call history is automatically indexed and searchable through InfoFlo search engine.

 


InfoFlo Talk Call Recording

All incoming and outgoing call recordings are automatically archived and linked to contacts in InfoFlo. Users can simply click on the recording in InfoFlo to listen to archived calls. Works together with the InfoFlo Talk cal history add-on.

 


Email Analytics

Manage email campaigns with the click of a button. InfoFlo will allow you to drill down into each email campaign and provide you with real-time analytics.

 

List Management

Create and share professional mailing labels in 5160 Avery Label format with automatic contact list syncing.

Event Management

Create and share events from existing lists and manage event attendance records.


Document Auto Naming

Generate a naming convention based on the entity fields of your choice. Once the document get added to InfoFlo it will automatically inherit that name.

 

Advanced Linking

Link any activity (email, notes, tasks, sales) to another activity of your choice. Now you can link emails to opportunities/sales.

Scheduled Backup

InfoFlo’s scheduled backup automatically backups your entire InfoFlo database daily, weekly, monthly etc.

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