InfoFlo CRM Basic Package

InfoFlo CRM Basic Package

#1 CRM for Outlook

Custom Fields

Do you want to add custom fields to your contacts, companies, or projects? With InfoFlo, it’s simple to set up and we offer different types of custom fields like drop down menus, check boxes, text fields, date fields, etc..

Contact Management

A complete contact management solution that tracks, manages, and automatically links all vital contact information back to the appropriate contact, providing single click access to all information..

Task Management

Create and manage tasks. Attach files, set email and pop up reminders. Share tasks, set priority levels, tag by type or status. See company wide tasks and filter your list. Once your task is complete users can archive it.

Sharing & Collaboration

Instantly share and collaborate contacts, companies and projects with all users or only with specific users with just a single click! The information is instantly shared in real time!

Dashboard

InfoFlo includes a customizable dashboard with over two dozen widgets. Display all relevant information, such as recent sales, opportunities or task charts. Drill down and find specific user activity by year, quarter or month.

Leads & Opportunities

Get all of the details about the deals you and your team are working on. Attach quotes, emails, notes, and tasks to a deal and create your own custom leads & opportunity stages.

Notes

Get a complete notes management solution. Track all of your personal and shared notes. Each note will include a time stamp and digital signature. Users can create a new note or append to an existing note.

Simple Search

The Simple Search feature enables you to search for emails, files, and calendar items by typing in your query in the search box at the top right hand corner of the CRM. InfoFlo will then display relevant search results based on the query.

Relationship

Managing relationships with your customers and contacts is essential for any business. InfoFlo offers the most complete and straightforward view of all relationships with its unique dual panel view.

Document Linking

Instantly drag and drop a document and link it to a contact, company, category or shared project entity and it will be automatically archived – making files quickly and easily retrievable.

Maps

InfoFlo is fully integrated with Bing Maps. Easily plot all your customers directly on an interactive map.

Email Linking

Instantly see all emails that are linked to a specific contact, while at the same time preview all emails that are incoming and outgoing from our user friendly InfoFlo inbox view.

Calendar

Enjoy complete calendar management including a friendly calendar interface. Schedule events and meetings and automatically have them linked to the appropriate contact.

Data Import

InfoFlo can import all of your contacts, companies, categories, projects and tasks either directly from a CSV or Excel file.

Manual Backup

Get a complete backup of your InfoFlo database with our easy to use built-in backup tool.

Add Email Account

InfoFlo can import all of your emails directly from Outlook and from additional email accounts. Once imported, all information is automatically linked and archived.

Email Editor

InfoFlo includes a rich built-in email editor. The editor feature is simple to use and enables you to add inline images, custom fonts and other formatting fancies you typically do on Outlook.

Calendar Editor

InfoFlo includes a rich built-in calendar editor. The editor itself is simple to use and contains similar functionality found in the Outlook calendar editor.

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