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Carmel Vision InfoFlo Review
Product Snapshot
Product Pricing
Product is available in multiple plans:
- $99 per user – one-time cost
- $9 per month – mobile friendly forms
Technology
Productis a SaaS solution and requires no hardware for implementation.
Customer Focus
Vendor works with small and mid-sized customer service departments.
Select Customers
Contact vendor directly for case studies.
About InfoFlo
InfoFlo is CRM software designed to synchronize with Outlook in order to ensure that contacts, categories, calendar events and emails are up-to-date and accessible. The platform is equipped with a document management functionality designed enable users to manage all document and file versions, is equipped with a file check-in/check-out functionality and supports the fully document life cycle.
The software offers an email marketing add-on feature, task management tools that allow users to create project milestones and prospective finish dates, and is designed to link emails to the related contact. Additionally, the platform supports both incoming and outgoing emails, is equipped with a document archive functionality and facilitates customer information tracking, managing and sharing.
About the Company
InfoFlo was founded 2002.
InfoFlo Key Features
- Intuitive interface
- Built-in Simple Search tool for locating emails, files and calendar items
- Facilitates custom field creation and implementation
- Supports document templates created in Microsoft Word
- Calendar event and appointment management tools
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