¿Quién utiliza este software?

We cater to any company as our CRM system can be easily customized to any industry.


Valoración media

62 reseñas
  • 4.5 / 5
    En general
  • 4.5 / 5
    Facilidad de uso
  • 4.5 / 5
    Atención al cliente
  • 4.5 / 5
    Características
  • 5 / 5
    Relación calidad-precio

Detalles del producto

  • Versión gratuita
    No
  • Prueba gratis
  • Implementación
    En la nube, SaaS, web
    Instalado: Windows
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Formación
    En persona
    En directo en línea
    Seminarios web
    Documentación
  • Asistencia
    Horas laborables
    En línea

Datos del proveedor

  • InfoFlo Solutions
  • http://www.infoflosolutions.com
  • Fundada en 2004

Información sobre este software

We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user!

Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync.


Funciones de InfoFlo

  • Gestión de contratos
  • Gestión de presupuestos
  • Gestión de proyectos
  • Gestión de ventas
  • Gestión del tiempo
  • Previsión
  • Programación
  • Seguimiento de clientes
  • Alertas sobre las propiedades
  • Correspondencia cliente/propiedad
  • Gestión de campañas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Marketing por correo electrónico
  • Panel de comunicaciones
  • Segmentación de clientes
  • Seguimiento de recomendaciones
  • Alertas de cuenta
  • Gestión de clientes potenciales
  • Gestión de marketing
  • Gestión de recursos
  • Gestión de relaciones
  • Gestión del territorio
  • Seguimiento de gastos
  • Seguimiento de hogares
  • Seguimiento de la influencia
  • Tareas del equipo
  • Análisis predictivo
  • Automatización de marketing
  • Comunicación con los pacientes
  • Expediente del historial clínico
  • Gestión de campañas
  • Gestión de médicos
  • Gestión de pacientes
  • Segmentación por público
  • Clínica de un solo profesional
  • Clínica de varios profesionales
  • Conforme con HIPAA
  • Facturación
  • Gestión de personal
  • Gestión de reclamaciones
  • Historia clínica electrónica/informatizada
  • Intercambio de datos electrónico
  • Notas sobre la evolución
  • Paciente hospitalizado
  • Planes de evaluación y tratamiento
  • Portal de los pacientes
  • Programación de citas
  • Recetas electrónicas
  • Recordatorios de citas
  • Cifrado
  • Comunicaciones unificadas
  • Conexiones SIP
  • Gestión de contactos
  • Grabación de llamadas
  • Grupos de llamada
  • Llamada en espera
  • Mejora de la calidad de la voz
  • Reconocimiento IVR y de voz
  • Centro de atención telefónica de llamadas entrantes
  • Centro de atención telefónica de llamadas salientes
  • Centro de atención telefónica mixto
  • Chat en tiempo real
  • Creación de informes/análisis
  • Gestión de alzadas
  • Gestión de campañas
  • Gestión de colas de espera
  • Grabación de llamadas
  • Grabación de texto de llamada
  • Interactive Voice Response
  • Marcación manual
  • Marcador predictivo
  • Registro de llamadas
  • Sistema de marcación progresiva
  • Base de datos de contactos
  • Búsqueda/filtro
  • Contactos compartidos
  • Gestión de clientes potenciales
  • Herramientas de prospección
  • Importar/exportar contactos
  • Sales Pipeline Management
  • Segmentación
  • Seguimiento de interacciones
  • Bufetes de abogados
  • Contabilidad fiduciaria
  • Gestión de calendarios
  • Gestión de clientes
  • Gestión de conflictos
  • Gestión de descubrimientos
  • Gestión de documentos
  • Gestión de expedientes
  • Gestión de expedientes
  • Gestión de la facturación
  • Gestión de tareas
  • Gestión de tribunales
  • Gobierno
  • Grupos empresariales
  • Notas de caso
  • Seguimiento de comunicaciones
  • Seguimiento de gastos
  • Seguimiento del tiempo
  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios
  • Acceso móvil
  • Centro de atención telefónica virtual
  • Conferencias web
  • Directorio de empleados
  • Enrutamiento de llamadas
  • Grabación de llamadas
  • Reconocimiento IVR y de voz
  • Registro de llamadas
  • Supervisión de llamadas

Las reseñas más útiles sobre InfoFlo

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

  Traducir con Google
4/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidad
4 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

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

Puntos a favor: 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.

Puntos en contra: 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.

I like the fact that infoflo is a one time cost and that the data is saved on my computer

  Traducir con Google
3/5
En general
3 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
3 / 5
Asistencia al cliente
4 / 5
Relación calidad-precio

Comentarios: I think it will serve our needs well, but still learning and figuring things out.

Puntos a favor: I like most the platform design which seems a lot easier to navigate and retrive all the important information about a specific client, in a few easy flowing clicks. I like the fact that other modules could be added, as it allows much flexibility to tailor the CRM to your specific needs, at your own pace and with the ability to add users as your team grows. For example, as we are 2 users, and as we are getting familiar with the environment and how to use the software, we can explore other add-ons to see which ones are best suited for our purpose.

Puntos en contra: 2 things I like least about this software: 1 - Figure it out for yourself, and 2 - poorly structured training, especially when paying steep price - with US exchange rate to boot: I will begin with #1 - You have to pretty much be able to figure things out for yourself: there is no user manual, after the initial installation, you are on your own and must figure things out. While you do have access to the online "Knowledge Base" (KB) there isn't one place/index where you could troubleshoot. During the first month of use, I ended up calling Carmel Vision for support and a technician was kind enough to assist me in resolving the issue at no additional cost. From the start, you are told that any time a technician has to connect remotely to your computer, you will be charged by the hour. I learned after the fact that you could also open a support ticket and wait for a technician to reply...but nobody explained how to use this type of support, so I learned not to expect a phone call but rather must keep checking the support ticket for an online response/link that suggests troubleshooting options. If that doesn't solve your issue, you keep using the support ticket. This could take a few hours to several days to resolve. 2 - as for the training Shai was helpful in demonstrating the software, however a structured training outline (similar to a lesson plan that outlines what you will learn, shows you step by step) especially to help train new users, or those who are not as tech savy.

Vendor Response

by Carmel Vision on 8/2/2018

Thank you for your review Lianne.

Our company prides itself on offering the best support on the market. We offer two free methods of support even though our product is a one time cost for life with free upgrades! )- Online knowledge base and our online support ticketing portal.

Our online ticketing support provides at the very minimum a same day response time and typically within hours.

We also understand that sometimes customers require more in depth over the phone support which we also offer at a very reasonable hourly rate.

We are working hard on updating our online tutorial videos to make them even more in depth as well as our knowledge base.

Thanks for all the feedback.