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InfoFlo

A software system designed by Carmel Vision.
Questions about InfoFlo? Call (800) 827-1151 and talk to a software expert now.

Customers are drawn to InfoFlo because they are tired of spending effort trying to “figure out” the complexities of traditional CRM products. Traditionally customers are stuck deciding between an overpriced, feature rich CRM or a cost conscious CRM with very limited functionality. With InfoFlo you can have the best of both worlds and get a feature rich CRM at price point that is fair and also includes free upgrades for life.

The better you manage the relationships you have with your customers, the easier it becomes to conduct business and generate revenue. InfoFlo allows you and your staff to easily manage all of your customer relationships in one easy to use interface, so that you have all the most important information you need at a glance!

Popular Functionality Modules

Relationship Management 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…

Notes Management 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…

Document Archiving 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…

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…

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

Complete Functionality Module List

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