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Product Quick Facts

Industry Specialties
All Industries
Works Best For
Any Sized Businesses

About InfoFlo

InfoFlo is an on-premise, easy to use customer relationship management (CRM) software system from Carmel Vision, a Toronto, Canada based company that’s been developing innovative software for over two decades. 

InfoFlo is a truly comprehensive sales and customer management solution; it includes standard CRM features like contact management, document management, and email marketing automation, but goes further than most systems with innovative features like project and task management, direct integration with VoIP phone systems (including click-to-call) and two-way integration with Microsoft Outlook. It is a Windows-based system, but can be run on Mac computers with Windows Parallels or similar virtual machine software. Unlike most on-premise systems, users who purchase an InfoFlo license are guaranteed free updates for life, so there’s no need to pay for additional features when they’re released. The system is easy to install, but Carmel Vision offers a managed installation for just $300 for those who would prefer to have their implementation managed by the vendor. 

It does NOT include any mobile access capabilities, so if you need your sales team to have access to the system from mobile devices you’ll need an additional remote desktop program, or you may want to look elsewhere. That said, it’s a powerful, affordable system suitable for any industry or business size. 

Not sure if InfoFlo is the right tool for your needs? Call, click, or email to speak with one of our Technology Advisors today for a no-cost, no-obligation consultation. 

Alternatives to InfoFlo

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

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2 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

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3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

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