About InfoFlo

InfoFlo is an integrated CRM solution that can be accessed online or installed on-premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users also have access to InfoFlo’s core features, like email marketing, appointments and meetings, project management, Skype and Outlook integration, and task management, all which can be shared amongst team members in real time. InfoFlo will work with clients to build a CRM that’s customized for their business size and needs. The solution can be utilized by small to midsize B2B companies in a variety of industries including accounting, software, construction, real estate, healthcare and more. Additionally, it also offers project management, email marketing, invoicing and document management modules as addons. InfoFlo gives clients access to training tools and videos on their website, as well as providing customer support through an online ticket system.
InfoFlo Software - Dashboard View
InfoFlo Software - Document Management
InfoFlo Software - Maps
InfoFlo Software - SMS Integration
InfoFlo video
InfoFlo Software - Dashboard View - thumbnail
InfoFlo Software - Document Management - thumbnail
InfoFlo Software - Maps - thumbnail
InfoFlo Software - SMS Integration - thumbnail

InfoFlo pricing

InfoFlo does not have a free version but does offer a free trial. InfoFlo paid version starts at US$30.00/month.

Starting Price:
US$30.00/month
Free Version:
No
Free trial:
Yes

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InfoFlo Reviews

Overall rating

4.5
Write a Review!

Feature rating

Value for Money
4.6
Functionality
4.4
Ease of Use
4.4
Customer Support
4.3
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All InfoFlo Reviews

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95 reviews
Lianne
Lianne
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
3

3.0
Reviewed on 6/02/2018

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

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

Pros

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.

Cons

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.

Response from InfoFlo Solutions

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.

Replied 8/02/2018
Thom
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 25/01/2022

Onboarding to InfoFlo

I've only been using it for very little time so I'm spending much time in the "Academy" . Learning the product is exciting knowing what I will be able to do.

Pros

The user interface is clear, segmented in to understandable sections for easy quick workflow. That is integrates with Outlook is a plus. I find InfoFlo 'feature rich' loaded with useful tools and obviously produced from people who know what a CRM requires.

Cons

Haven't found anything so far! I'll let you know if something crops up...

Alternatives Considered

Pipedrive, DejaOffice PC CRM, monday.com and HubSpot CRM

Reasons for Choosing InfoFlo

Their product is clunky, unattractive, and the onboarding and support are terrible! Price is what attracted me to them, but "you get what you pay for." Also, I Tech that conducted my Onboarding, ([SENSITIVE CONTENT]), was outstanding! Clear, patient, knowledgeable, available, I could go on and on!I used to manage call centers for some of the world's biggest companies and so I know a great representative when I see one! I don't know what you're paying [SENSITIVE CONTENT], but it's NOT enough.

Switched From

DejaOffice PC CRM

Reasons for Switching to InfoFlo

InfoFlo was a perfect fit for what I need! The others fell short in one or two categories.
Allison
  • Industry: Automotive
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1.0
Reviewed on 7/03/2023

Read Before You Buy!

Please look into all options before making a decision; I wish my company took the time to research better. I would recommend Sales Force, Monday.com etc.

Pros

I have yet to have a positive experience while using InfoFlo. I have made several attempts as has all of my staff and it is just not a good program.

Cons

The program is not user friendly. Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done. Each step of the way when we have attempted to use the program features are just not available. I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code... next thing you know months have passed and they refuse to discuss any type of refund. RUN!

Response from InfoFlo Solutions

Unfortunately this customers' staff member who was left in charge of the project had a technology gap when it came to implementing software. We spent a lot of time with them free of charge but there was always an issue and they were not flexibile or open to any change (scared of change). We are sorry it did not work out for them. We have a over a 95% successful implementation rate with all our customers.

Replied 15/01/2024
Kristen
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 21/08/2019

Perfect for tracking communication with clients

Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products. We love the ease and functionality of the layout. Love that our phones are hosted through the same company and connected to Infoflo - we get the same great customer service if we need help with either. It has been a very successful transition to Infoflo and recommend for small and large businesses.

Pros

I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments. Infoflo gives us that! Everyone in the office uses this daily, its has helped production and internal communication on all clients we serve.

Cons

That we didn't know about Infoflo sooner! We probably only used 10% of a complex CRM prior to Infoflo and it was never easy or intuitive to use. With Infoflo, its much easier to train new employees on the software, keep up with processes we have put in place within Infoflo, and incorporate customer service follow up into our daily schedules.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing InfoFlo

ACT never seemed to be working - we have constant sync issues and the layout was not great - one of the best things that we love about Infoflo is the ease to customize fields - ACT was a pain to add or remove a field

Switched From

Salesforce Sales Cloud

Reasons for Switching to InfoFlo

The pricing per license and not the monthly fee. The layout and ease of customization. The attention to our needs in the decision process by the Infoflo team.
jim
  • Industry: Consumer Goods
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 27/09/2019

met our demand...to work Smarter not Harder

We are able to pull up accounts so many ways that helps us formulate better sales programs. If we need them by state or by $$$ or by various companies we represent with a couple clicks we have our needs.
Like a lot of new launchs we had some questions their support has been great scheduling when it convenient for us to make sure all is working.

Pros

gave us lots of flexibility of how we gather information .Love the fact we can choose what information we share with our staff, that way they only have info they need. New mobile version just made it even more useful.
Input of information was a breeze to get started as they have a great mapping feature.
The fact everything gets into a customer file with no redundancy. All emails and documents it makes us look like we have all the info...Because we do.
Price----absolutely most for the money

Cons

needs some canned reports in the standard module

Alternatives Considered

Pipeline CRM and Microsoft Teams

Reasons for Choosing InfoFlo

didn't get what we needed info from others in a manner that worked for us

Reasons for Switching to InfoFlo

ease of use was better and the quality of information
Yvonne
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 1/04/2022

Fantastic Product shame about the price

All my CRM issues go away with this product and I like that it's not a subscription but paying for all you need in one go is a a hard hit to take.

Pros

Honestly an excellent product all around

Cons

Integration was so easy and fast nothing but praise for that but pricing is a bit of a bait and switch after a trail that includes everything comes the reality were the basic product while affordable doesn't do much and the add on really add up fast.

Alternatives Considered

Maximizer CRM

Reasons for Choosing InfoFlo

More features and avoid a never ending monthly fee.

Reasons for Switching to InfoFlo

Monthly subscription fee
Lisa
  • Industry: Architecture & Planning
  • Company size: 11–50 Employees
  • Used for 6-12 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1.0
Reviewed on 13/08/2019

Don't waste your money

This product is only good for small companies that sell via phone to individuals and do not care about mulitple contacts within a client's firm. there is no way for multiple users to enter data consistently (such as pull down menus with option to select client industry so data gets entered however a user chooses.

Pros

While this software appears to be good on the surface, it does not perform as advertised.

Cons

It did not fuction as advertised. the conversion of our existing data was never completed successfully. the sales team stopped returning calls once they had our money. InfoFlo management refused to provide a refund even though the product was never integrated as promised.

Sergey
  • Industry: Publishing
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

4.0
Reviewed on 3/12/2019

InfoFlo review

Overall experience is positive, the program is easy to learn and use.

Pros

Integration with Outlook and Gmail is very useful feature. You can easily connect your contacts with emails and tasks (opportunities and sales). I like Desktop version and one-time purchase fee.

Cons

Project feature is not properly connected to opportunities, for example, you can't convert opportunities into projects. Categories feature does not make much sense. It is better to create Leads and separate Leads from Contacts.

Alternatives Considered

HubSpot CRM

Reasons for Switching to InfoFlo

Price is more competitive, desktop vs. cloud.
Chris
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
4

4.0
Reviewed on 24/02/2023

InfoFlo Review

Very good replacement for Goldmine which I had been using >15 years

Pros

Ease of use Calendar function

Cons

Not possible to integrate with 3CXOccasional software glitches eg. on updating recently all the contacts were duplicated

Celeste A.
Celeste A.
  • Industry: Media Production
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
2

4.0
Reviewed on 7/02/2018

Great product yet challenges with reports and support

Pros

Works like Business Contact Manager, easy to use, one time fee. I like the dashboard and syncing with Outlook email features.

Cons

REPORTING is not flexible, additionally a report is needed online that we can run and just click on a client name to go straight to the contact information. Reports cannot be sorted by different fields unless you export into Exel and modify which is time consuming.
Support, at times is a challenge, recently when asking for help installing the offline version of Infoflo(after 2 weeks of trying) we were told to buy support so we looked at a work around ourselves and it still would not download our data.
We contacted them for the 5th time and it we were told it is an internal error that an update is coming out for it.
EMAIL & POP UP REMINDERS: do not work on my computer at all, they worked one time on my IT guys computer.
BACKUP: does not remind you when it is full and then we did have a backup for 3 months. They said they are working on this.
MASS DELETE: cannot do this, must delete ONE entry at a time. They are working on this.
DELETION OF EMAILS THAT ARE NOT A CONTACT: This cannot be done and somehow upon installation of the software we had duplicated emails and now have over 250K and cannot delete them.

Dani
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
2
Features
5
Ease of Use
4
Customer Support
1

4.0
Reviewed on 14/01/2020

Ethical Issues

I"m livid that I was forced to purchase additional services that I would not have needed had I been supplied the right software. The tech support individual told me that they always require their services be used fro QB install. Well than it should be included in the price. I'm an advanced computer user and did not need their help to install the software had they provided it when asked. I watched the tech support install the software and nothing was "so advanced" that I couldn't have figure it out myself.

Pros

The software seems to work pretty good. I really like the breadth of options. I like that I won't have to pay ongoing updates. It seems to sync with outlook ok - still reviewing quickbooks.

Cons

They do not provide the necessary software to install the Quickbooks link and force you to purchase their services in order to install it. When they installed the link to Quickbooks the agent simply said most clients don't have quickbooks as the reason it's not provided ahead of time. All other CRMs I reviewed had detailed instructions for Quickbooks link but they forced me to buy their services in order to do the quickbooks link because they didn't include the software to make the quickbooks connection even after I asked. I believe this to be unethical. Also every single item is an additional module which they have strategically packaged so your forced to buy just about all of them. Seemed inexpensive actually ended up being much more than I anticipated. Service is not great after the sale. No response to e-mails.

Janet
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 4/07/2017

InfoFlo offers an excellent CRM solution for both small and medium sized businesses.

InfoFlo offers an exceptional CRM platform enabling you to boost concentration and stay on focus to complete your workflow.

Pros

- InfoFlo's software design is unique among its competitors due to InfoFlo having a mainframe where modules or "add-ons" may be added or removed according to the end user's needs. As a result, InfoFlo's software is not bloated resulting in superior end user experience. The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
- Price for start up is very reasonable - and there are no monthly subscriptions - This allows the smallest of businesses to enjoy a sophisticated CRM without the worry of monthly overhead.
- InfoFlo form editor offers an endlessly number of customized fields to address unique business needs. Having built over 100 field items in a single form within InfoFlo, I can attest InfoFlo accepted all my customized fields without the slightest hint of impacting performance nor any instability concerns during the upload process. Actually using this form is a breeze.
- Email function simple yet complete (no confusing clutter).
- Able to rename internal functions that best suits the nomenclature for my business.
- As your business grows, InfoFlo is able to grow with you - there's no worry to outgrow your InfoFlo CRM.
- Offers categories function to facilitate in search results with superior accuracy.
InfoFlo is one of the best purchases yet I have made for my business.

Cons

No cons but for future suggestion it would be nice to
1) add url links as an option in the form editor;
2) add links between contact and contact. Rationale: Allow you to know your contact's social circle.

Rachel
  • Industry: Farming
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 6/02/2018

The most intuitive program to work with, and the only one able to do all my farming business...

Ability to organize a massive network of customers and restaurants to make my life simpler.

Pros

First of all Info Flo has incredible value, what you get for this one time purchase is outstanding. Info Flo's support staff is phenomenal, this makes it better than any other software ten times over. Never underestimate the value of good customer service.

The organizational structure keeps my contacts manageable. From farmers markets to the everyday customer to restaurants and hotel chains. All while having it's own mapping software to make deliveries a breeze!

The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.

We also use it to trade mushrooms for gift cards with restaurants that supplies our giveaways and promotions for CSA Members. This way, we can keep a massive network of people organized, and work with local restaurants to promote them as they buy the delicious culinary mushrooms we grow.

Cons

It would be amazing if Info Flo and Info Flo Pay worked together perfectly. I hear it's in the works, I just can't get it soon enough. I'd like to have a little more tutorial options online if possible. I'm currently trying to export my contacts to import into Info Flo Pay. Hard to find too much else wrong with this program really, 5 Stars all Around!

Mark
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
3
Customer Support
4

4.0
Reviewed on 19/01/2018

I am an independent financial planner and this helps me stay independent!

Maintain independence. Stay compliant. I am not very good with computers and have some difficulty navigating through the program. I have not figured out how to use all of the features

Pros

I like this software because it allows me the option to stay independent. In my industry, so much information is kept on the mutual fund dealers and insurance company servers, so it is lost if you decide to leave. The option to leave is lost if you can't take your information and notes. You may not be a "captive agent" according to contract, but you are according to who controls your information and records. I expect that this is the case in many different industries.

Infoflow lets me keep a copy of clients information ' notes that pertain to matters that cross different industry lines.
It is also flexible enough to be able to help me with my marketing needs. This information, tracking and management can not all be put on a single company server. My business encompasses customized financial plans that I do on my own, investments, insurance, tax and some legal issues (wills/ PofA) which requires working with different companies.
Infoflow can help me keep track and serve the varied needs my clients all in one place.

I like this program because I can purchase it and whatever else I need. The trend is towards "subscriptions" because it provides a lot more revenue and smooth revenue for the providers. I don't want to overpay and get tied to increasingly expensive software. I used to use a different program and they moved to "enterprise" software for large companies. They also switched to expensive subscription based payments.

Tom
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 6/02/2018

Software easy to learn. Logical work flow.

We mainly use this software for keeping track of customers contacts, and repair history log of our serialized products.

Pros

Very powerful software for reasonable cost, especially when comparing to competing software. The modular add-on and per/user price structure really helps small business with limited budget. Minor updates are issued frequently, which shows the developer's commitment to this product.

Cons

Some of the add-on's could arguably be consider as standard feature. For example : scheduled backup, and advanced search.

Tony
  • Industry: Furniture
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 7/02/2018

Infoflo, easy to use and it manages my business sales & contacts easily. I would be lost...

Pros

I run a small family run Business and I love how Infoflo seamlessly keeps all of my contacts, invoices & reports neatly and easily accessible and links one to the other. i put all my contacts and invoices through Infoflo and I couldn't run my business as efficiently as I do without Infoflo behind me. Also their customer support is second to none. even though I am based in the UK and considering the time difference between here and Canada I always get any issues fixed within hours. Very impressed.

Bahar
  • Industry: Retail
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 11/11/2022

Cost efficient and comprehensive CRM

Pros

InfoFlo is the best CRM in the market in terms of features to proce ratio.

Cons

InfoFlo should provide a better customer support for their users.

Tim
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
0

5.0
Reviewed on 27/09/2019

Amazing app

Pros

1 time fee, simple to use and long term cost is amazing. Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.

Cons

Don't have any cons yet, maybe certain add ons are a bit expensive and could have been included with the basic app. However, after all it is still cheaper than many CRMs on the market.

Alternatives Considered

Pipedrive and Copper

Switched From

Pipedrive
Jim
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 15/11/2017

The product represents great value (features and benefits, and ease of use relative to cost).

Pros

It addresses the issues of recording, using, and managing important customer and client information. Comprehensively and with good transparency. It is very customizable and responsive to a variety of personal preferences.

Cons

I do think that the "Help" instructions could be fleshed out more, and kept more current. Especially areas that may not be entirely "intuitive"--such as email account setup and management.

David
  • Industry: Oil & Energy
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 21/07/2017

Very good user friendly software, Why pay monthly fees when this software does it all for...

It is easy to use

Pros

Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication. If you need help, the response time is very quick and they are interested in your comments. One of the best CRM's I've used

Cons

The icons are a little dated. , they need to be sharper, the system logs out if left on overnight, but that's a personal preference. There is not much to say its an easy software to use with no issues .

Jack
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5.0
Reviewed on 6/02/2018

I have had the software for about eight months. Good, solid program, does what is says it will.

Pros

It excels at getting the basics right. I think many software developer's focus on the looks and get the interface cluttered and complicated. Infoflo makes it clean and simple and thus easier to use and understand. Good, friendly support too.

Cons

It would be nice if there was a way to sync projects easier, as I forget to tag the email sometime. But, the method is still fine.

Martin
  • Industry: Media Production
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

5.0
Reviewed on 10/09/2019

Great Software

Pros

The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business. I recommand it !

Cons

When we select a company, it would be good to have the profile of the contact automatically appear in the same window without having to select it. Otherwise I have no negative points for now! I have tested several software and it seems really complete!

Kelly
  • Industry: Telecommunications
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 18/12/2019

Great Product!

Fabulous!

Pros

Infoflo was not only affordable but it gave us all the features we needed from Quoting customers, keeping track of leads, setting reminders for F/U and Invoicing. Plus we had the option to purchase the software right out without any commitment to monthly or yearly fees.

Cons

I don't have anything negative to say. This software met all of our needs.

Amy
  • Industry: Food & Beverages
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 15/05/2018

After searching and installing about 7 different CRMs this was by far the easiest to implement

Pros

Simple and intuitive. All of the big CRMS such Salesforce, Insightly, etc were way to heavy on having everything on multiple screens and unless you spent major money programming with them your CRM was quite worthless. I figured it out in just a few hours, linked it to my outlook and was up and running right away.

Cons

I would have loved an instructional manual and a sample CRM sales process. I am a systematic person and would have loved some ideas to make the processes that I use for my CRM a little more efficient. Perhaps a Sample Workflow video or something

Michelle
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 17/05/2018

Super product

Software allows me to centralize client information.

Pros

The software is highly customizable to fit the needs of my business and help to manage my accounts more efficiently.

Cons

Email integration does not roll up all subfolders for folders linked rather the user is required to check each individual subfolder to link. It would be nice if the software allowed user to automatically select the subfolders when the main folder is checked.

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