InfoFlo CRM: Flexible On-Premise & Cloud CRM Solutions

InfoFlo Overview 

The Toronto-based company has built a strong reputation as a CRM provider over the past 12 years, catering to small and medium-sized businesses and serving over 16,000 clients across 40 countries. The company distinguishes itself by offering both on-premises and cloud-based CRM solutions, giving businesses the option of how they’d prefer to house their data and control its security compared to purely cloud-based competitors. By focusing on simplicity without sacrificing functionality, they aim to offer businesses affordable solutions that manage client relationships, boost sales performance, and streamline workflows across various industries.

Essential tools like contact management, custom field mapping, and relationship management are at the core of their CRM software. Over the years, they have also expanded their offerings beyond CRM with services like InfoFlo Talk, an advanced and affordable VoIP solution, and InfoFlo Pay, which simplifies invoicing, estimates, and transaction tracking and syncing smoothly with QuickBooks and the company’s CRM.

On the security front, they are US-certified with ISO 27001 standards. The company implements 256-bit bi-directional encryption to safeguard data from potential threats, and their infrastructure is bolstered by advanced firewall platforms, SIEM, and IDS/IPS technologies that provide 24/7 protection against cyberattacks. Despite these strong security measures, they are not currently accredited or rated by the Better Business Bureau (BBB).

InfoFlo Features & Services 

This CRM offers a wide array of tools designed to streamline business processes and enhance customer relationship management. Below is a comprehensive overview of the platform's features and services:

• Contact management: They allow you to manage and track all your contacts with a complete solution that links all critical contact information back to a single profile. You can view interactions, tasks, emails, and even related documents in one place
• Leads management: You can also manage all aspects of your sales process, from lead capture to deal closure, as well as attach quotes, emails, notes, and tasks to individual leads. You can also create custom opportunity stages to reflect your sales funnel accurately
• Relationship management: Their unique dual-panel view provides a comprehensive overview of customer relationships, displaying all interactions, documents, and related tasks in a single interface
• Task management: You can create, manage, and share tasks across teams. Users can assign priority levels, set reminders, attach files, and archive completed tasks. Task lists are customizable and easily filterable to keep everyone on track. You can also instantly share contacts, projects, and company data with specific team members or the entire organization in real time. This allows for seamless collaboration across departments
• Email account integration: The CRM allows users to import emails directly from Outlook or other accounts. Once imported, all emails are linked to their corresponding contacts and archived for future reference
• Email and document linking: This allows for automatic linking of all incoming and outgoing emails to specific contacts, making it easy to track communication history within the platform's built-in inbox. You can also drag and drop documents directly into the platform to link them to specific contacts, companies, or projects. Documents are automatically archived, making it easy to retrieve them when needed
• Email editor: The built-in email editor supports custom fonts, inline images, and advanced formatting options, allowing you to craft professional emails directly from the platform
• Dashboard builder: The CRM includes a customizable dashboard with widgets that display vital information such as recent sales, opportunities, and tasks. You can drill down to specific user activity by month, quarter, or year, providing insights into performance
• Calendar management: This feature allows you to schedule events and meetings with a user-friendly calendar interface. All events are automatically linked to the relevant contacts for easy access to meeting details
• Advanced calendar editor: Their calendar editor mirrors the functionality found in Outlook, with a simple interface for managing meetings, events, and reminders
• Data import: You can import all your contacts, companies, projects, and tasks from a CSV or Excel file, making it easy to transition from other platforms or organize large datasets
• Backup and restore: You can easily backup your entire database with the built-in backup tool to safeguard all your essential data
• Maps integration: The software is fully integrated with Bing Maps to enable you to plot customer locations on an interactive map, adding a geographic layer to your customer data
• Third-party integrations: You can integrate a variety of add-ons, expanding the functionality. Key integrations include:
  • Invoicing: They provide integration with accounting software for managing invoices
  • List management and email marketing: Other integration options are to manage and track email marketing campaigns, including detailed analytics
  • Outlook sync: You can sync contacts, calendars, and emails directly with Outlook
  • QuickBooks online sync: Integration with QuickBooks for streamlined financial management are also available
  • Call recording: Some integrations they offer are for recording and storing phone conversations with clients
  • Document auto-naming: Others are for automatic naming and categorizing documents based on set rules

Plans & Prices at InfoFlo

In addition to their 30-day free trial, they offer two main pricing models—on-premise and cloud-based solutions—giving businesses flexibility with regard to how they choose to manage their CRM needs. Both options provide users with a variety of features and the ability to customize their plans based on business requirements. Below is an overview of the pricing structure for each model:

• On-Premise plan: It is a one-time cost plan at $99 per user. This package includes all basic CRM functionalities we mentioned above, with businesses owning their data and receiving lifetime software updates at no additional cost. Add-on features like advanced search, email marketing, advanced permissions, and invoicing can be purchased at $79 per user. The on-premise plan allows for an unlimited number of add-ons and third-party integrations
• Cloud-Based plans: Their cloud plans offer a more scalable, subscription-based model with two main pricing tiers:
  • Starter plan: This starts at a price of $30 per user per month, and its features include basic CRM features in addition to any three add-ons of your choice at $79 per user per month
  • Advanced plan: This starts at a price of $35 per user per month and its features include all the basic CRM features, in addition to any five add-ons of your choice at $79 per user per month

Both cloud packages allow businesses to access their data from anywhere, making it an ideal solution for those who prioritize flexibility. The cloud plans require no server setup, making them easier to deploy compared to the on-premise solution.

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The Advantages & Disadvantages of InfoFlo

To properly assess the usefulness of their CRM software for your business, it's important to weigh both its benefits and drawbacks and see how those align with your business needs.

Benefits 

• Availability of cloud and on-premise options: One of their standout features is the relative flexibility in deployment options. Businesses can choose between cloud-based services or an on-premise solution with a one-time payment. The on-premise option is particularly attractive for businesses that want complete control over their data and infrastructure, while the cloud option provides accessibility from any location. This flexibility ensures that businesses with different operational needs can find a suitable setup
• On-premise option is life-long: Unlike most CRM options out there, they offer a lifelong user option, that does not come with periodic subscription costs, in the form of their on-premise plan. This offers great value for businesses seeking long-term solutions without recurring fees. Businesses preferring to handle their data internally would still receive free lifetime software upgrades with this option, while enjoying a pricing structure that can lead to substantial savings over time
• Strong data security features: Whether you’re using their cloud or on-premise version, you can benefit from their advanced data security offerings. The on-premise option allows businesses to keep data under their control, minimizing the risk of third-party breaches. Additionally, the platform ensures compliance with important security standards, giving users peace of mind that their information is well-protected

Possible limitations

• Requires technical knowledge: Their on-premise option requires businesses to have their own infrastructure and a degree of technical expertise to set it up and maintain it. Without the necessary IT support, businesses may struggle to optimize the system, which could limit its effectiveness
• Expensive add-ons: Although their core pricing is affordable, many of the system’s advanced features come at additional costs. For example, critical features like advanced reporting, email marketing, and document management are sold as separate add-ons, each priced at $79 per user. This can increase the overall cost, especially for businesses that need more advanced functionalities
• Limited customer support options: Their customer support is not as robust as other platforms. Users may find that they lack immediate access to support channels, particularly for lower-tier plans. For businesses that require hands-on help or rapid problem resolution, this could lead to delays in addressing issues

The Customer Experience at InfoFlo

The software has received consistently good ratings across several customer review platforms. They hold an impressive 4.5 out of 5 stars on G2, Capterra, and Software Advice. However, the company lacks review ratings on the mainstream sites of BBB and Trustpilot.

Positive feedback

Their customers frequently praised the software for the strong organizational tools, noting its ability to consolidate emails, documents, and customer contact records seamlessly. Many users also appreciated the software's ease of use, especially for small businesses, as well as its flexible workflow and task management features. Another point of praise was the comprehensive support system, where team members respond promptly to inquiries, making the CRM a reliable and user-friendly choice.

Critical feedback

While the general sentiment toward the company is positive, some users have expressed concerns regarding the software’s outdated user interface. There are occasional complaints about software glitches, such as duplicating contact names during updates, which some users found unresolved for extended periods. Additionally, certain customers have reported frustration with the on-premise solution, stating it may not be viable for businesses seeking a fully online system. 

Customer Support at InfoFlo

In order to reach their team for general inquiries or assistance, you can contact them via email, phone, or their dedicated contact form on their Contact Us page.

• Phone support:
  • US: +1 (646) 465-7676
  • Toll-Free: +1 (855) 463-6356
  • Canada: +1 (416) 223-4353
• Email:
  • Sales: [email protected]
  • General Inquiries: [email protected]
• Address: 230 Sheppard Ave W, North York, Ontario, M2N 1N1

They also offer InfoFlo Academy, a collection of animated tutorials covering essential features like Outlook sync, email management, and advanced linking. Additionally, their Knowledge Base includes helpful articles on topics such as backup and restore, calendar management, and advanced task functionalities. 

Final Thoughts

As one of the oldest CRM solutions providers, InfoFlo remains a distinguishable name in the industry thanks to their versatile deployment options, offering both cloud-based and on-premise solutions that cater to a wide range of business needs. The robust suite of CRM features they offer—including contact management, task tracking, and email integration—simplifies workflow and enhances customer relationship management across industries. Additionally, the integration of services like InfoFlo Talk and InfoFlo Pay, combined with high-level security protocols, can help businesses streamline operations while safeguarding data. 

Their main selling feature is choice. The affordability of the on-premise plan, along with a lifetime of software upgrades, presents you with a secure, cost-effective solution if your business prefers to handle data internally. Alternatively, the cloud-based plans give you an accessible-anywhere solution with the same features, perks, and capabilities. However, the platform’s reliance on costly add-ons and the technical expertise required for the on-premise solution may deter businesses without dedicated IT support or those looking for an all-inclusive package. Additionally, limited customer support options could pose challenges for companies needing immediate assistance.

For more detailed insights into how they compare to other CRM software, check out our CRM reviews page, where we break down the pros and cons of the top providers. You can also use our comparison tool to match InfoFlo against other platforms and find the best fit for your business needs. Additionally, our blog offers helpful articles to guide you through selecting the right CRM software, offering valuable information that simplifies the decision-making process.

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