All the software needed to run your business, perfectly designed to work together
No one needs to take on an integration project involving separate databases and systems that weren’t meant to go together. Like putting together a puzzle with the wrong pieces, it just doesn’t work. Our products are the perfect match for each other. They automatically collect, link, archive, and index large amounts of data. This keeps you, the customer, in charge; not the cloud or service provider.
Best of all, you do all of it from one application where YOUR data is at YOUR fingertips.
InfoFlo CRM is the #1 CRM for use with Microsoft Outlook and Office 365. We don’t charge monthly fees and YOU own all your data. Forever.
Even with all these great features, you avoid the heavy payment processing fees that financial institutions charge.
Still not convinced? You can sync all your transactions to Intuit QuickBooks or InfoFloCRM for smooth transitions to the next step of the workflow.
InfoFloForms lets you automatically drive a workflow by creating new contacts, new tasks, and link them together.
Then, you can assign them to a member of the sales team or add it to your to-do list. All of your data is efficiently compiled for easy access all while saving valuable time.