InfoFlo Review
About Carmel Vision
The Carmel Vision team is highly experienced in software development. Carmel Vision’s management team has over 30 years experience in the computer industry.
Carmel Vision’s knowledge in software development, networking and system integration dates back to 1990 when they started their first company, Carmel Graphic Systems Inc., a java-based software development company offering products to the graphic arts market. It was sold to Creo in May of 2000, a major Canadian printing press company based in Vancouver. Creo was subsequently sold to the Eastman Kodak Co. who is still selling Carmel Graphics software solutions around the world.
In order to maintain customer adaptability, Carmel Vision has created InfoFlo, a special software development solution capable of tailoring to any customers’ needs.
Carmel Vision’s software products are not market specific and as such are open to the global market. They can be used by all enterprises from a single user to a large company. The company foresees their software being sold into all aspects of the market place whether it’s the business, professional or personal market.
What InfoFlo Can Do
InfoFlo allows users to completely manage their contacts and their office. With its unique infrastructure, it replaces multiple software packages by integrating all office communication activities spanning CRM, Email Management, Document Management, Collaboration and other Business and Productivity activities, into one central, fully integrated solution.
Satisfied Customers
Jamie Cohen – CEO, Barret Capital (currency traders) , Toronto, Canada; Rory Wisner – Corporate Counsel, Optim Energy (oil & gas industry); Steve Fabrykiewicz –Real Estate 21 (real-estate industry); Alef Molina – Fast Braces (orthodontist franchise); Masaline Tswago – Law offices of Ollie P. Manago; Fred Davis – Safeguard (Printing Industry)
CRM Products
- InfoFlo
Product Key Features
- Contact management – The business contact manager feature gives you everything you need to know about your customers and prospects, including all emails, documents, pictures, meetings/appointments, notes and more – all in one place. Manage and link all your information to Categories, Companies, Contacts and Projects.
- Document Management – Link and automatically archive any document to a contact, company or shared project. Once linked you can perform rich document management features such as check-out, check-in and version control. No other competitive CRM solution currently offers this.
- Project Management – Create, classify and share projects
- Email management- Instantly see all emails linked to a specific contact and/or shared project, while at the same time view all emails incoming and outgoing from our friendly inbox view.
- Collaboration – Collaborate on all information with all shared users, from anywhere in the world. Share contacts, emails, calendar events, documents, notes and more.
- Email Marketing- Create professional email marketing campaigns, in a quick and efficient manner without the need to pay for a 3rd party email marketing tool.
- Map Integration – Full integration with Microsoft Bing and Google map. Instantly see driving directions and print them out.
- Scanning software – Scan all documents and automatically link them to a contact, company or shared project
- Business Card Scanning – Scan a business card and automatically populate all contact information
- Fax management- Faxes can be sent and received directly from InfoFlo, permitting users to obtain real time status information and instantaneous notifications. Users can also send out bulk faxes to run professional fax campaigns.
- Outlook Sync – Enjoy the benefits of complete Outlook integration, letting you quickly and easily use InfoFlo, while still offering you the comfort of using Outlook. Automatically sync all emails, calendar events and contacts and even load the Outlook email and calendar editors.
InfoFlo Technology
InfoFlo is an on premise CRM that serves the needs of 1-200 users, or can be extended with the Enterprise edition to support over 200 users. Info is also fully integrated with nanoPBX, a full featured PBX device offering capabilities which enable users to have complete call management with call log, voicemail and call recording, all automatically linked to a contact.
Bottom Line
InfoFlo is a powerful small to mid-sized business CRM software. The CRM software offers more than 40 integrated features including automatic linking of all emails to contacts, document management, collaboration, scanning, email marketing and more.
By providing users with 360 degree visibility into all activities linked to specific contacts and shared projects, users can easily improve the efficiency of their customer facing processes, while decreasing their software costs through InfoFlo’s revolutionary pricing model. A one-time license cost per user with free upgrades for life, makes InfoFlo a wise decision for any single users or small businesses in need of CRM tailored for their needs.
Looking for InfoFlo user reviews? Visit CRMsoftwarereview.org