Enjoy all the benefits of a completely seamless Outlook integration. InfoFlo intuitively syncs with Outlook contacts, companies, categories, emails, and calendar.

Easily create professional email marketing campaigns and email templates, manage subscribers, and send to unlimited contacts all for one flat fee.

InfoFlo provides an Advanced Search tool that lets users create AND/OR clauses to display a conglomerate or mutually exclusive results in a simple to use interface.

InfoFlo provides pre-built text based reports spanning all information within InfoFlo. Users can also create custom reports that include any standard or custom fields added.

Auto share contacts/companies/projects and create a role-based security hierarchy to control the access rights per user.

Create, manage and collaborate on projects with colleagues. Build custom workflows, store and track related documents, emails, notes, and other activities.

Now you can access all of your information from your smartphone. Seamlessly sync all contacts, companies, contact notes and calendar events to Google.

Create, assign, share, filter, and manage tasks. Get notifications when a task is due or assigned and get a full activity history. Link tasks to projects, companies, and contacts.

Share and collaborate on company documents with automatic document versioning control. The features includes check-out, check-in, version control and restore.

InfoFlo’s scheduled backup automatically backups your entire InfoFlo database daily, weekly, monthly etc.

Create professional templates in Microsoft Word and save them to InfoFlo. Once created, InfoFlo will automatically populate those fields in your template.

Now you can easily send and receive SMS messages from InfoFlo.

Send out personalized bulk SMS messages to your Infoflo contacts. Includes easy to setup SMS templates

Now you can have a seamless integration with QuickBooks online. Automatically sync all vendor records, estimates and invoices between InfoFlo and QB

With InfoFlo, you can now create, review, send and get paid faster. Simply right-click on a contact to create a detailed quote or invoice for your products, services and billable hours.

With the InfoFlo PBX Phone System Integration add-on, users can now relax as InfoFlo automatically manages all incoming and outgoing calls.

Share calendar events, view shared calendars, and create appointments for shared users. Permission control capabilities and group calendars – all without the need of an exchange server.

Link any activity (email, notes, tasks, sales) to another activity of your choice. Now you can link emails to opportunities/sales

All incoming and outgoing calls are automatically linked to a contact or company. Easily listen to the recorded calls with one click playback.

Generate a naming convention based on the entity fields of your choice. Once the document get added to InfoFlo it will automatically inherit that name.

Create and share professional mailing labels in 5160 Avery Label format with automatic contact list syncing.

Manage email campaigns with the click of a button. InfoFlo will allow you to drill down into each email campaign and provide you with real-time analytics.

Create and share events from existing lists and manage event attendance records.