InfoFlo CRM

Spec sheet

Purpose

InfoFlo CRM links, archives, searches, and shares calls, voicemails, recordings, emails, appointments, tasks, notes, and projects.Read 12 Oct 2026 · infoflowsolutions.com

Free plan

NoRead 22 Sep 2026 · infoflowsolutions.com

Mobile apps

InfoFlo says users can access CRM data through its iPhone and Android mobile apps.Read 12 Oct 2026 · infoflowsolutions.com

Security

The maker says its advanced permissions add-on provides role-based controls over users’ ability to add, edit, delete, or share records.Read 12 Oct 2026 · infoflowsolutions.com

Support

The maker lists phone support for cloud packages, a support ticket option, and remote support.Read 12 Oct 2026 · infoflowsolutions.com

Headquarters

Toronto, Ontario, CanadaRead 28 Sep 2026 · infoflowsolutions.com

Company

InfoFlo Solutions says it is a Toronto-based technology company and that its products are designed, built, and supported in Canada.Read 12 Oct 2026 · infoflowsolutions.com

Backup

The scheduled backup add-on can back up the InfoFlo database daily, weekly, or monthly.Read 12 Oct 2026 · infoflowsolutions.com

Collaboration

Users can share contacts, companies, and projects with all users or selected users in real time.Read 12 Oct 2026 · infoflowsolutions.com

Contact management

The CRM tracks contact information and links related information back to each contact for single-click access.Read 12 Oct 2026 · infoflowsolutions.com

Document management

The document management add-on includes check-in, check-out, version control, and restore.Read 12 Oct 2026 · infoflowsolutions.com

Email sync

YesRead 22 Sep 2026 · infoflowsolutions.com

Free trial

YesRead 22 Sep 2026 · infoflowsolutions.com

Mobile app

YesRead 22 Sep 2026 · infoflowsolutions.com

Other integrations

The maker lists Google sync, QuickBooks Desktop and Online sync, SMS, Bing Maps, and InfoFlo Talk integrations or add-ons.Read 12 Oct 2026 · infoflowsolutions.com

Outlook

InfoFlo syncs Outlook contacts, companies, categories, calendar events, and incoming and outgoing emails.Read 12 Oct 2026 · infoflowsolutions.com

Sales pipeline

Users can create custom lead and opportunity stages and attach quotes, emails, notes, and tasks to deals.Read 12 Oct 2026 · infoflowsolutions.com

Who it is for

InfoFlo says it focuses on software for small and medium businesses.Read 12 Oct 2026 · infoflowsolutions.com

Plans and prices

Every InfoFlo CRM plan and price →

Where Specifiction places it

• CRM Software#107 of 2448.1