InfoFlo CRM
The facts below are what the maker publishes about InfoFlo CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From InfoFlo CRM's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $30 a month | Cloud · Pick any 3 add-ons · Monthly |
| Advanced | $35 a month | Cloud · Pick any 5 add-ons · Monthly |
| On Premise | $99, paid once | On-premise · Add-ons $79 each · One time cost per user |
The facts
Each one read from InfoFlo CRM's own pages, with the date it was checked.
What it does
- Backup
- The scheduled backup add-on can back up the InfoFlo database daily, weekly, or monthly.checked 12 Oct 2026
- Collaboration
- Users can share contacts, companies, and projects with all users or selected users in real time.checked 12 Oct 2026
- Contact management
- The CRM tracks contact information and links related information back to each contact for single-click access.checked 12 Oct 2026
- Document management
- The document management add-on includes check-in, check-out, version control, and restore.checked 12 Oct 2026
- Email sync
- Yeschecked 22 Sep 2026
- Other integrations
- The maker lists Google sync, QuickBooks Desktop and Online sync, SMS, Bing Maps, and InfoFlo Talk integrations or add-ons.checked 12 Oct 2026
- Outlook
- InfoFlo syncs Outlook contacts, companies, categories, calendar events, and incoming and outgoing emails.checked 12 Oct 2026
- Purpose
- InfoFlo CRM links, archives, searches, and shares calls, voicemails, recordings, emails, appointments, tasks, notes, and projects.checked 12 Oct 2026
- Sales pipeline
- Users can create custom lead and opportunity stages and attach quotes, emails, notes, and tasks to deals.checked 12 Oct 2026
- Security
- The maker says its advanced permissions add-on provides role-based controls over users’ ability to add, edit, delete, or share records.checked 12 Oct 2026
- Support
- The maker lists phone support for cloud packages, a support ticket option, and remote support.checked 12 Oct 2026
- Who it is for
- InfoFlo says it focuses on software for small and medium businesses.checked 12 Oct 2026
The company
- Company
- InfoFlo Solutions says it is a Toronto-based technology company and that its products are designed, built, and supported in Canada.checked 12 Oct 2026
- Headquarters
- Toronto, Ontario, Canadachecked 28 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
- Free trial
- Yeschecked 22 Sep 2026
Where it runs
- Mobile app
- Yeschecked 22 Sep 2026
- Mobile apps
- InfoFlo says users can access CRM data through its iPhone and Android mobile apps.checked 12 Oct 2026
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