What do you like best?
I am a previous user of Goldmine CRM and Saleslogix so those are my reference points.
The price is affordable for an individual, small business or mid-size business. All the basic functionality seems to be there. The system is modular so you can purchase the modules or functionality you need. One time purchase includes future updates, not a subscription. One of the few CRM systems with a Project Management module included. The Project Management module was a deciding factor. My needs included keeping up with companies, contacts, activities, schedules and monitoring projects. Additionally use it for sales and opportunity management.
The interface is clean and easy to navigate. There is some basic customization capability.
You can create a "template" that populates the task based on the type of new Project when a new project is created. Great feature.
What do you dislike?
I like having a History Tab to keeps up with all completed activities; calls, meetings, task, projects, sales, etc. I miss not having a specific place to look at completed activity for a customer of company.
There is limited customization available from the settings. You can create additional fields / custom fields, you can create task types, status, priority, etc. You can change the field labels to better fit you organization. While not highly customizable the basic system is very flexible and meets my needs.
Key dislike is that the documentation is limited. There is a knowledge base online but not a "user manual"
When updates are provided there is no way to find what is included, the update page is very out dated.
Recommendations to others considering the product
Download the trial and test it for your particular needs. Make a list of the additional modules you will need so you have a true cost of the software. The company is very helpful in a presales environment and provided me with a demo and answered questions. I choose to schedule the demo after I had some experience with the trial.
I imported contacts and companies from Excel spreadsheets. It was simple and I was able to to it myself. If you needs are more complex the company can assist you in bring in data from a previous system.
What business problems are you solving with the product? What benefits have you realized?
Tracking website and SEO projects. Was using spreadsheets but InfoFlo does provide all the functionality needed to keep up with all the Company and Contact information and tracking the steps in each project. I can easily pull a list of what projects that have a particular outstanding task to complete. I can easily find the details of