InfoFlo
The InfoFlo cloud-based CRM software allows its users to add custom fields to their projects, companies and contacts. The custom fields that the software offers are check boxes, text fields, date fields and drop down menus. InfoFlo is designed for a relatively swift setup process with a user-friendly learning curve. The software was developed to make relationship management more straightforward; to accomplish this, relationships are displayed in a dual panel view. The software was made so that sharing and collaboration of companies and projects could be simplified into single-click functionality, and all shared information is displayed in real time. To optimize the management of leads and opportunities, all relevant information regarding the user's team and pending deals have their information stored for easy access. All relevant notes, quotes, and emails can be attached and used to develop parameters for custom opportunity stages and lead types. After a free trial period, the software can be used for a one-time cost without monthly fees.