Integration InfoFlo CRM by API

InfoFlo is a CRM platform for sales, marketing and customer relationship management. It is offered in two versions: in local (on-premise) and cloud versions, a 30-day free trial period is available. At the heart of the system is a highly customizable control panel that includes more than 20 different widgets. It can display all relevant information: completed or planned sales, task schedules, etc. InfoFlo allows you to track in detail the entire history of the company's business activities and its relationships with each client at different time intervals: year, quarter, month, etc. It also makes it possible to manage leads and control deals, distributing them among employees. Through the CRM platform, you can create sales funnels and attach various types of content to them: tasks, notes, emails, etc. The built-in search system helps you quickly find letters, files, appointments and other calendar events, etc. InfoFlo provides a function to establish relationships between clients and contacts, and you can also add documents and links to the contact/account database using the drag and drop method. In the same way, all incoming and outgoing emails related to certain clients are integrated into the contact database. InfoFlo includes extensive integration with Microsoft Outlook, as well as a built-in email builder and calendar editor. In addition, the platform can be synchronized with Google services, QuickBooks and the built-in InfoFlo Talk online telephony module.