Unique Client Portal
The only solution that provides your clients access to their estimates, invoices and statements on their browser or mobile device. They can accept estimates and pay for invoices.
Manage all invoices from one screen and create professional invoices within seconds. Receive notifications when customer is viewing invoice.
Get Paid Faster
Accept online payments from any device. One-time, recurring, subscription and installments are all supported payment types. Payment profiles with customers credit cards can be securely saved.
Built In CRM
Single click access to customer information. More than just a contact list! Instantly see all estimates, invoices and statements linked to your customer.
Track Customer Information
Receive an email when you customer is viewing an estimate or invoice, track the last time you sent it to them and when they viewed it. Resend right-away if needed.
Create online contracts, web-to-lead, registration and any other forms you like using our easy-to-use form builder. Add fields like first name, last name as well as more advanced fields like e-signature, file upload and captcha.
A built-in powerful and simple expense tracker makes tracking business expenses ridiculously easy. You’ll know at a glance what you’re spending and how profitable you are, without the need of spreadsheets or boxes of receipts.
Reports makes it easy to know exactly how your business is performing. With our straightforward reports, your success will never be a puzzle. They’re detailed enough that your accountant will love you.
Keep your finger on the pulse of your business wherever you are. With the InfoFlo Pay mobile app, you will easily stay connected with your clients and be able to take care of your accounting anywhere.
The All In One Solution That Offers:
Estimates, Invoices, Payment Processing, Client Portal, CRM, Purchase Orders, Project Management,
Time Tracking, Emails, Notifications, Mobile, Online Forms & Web-To-Lead Forms.
Why Shouldn’t You Get Paid Faster?
The most affordable CRM solution starting at just $99/user for life with free upgrades!
Two-way sync with QuickBooks. Offer an online portal to your customers
Automatically add subscribers to your email lists when a form is submitted.
All new file uploads will be automatically copied to your Google Drive account.
With Every Plan You Get:
- Unlimited Estimates and Invoices
- Unlimited Clients in Client Portal
- Client Management
- Customer Statements
- Manage Expenses
- Free PDF Setup
- Mobile Friendly
- SSL Encryption