Built In Customer Relationship Management
Book a free 30 minute demo and get 7 days with a 100% money back guarantee.
Built-In CRM
Never lose customer information or create complicated spreadsheets again. With InfoFlo Pay built in CRM, all your clients remain stored in an organized system. Fully searchable with drill down capability to the deepest part of your customers. InfoFlo Pay built in CRM is simple, intuitive and requires no training.
Linked Estimates
View all estimates linked to a specific customer and perform all actions
Linked Invoices
View all invoices linked to a specific customer and perform all actions.
Linked Statements
View all statements linked to a specific customer.
Linked Forms
View all forms linked to a specific customer and perform all actions.
Import Contacts
Import new contacts with a simple click.
Custom Fields
Create contact custom fields with one click.
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
- Multi-Currency
- SSL Encryption