1-855-514-2433Info@infoflopay.com

Built In CRM

  • null

    Upload new contacts

  • null

    Fill new form with one click

  • null

    Create new contact

  • null

    Create new invoice with one click

  • null

    Create new estimate with one click

  • null

    Custom fields

  • null

    Export to CSV

  • null

    Generate PDF’s with one click

  • null

    View statements

  • null

    CRM view, see all information in one area

Start your free 60-day trial today. Send your first estimate within 5 minutes of signing up!
  • null

    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.

  • null

    Linked Estimates

    View all estimates linked to a specific customer and perform all actions

  • null

    Linked Invoices

    View all invoices linked to a specific customer and perform all actions.

  • null

    Linked Statements

    View all statements linked to a specific customer.

  • null

    Linked Forms

    View all forms linked to a specific customer and perform all actions.

  • null

    Import Contacts

    Import new contacts with a simple click.

  • null

    Custom Fields

    Create contact custom fields with one click.

See why over 10,000 subscribers love InfoFlo Pay

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